Purchases and Sales Made in Q1 2024 in Berkshire Hathaway Inc Class B (BRK-B)
This table provides information about the institutional ownership of Berkshire Hathaway Inc Class B (BRK-B) during Q1 2024. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC - Class B.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.71K+ 1.96% |
$3.49M - $4.08M
|
506K
$238M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.71K+ 18.3% |
$3.49M - $4.08M
|
62.8K
$29.5M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
9.63KNew |
$3.46M - $4.05M
|
9.63K
$4.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.54K+ 98.91% |
$3.43M - $4.01M
|
19.2K
$9.02M
|
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
9.37KNew |
$3.37M - $3.94M
|
9.37K
$4.41M
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
9.37K+ 152.84% |
$3.37M - $3.94M
|
15.5K
$7.29M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
9.32K+ 3.22% |
$3.35M - $3.92M
|
299K
$141M
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
9.21K+ 9.72% |
$3.31M - $3.87M
|
104K
$48.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
8.95K+ 2.76% |
$3.22M - $3.76M
|
333K
$156M
|
|
|
Apr 22, 2024
Q1 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
8.91KNew |
$3.2M - $3.75M
|
8.91K
$4.19M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.9K+ 6.04% |
$3.2M - $3.74M
|
156K
$73.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.83K+ 52.54% |
$3.17M - $3.71M
|
25.6K
$12M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
8.8K+ 7.01% |
$3.16M - $3.7M
|
134K
$63.2M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
8.74K+ 47.64% |
$3.14M - $3.67M
|
27.1K
$12.7M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
8.7K+ 17.26% |
$3.12M - $3.66M
|
59.1K
$27.8M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
8.66KNew |
$3.11M - $3.64M
|
8.66K
$4.07M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.64K+ 10.08% |
$3.1M - $3.63M
|
94.3K
$44.4M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.63K+ 5.73% |
$3.1M - $3.63M
|
159K
$74.9M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
8.63KNew |
$3.1M - $3.63M
|
8.63K
$4.06M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
8.6K+ 59.32% |
$3.09M - $3.61M
|
23.1K
$10.9M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
8.49K+ 1.82% |
$3.05M - $3.57M
|
476K
$224M
|
|
|
May 15, 2024
Q1 2024
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
8.4KNew |
$3.02M - $3.53M
|
8.4K
$3.95M
|
|
|
May 10, 2024
Q1 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
8.35K+ 18.62% |
$3M - $3.51M
|
53.2K
$25M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
8.14K+ 2.21% |
$2.93M - $3.42M
|
376K
$177M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.01K+ 2.45% |
$2.88M - $3.37M
|
335K
$158M
|
|
|
May 10, 2024
Q1 2024
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
7.95K+ 4.27% |
$2.86M - $3.34M
|
194K
$91.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
7.84KNew |
$2.82M - $3.3M
|
7.84K
$3.69M
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
7.79KNew |
$2.8M - $3.28M
|
7.79K
$3.66M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
7.63K+ 4.23% |
$2.74M - $3.21M
|
188K
$88.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
7.52K+ 760.36% |
$2.7M - $3.16M
|
8.51K
$4M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
7.44K+ 935.05% |
$2.67M - $3.13M
|
8.24K
$3.87M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.02K+ 5.26% |
$2.52M - $2.95M
|
140K
$66M
|
|
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
7.01K+ 3.08% |
$2.52M - $2.95M
|
235K
$110M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7K+ 489.92% |
$2.52M - $2.94M
|
8.43K
$3.96M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7K+ 8.53% |
$2.52M - $2.94M
|
89.1K
$41.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
6.95KNew |
$2.5M - $2.92M
|
6.95K
$3.27M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.84K+ 3.77% |
$2.46M - $2.88M
|
188K
$88.6M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
6.83K+ 29.27% |
$2.45M - $2.87M
|
30.2K
$14.2M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
6.77K+ 10.56% |
$2.43M - $2.85M
|
70.9K
$33.3M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.76K+ 9.34% |
$2.43M - $2.84M
|
79.2K
$37.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
6.75K+ 96385.71% |
$2.42M - $2.84M
|
6.75K
$3.18M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.73K+ 5.14% |
$2.42M - $2.83M
|
138K
$64.8M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
6.51K+ 2.55% |
$2.34M - $2.74M
|
262K
$123M
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
6.5K+ 8.54% |
$2.33M - $2.73M
|
82.6K
$38.8M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
6.48K+ 19.28% |
$2.33M - $2.73M
|
40.1K
$18.9M
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
6.46K+ 4.29% |
$2.32M - $2.72M
|
157K
$73.8M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.46KNew |
$2.32M - $2.72M
|
6.46K
$3.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.33K+ 6.02% |
$2.28M - $2.66M
|
112K
$52.5M
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
6.29K+ 1088.41% |
$2.26M - $2.65M
|
6.87K
$3.23M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
6.26K+ 18.81% |
$2.25M - $2.63M
|
39.5K
$18.6M
|