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 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6.24K+ 2.37% |
$2.24M - $2.62M
|
270K
$127M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.23K+ 26.55% |
$2.24M - $2.62M
|
29.7K
$14M
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
6.22K+ 555.13% |
$2.24M - $2.62M
|
7.34K
$3.45M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
6.06K+ 1.3% |
$2.18M - $2.55M
|
471K
$222M
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.04K+ 8.88% |
$2.17M - $2.54M
|
74K
$34.8M
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
6.02KNew |
$2.16M - $2.53M
|
6.02K
$2.83M
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.98K+ 40.72% |
$2.15M - $2.51M
|
20.7K
$9.71M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.94K+ 12.74% |
$2.13M - $2.5M
|
52.6K
$24.7M
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
5.77K+ 8.55% |
$2.07M - $2.43M
|
73.2K
$34.4M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.76K+ 12.99% |
$2.07M - $2.42M
|
50.1K
$23.6M
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
5.68K+ 10.87% |
$2.04M - $2.39M
|
57.9K
$27.2M
|
|
May 08, 2024
Q1 2024
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
5.67K+ 67.96% |
$2.04M - $2.39M
|
14K
$6.59M
|
|
Apr 30, 2024
Q1 2024
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
5.65KNew |
$2.03M - $2.38M
|
5.65K
$2.66M
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
5.57K+ 4.88% |
$2M - $2.34M
|
120K
$56.3M
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
5.53K+ 4.88% |
$1.99M - $2.32M
|
119K
$55.8M
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.43K+ 14.32% |
$1.95M - $2.28M
|
43.3K
$20.4M
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5.42K+ 172.18% |
$1.95M - $2.28M
|
8.57K
$4.03M
|
|
May 14, 2024
Q1 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
5.31K+ 9.37% |
$1.91M - $2.23M
|
62K
$29.2M
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
5.28K+ 29.11% |
$1.9M - $2.22M
|
23.4K
$11M
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
5.26K+ 1.77% |
$1.89M - $2.21M
|
303K
$142M
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
5.25K+ 190.67% |
$1.89M - $2.21M
|
8.01K
$3.76M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.24K+ 2.72% |
$1.88M - $2.2M
|
198K
$93M
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
5.23KNew |
$1.88M - $2.2M
|
5.23K
$2.46M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.22KNew |
$1.87M - $2.19M
|
5.22K
$2.45M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.17K+ 7.11% |
$1.86M - $2.17M
|
77.9K
$36.6M
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.16K+ 61.56% |
$1.85M - $2.17M
|
13.5K
$6.36M
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
5.16KNew |
$1.85M - $2.17M
|
5.16K
$2.42M
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
5.1K+ 62.93% |
$1.83M - $2.14M
|
13.2K
$6.21M
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
5.09KNew |
$1.83M - $2.14M
|
5.09K
$2.39M
|
|
May 13, 2024
Q1 2024
|
Sprucegrove Investment Management LTD
Toronto, A6 |
BUY
|
- |
5K+ 7.08% |
$1.8M - $2.1M
|
75.6K
$35.6M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.99K+ 11.69% |
$1.79M - $2.1M
|
47.7K
$22.4M
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.98K+ 3.46% |
$1.79M - $2.09M
|
149K
$69.9M
|
|
Apr 22, 2024
Q1 2024
|
Solitude Financial Services
|
BUY
|
- |
4.97K+ 6.55% |
$1.79M - $2.09M
|
80.8K
$38M
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.96K+ 0.08% |
$1.78M - $2.08M
|
6.36M
$2.99B
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4.94K+ 53.09% |
$1.77M - $2.08M
|
14.2K
$6.69M
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
4.93K+ 493.4% |
$1.77M - $2.07M
|
5.93K
$2.79M
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.84K+ 15.06% |
$1.74M - $2.03M
|
37K
$17.4M
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4.82K+ 31.89% |
$1.73M - $2.03M
|
19.9K
$9.37M
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
4.8KNew |
$1.72M - $2.02M
|
4.8K
$2.26M
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
4.78K+ 8.64% |
$1.72M - $2.01M
|
60.1K
$28.3M
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.78K+ 2.92% |
$1.72M - $2.01M
|
169K
$79.3M
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
4.77K+ 394.55% |
$1.72M - $2.01M
|
5.98K
$2.81M
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.73KNew |
$1.7M - $1.99M
|
4.73K
$2.22M
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
4.7KNew |
$1.69M - $1.98M
|
4.7K
$2.21M
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.62K+ 14.25% |
$1.66M - $1.94M
|
37.1K
$17.4M
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.6K+ 16.88% |
$1.65M - $1.93M
|
31.8K
$15M
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
4.57K+ 9.89% |
$1.64M - $1.92M
|
50.8K
$23.9M
|
|
May 07, 2024
Q1 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
4.49K+ 107.52% |
$1.61M - $1.89M
|
8.66K
$4.07M
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.39K+ 28.46% |
$1.58M - $1.84M
|
19.8K
$9.31M
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.38K+ 2.68% |
$1.57M - $1.84M
|
168K
$78.9M
|