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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.36K+ 7.7% |
$1.57M - $1.83M
|
61K
$28.7M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.31K+ 6.79% |
$1.55M - $1.81M
|
67.7K
$31.8M
|
|
|
May 15, 2024
Q1 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
4.26KNew |
$1.53M - $1.79M
|
4.26K
$2M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
4.24K+ 20.47% |
$1.52M - $1.78M
|
25K
$11.7M
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
4.24K+ 148.79% |
$1.52M - $1.78M
|
7.09K
$3.34M
|
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
4.23KNew |
$1.52M - $1.78M
|
4.23K
$1.99M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.21K+ 1.53% |
$1.51M - $1.77M
|
279K
$131M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.2K+ 30.95% |
$1.51M - $1.76M
|
17.8K
$8.35M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
4.19K+ 62.01% |
$1.5M - $1.76M
|
10.9K
$5.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
4.18K+ 330.15% |
$1.5M - $1.76M
|
5.45K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4.18K+ 4.75% |
$1.5M - $1.76M
|
92.2K
$43.4M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.18K+ 1.12% |
$1.5M - $1.76M
|
376K
$177M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.18K+ 7.91% |
$1.5M - $1.76M
|
56.9K
$26.8M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.11K+ 2.55% |
$1.48M - $1.73M
|
166K
$77.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.08K+ 24.46% |
$1.46M - $1.71M
|
20.7K
$9.75M
|
|
|
May 13, 2024
Q1 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
4.07KNew |
$1.46M - $1.71M
|
4.07K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
4.04K+ 15.51% |
$1.45M - $1.7M
|
30.1K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
4.03K+ 551.92% |
$1.45M - $1.69M
|
4.76K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
3.95K+ 5.92% |
$1.42M - $1.66M
|
70.6K
$33.2M
|
|
|
May 14, 2024
Q1 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
3.94KNew |
$1.42M - $1.66M
|
3.94K
$1.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.92KNew |
$1.41M - $1.65M
|
3.92K
$1.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.91KNew |
$1.41M - $1.64M
|
3.91K
$1.84M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.88K+ 5.29% |
$1.39M - $1.63M
|
77.2K
$36.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.87K+ 9.09% |
$1.39M - $1.63M
|
46.4K
$21.8M
|
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
3.84KNew |
$1.38M - $1.61M
|
3.84K
$1.81M
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
3.83K+ 3.28% |
$1.38M - $1.61M
|
120K
$56.6M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
3.8K+ 1.04% |
$1.37M - $1.6M
|
369K
$173M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.8K+ 359.81% |
$1.36M - $1.6M
|
4.85K
$2.28M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
3.78K+ 76.25% |
$1.36M - $1.59M
|
8.74K
$4.11M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
3.76KNew |
$1.35M - $1.58M
|
3.76K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.73K+ 19.48% |
$1.34M - $1.57M
|
22.9K
$10.8M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
3.71KNew |
$1.33M - $1.56M
|
3.71K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3.68KNew |
$1.32M - $1.55M
|
3.68K
$1.73M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.67K+ 2.6% |
$1.32M - $1.54M
|
145K
$68.2M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.66K+ 20.06% |
$1.32M - $1.54M
|
21.9K
$10.3M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.66KNew |
$1.32M - $1.54M
|
3.66K
$1.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.66K+ 16.85% |
$1.31M - $1.54M
|
25.4K
$11.9M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.63K+ 7.85% |
$1.3M - $1.53M
|
49.9K
$23.5M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
3.63K+ 1.91% |
$1.3M - $1.53M
|
194K
$91.2M
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
3.58K+ 5.57% |
$1.29M - $1.51M
|
67.9K
$31.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.55K+ 49.94% |
$1.28M - $1.49M
|
10.7K
$5.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.54K+ 29.42% |
$1.27M - $1.49M
|
15.6K
$7.32M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
3.53K+ 11.12% |
$1.27M - $1.49M
|
35.3K
$16.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.51K+ 21.54% |
$1.26M - $1.48M
|
19.8K
$9.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
BUY
|
- |
3.45K+ 207.83% |
$1.24M - $1.45M
|
5.11K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3.42K+ 816.99% |
$1.23M - $1.44M
|
3.83K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.4K+ 25.93% |
$1.22M - $1.43M
|
16.5K
$7.75M
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.39K+ 3.27% |
$1.22M - $1.42M
|
107K
$50.3M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
3.33K+ 6.25% |
$1.2M - $1.4M
|
56.6K
$26.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
3.32K+ 6.95% |
$1.19M - $1.4M
|
51K
$24M
|