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
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.31K+ 28.2% |
$1.19M - $1.39M
|
15K
$7.07M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3.3K+ 2.65% |
$1.18M - $1.39M
|
128K
$60.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
3.27KNew |
$1.18M - $1.38M
|
3.27K
$1.54M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.26K+ 1.87% |
$1.17M - $1.37M
|
178K
$83.7M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.26K+ 3.31% |
$1.17M - $1.37M
|
102K
$47.9M
|
|
|
May 14, 2024
Q1 2024
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
3.25KNew |
$1.17M - $1.37M
|
3.25K
$1.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.23K+ 2.71% |
$1.16M - $1.36M
|
123K
$57.6M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.21K+ 1.34% |
$1.15M - $1.35M
|
244K
$115M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.2K+ 72.06% |
$1.15M - $1.35M
|
7.65K
$3.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.19K+ 35.51% |
$1.15M - $1.34M
|
12.2K
$5.73M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
3.16KNew |
$1.13M - $1.33M
|
3.16K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
BUY
|
- |
3.14K+ 2.89% |
$1.13M - $1.32M
|
112K
$52.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.14K+ 21.01% |
$1.13M - $1.32M
|
18.1K
$8.51M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.12K+ 42.03% |
$1.12M - $1.31M
|
10.5K
$4.95M
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
3.11K+ 5.99% |
$1.12M - $1.31M
|
55.1K
$25.9M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.11K+ 28.98% |
$1.12M - $1.31M
|
13.8K
$6.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
3.1K+ 1.58% |
$1.11M - $1.3M
|
199K
$93.5M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.1K+ 14.16% |
$1.11M - $1.3M
|
25K
$11.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
3.09KNew |
$1.11M - $1.3M
|
3.09K
$1.45M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
3.06K+ 102.96% |
$1.1M - $1.29M
|
6.04K
$2.84M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3.04K+ 16.02% |
$1.09M - $1.28M
|
22K
$10.4M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.03K+ 47.61% |
$1.09M - $1.28M
|
9.41K
$4.42M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.01KNew |
$1.08M - $1.27M
|
3.01K
$1.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
3KNew |
$1.08M - $1.26M
|
3K
$1.41M
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
3KNew |
$1.08M - $1.26M
|
3K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
2.98K+ 65.03% |
$1.07M - $1.25M
|
7.55K
$3.55M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.97K+ 37.06% |
$1.07M - $1.25M
|
11K
$5.17M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.97K+ 11.58% |
$1.07M - $1.25M
|
28.6K
$13.4M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.96K+ 112.16% |
$1.06M - $1.25M
|
5.6K
$2.63M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
2.96K+ 10.96% |
$1.06M - $1.24M
|
29.9K
$14.1M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.93K+ 1.35% |
$1.05M - $1.23M
|
219K
$103M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.93K+ 4.67% |
$1.05M - $1.23M
|
65.7K
$30.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.91K+ 46.58% |
$1.05M - $1.23M
|
9.17K
$4.31M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.91K+ 4.86% |
$1.05M - $1.22M
|
62.7K
$29.5M
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.9KNew |
$1.04M - $1.22M
|
2.9K
$1.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.89KNew |
$1.04M - $1.22M
|
2.89K
$1.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2.88KNew |
$1.03M - $1.21M
|
2.88K
$1.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.88K+ 20.81% |
$1.03M - $1.21M
|
16.7K
$7.85M
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.87K+ 2.99% |
$1.03M - $1.21M
|
98.9K
$46.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.85K+ 1.26% |
$1.02M - $1.2M
|
229K
$108M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.84K+ 6.91% |
$1.02M - $1.19M
|
43.9K
$20.6M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.84K+ 9.81% |
$1.02M - $1.19M
|
31.7K
$14.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.83KNew |
$1.01M - $1.19M
|
2.83K
$1.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.82K+ 1.98% |
$1.01M - $1.18M
|
145K
$68.4M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2.82KNew |
$1.01M - $1.18M
|
2.82K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
2.8KNew |
$1.01M - $1.18M
|
2.8K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
2.76K+ 0.98% |
$993K - $1.16M
|
283K
$133M
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
BUY
|
- |
2.76K+ 0.47% |
$992K - $1.16M
|
594K
$279M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.76K+ 437.03% |
$992K - $1.16M
|
3.39K
$1.6M
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
2.76K+ 2.74% |
$990K - $1.16M
|
103K
$48.6M
|