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 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
2.13KNew |
$766K - $897K
|
2.13K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.12K+ 132.15% |
$761K - $890K
|
3.72K
$1.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
2.1K+ 15.44% |
$755K - $884K
|
15.7K
$7.41M
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
2.1K+ 113.86% |
$753K - $881K
|
3.94K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.09K+ 477.85% |
$752K - $880K
|
2.53K
$1.19M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.09K+ 14.67% |
$751K - $878K
|
16.3K
$7.71M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.08KNew |
$749K - $876K
|
2.08K
$984K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.08KNew |
$747K - $875K
|
2.08K
$982K
|
|
|
May 20, 2024
Q1 2024
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
BUY
|
- |
2.08KNew |
$747K - $875K
|
2.08K
$982K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.06K+ 0.97% |
$739K - $865K
|
214K
$101M
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.05K+ 41.75% |
$735K - $860K
|
6.95K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
2.03K+ 26.87% |
$729K - $853K
|
9.58K
$4.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.02KNew |
$725K - $849K
|
2.02K
$953K
|
|
|
May 14, 2024
Q1 2024
|
Lgt Group Foundation
|
BUY
|
- |
2.01K+ 2.8% |
$724K - $847K
|
74K
$34.9M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.01K+ 18.34% |
$722K - $845K
|
13K
$6.12M
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
2K+ 13.98% |
$719K - $841K
|
16.3K
$7.7M
|
|
|
May 14, 2024
Q1 2024
|
Good Haven Capital Management, LLC
Millburn, NJ |
BUY
|
- |
2K+ 1.79% |
$719K - $841K
|
114K
$53.6M
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.99KNew |
$715K - $837K
|
1.99K
$939K
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.99KNew |
$715K - $836K
|
1.99K
$939K
|
|
|
May 09, 2024
Q1 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
1.97K+ 109.13% |
$709K - $829K
|
3.78K
$1.78M
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.97KNew |
$707K - $828K
|
1.97K
$929K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.95K+ 5.08% |
$702K - $821K
|
40.4K
$19.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.95K+ 4.28% |
$700K - $820K
|
47.5K
$22.4M
|
|
|
May 01, 2024
Q1 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
1.95K+ 18.0% |
$700K - $819K
|
12.8K
$6.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
1.94K+ 1.66% |
$698K - $817K
|
119K
$56.3M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.94K+ 6.99% |
$695K - $814K
|
29.6K
$14M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.93K+ 5.4% |
$694K - $812K
|
37.7K
$17.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.93KNew |
$693K - $811K
|
1.93K
$910K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.92K+ 16.34% |
$691K - $809K
|
13.7K
$6.47M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.91K+ 12.62% |
$687K - $804K
|
17.1K
$8.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
1.91K+ 19.99% |
$687K - $804K
|
11.5K
$5.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.91K+ 10.88% |
$686K - $803K
|
19.4K
$9.18M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.9K+ 100.58% |
$682K - $798K
|
3.79K
$1.79M
|
|
|
May 10, 2024
Q1 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.89K+ 70.98% |
$679K - $795K
|
4.56K
$2.15M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.86K+ 5.68% |
$667K - $781K
|
34.6K
$16.3M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.85K+ 1.71% |
$664K - $778K
|
110K
$51.9M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.84K+ 1.11% |
$660K - $772K
|
167K
$78.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.83K+ 79.01% |
$659K - $771K
|
4.15K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
1.82K+ 0.54% |
$655K - $767K
|
339K
$160M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.82K+ 3.74% |
$655K - $766K
|
50.5K
$23.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.82K+ 7.79% |
$653K - $764K
|
25.1K
$11.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1.81K+ 7.44% |
$650K - $761K
|
26.1K
$12.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
1.81K+ 7.5% |
$649K - $760K
|
25.9K
$12.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.81K+ 6.53% |
$649K - $759K
|
29.5K
$13.9M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.8K+ 0.38% |
$648K - $759K
|
473K
$223M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.79KNew |
$644K - $754K
|
1.79K
$846K
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.76K+ 3.09% |
$633K - $741K
|
58.9K
$27.8M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.71K+ 10.05% |
$616K - $721K
|
18.8K
$8.86M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.7K+ 113.25% |
$611K - $715K
|
3.2K
$1.51M
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
1.7K+ 7.47% |
$610K - $714K
|
24.5K
$11.5M
|