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 14, 2024
Q1 2024
|
X Square Capital, LLC
|
BUY
|
- |
1.25K+ 13.82% |
$451K - $527K
|
10.3K
$4.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.25K+ 0.56% |
$450K - $527K
|
227K
$108M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.25K+ 11.33% |
$449K - $526K
|
12.3K
$5.88M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
1.25K+ 1.09% |
$448K - $525K
|
115K
$55.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.24K+ 1.3% |
$446K - $522K
|
96.5K
$46.2M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.24K+ 7.02% |
$445K - $521K
|
18.9K
$9.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.24K+ 7.66% |
$444K - $520K
|
17.4K
$8.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
1.24K+ 8.84% |
$444K - $520K
|
15.2K
$7.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.21K+ 120.44% |
$436K - $511K
|
2.22K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
1.21KNew |
$436K - $511K
|
1.21K
$581K
|
|
|
May 02, 2024
Q1 2024
|
Suncoast Equity Management
|
BUY
|
- |
1.21K+ 2.46% |
$435K - $509K
|
50.4K
$24.1M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.21K+ 0.73% |
$434K - $508K
|
167K
$79.8M
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.21K+ 6.21% |
$433K - $507K
|
20.6K
$9.86M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1.2K+ 5.08% |
$430K - $504K
|
24.8K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.2K+ 8.79% |
$430K - $503K
|
14.8K
$7.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
BUY
|
- |
1.19K+ 18.33% |
$429K - $502K
|
7.7K
$3.68M
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.19K+ 0.65% |
$428K - $501K
|
185K
$88.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
BUY
|
- |
1.19KNew |
$428K - $501K
|
1.19K
$570K
|
|
|
Apr 25, 2024
Q1 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
1.19K+ 23.69% |
$428K - $501K
|
6.22K
$2.98M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.18K+ 21.03% |
$425K - $498K
|
6.81K
$3.26M
|
|
|
May 07, 2024
Q1 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.18KNew |
$425K - $497K
|
1.18K
$566K
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.18KNew |
$423K - $495K
|
1.18K
$564K
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.17K+ 8.12% |
$421K - $493K
|
15.6K
$7.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.17K+ 8.56% |
$420K - $492K
|
14.8K
$7.09M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.17K+ 2.75% |
$420K - $492K
|
43.7K
$20.9M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.17K+ 7.9% |
$419K - $490K
|
15.9K
$7.62M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.17K+ 0.78% |
$419K - $490K
|
151K
$72.3M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.17K+ 0.44% |
$419K - $490K
|
265K
$127M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.16K+ 0.92% |
$416K - $487K
|
128K
$61.1M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.16KNew |
$416K - $487K
|
1.16K
$554K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.16K+ 10.95% |
$416K - $487K
|
11.7K
$5.61M
|
|
|
May 02, 2024
Q1 2024
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
1.15K+ 0.06% |
$415K - $485K
|
1.95M
$933M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.15K+ 2.9% |
$414K - $485K
|
40.9K
$19.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.15K+ 4.0% |
$414K - $484K
|
29.9K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.15K+ 28.25% |
$414K - $484K
|
5.23K
$2.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.15K+ 10.88% |
$413K - $484K
|
11.7K
$5.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.15K+ 67.41% |
$413K - $484K
|
2.86K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1.15K+ 1.77% |
$413K - $484K
|
66.1K
$31.6M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.15K+ 2.51% |
$413K - $483K
|
47K
$22.5M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.15K+ 2.6% |
$412K - $482K
|
45.3K
$21.7M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.15K+ 4.69% |
$412K - $482K
|
25.6K
$12.2M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.13K+ 2.21% |
$404K - $473K
|
52K
$24.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1.12K+ 27.24% |
$403K - $472K
|
5.25K
$2.51M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
1.12KNew |
$401K - $469K
|
1.12K
$534K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.11KNew |
$399K - $467K
|
1.11K
$532K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.11K+ 38.7% |
$399K - $467K
|
3.98K
$1.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.11KNew |
$399K - $467K
|
1.11K
$531K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.11K+ 57.75% |
$399K - $467K
|
3.03K
$1.45M
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.11K+ 13.44% |
$399K - $467K
|
9.37K
$4.48M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.1K+ 17.79% |
$397K - $464K
|
7.31K
$3.5M
|