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 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
1.1K+ 0.59% |
$396K - $464K
|
187K
$88.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.1K+ 1.73% |
$396K - $463K
|
64.9K
$30.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.1K+ 9.28% |
$396K - $463K
|
13K
$6.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.1KNew |
$395K - $462K
|
1.1K
$518K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.1K+ 10.86% |
$394K - $461K
|
11.2K
$5.29M
|
|
|
May 14, 2024
Q1 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
1.1K+ 8.04% |
$393K - $460K
|
14.7K
$6.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 1.92% |
$393K - $460K
|
58.1K
$27.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.09K+ 5.62% |
$391K - $458K
|
20.5K
$9.66M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
1.08K+ 7.19% |
$389K - $456K
|
16.2K
$7.63M
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
1.08K+ 3.98% |
$387K - $453K
|
28.2K
$13.3M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.07K+ 2.98% |
$383K - $448K
|
36.8K
$17.4M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.06K+ 36.39% |
$382K - $447K
|
3.98K
$1.88M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.06K+ 6.04% |
$380K - $445K
|
18.6K
$8.76M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.06K+ 1.58% |
$380K - $445K
|
67.9K
$32.1M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.05K+ 4.32% |
$378K - $442K
|
25.4K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.05K+ 4.55% |
$376K - $440K
|
24K
$11.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.04KNew |
$375K - $439K
|
1.04K
$493K
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.03KNew |
$369K - $431K
|
1.03K
$484K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.02K+ 1.37% |
$368K - $431K
|
75.8K
$35.8M
|
|
|
May 10, 2024
Q1 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
1.02K+ 2.12% |
$368K - $430K
|
49.2K
$23.2M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.02K+ 15.72% |
$367K - $430K
|
7.53K
$3.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.01K+ 9.07% |
$364K - $426K
|
12.2K
$5.75M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
998+ 2.76% |
$359K - $420K
|
37.1K
$17.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
997+ 16.77% |
$358K - $419K
|
6.94K
$3.28M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
996+ 17.24% |
$358K - $419K
|
6.77K
$3.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
995+ 16.88% |
$357K - $418K
|
6.89K
$3.25M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
987+ 0.25% |
$355K - $415K
|
399K
$189M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
987+ 33.14% |
$355K - $415K
|
3.97K
$1.87M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
986+ 7.92% |
$354K - $415K
|
13.4K
$6.34M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
985+ 3.87% |
$354K - $414K
|
26.4K
$12.5M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
985+ 1.79% |
$354K - $414K
|
56.1K
$26.5M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
983+ 6.39% |
$353K - $413K
|
16.4K
$7.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
973+ 11.63% |
$350K - $409K
|
9.34K
$4.41M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
969+ 3.58% |
$348K - $407K
|
28.1K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
965+ 5.78% |
$347K - $406K
|
17.7K
$8.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
963New |
$346K - $405K
|
963
$455K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
962+ 4.02% |
$346K - $405K
|
24.9K
$11.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
958New |
$344K - $403K
|
958
$452K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
958+ 2.55% |
$344K - $403K
|
38.6K
$18.2M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
954+ 11.49% |
$343K - $401K
|
9.26K
$4.37M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
948+ 2.43% |
$341K - $399K
|
40K
$18.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
941+ 5.96% |
$338K - $396K
|
16.7K
$7.9M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
927+ 21.81% |
$333K - $390K
|
5.18K
$2.44M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
924+ 1.79% |
$332K - $389K
|
52.5K
$24.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
921+ 15.18% |
$331K - $387K
|
6.99K
$3.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
918+ 0.65% |
$330K - $386K
|
143K
$67.6M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
915+ 1.99% |
$329K - $385K
|
46.9K
$22.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
912+ 6.5% |
$328K - $384K
|
14.9K
$7.05M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
908+ 29.37% |
$326K - $382K
|
4K
$1.89M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
906+ 4.59% |
$326K - $381K
|
20.6K
$9.75M
|