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 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
774+ 20.3% |
$278K - $325K
|
4.59K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
772+ 2.54% |
$277K - $325K
|
31.2K
$14.9M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
767+ 2.23% |
$276K - $323K
|
35.1K
$16.8M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
767+ 2.32% |
$276K - $323K
|
33.8K
$16.2M
|
|
|
May 14, 2024
Q1 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
766+ 0.04% |
$275K - $322K
|
1.96M
$937M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
759+ 0.87% |
$273K - $319K
|
87.5K
$41.9M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
756+ 37.88% |
$272K - $318K
|
2.75K
$1.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
755+ 1.49% |
$271K - $317K
|
51.3K
$24.6M
|
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
750+ 10.53% |
$269K - $315K
|
7.87K
$3.77M
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
746+ 3.2% |
$268K - $314K
|
24.1K
$11.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
BUY
|
- |
744New |
$267K - $313K
|
744
$356K
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
737New |
$265K - $310K
|
737
$353K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
736New |
$264K - $310K
|
736
$352K
|
|
|
Apr 11, 2024
Q1 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
735+ 3.04% |
$264K - $309K
|
24.9K
$11.9M
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
733+ 4.71% |
$263K - $308K
|
16.3K
$7.79M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
BUY
|
- |
733+ 4.59% |
$263K - $308K
|
16.7K
$7.99M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
732+ 27.45% |
$263K - $308K
|
3.4K
$1.63M
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
730+ 109.45% |
$262K - $307K
|
1.4K
$669K
|
|
|
Apr 15, 2024
Q1 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
729New |
$262K - $307K
|
729
$349K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
729+ 16.67% |
$262K - $307K
|
5.1K
$2.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
727New |
$261K - $306K
|
727
$348K
|
|
|
Apr 30, 2024
Q1 2024
|
Highlander Partners, L.P.
|
BUY
|
- |
725+ 54.72% |
$260K - $305K
|
2.05K
$981K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
725+ 9.6% |
$260K - $305K
|
8.28K
$3.96M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
724+ 38.37% |
$260K - $304K
|
2.61K
$1.25M
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
722+ 3.21% |
$259K - $304K
|
23.2K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
722+ 13.38% |
$259K - $304K
|
6.12K
$2.93M
|
|
|
May 15, 2024
Q1 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
722New |
$259K - $304K
|
722
$346K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
721+ 9.88% |
$259K - $303K
|
8.02K
$3.84M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
718+ 2.13% |
$258K - $302K
|
34.5K
$16.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
715+ 3.31% |
$257K - $301K
|
22.3K
$10.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
707+ 22.87% |
$254K - $297K
|
3.8K
$1.82M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
703+ 77.68% |
$253K - $296K
|
1.61K
$770K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
701+ 35.8% |
$252K - $295K
|
2.66K
$1.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
699+ 64.96% |
$251K - $294K
|
1.78K
$849K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
698+ 0.45% |
$251K - $294K
|
157K
$74.9M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
697+ 38.66% |
$250K - $293K
|
2.5K
$1.2M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
695+ 45.07% |
$250K - $292K
|
2.24K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
694New |
$249K - $292K
|
694
$332K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
693+ 28.95% |
$249K - $291K
|
3.09K
$1.48M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
688+ 3.38% |
$247K - $289K
|
21K
$10.1M
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
687+ 2.12% |
$247K - $289K
|
33K
$15.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
680+ 6.97% |
$244K - $286K
|
10.4K
$4.99M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
676+ 61.68% |
$243K - $284K
|
1.77K
$848K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
673+ 0.61% |
$242K - $283K
|
111K
$53.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
671+ 15.09% |
$241K - $282K
|
5.12K
$2.45M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
671+ 5.02% |
$241K - $282K
|
14K
$6.72M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
668+ 55.02% |
$240K - $281K
|
1.88K
$901K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
667+ 3.17% |
$240K - $280K
|
21.7K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
665+ 77.78% |
$239K - $280K
|
1.52K
$727K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
664+ 6.49% |
$239K - $279K
|
10.9K
$5.22M
|