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
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
663+ 1.52% |
$238K - $279K
|
44.4K
$21.2M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
661+ 19.53% |
$237K - $278K
|
4.05K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
660+ 8.5% |
$237K - $278K
|
8.43K
$4.02M
|
|
|
May 15, 2024
Q1 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
659+ 29.62% |
$237K - $277K
|
2.88K
$1.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
658New |
$236K - $277K
|
658
$314K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
658+ 5.11% |
$236K - $277K
|
13.5K
$6.45M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
658+ 0.82% |
$236K - $277K
|
80.5K
$38.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
654+ 22.31% |
$235K - $275K
|
3.59K
$1.71M
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
652+ 3.11% |
$234K - $274K
|
21.6K
$10.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
650+ 9.03% |
$234K - $273K
|
7.85K
$3.74M
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
648+ 7.35% |
$233K - $272K
|
9.47K
$4.51M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
648+ 3.63% |
$233K - $272K
|
18.5K
$8.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
645+ 37.35% |
$232K - $271K
|
2.37K
$1.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
645+ 5.11% |
$232K - $271K
|
13.3K
$6.32M
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
643+ 60.04% |
$231K - $270K
|
1.71K
$817K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
640+ 30.03% |
$230K - $269K
|
2.77K
$1.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
639New |
$230K - $269K
|
639
$305K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
637+ 3.61% |
$229K - $268K
|
18.3K
$8.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
636+ 8.09% |
$229K - $267K
|
8.49K
$4.05M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
636+ 14.4% |
$229K - $267K
|
5.05K
$2.41M
|
|
|
Apr 11, 2024
Q1 2024
|
Foundation Resource Management Inc
|
BUY
|
- |
635+ 0.63% |
$228K - $267K
|
101K
$48.3M
|
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
634New |
$228K - $267K
|
634
$302K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
633+ 3.13% |
$227K - $266K
|
20.9K
$9.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
632New |
$227K - $266K
|
632
$301K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
630+ 52.9% |
$226K - $265K
|
1.82K
$868K
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
629+ 54.36% |
$226K - $265K
|
1.79K
$851K
|
|
|
Sep 27, 2024
Q1 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
626+ 9.13% |
$225K - $263K
|
7.48K
$3.57M
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
624New |
$224K - $262K
|
624
$297K
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
624+ 20.24% |
$224K - $262K
|
3.71K
$1.77M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
622+ 0.98% |
$223K - $262K
|
64.4K
$30.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
619+ 8.42% |
$222K - $260K
|
7.97K
$3.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
619+ 39.53% |
$222K - $260K
|
2.19K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
619+ 13.8% |
$222K - $260K
|
5.1K
$2.43M
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
619+ 40.8% |
$222K - $260K
|
2.14K
$1.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
618New |
$222K - $260K
|
618
$295K
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
BUY
|
- |
617+ 1.7% |
$222K - $259K
|
36.9K
$17.6M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
616+ 11.04% |
$221K - $259K
|
6.2K
$2.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
614+ 13.31% |
$221K - $258K
|
5.23K
$2.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
614+ 7.58% |
$221K - $258K
|
8.71K
$4.15M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
614New |
$221K - $258K
|
614
$293K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
613New |
$220K - $258K
|
613
$292K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
612New |
$220K - $257K
|
612
$292K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
612+ 27.33% |
$220K - $257K
|
2.85K
$1.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
609+ 9.17% |
$219K - $256K
|
7.25K
$3.46M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
609New |
$219K - $256K
|
609
$290K
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
607New |
$218K - $255K
|
607
$289K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
607+ 35.09% |
$218K - $255K
|
2.34K
$1.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
606+ 12.35% |
$218K - $255K
|
5.51K
$2.63M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
606+ 28.11% |
$218K - $255K
|
2.76K
$1.32M
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
605New |
$217K - $254K
|
605
$288K
|