Purchases and Sales Made in Q1 2024 in Berkshire Hathaway Inc Class B (BRK-B)

BRK-B Quotes by TradingView

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 10, 2024 Q1 2024
United American Securities Inc. (D

New York, NY
BUY
 -
605
+ 0.19%
$217K - $254K
323K $154M
Apr 26, 2024 Q1 2024
Quantum Financial Advisors, LLC

Manhattan Beach, CA
BUY
 -
601
+ 36.03%
$216K - $253K
2.27K $1.09M
May 14, 2024 Q1 2024
Shepherd Kaplan Krochuk, LLC

Boston, MA
BUY
 -
601
+ 7.17%
$216K - $253K
8.98K $4.3M
Oct 09, 2024 Q1 2024
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
600
+ 20.28%
$216K - $252K
3.56K $1.7M
Apr 17, 2024 Q1 2024
Halbert Hargrove Global Advisors, LLC

BUY
 -
599
New
$215K - $252K
599 $287K
Apr 23, 2024 Q1 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
599
+ 2.22%
$215K - $252K
27.5K $13.2M
May 13, 2024 Q1 2024
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
599
+ 7.34%
$215K - $252K
8.76K $4.19M
Apr 15, 2024 Q1 2024
Constitution Capital LLC

Shelton, CT
BUY
 -
598
New
$215K - $251K
598 $286K
May 10, 2024 Q1 2024
Smith, Moore & Co.

Clayton, MO
BUY
 -
598
+ 6.66%
$215K - $251K
9.58K $4.58M
Apr 17, 2024 Q1 2024
Baker Ellis Asset Management LLC

BUY
 -
595
+ 0.91%
$214K - $250K
66.1K $31.7M
Apr 15, 2024 Q1 2024
Cfm Wealth Partners LLC

BUY
 -
592
+ 9.09%
$213K - $249K
7.1K $3.4M
May 09, 2024 Q1 2024
Maple Capital Management, Inc.

BUY
 -
591
+ 10.48%
$212K - $249K
6.23K $2.98M
Apr 16, 2024 Q1 2024
Webster Bank, N. A.

BUY
 -
589
+ 5.53%
$212K - $248K
11.2K $5.38M
May 01, 2024 Q1 2024
Creative Financial Designs Inc

BUY
 -
588
+ 14.09%
$211K - $247K
4.76K $2.28M
Apr 30, 2024 Q1 2024
Allegiance Financial Group Advisory Services LLC

Vienna, VA
BUY
 -
586
+ 40.41%
$211K - $246K
2.04K $974K
Apr 26, 2024 Q1 2024
Fonville Wealth Management LLC

Richmond, VA
BUY
 -
585
New
$210K - $246K
585 $280K
Apr 25, 2024 Q1 2024
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
583
+ 3.79%
$209K - $245K
16K $7.64M
May 15, 2024 Q1 2024
Ascent Group, LLC

BUY
 -
583
+ 3.21%
$209K - $245K
18.8K $8.97M
May 14, 2024 Q1 2024
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
582
+ 7.82%
$209K - $245K
8.03K $3.84M
May 15, 2024 Q1 2024
Peterson Wealth Management

BUY
 -
582
+ 14.22%
$209K - $245K
4.68K $2.24M
Apr 22, 2024 Q1 2024
Cassia Capital Partners, LLC

Winston Salem, NC
BUY
 -
581
+ 26.84%
$209K - $244K
2.75K $1.31M
May 14, 2024 Q1 2024
Cadence Bank

Tupelo, MS
BUY
 -
581
+ 7.26%
$209K - $244K
8.58K $4.11M
May 15, 2024 Q1 2024
Lee Financial CO

Dallas, TX
BUY
 -
581
+ 0.66%
$209K - $244K
88.7K $42.5M
Apr 15, 2024 Q1 2024
Franklin Street Advisors Inc

BUY
 -
580
+ 1.2%
$208K - $244K
49.1K $23.5M
Apr 26, 2024 Q1 2024
Clear Creek Financial Management, LLC

BUY
 -
576
+ 33.9%
$207K - $242K
2.28K $1.09M
May 09, 2024 Q1 2024
Baker Tilly Wealth Management, LLC

BUY
 -
576
+ 3.93%
$207K - $242K
15.2K $7.29M
Apr 10, 2024 Q1 2024
Legacy Private Trust Co.

BUY
 -
575
+ 8.18%
$207K - $242K
7.6K $3.64M
Apr 25, 2024 Q1 2024
Htlf Bank

Denver, CO
BUY
 -
575
+ 5.07%
$207K - $242K
11.9K $5.7M
May 16, 2024 Q1 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
575
+ 4.07%
$207K - $242K
14.7K $7.03M
May 01, 2024 Q1 2024
Vci Wealth Management LLC

St Louis, MO
BUY
 -
569
New
$204K - $239K
569 $272K
May 15, 2024 Q1 2024
Analyst Ims Investment Management Services Ltd.

BUY
 -
566
+ 6.95%
$203K - $238K
8.71K $4.17M
May 15, 2024 Q1 2024
Prelude Capital Management, LLC

New York, NY
BUY
 -
566
New
$203K - $238K
566 $271K
May 09, 2024 Q1 2024
Campbell Wealth Management

BUY
 -
563
+ 51.04%
$202K - $237K
1.67K $797K
Apr 15, 2024 Q1 2024
Prairie Sky Financial Group LLC

Westchester, IL
BUY
 -
560
+ 27.08%
$201K - $235K
2.63K $1.26M
May 08, 2024 Q1 2024
Advisor Os, LLC

BUY
 -
560
+ 8.15%
$201K - $235K
7.43K $3.56M
May 14, 2024 Q1 2024
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
558
+ 33.94%
$200K - $235K
2.2K $1.05M
May 13, 2024 Q1 2024
Gr Financial Group, LLC

Tucson, AZ
BUY
 -
555
New
$199K - $233K
555 $266K
Apr 16, 2024 Q1 2024
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
552
+ 4.47%
$198K - $232K
12.9K $6.18M
May 14, 2024 Q1 2024
Warwick Investment Management, Inc.

BUY
 -
552
+ 44.95%
$198K - $232K
1.78K $852K
Apr 24, 2024 Q1 2024
Iag Wealth Partners, LLC

BUY
 -
550
+ 38.73%
$198K - $231K
1.97K $943K
May 13, 2024 Q1 2024
Ewa, LLC

Pittsbugh, PA
BUY
 -
549
+ 56.66%
$197K - $231K
1.52K $726K
Apr 10, 2024 Q1 2024
Tl Private Wealth

BUY
 -
548
New
$197K - $230K
548 $262K
Apr 18, 2024 Q1 2024
Exchange Capital Management, Inc.

BUY
 -
548
+ 1.39%
$197K - $230K
40K $19.1M
May 09, 2024 Q1 2024
Associated Banc Corp

Green Bay, WI
BUY
 -
547
+ 0.59%
$197K - $230K
92.9K $44.4M
Oct 18, 2024 Q1 2024
Blue Pointe Capital Management, LLC

San Mateo, CA
BUY
 -
547
New
$197K - $230K
547 $262K
Apr 12, 2024 Q1 2024
New England Professional Planning Group Inc.

BUY
 -
546
+ 77.89%
$196K - $230K
1.25K $597K
Apr 22, 2024 Q1 2024
Zimmermann Investment Management & Planning LLC

BUY
 -
544
New
$195K - $229K
544 $260K
May 01, 2024 Q1 2024
Money Concepts Capital Corp

BUY
 -
544
+ 16.76%
$195K - $229K
3.79K $1.81M
Apr 30, 2024 Q1 2024
Longbow Finance Sa

Lutry, V8
BUY
 -
543
+ 1.38%
$195K - $228K
40K $19.1M

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