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 09, 2024 Q1 2024
Associated Banc Corp

Green Bay, WI
BUY
 -
547
+ 0.59%
$197K - $230K
92.9K $44.5M
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 $598K
Apr 22, 2024 Q1 2024
Zimmermann Investment Management & Planning LLC

BUY
 -
544
New
$195K - $229K
544 $261K
May 01, 2024 Q1 2024
Money Concepts Capital Corp

BUY
 -
544
+ 16.76%
$195K - $229K
3.79K $1.82M
Apr 30, 2024 Q1 2024
Longbow Finance Sa

Lutry, V8
BUY
 -
543
+ 1.38%
$195K - $228K
40K $19.2M
May 03, 2024 Q1 2024
Buckhead Capital Management LLC

BUY
 -
543
+ 2.49%
$195K - $228K
22.4K $10.7M
May 02, 2024 Q1 2024
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
542
+ 64.76%
$195K - $228K
1.38K $661K
Apr 18, 2024 Q1 2024
Stordahl Capital Management, Inc.

BUY
 -
540
New
$194K - $227K
540 $259K
Apr 22, 2024 Q1 2024
Cottage Street Advisors LLC

BUY
 -
540
New
$194K - $227K
540 $259K
May 03, 2024 Q1 2024
Beacon Bridge Wealth Partners, LLC

Conshohocken, PA
BUY
 -
538
New
$193K - $226K
538 $258K
May 10, 2024 Q1 2024
Northern Capital Management, Inc.

BUY
 -
538
New
$193K - $226K
538 $258K
Apr 19, 2024 Q1 2024
New Century Financial Group, LLC

Princeton, NJ
BUY
 -
536
+ 15.19%
$193K - $225K
4.06K $1.95M
Apr 16, 2024 Q1 2024
Sara Bay Financial

BUY
 -
535
New
$192K - $225K
535 $257K
May 15, 2024 Q1 2024
Coyle Financial Counsel LLC

Glenview, IL
BUY
 -
535
New
$192K - $225K
535 $257K
Apr 25, 2024 Q1 2024
Virginia Wealth Management Group, Inc.

Virginia Beach, VA
BUY
 -
534
New
$192K - $225K
534 $256K
May 01, 2024 Q1 2024
Colony Family Offices, LLC

BUY
 -
534
New
$192K - $225K
534 $256K
May 15, 2024 Q1 2024
William Howard & CO Financial Advisors Inc

Memphis, TN
BUY
 -
529
New
$190K - $222K
529 $254K
May 15, 2024 Q1 2024
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
528
+ 1.44%
$190K - $222K
37.3K $17.9M
May 08, 2024 Q1 2024
Camelot Technology Advisors, Inc.

San Francisco, CA
BUY
 -
527
New
$189K - $222K
527 $253K
May 15, 2024 Q1 2024
Studio Investment Management LLC

Chicago, IL
BUY
 -
527
+ 1.75%
$189K - $222K
30.7K $14.7M
Apr 19, 2024 Q1 2024
Trellis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
526
New
$189K - $221K
526 $252K
Apr 29, 2024 Q1 2024
Signet Investment Advisory Group, Inc.

BUY
 -
526
+ 3.96%
$189K - $221K
13.8K $6.63M
Apr 12, 2024 Q1 2024
Cypress Financial Planning LLC

BUY
 -
525
+ 22.36%
$189K - $221K
2.87K $1.38M
Apr 18, 2024 Q1 2024
Park Place Capital Corp

Birmingham, AL
BUY
 -
525
+ 143.44%
$189K - $221K
891 $427K
Apr 23, 2024 Q1 2024
Carderock Capital Management Inc

BUY
 -
525
+ 44.3%
$189K - $221K
1.71K $820K
May 15, 2024 Q1 2024
Ironwood Investment Management LLC

Boston, MA
BUY
 -
525
+ 77.21%
$189K - $221K
1.21K $578K
Apr 17, 2024 Q1 2024
Compass Ion Advisors, LLC

BUY
 -
524
+ 5.24%
$188K - $220K
10.5K $5.05M
Apr 11, 2024 Q1 2024
Market Street Wealth Management Advisors LLC

BUY
 -
523
New
$188K - $220K
523 $251K
Apr 17, 2024 Q1 2024
Grimes & Company, Inc.

BUY
 -
523
+ 3.17%
$188K - $220K
17K $8.16M
Apr 17, 2024 Q1 2024
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
521
New
$187K - $219K
521 $250K
May 01, 2024 Q1 2024
Auour Investments LLC

Wenham, MA
BUY
 -
521
New
$187K - $219K
521 $250K
May 06, 2024 Q1 2024
Manchester Capital Management LLC

Manchester, VT
BUY
 -
521
+ 281.62%
$187K - $219K
706 $339K
Apr 15, 2024 Q1 2024
Lockerman Financial Group, Inc.

BUY
 -
520
New
$187K - $219K
520 $249K
Apr 19, 2024 Q1 2024
Veery Capital, LLC

BUY
 -
520
New
$187K - $219K
520 $249K
May 08, 2024 Q1 2024
Interchange Capital Partners, LLC

BUY
 -
519
New
$186K - $218K
519 $249K
Apr 22, 2024 Q1 2024
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
518
New
$186K - $218K
518 $248K
May 02, 2024 Q1 2024
Auxano Advisors, LLC

BUY
 -
518
+ 10.33%
$186K - $218K
5.53K $2.65M
May 06, 2024 Q1 2024
Fagan Associates, Inc.

BUY
 -
518
+ 2.66%
$186K - $218K
20K $9.59M
Apr 15, 2024 Q1 2024
Taylor & Morgan Wealth Management, LLC

BUY
 -
516
New
$185K - $217K
516 $247K
May 08, 2024 Q1 2024
Ellerson Group Inc /Adv

Annapolis, MD
BUY
 -
515
New
$185K - $217K
515 $247K
May 07, 2024 Q1 2024
Addison Capital CO

BUY
 -
513
New
$184K - $216K
513 $246K
Apr 12, 2024 Q1 2024
Global Trust Asset Management, LLC

BUY
 -
512
+ 3.76%
$184K - $215K
14.1K $6.78M
May 03, 2024 Q1 2024
Spc Financial, Inc.

BUY
 -
512
New
$184K - $215K
512 $246K
May 09, 2024 Q1 2024
Towercrest Capital Management

Newtown, PA
BUY
 -
512
New
$184K - $215K
512 $246K
Apr 30, 2024 Q1 2024
Joule Financial, LLC

BUY
 -
511
New
$184K - $215K
511 $245K
May 10, 2024 Q1 2024
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
511
+ 49.09%
$184K - $215K
1.55K $744K
May 13, 2024 Q1 2024
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
510
New
$183K - $214K
510 $245K
May 14, 2024 Q1 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
510
+ 0.67%
$183K - $214K
77.2K $37M

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