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 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
500New |
$180K - $210K
|
500
$238K
|
|
|
Apr 15, 2024
Q1 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
500New |
$180K - $210K
|
500
$238K
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
500New |
$180K - $210K
|
500
$238K
|
|
|
Apr 18, 2024
Q1 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
500New |
$180K - $210K
|
500
$238K
|
|
|
Apr 22, 2024
Q1 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
500New |
$180K - $210K
|
500
$238K
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
500+ 26.9% |
$180K - $210K
|
2.36K
$1.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
500New |
$180K - $210K
|
500
$238K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
500+ 15.28% |
$180K - $210K
|
3.77K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
500+ 28.15% |
$180K - $210K
|
2.28K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
500+ 20.27% |
$180K - $210K
|
2.97K
$1.41M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
499+ 5.98% |
$179K - $210K
|
8.84K
$4.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
495+ 4.29% |
$178K - $208K
|
12K
$5.73M
|
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
495New |
$178K - $208K
|
495
$236K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
495New |
$178K - $208K
|
495
$236K
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
491New |
$176K - $206K
|
491
$234K
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
491New |
$176K - $206K
|
491
$234K
|
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
491+ 43.22% |
$176K - $206K
|
1.63K
$775K
|
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
BUY
|
- |
491New |
$176K - $206K
|
491
$234K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
489+ 2.43% |
$176K - $206K
|
20.6K
$9.81M
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
489+ 16.76% |
$176K - $206K
|
3.41K
$1.62M
|
|
|
May 09, 2024
Q1 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
488New |
$175K - $205K
|
488
$233K
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
487+ 8.38% |
$175K - $205K
|
6.3K
$3M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
486New |
$175K - $204K
|
486
$232K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
485+ 0.79% |
$174K - $204K
|
61.7K
$29.4M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
484+ 18.13% |
$174K - $204K
|
3.15K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
484New |
$174K - $204K
|
484
$231K
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
483+ 135.29% |
$174K - $203K
|
840
$400K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
483New |
$174K - $203K
|
483
$230K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
483+ 7.5% |
$174K - $203K
|
6.92K
$3.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
482+ 2.58% |
$173K - $203K
|
19.2K
$9.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
480New |
$172K - $202K
|
480
$229K
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
480New |
$172K - $202K
|
480
$229K
|
|
|
Apr 12, 2024
Q1 2024
|
Shorepath Capital Management LLC
Evanston, IL |
BUY
|
- |
479+ 2.73% |
$172K - $201K
|
18K
$8.58M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
479+ 8.98% |
$172K - $201K
|
5.81K
$2.77M
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
478New |
$172K - $201K
|
478
$228K
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
478New |
$172K - $201K
|
478
$228K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
477+ 0.34% |
$171K - $201K
|
140K
$66.8M
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
477New |
$171K - $201K
|
477
$227K
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
475+ 34.47% |
$171K - $200K
|
1.85K
$883K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
469+ 0.69% |
$169K - $197K
|
68.2K
$32.5M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
469+ 3.02% |
$169K - $197K
|
16K
$7.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
468+ 7.72% |
$168K - $197K
|
6.53K
$3.11M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
467+ 2.78% |
$168K - $196K
|
17.3K
$8.24M
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
466+ 13.08% |
$167K - $196K
|
4.03K
$1.92M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
464+ 0.97% |
$167K - $195K
|
48.1K
$22.9M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
464+ 4.84% |
$167K - $195K
|
10K
$4.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
463+ 12.29% |
$166K - $195K
|
4.23K
$2.02M
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
462+ 0.86% |
$166K - $194K
|
54K
$25.7M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
459+ 11.87% |
$165K - $193K
|
4.33K
$2.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
459+ 3.5% |
$165K - $193K
|
13.6K
$6.47M
|