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 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
459+ 52.28% |
$165K - $193K
|
1.34K
$637K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
456+ 11.09% |
$164K - $192K
|
4.57K
$2.18M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
454+ 18.97% |
$163K - $191K
|
2.85K
$1.36M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
451+ 4.9% |
$162K - $190K
|
9.66K
$4.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
451+ 10.08% |
$162K - $190K
|
4.93K
$2.35M
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
451+ 0.92% |
$162K - $190K
|
49.4K
$23.5M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
449+ 3.23% |
$161K - $189K
|
14.4K
$6.84M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
449+ 18.8% |
$161K - $189K
|
2.84K
$1.35M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
445+ 12.99% |
$160K - $187K
|
3.87K
$1.85M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
442+ 7.1% |
$159K - $186K
|
6.66K
$3.18M
|
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
442+ 34.16% |
$159K - $186K
|
1.74K
$827K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
439+ 21.35% |
$158K - $185K
|
2.5K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
439+ 27.47% |
$158K - $185K
|
2.04K
$971K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
437+ 0.12% |
$157K - $184K
|
376K
$179M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
435+ 1.99% |
$156K - $183K
|
22.3K
$10.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
434+ 7.68% |
$156K - $183K
|
6.08K
$2.9M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
434+ 4.89% |
$156K - $183K
|
9.31K
$4.44M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
431+ 5.15% |
$155K - $181K
|
8.8K
$4.19M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
430+ 33.28% |
$154K - $181K
|
1.72K
$821K
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
423+ 17.24% |
$152K - $178K
|
2.88K
$1.37M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
420+ 16.86% |
$151K - $177K
|
2.91K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
419+ 5.01% |
$151K - $176K
|
8.78K
$4.18M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
417+ 2.27% |
$150K - $175K
|
18.7K
$8.94M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
416+ 8.51% |
$149K - $175K
|
5.3K
$2.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
416+ 12.58% |
$149K - $175K
|
3.72K
$1.77M
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
412+ 1.03% |
$148K - $173K
|
40.4K
$19.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
411+ 0.88% |
$148K - $173K
|
47.3K
$22.5M
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
411+ 3.72% |
$148K - $173K
|
11.5K
$5.46M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
411+ 10.68% |
$148K - $173K
|
4.26K
$2.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
409+ 19.34% |
$147K - $172K
|
2.52K
$1.2M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
408+ 1.78% |
$147K - $172K
|
23.4K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
408+ 7.72% |
$147K - $172K
|
5.69K
$2.71M
|
|
|
May 07, 2024
Q1 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
406+ 1.33% |
$146K - $171K
|
30.9K
$14.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
403+ 0.22% |
$145K - $169K
|
181K
$86.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
402+ 13.98% |
$144K - $169K
|
3.28K
$1.56M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
402+ 1.88% |
$144K - $169K
|
21.8K
$10.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
401+ 1.67% |
$144K - $169K
|
24.5K
$11.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
401+ 26.86% |
$144K - $169K
|
1.89K
$903K
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
401+ 6.52% |
$144K - $169K
|
6.55K
$3.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
400+ 29.3% |
$144K - $168K
|
1.77K
$841K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
400+ 2.21% |
$144K - $168K
|
18.5K
$8.8M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
399+ 4.28% |
$143K - $168K
|
9.72K
$4.63M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
398+ 4.02% |
$143K - $167K
|
10.3K
$4.91M
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
396+ 9.75% |
$142K - $167K
|
4.46K
$2.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
395+ 57.16% |
$142K - $166K
|
1.09K
$518K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
394+ 3.2% |
$142K - $166K
|
12.7K
$6.05M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
391+ 2.45% |
$140K - $164K
|
16.3K
$7.79M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
390+ 3.49% |
$140K - $164K
|
11.6K
$5.51M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
390+ 13.55% |
$140K - $164K
|
3.27K
$1.56M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
387+ 0.4% |
$139K - $163K
|
97.6K
$46.5M
|