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 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
387+ 2.02% |
$139K - $163K
|
19.5K
$9.31M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
385+ 3.54% |
$138K - $162K
|
11.3K
$5.37M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
384+ 2.15% |
$138K - $161K
|
18.2K
$8.69M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
382+ 3.82% |
$137K - $161K
|
10.4K
$4.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
380+ 4.3% |
$137K - $160K
|
9.21K
$4.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
378+ 7.44% |
$136K - $159K
|
5.46K
$2.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
376+ 6.77% |
$135K - $158K
|
5.93K
$2.82M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
375+ 34.4% |
$135K - $158K
|
1.47K
$698K
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
375+ 10.62% |
$135K - $158K
|
3.91K
$1.86M
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
374+ 18.35% |
$134K - $157K
|
2.41K
$1.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
372+ 11.55% |
$134K - $156K
|
3.59K
$1.71M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
372+ 10.41% |
$134K - $156K
|
3.95K
$1.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
371+ 0.67% |
$133K - $156K
|
55.6K
$26.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
370+ 24.47% |
$133K - $156K
|
1.88K
$897K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
370+ 2.86% |
$133K - $156K
|
13.3K
$6.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
367+ 38.71% |
$132K - $154K
|
1.32K
$627K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
365+ 0.38% |
$131K - $153K
|
97.4K
$46.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
365+ 7.15% |
$131K - $153K
|
5.47K
$2.61M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
365+ 5.66% |
$131K - $153K
|
6.81K
$3.25M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
364+ 13.18% |
$131K - $153K
|
3.13K
$1.49M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
362+ 1.5% |
$130K - $152K
|
24.5K
$11.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
362+ 8.41% |
$130K - $152K
|
4.66K
$2.22M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
362+ 21.75% |
$130K - $152K
|
2.03K
$966K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
360+ 41.62% |
$129K - $151K
|
1.23K
$584K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
359New |
$129K - $151K
|
359
$171K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
358+ 10.96% |
$129K - $151K
|
3.62K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
358+ 13.02% |
$129K - $151K
|
3.11K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
356+ 2.27% |
$128K - $150K
|
16.1K
$7.65M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
356+ 0.4% |
$128K - $150K
|
90.4K
$43.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
355+ 1.14% |
$128K - $149K
|
31.4K
$15M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
355+ 7.0% |
$128K - $149K
|
5.42K
$2.58M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
353+ 1.72% |
$127K - $148K
|
20.8K
$9.93M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
353+ 45.78% |
$127K - $148K
|
1.12K
$536K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
BUY
|
- |
352+ 2.48% |
$126K - $148K
|
14.6K
$6.94M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
351+ 4.95% |
$126K - $148K
|
7.44K
$3.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
350+ 5.27% |
$126K - $147K
|
6.99K
$3.33M
|
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
350+ 16.59% |
$126K - $147K
|
2.46K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
349+ 9.09% |
$125K - $147K
|
4.19K
$2M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
346+ 2.87% |
$124K - $145K
|
12.4K
$5.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
346+ 25.67% |
$124K - $145K
|
1.69K
$807K
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
346+ 8.6% |
$124K - $145K
|
4.37K
$2.08M
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
346+ 3.94% |
$124K - $145K
|
9.13K
$4.35M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
344+ 59.62% |
$124K - $145K
|
921
$439K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
343+ 15.84% |
$123K - $144K
|
2.51K
$1.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
339+ 3.93% |
$122K - $143K
|
8.97K
$4.28M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
339+ 12.08% |
$122K - $143K
|
3.15K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
338+ 5.52% |
$121K - $142K
|
6.47K
$3.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
334+ 0.88% |
$120K - $140K
|
38.2K
$18.2M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
334+ 5.06% |
$120K - $140K
|
6.93K
$3.3M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
332+ 2.34% |
$119K - $140K
|
14.5K
$6.91M
|