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
|
Affiance Financial, LLC
|
BUY
|
- |
280+ 7.87% |
$101K - $118K
|
3.84K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
279+ 3.26% |
$100K - $117K
|
8.84K
$4.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
275+ 4.3% |
$98.8K - $116K
|
6.67K
$3.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
BUY
|
- |
275+ 44.72% |
$98.8K - $116K
|
890
$424K
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
275+ 8.15% |
$98.8K - $116K
|
3.65K
$1.74M
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
BUY
|
- |
274+ 24.91% |
$98.4K - $115K
|
1.37K
$655K
|
|
|
May 15, 2024
Q1 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
274+ 1.55% |
$98.4K - $115K
|
17.9K
$8.55M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
273+ 33.01% |
$98.1K - $115K
|
1.1K
$524K
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
272+ 17.24% |
$97.7K - $114K
|
1.85K
$882K
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
BUY
|
- |
266+ 1.93% |
$95.6K - $112K
|
14K
$6.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
266+ 11.67% |
$95.6K - $112K
|
2.55K
$1.21M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
264+ 3.76% |
$94.9K - $111K
|
7.28K
$3.47M
|
|
|
May 02, 2024
Q1 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
264+ 0.19% |
$94.9K - $111K
|
140K
$66.6M
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
264+ 14.16% |
$94.9K - $111K
|
2.13K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
263+ 14.75% |
$94.5K - $111K
|
2.05K
$975K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
262+ 6.96% |
$94.1K - $110K
|
4.03K
$1.92M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
262+ 1.93% |
$94.1K - $110K
|
13.8K
$6.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
261+ 2.14% |
$93.8K - $110K
|
12.5K
$5.94M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
261+ 0.74% |
$93.8K - $110K
|
35.7K
$17M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
259+ 19.11% |
$93.1K - $109K
|
1.61K
$769K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
259+ 9.29% |
$93.1K - $109K
|
3.05K
$1.45M
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
258+ 4.45% |
$92.7K - $108K
|
6.05K
$2.88M
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
256New |
$92K - $108K
|
256
$122K
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
BUY
|
- |
255+ 8.16% |
$91.6K - $107K
|
3.38K
$1.61M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
255+ 24.31% |
$91.6K - $107K
|
1.3K
$621K
|
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
BUY
|
- |
254+ 5.83% |
$91.3K - $107K
|
4.61K
$2.2M
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
252+ 17.17% |
$90.5K - $106K
|
1.72K
$820K
|
|
|
Apr 11, 2024
Q1 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
252+ 1.03% |
$90.5K - $106K
|
24.6K
$11.7M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
252+ 4.22% |
$90.5K - $106K
|
6.22K
$2.96M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
252+ 8.75% |
$90.5K - $106K
|
3.13K
$1.49M
|
|
|
Apr 26, 2024
Q1 2024
|
James Hambro & Partners
|
BUY
|
- |
251+ 3.71% |
$90.2K - $106K
|
7.01K
$3.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
250+ 2.01% |
$89.8K - $105K
|
12.7K
$6.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
250+ 2.65% |
$89.8K - $105K
|
9.68K
$4.61M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
249+ 3.92% |
$89.5K - $105K
|
6.61K
$3.15M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
249+ 3.15% |
$89.5K - $105K
|
8.16K
$3.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
248+ 7.68% |
$89.1K - $104K
|
3.48K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
248+ 4.96% |
$89.1K - $104K
|
5.25K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
248+ 1.36% |
$89.1K - $104K
|
18.4K
$8.78M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
247+ 0.43% |
$88.7K - $104K
|
57.1K
$27.2M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
246+ 3.56% |
$88.4K - $103K
|
7.15K
$3.41M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
245+ 9.34% |
$88K - $103K
|
2.87K
$1.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
243+ 6.27% |
$87.3K - $102K
|
4.12K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
243+ 3.01% |
$87.3K - $102K
|
8.33K
$3.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
242+ 22.22% |
$86.9K - $102K
|
1.33K
$634K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
242+ 2.98% |
$86.9K - $102K
|
8.36K
$3.98M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
241+ 8.7% |
$86.6K - $101K
|
3.01K
$1.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
240+ 34.78% |
$86.2K - $101K
|
930
$443K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
240+ 28.92% |
$86.2K - $101K
|
1.07K
$510K
|
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
238+ 0.55% |
$85.5K - $100K
|
43.6K
$20.8M
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
237+ 24.31% |
$85.2K - $99.7K
|
1.21K
$578K
|