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 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
80+ 1.7% |
$28.7K - $33.6K
|
4.78K
$2.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
79+ 0.88% |
$28.4K - $33.2K
|
9.1K
$4.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
79+ 0.58% |
$28.4K - $33.2K
|
13.8K
$6.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
79+ 0.62% |
$28.4K - $33.2K
|
12.8K
$6.06M
|
|
|
May 15, 2024
Q1 2024
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
79+ 11.24% |
$28.4K - $33.2K
|
782
$369K
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
78+ 0.81% |
$28K - $32.8K
|
9.7K
$4.58M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
78+ 1.58% |
$28K - $32.8K
|
5.02K
$2.37M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
78+ 0.81% |
$28K - $32.8K
|
9.7K
$4.58M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
77+ 11.44% |
$27.7K - $32.4K
|
750
$354K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
77+ 8.16% |
$27.7K - $32.4K
|
1.02K
$482K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
77+ 7.2% |
$27.7K - $32.4K
|
1.15K
$541K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
75+ 5.17% |
$26.9K - $31.5K
|
1.53K
$720K
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
74+ 2.53% |
$26.6K - $31.1K
|
3K
$1.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
73+ 1.7% |
$26.2K - $30.7K
|
4.36K
$2.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
73+ 0.75% |
$26.2K - $30.7K
|
9.78K
$4.62M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
73New |
$26.2K - $30.7K
|
73
$34.5K
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
73+ 2.79% |
$26.2K - $30.7K
|
2.69K
$1.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
72+ 1.41% |
$25.9K - $30.3K
|
5.2K
$2.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
72+ 6.52% |
$25.9K - $30.3K
|
1.18K
$556K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
72+ 7.94% |
$25.9K - $30.3K
|
979
$462K
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
72+ 0.35% |
$25.9K - $30.3K
|
20.7K
$9.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
71+ 0.4% |
$25.5K - $29.9K
|
17.9K
$8.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
71+ 75.53% |
$25.5K - $29.9K
|
165
$77.9K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
71+ 3.52% |
$25.5K - $29.9K
|
2.09K
$985K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
70+ 4.78% |
$25.2K - $29.4K
|
1.53K
$724K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
70+ 0.82% |
$25.2K - $29.4K
|
8.57K
$4.05M
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
70+ 0.45% |
$25.2K - $29.4K
|
15.7K
$7.4M
|
|
|
May 13, 2024
Q1 2024
|
Sam Advisors, LLC
|
BUY
|
- |
70+ 0.33% |
$25.2K - $29.4K
|
21.2K
$9.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
69+ 0.66% |
$24.8K - $29K
|
10.5K
$4.97M
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
BUY
|
- |
69+ 11.94% |
$24.8K - $29K
|
647
$305K
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
68+ 7.03% |
$24.4K - $28.6K
|
1.04K
$489K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
68+ 1.6% |
$24.4K - $28.6K
|
4.32K
$2.04M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
68+ 3.66% |
$24.4K - $28.6K
|
1.93K
$909K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
68+ 0.15% |
$24.4K - $28.6K
|
44.7K
$21.1M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
67+ 3.21% |
$24.1K - $28.2K
|
2.16K
$1.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
67+ 3.24% |
$24.1K - $28.2K
|
2.14K
$1.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
67+ 0.21% |
$24.1K - $28.2K
|
32.3K
$15.3M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
67+ 2.08% |
$24.1K - $28.2K
|
3.29K
$1.55M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
66+ 2.27% |
$23.7K - $27.8K
|
2.98K
$1.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
65+ 3.89% |
$23.4K - $27.3K
|
1.74K
$820K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
BUY
|
- |
65+ 2.33% |
$23.4K - $27.3K
|
2.86K
$1.35M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
65+ 0.32% |
$23.4K - $27.3K
|
20.6K
$9.74M
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
BUY
|
- |
65+ 2.22% |
$23.4K - $27.3K
|
2.99K
$1.41M
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
64+ 0.6% |
$23K - $26.9K
|
10.8K
$5.1M
|
|
|
May 09, 2024
Q1 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
64+ 1.42% |
$23K - $26.9K
|
4.57K
$2.16M
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
64+ 4.56% |
$23K - $26.9K
|
1.47K
$694K
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
63+ 1.41% |
$22.6K - $26.5K
|
4.53K
$2.14M
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
63+ 3.79% |
$22.6K - $26.5K
|
1.72K
$814K
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
63+ 0.36% |
$22.6K - $26.5K
|
17.7K
$8.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
62+ 0.28% |
$22.3K - $26.1K
|
22.1K
$10.4M
|