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 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
50+ 4.26% |
$18K - $21K
|
1.23K
$599K
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
50+ 1.72% |
$18K - $21K
|
2.95K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
50+ 2.29% |
$18K - $21K
|
2.23K
$1.09M
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
50+ 5.19% |
$18K - $21K
|
1.01K
$496K
|
|
|
Aug 12, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
50+ 3.92% |
$18K - $21K
|
1.33K
$648K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
49+ 0.27% |
$17.6K - $20.6K
|
18.5K
$9.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
49+ 1.57% |
$17.6K - $20.6K
|
3.16K
$1.55M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
48+ 0.75% |
$17.2K - $20.2K
|
6.45K
$3.16M
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
48+ 4.31% |
$17.2K - $20.2K
|
1.16K
$569K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
48+ 14.63% |
$17.2K - $20.2K
|
376
$184K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
48+ 0.34% |
$17.2K - $20.2K
|
14.1K
$6.88M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
48+ 2.52% |
$17.2K - $20.2K
|
1.95K
$956K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
48+ 1.27% |
$17.2K - $20.2K
|
3.82K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
47New |
$16.9K - $19.8K
|
47
$23K
|
|
|
Apr 18, 2024
Q1 2024
|
Fortune 45 LLC
|
BUY
|
- |
46+ 1.73% |
$16.5K - $19.3K
|
2.71K
$1.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
46+ 2.85% |
$16.5K - $19.3K
|
1.66K
$813K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
46+ 0.78% |
$16.5K - $19.3K
|
5.93K
$2.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
46+ 3.04% |
$16.5K - $19.3K
|
1.56K
$763K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
46+ 1.32% |
$16.5K - $19.3K
|
3.54K
$1.73M
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
46+ 2.3% |
$16.5K - $19.3K
|
2.04K
$999K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
45+ 2.59% |
$16.2K - $18.9K
|
1.78K
$871K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
45+ 2.0% |
$16.2K - $18.9K
|
2.3K
$1.12M
|
|
|
May 08, 2024
Q1 2024
|
William Allan, LLC
|
BUY
|
- |
45+ 2.57% |
$16.2K - $18.9K
|
1.8K
$880K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
45+ 1.0% |
$16.2K - $18.9K
|
4.56K
$2.23M
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
44+ 16.99% |
$15.8K - $18.5K
|
303
$148K
|
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
BUY
|
- |
44+ 7.02% |
$15.8K - $18.5K
|
671
$328K
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
44+ 1.93% |
$15.8K - $18.5K
|
2.32K
$1.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
43+ 0.11% |
$15.4K - $18.1K
|
40.7K
$19.9M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
43+ 3.69% |
$15.4K - $18.1K
|
1.21K
$592K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
42+ 2.29% |
$15.1K - $17.7K
|
1.88K
$917K
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
42+ 0.77% |
$15.1K - $17.7K
|
5.47K
$2.68M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
42+ 5.88% |
$15.1K - $17.7K
|
756
$370K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
42+ 0.19% |
$15.1K - $17.7K
|
22.4K
$11M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
41+ 1.68% |
$14.7K - $17.2K
|
2.49K
$1.22M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
41+ 3.9% |
$14.7K - $17.2K
|
1.09K
$534K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
41+ 4.95% |
$14.7K - $17.2K
|
870
$426K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
41+ 6.23% |
$14.7K - $17.2K
|
699
$342K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
40+ 6.13% |
$14.4K - $16.8K
|
693
$339K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
40+ 0.17% |
$14.4K - $16.8K
|
24.3K
$11.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
40+ 0.54% |
$14.4K - $16.8K
|
7.49K
$3.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
40+ 0.06% |
$14.4K - $16.8K
|
66K
$32.3M
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
40+ 3.2% |
$14.4K - $16.8K
|
1.29K
$632K
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
BUY
|
- |
39+ 2.2% |
$14K - $16.4K
|
1.81K
$887K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
39+ 0.24% |
$14K - $16.4K
|
16.1K
$7.88M
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
BUY
|
- |
38+ 5.67% |
$13.7K - $16K
|
708
$346K
|
|
|
Apr 23, 2024
Q1 2024
|
Clio Asset Management LLC
Charlottesville, VA |
BUY
|
- |
38+ 0.15% |
$13.7K - $16K
|
25.8K
$12.6M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
37+ 0.12% |
$13.3K - $15.6K
|
31K
$15.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
37+ 1.45% |
$13.3K - $15.6K
|
2.58K
$1.26M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
37+ 0.32% |
$13.3K - $15.6K
|
11.8K
$5.77M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
37+ 0.33% |
$13.3K - $15.6K
|
11.2K
$5.49M
|