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 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
46+ 2.85% |
$16.5K - $19.3K
|
1.66K
$784K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
46+ 0.78% |
$16.5K - $19.3K
|
5.93K
$2.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
46+ 3.04% |
$16.5K - $19.3K
|
1.56K
$736K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
46+ 1.32% |
$16.5K - $19.3K
|
3.54K
$1.67M
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
46+ 2.3% |
$16.5K - $19.3K
|
2.04K
$963K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
45+ 2.59% |
$16.2K - $18.9K
|
1.78K
$840K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
45+ 2.0% |
$16.2K - $18.9K
|
2.3K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
William Allan, LLC
|
BUY
|
- |
45+ 2.57% |
$16.2K - $18.9K
|
1.8K
$848K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
45+ 1.0% |
$16.2K - $18.9K
|
4.56K
$2.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
44+ 16.99% |
$15.8K - $18.5K
|
303
$143K
|
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
BUY
|
- |
44+ 7.02% |
$15.8K - $18.5K
|
671
$317K
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
44+ 1.93% |
$15.8K - $18.5K
|
2.32K
$1.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
43+ 0.11% |
$15.4K - $18.1K
|
40.7K
$19.2M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
43+ 3.69% |
$15.4K - $18.1K
|
1.21K
$570K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
42+ 2.29% |
$15.1K - $17.7K
|
1.88K
$884K
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
42+ 0.77% |
$15.1K - $17.7K
|
5.47K
$2.58M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
42+ 5.88% |
$15.1K - $17.7K
|
756
$357K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
42+ 0.19% |
$15.1K - $17.7K
|
22.4K
$10.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
41+ 1.68% |
$14.7K - $17.2K
|
2.49K
$1.17M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
41+ 3.9% |
$14.7K - $17.2K
|
1.09K
$515K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
41+ 4.95% |
$14.7K - $17.2K
|
870
$410K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
41+ 6.23% |
$14.7K - $17.2K
|
699
$330K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
40+ 6.13% |
$14.4K - $16.8K
|
693
$327K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
40+ 0.17% |
$14.4K - $16.8K
|
24.3K
$11.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
40+ 0.54% |
$14.4K - $16.8K
|
7.49K
$3.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
40+ 0.06% |
$14.4K - $16.8K
|
66K
$31.1M
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
40+ 3.2% |
$14.4K - $16.8K
|
1.29K
$609K
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
BUY
|
- |
39+ 2.2% |
$14K - $16.4K
|
1.81K
$855K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
39+ 0.24% |
$14K - $16.4K
|
16.1K
$7.6M
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
BUY
|
- |
38+ 5.67% |
$13.7K - $16K
|
708
$334K
|
|
|
Apr 23, 2024
Q1 2024
|
Clio Asset Management LLC
Charlottesville, VA |
BUY
|
- |
38+ 0.15% |
$13.7K - $16K
|
25.8K
$12.2M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
37+ 0.12% |
$13.3K - $15.6K
|
31K
$14.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
37+ 1.45% |
$13.3K - $15.6K
|
2.58K
$1.22M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
37+ 0.32% |
$13.3K - $15.6K
|
11.8K
$5.56M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
37+ 0.33% |
$13.3K - $15.6K
|
11.2K
$5.3M
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
37+ 5.41% |
$13.3K - $15.6K
|
721
$340K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
36+ 0.75% |
$12.9K - $15.1K
|
4.81K
$2.27M
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
36+ 36.0% |
$12.9K - $15.1K
|
136
$64.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
35+ 0.8% |
$12.6K - $14.7K
|
4.4K
$2.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
35+ 0.92% |
$12.6K - $14.7K
|
3.83K
$1.81M
|
|
|
Apr 23, 2024
Q1 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
35+ 0.71% |
$12.6K - $14.7K
|
5K
$2.36M
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
35+ 4.41% |
$12.6K - $14.7K
|
828
$391K
|
|
|
May 06, 2024
Q1 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
35+ 1.98% |
$12.6K - $14.7K
|
1.8K
$849K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
35+ 0.88% |
$12.6K - $14.7K
|
4.01K
$1.89M
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
35+ 0.54% |
$12.6K - $14.7K
|
6.51K
$3.07M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
35+ 2.44% |
$12.6K - $14.7K
|
1.47K
$694K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
34+ 0.41% |
$12.2K - $14.3K
|
8.32K
$3.92M
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
34+ 0.34% |
$12.2K - $14.3K
|
9.96K
$4.7M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
34+ 0.75% |
$12.2K - $14.3K
|
4.58K
$2.16M
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
34+ 2.56% |
$12.2K - $14.3K
|
1.36K
$642K
|