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 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
35+ 0.88% |
$12.6K - $14.7K
|
4.01K
$2.11M
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
35+ 0.54% |
$12.6K - $14.7K
|
6.51K
$3.42M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
35+ 2.44% |
$12.6K - $14.7K
|
1.47K
$772K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
34+ 0.41% |
$12.2K - $14.3K
|
8.32K
$4.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
34+ 0.34% |
$12.2K - $14.3K
|
9.96K
$5.23M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
34+ 0.75% |
$12.2K - $14.3K
|
4.58K
$2.41M
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
34+ 2.56% |
$12.2K - $14.3K
|
1.36K
$715K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
34+ 2.91% |
$12.2K - $14.3K
|
1.2K
$631K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
34+ 4.05% |
$12.2K - $14.3K
|
874
$459K
|
|
|
Apr 26, 2024
Q1 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
33+ 2.28% |
$11.9K - $13.9K
|
1.48K
$779K
|
|
|
May 13, 2024
Q1 2024
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
33+ 0.2% |
$11.9K - $13.9K
|
16.8K
$8.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Bck Partners, Inc.
|
BUY
|
- |
32+ 0.9% |
$11.5K - $13.5K
|
3.57K
$1.87M
|
|
|
May 02, 2024
Q1 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
32+ 0.27% |
$11.5K - $13.5K
|
11.9K
$6.22M
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
32+ 0.65% |
$11.5K - $13.5K
|
4.97K
$2.61M
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
32+ 1.96% |
$11.5K - $13.5K
|
1.67K
$875K
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
31+ 0.36% |
$11.1K - $13K
|
8.61K
$4.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
31+ 2.87% |
$11.1K - $13K
|
1.11K
$583K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
31+ 1.0% |
$11.1K - $13K
|
3.13K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
31+ 1.36% |
$11.1K - $13K
|
2.32K
$1.22M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
30+ 0.76% |
$10.8K - $12.6K
|
3.96K
$2.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
30+ 0.29% |
$10.8K - $12.6K
|
10.3K
$5.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
30+ 1.46% |
$10.8K - $12.6K
|
2.09K
$1.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
30+ 2.93% |
$10.8K - $12.6K
|
1.06K
$554K
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
30+ 0.32% |
$10.8K - $12.6K
|
9.34K
$4.9M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
30+ 0.36% |
$10.8K - $12.6K
|
8.31K
$4.36M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
30+ 2.89% |
$10.8K - $12.6K
|
1.07K
$560K
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
30+ 1.77% |
$10.8K - $12.6K
|
1.72K
$904K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
30+ 6.74% |
$10.8K - $12.6K
|
475
$249K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
29+ 0.78% |
$10.4K - $12.2K
|
3.73K
$1.96M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
29+ 0.21% |
$10.4K - $12.2K
|
13.5K
$7.11M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
29+ 0.22% |
$10.4K - $12.2K
|
13.2K
$6.92M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
29+ 7.21% |
$10.4K - $12.2K
|
431
$226K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
28+ 1.03% |
$10.1K - $11.8K
|
2.74K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
28+ 12.9% |
$10.1K - $11.8K
|
245
$129K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
27+ 0.06% |
$9.7K - $11.4K
|
42K
$22M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
27+ 0.52% |
$9.7K - $11.4K
|
5.25K
$2.76M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
26+ 0.59% |
$9.34K - $10.9K
|
4.43K
$2.32M
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
25+ 9.58% |
$8.98K - $10.5K
|
286
$150K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
25+ 2.74% |
$8.98K - $10.5K
|
939
$493K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
25+ 1.09% |
$8.98K - $10.5K
|
2.32K
$1.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
25+ 0.83% |
$8.98K - $10.5K
|
3.05K
$1.6M
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
25+ 0.97% |
$8.98K - $10.5K
|
2.6K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
25+ 1.05% |
$8.98K - $10.5K
|
2.4K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
BUY
|
- |
25+ 1.98% |
$8.98K - $10.5K
|
1.29K
$675K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
25+ 0.63% |
$8.98K - $10.5K
|
4.02K
$2.11M
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
24+ 0.43% |
$8.62K - $10.1K
|
5.56K
$2.92M
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
24+ 1.56% |
$8.62K - $10.1K
|
1.56K
$820K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
24+ 0.29% |
$8.62K - $10.1K
|
8.37K
$4.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
24+ 0.8% |
$8.62K - $10.1K
|
3.02K
$1.59M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
24+ 0.65% |
$8.62K - $10.1K
|
3.73K
$1.96M
|