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 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
22+ 1.3% |
$7.9K - $9.25K
|
1.72K
$811K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
22+ 0.75% |
$7.9K - $9.25K
|
2.96K
$1.4M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
21+ 4.17% |
$7.55K - $8.83K
|
525
$248K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
21+ 0.66% |
$7.55K - $8.83K
|
3.21K
$1.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
20+ 1.83% |
$7.19K - $8.41K
|
1.11K
$526K
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
20+ 1.65% |
$7.19K - $8.41K
|
1.23K
$582K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
20+ 1.0% |
$7.19K - $8.41K
|
2.03K
$957K
|
|
|
Apr 29, 2024
Q1 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
20+ 1.5% |
$7.19K - $8.41K
|
1.35K
$638K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
20+ 2.53% |
$7.19K - $8.41K
|
811
$383K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
20+ 0.29% |
$7.19K - $8.41K
|
6.92K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
20+ 0.46% |
$7.19K - $8.41K
|
4.32K
$2.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
19+ 0.92% |
$6.83K - $7.99K
|
2.08K
$982K
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
19+ 1.02% |
$6.83K - $7.99K
|
1.88K
$887K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
19+ 1.67% |
$6.83K - $7.99K
|
1.16K
$545K
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
19+ 0.65% |
$6.83K - $7.99K
|
2.93K
$1.38M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
19+ 0.36% |
$6.83K - $7.99K
|
5.29K
$2.5M
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
19+ 1.03% |
$6.83K - $7.99K
|
1.86K
$879K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
19+ 2.32% |
$6.83K - $7.99K
|
837
$395K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
18+ 0.19% |
$6.47K - $7.57K
|
9.42K
$4.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
18+ 2.4% |
$6.47K - $7.57K
|
768
$363K
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.13% |
$6.47K - $7.57K
|
14.3K
$6.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
18+ 0.43% |
$6.47K - $7.57K
|
4.16K
$1.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
18+ 0.49% |
$6.47K - $7.57K
|
3.68K
$1.74M
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
18+ 0.32% |
$6.47K - $7.57K
|
5.71K
$2.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
18+ 2.0% |
$6.47K - $7.57K
|
918
$433K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
18+ 2.29% |
$6.47K - $7.57K
|
805
$380K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
18+ 0.43% |
$6.47K - $7.57K
|
4.18K
$1.97M
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
17+ 0.97% |
$6.11K - $7.15K
|
1.78K
$838K
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
17+ 0.63% |
$6.11K - $7.15K
|
2.7K
$1.27M
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
17+ 0.68% |
$6.11K - $7.15K
|
2.52K
$1.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
16+ 0.07% |
$5.75K - $6.73K
|
24.1K
$11.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.42% |
$5.75K - $6.73K
|
3.78K
$1.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
16+ 0.43% |
$5.75K - $6.73K
|
3.7K
$1.74M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
16+ 1.95% |
$5.75K - $6.73K
|
837
$395K
|
|
|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
BUY
|
- |
16+ 1.66% |
$5.75K - $6.73K
|
981
$463K
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
15+ 1.54% |
$5.39K - $6.31K
|
990
$467K
|
|
|
Apr 24, 2024
Q1 2024
|
Beddow Capital Management Inc
|
BUY
|
- |
15+ 0.09% |
$5.39K - $6.31K
|
16.8K
$7.93M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
15+ 0.22% |
$5.39K - $6.31K
|
6.73K
$3.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
15+ 0.52% |
$5.39K - $6.31K
|
2.87K
$1.36M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
15+ 1.96% |
$5.39K - $6.31K
|
780
$368K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
15+ 0.32% |
$5.39K - $6.31K
|
4.65K
$2.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
14+ 0.15% |
$5.03K - $5.89K
|
9.5K
$4.48M
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
14+ 0.14% |
$5.03K - $5.89K
|
10K
$4.74M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
14+ 0.27% |
$5.03K - $5.89K
|
5.16K
$2.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
13+ 0.22% |
$4.67K - $5.47K
|
5.99K
$2.83M
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
13+ 0.78% |
$4.67K - $5.47K
|
1.69K
$798K
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
13+ 0.47% |
$4.67K - $5.47K
|
2.81K
$1.33M
|
|
|
Dec 03, 2024
Q1 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
13+ 0.36% |
$4.67K - $5.47K
|
3.67K
$1.73M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
12+ 0.16% |
$4.31K - $5.05K
|
7.7K
$3.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
12+ 0.21% |
$4.31K - $5.05K
|
5.81K
$2.74M
|