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
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
5+ 0.06% |
$1.8K - $2.1K
|
8.25K
$3.9M
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
5+ 0.53% |
$1.8K - $2.1K
|
943
$445K
|
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
5+ 0.07% |
$1.8K - $2.1K
|
7.13K
$3.36M
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
4+ 0.12% |
$1.44K - $1.68K
|
3.37K
$1.59M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
4+ 0.1% |
$1.44K - $1.68K
|
4.08K
$1.93M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Investment Management
|
BUY
|
- |
4+ 0.06% |
$1.44K - $1.68K
|
6.79K
$3.21M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4+ 0.07% |
$1.44K - $1.68K
|
6.07K
$2.86M
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
4+ 0.58% |
$1.44K - $1.68K
|
691
$326K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
4+ 0.09% |
$1.44K - $1.68K
|
4.5K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4+ 0.04% |
$1.44K - $1.68K
|
9K
$4.25M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3+ 0.03% |
$1.08K - $1.26K
|
10K
$4.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
3+ 0.18% |
$1.08K - $1.26K
|
1.68K
$792K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
3+ 0.07% |
$1.08K - $1.26K
|
4.28K
$2.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
3+ 0.04% |
$1.08K - $1.26K
|
6.92K
$3.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3+ 0.05% |
$1.08K - $1.26K
|
5.75K
$2.71M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3+ 0.15% |
$1.08K - $1.26K
|
2.04K
$964K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.15% |
$1.08K - $1.26K
|
2.03K
$959K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3+ 0.43% |
$1.08K - $1.26K
|
695
$328K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3+ 0.02% |
$1.08K - $1.26K
|
12.4K
$5.84M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
3+ 5.56% |
$1.08K - $1.26K
|
57
$26.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$719 - $841
|
3.16K
$1.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
2+ 0.04% |
$719 - $841
|
4.65K
$2.19M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.24% |
$719 - $841
|
844
$398K
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.24% |
$719 - $841
|
844
$398K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
1+ 0.09% |
$359 - $421
|
1.15K
$541K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1+ 0.02% |
$359 - $421
|
4.55K
$2.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1+ 0.08% |
$359 - $421
|
1.24K
$585K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
1+ 0.05% |
$359 - $421
|
2.2K
$1.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.01% |
$359 - $421
|
10.7K
$5.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.12% |
$359 - $421
|
852
$402K
|
|
|
Apr 18, 2024
Q1 2024
|
Chico Wealth Ria
|
BUY
|
- |
1+ 0.09% |
$359 - $421
|
1.06K
$500K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$359 - $421
|
2.01K
$948K
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
1+ 0.06% |
$359 - $421
|
1.73K
$818K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1+ 0.07% |
$359 - $421
|
1.51K
$713K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 0.24% |
$359 - $421
|
418
$197K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.09% |
$359 - $421
|
1.13K
$534K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1- -0.0% |
$359 - $421
|
57.2K
$27M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Corp
|
SELL
|
- |
-1- 0.01% |
$359 - $421
|
15.6K
$7.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1- 0.01% |
$359 - $421
|
7.33K
$3.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1- 0.07% |
$359 - $421
|
1.35K
$635K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1- 0.01% |
$359 - $421
|
9.44K
$4.45M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1- 0.04% |
$359 - $421
|
2.62K
$1.24M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1- 0.06% |
$359 - $421
|
1.59K
$752K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1- 0.03% |
$359 - $421
|
3.27K
$1.54M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1- 0.04% |
$359 - $421
|
2.84K
$1.34M
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-1- 0.03% |
$359 - $421
|
3.28K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1- 0.01% |
$359 - $421
|
6.78K
$3.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-2- 7.41% |
$719 - $841
|
25
$11.8K
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.28% |
$719 - $841
|
703
$332K
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-2- 0.11% |
$719 - $841
|
1.76K
$830K
|