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 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
7+ 0.03% |
$2.52K - $2.94K
|
26.3K
$12.9M
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
7+ 0.33% |
$2.52K - $2.94K
|
2.15K
$1.05M
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
6+ 0.15% |
$2.16K - $2.52K
|
3.98K
$1.95M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
6+ 0.28% |
$2.16K - $2.52K
|
2.16K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
6+ 0.55% |
$2.16K - $2.52K
|
1.1K
$536K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.24% |
$2.16K - $2.52K
|
2.55K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
6+ 1.64% |
$2.16K - $2.52K
|
371
$182K
|
|
|
May 13, 2024
Q1 2024
|
Sl Advisors, LLC
|
BUY
|
- |
6+ 0.12% |
$2.16K - $2.52K
|
4.98K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
6+ 0.64% |
$2.16K - $2.52K
|
945
$462K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
6+ 0.09% |
$2.16K - $2.52K
|
6.78K
$3.32M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
6+ 0.21% |
$2.16K - $2.52K
|
2.9K
$1.42M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
5+ 0.06% |
$1.8K - $2.1K
|
9.03K
$4.42M
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
5+ 0.18% |
$1.8K - $2.1K
|
2.75K
$1.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
5+ 0.14% |
$1.8K - $2.1K
|
3.6K
$1.76M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
5+ 0.68% |
$1.8K - $2.1K
|
742
$363K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
5+ 0.06% |
$1.8K - $2.1K
|
8.5K
$4.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
5+ 0.06% |
$1.8K - $2.1K
|
8.25K
$4.04M
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
5+ 0.53% |
$1.8K - $2.1K
|
943
$461K
|
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
5+ 0.07% |
$1.8K - $2.1K
|
7.13K
$3.49M
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
4+ 0.12% |
$1.44K - $1.68K
|
3.37K
$1.65M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
4+ 0.1% |
$1.44K - $1.68K
|
4.08K
$2M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Investment Management
|
BUY
|
- |
4+ 0.06% |
$1.44K - $1.68K
|
6.79K
$3.32M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4+ 0.07% |
$1.44K - $1.68K
|
6.07K
$2.97M
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
4+ 0.58% |
$1.44K - $1.68K
|
691
$338K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
4+ 0.09% |
$1.44K - $1.68K
|
4.5K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4+ 0.04% |
$1.44K - $1.68K
|
9K
$4.41M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3+ 0.03% |
$1.08K - $1.26K
|
10K
$4.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
3+ 0.18% |
$1.08K - $1.26K
|
1.68K
$821K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
3+ 0.07% |
$1.08K - $1.26K
|
4.28K
$2.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
3+ 0.04% |
$1.08K - $1.26K
|
6.92K
$3.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3+ 0.05% |
$1.08K - $1.26K
|
5.75K
$2.81M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3+ 0.15% |
$1.08K - $1.26K
|
2.04K
$999K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.15% |
$1.08K - $1.26K
|
2.03K
$994K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3+ 0.43% |
$1.08K - $1.26K
|
695
$340K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3+ 0.02% |
$1.08K - $1.26K
|
12.4K
$6.05M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
3+ 5.56% |
$1.08K - $1.26K
|
57
$27.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$719 - $841
|
3.16K
$1.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
2+ 0.04% |
$719 - $841
|
4.65K
$2.27M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.24% |
$719 - $841
|
844
$413K
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.24% |
$719 - $841
|
844
$413K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
1+ 0.09% |
$359 - $421
|
1.15K
$561K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1+ 0.02% |
$359 - $421
|
4.55K
$2.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1+ 0.08% |
$359 - $421
|
1.24K
$607K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
1+ 0.05% |
$359 - $421
|
2.2K
$1.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.01% |
$359 - $421
|
10.7K
$5.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.12% |
$359 - $421
|
852
$417K
|
|
|
Apr 18, 2024
Q1 2024
|
Chico Wealth Ria
|
BUY
|
- |
1+ 0.09% |
$359 - $421
|
1.06K
$518K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$359 - $421
|
2.01K
$983K
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
1+ 0.06% |
$359 - $421
|
1.73K
$847K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1+ 0.07% |
$359 - $421
|
1.51K
$739K
|