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 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
15.1K+ 24.78% |
$5.43M - $6.35M
|
76.1K
$35.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
15.1K+ 1266.39% |
$5.41M - $6.34M
|
16.3K
$7.68M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
14.9K+ 13.66% |
$5.35M - $6.26M
|
124K
$58.5M
|
|
|
Apr 23, 2024
Q1 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
14.7KNew |
$5.28M - $6.18M
|
14.7K
$6.94M
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
14.6K+ 4.0% |
$5.23M - $6.12M
|
378K
$179M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
14.2K+ 5.24% |
$5.11M - $5.98M
|
285K
$135M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14K+ 9.03% |
$5.02M - $5.88M
|
169K
$79.7M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
13.7K+ 10.33% |
$4.93M - $5.78M
|
147K
$69.2M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
13.5K+ 896.08% |
$4.85M - $5.68M
|
15K
$7.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.3K+ 2.17% |
$4.79M - $5.61M
|
627K
$296M
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
13.3K+ 9.35% |
$4.78M - $5.59M
|
156K
$73.4M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
13.3K+ 2.68% |
$4.77M - $5.58M
|
508K
$240M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.1K+ 37.99% |
$4.71M - $5.51M
|
47.6K
$22.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
13.1K+ 15.44% |
$4.69M - $5.49M
|
97.6K
$46.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
12.7K+ 0.58% |
$4.57M - $5.35M
|
2.2M
$1.04B
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
12.7K+ 5178.78% |
$4.56M - $5.34M
|
12.9K
$6.11M
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
12.6K+ 1601.14% |
$4.53M - $5.31M
|
13.4K
$6.33M
|
|
|
May 14, 2024
Q1 2024
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
12.5KNew |
$4.51M - $5.27M
|
12.5K
$5.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
12.5K+ 32.74% |
$4.5M - $5.27M
|
50.8K
$24M
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
12.4K+ 3.53% |
$4.45M - $5.2M
|
363K
$171M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
12.3K+ 201.33% |
$4.41M - $5.16M
|
18.4K
$8.66M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.1K+ 9.72% |
$4.36M - $5.11M
|
137K
$64.7M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
12.1K+ 19.03% |
$4.34M - $5.09M
|
75.6K
$35.7M
|
|
|
May 15, 2024
Q1 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
12KNew |
$4.33M - $5.07M
|
12K
$5.69M
|
|
|
Aug 01, 2024
Q1 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
11.9KNew |
$4.27M - $5M
|
11.9K
$5.61M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.8K+ 35.86% |
$4.25M - $4.97M
|
44.8K
$21.2M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
11.8K+ 12.47% |
$4.24M - $4.96M
|
106K
$50.3M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
11.7KNew |
$4.21M - $4.92M
|
11.7K
$5.53M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
11.6KNew |
$4.16M - $4.87M
|
11.6K
$5.47M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
11.6KNew |
$4.15M - $4.86M
|
11.6K
$5.46M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
11.5K+ 4.72% |
$4.12M - $4.82M
|
254K
$120M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.4K+ 3.36% |
$4.08M - $4.78M
|
350K
$165M
|
|
|
Apr 19, 2024
Q1 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
11.3K+ 32.53% |
$4.08M - $4.77M
|
46.2K
$21.8M
|
|
|
May 15, 2024
Q1 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
11.3K+ 70.82% |
$4.07M - $4.77M
|
27.3K
$12.9M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
11.2K+ 6.54% |
$4.03M - $4.71M
|
183K
$86.2M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
11.1K+ 23.94% |
$3.97M - $4.65M
|
57.2K
$27M
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
11K+ 16.9% |
$3.95M - $4.63M
|
76.1K
$35.9M
|
|
|
May 02, 2024
Q1 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
11K+ 1.49% |
$3.95M - $4.62M
|
751K
$354M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
11K+ 32205.88% |
$3.93M - $4.6M
|
11K
$5.19M
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
10.9K+ 111.35% |
$3.92M - $4.58M
|
20.7K
$9.77M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 58.54% |
$3.86M - $4.51M
|
29.1K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
10.7K+ 73.69% |
$3.84M - $4.5M
|
25.2K
$11.9M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.6K+ 0.4% |
$3.81M - $4.46M
|
2.68M
$1.26B
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10.3K+ 4.02% |
$3.7M - $4.33M
|
266K
$126M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
10.2K+ 15.29% |
$3.65M - $4.28M
|
76.7K
$36.2M
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
10.1KNew |
$3.63M - $4.25M
|
10.1K
$4.77M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10.1K+ 44.56% |
$3.61M - $4.23M
|
32.6K
$15.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
9.87K+ 22.55% |
$3.55M - $4.15M
|
53.6K
$25.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
9.75K+ 1429.62% |
$3.5M - $4.1M
|
10.4K
$4.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
9.72K+ 4.05% |
$3.49M - $4.09M
|
250K
$118M
|