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
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.75K+ 10.32% |
$987K - $1.15M
|
29.4K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.73K+ 85.34% |
$981K - $1.15M
|
5.93K
$2.8M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.71K+ 74.42% |
$972K - $1.14M
|
6.34K
$2.99M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.69K+ 49.09% |
$965K - $1.13M
|
8.16K
$3.85M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.67K+ 0.95% |
$959K - $1.12M
|
285K
$135M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.67K+ 4.67% |
$958K - $1.12M
|
59.8K
$28.2M
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
2.65K+ 42.44% |
$952K - $1.11M
|
8.89K
$4.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
2.64K+ 4.32% |
$949K - $1.11M
|
63.8K
$30.1M
|
|
|
Apr 29, 2024
Q1 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.63KNew |
$946K - $1.11M
|
2.63K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
2.63K+ 2.59% |
$943K - $1.1M
|
104K
$49M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
2.61KNew |
$939K - $1.1M
|
2.61K
$1.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.6K+ 0.93% |
$936K - $1.1M
|
281K
$133M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.6K+ 13.81% |
$933K - $1.09M
|
21.4K
$10.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.6K+ 23.52% |
$933K - $1.09M
|
13.6K
$6.44M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.59K+ 18.6% |
$932K - $1.09M
|
16.5K
$7.81M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.59K+ 27.57% |
$931K - $1.09M
|
12K
$5.66M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
2.59KNew |
$929K - $1.09M
|
2.59K
$1.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.57KNew |
$924K - $1.08M
|
2.57K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
2.54K+ 2.37% |
$914K - $1.07M
|
110K
$51.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.53K+ 108.34% |
$910K - $1.06M
|
4.87K
$2.3M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
2.53K+ 9.21% |
$908K - $1.06M
|
30K
$14.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
2.51K+ 43.12% |
$902K - $1.06M
|
8.33K
$3.93M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.5K+ 19.93% |
$897K - $1.05M
|
15K
$7.09M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.45K+ 17.8% |
$879K - $1.03M
|
16.2K
$7.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
2.41K+ 100.0% |
$867K - $1.01M
|
4.82K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.41K+ 0.46% |
$864K - $1.01M
|
521K
$246M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
2.41K+ 2.2% |
$864K - $1.01M
|
112K
$52.8M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
2.39K+ 99.87% |
$858K - $1M
|
4.78K
$2.26M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.39K+ 5.41% |
$857K - $1M
|
46.5K
$21.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
2.37KNew |
$850K - $995K
|
2.37K
$1.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Baskin Financial Services Inc.
|
BUY
|
- |
2.36K+ 2.93% |
$849K - $993K
|
82.8K
$39.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
BUY
|
- |
2.35KNew |
$844K - $988K
|
2.35K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.34K+ 16.4% |
$839K - $982K
|
16.6K
$7.82M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.33K+ 17.63% |
$838K - $980K
|
15.6K
$7.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.31K+ 2.09% |
$831K - $973K
|
113K
$53.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.31K+ 49.61% |
$831K - $973K
|
6.98K
$3.29M
|
|
|
May 14, 2024
Q1 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
2.31K+ 23.09% |
$831K - $972K
|
12.3K
$5.82M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.31K+ 10.78% |
$829K - $971K
|
23.7K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Lfl Advisers, LLC
Evanston, IL |
BUY
|
- |
2.3K+ 9.24% |
$826K - $967K
|
27.2K
$12.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.3K+ 2.9% |
$826K - $967K
|
81.7K
$38.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.3K+ 34.36% |
$825K - $966K
|
8.98K
$4.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.27KNew |
$816K - $955K
|
2.27K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.26KNew |
$811K - $949K
|
2.26K
$1.06M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.24K+ 4.94% |
$804K - $941K
|
47.6K
$22.5M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.21K+ 9.75% |
$794K - $929K
|
24.9K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.19K+ 1.46% |
$786K - $920K
|
152K
$71.9M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.18K+ 41.3% |
$784K - $918K
|
7.47K
$3.52M
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.16K+ 8.87% |
$775K - $907K
|
26.5K
$12.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
2.15KNew |
$772K - $904K
|
2.15K
$1.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.13K+ 13.28% |
$767K - $897K
|
18.2K
$8.59M
|