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 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
921+ 15.18% |
$331K - $387K
|
6.99K
$3.35M
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
918+ 0.65% |
$330K - $386K
|
143K
$68.5M
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
915+ 1.99% |
$329K - $385K
|
46.9K
$22.4M
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
912+ 6.5% |
$328K - $384K
|
14.9K
$7.15M
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
908+ 29.37% |
$326K - $382K
|
4K
$1.91M
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
906+ 4.59% |
$326K - $381K
|
20.6K
$9.88M
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
905+ 17.8% |
$325K - $381K
|
5.99K
$2.87M
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
905+ 6.8% |
$325K - $381K
|
14.2K
$6.81M
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
899+ 1.98% |
$323K - $378K
|
46.4K
$22.2M
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
899+ 28.84% |
$323K - $378K
|
4.02K
$1.92M
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
897+ 8.91% |
$322K - $377K
|
11K
$5.25M
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
895New |
$322K - $376K
|
895
$428K
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
893+ 53.7% |
$321K - $376K
|
2.56K
$1.22M
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
889+ 2.45% |
$319K - $374K
|
37.2K
$17.8M
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
887+ 6.23% |
$319K - $373K
|
15.1K
$7.24M
|
|
May 02, 2024
Q1 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
885+ 17.94% |
$318K - $372K
|
5.82K
$2.78M
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
884+ 7.31% |
$318K - $372K
|
13K
$6.22M
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
882+ 90.65% |
$317K - $371K
|
1.86K
$888K
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
881+ 35.44% |
$317K - $370K
|
3.37K
$1.61M
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
877+ 8.26% |
$315K - $369K
|
11.5K
$5.5M
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
876New |
$315K - $368K
|
876
$419K
|
|
May 13, 2024
Q1 2024
|
Puzo Michael J
|
BUY
|
- |
875+ 19.89% |
$314K - $368K
|
5.28K
$2.53M
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
868New |
$312K - $365K
|
868
$416K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
861+ 597.92% |
$309K - $362K
|
1.01K
$481K
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
857+ 4.72% |
$308K - $360K
|
19K
$9.11M
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
855+ 22.95% |
$307K - $360K
|
4.58K
$2.19M
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
854New |
$307K - $359K
|
854
$409K
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
851+ 19.22% |
$306K - $358K
|
5.28K
$2.53M
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
849New |
$305K - $357K
|
849
$406K
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
849New |
$305K - $357K
|
849
$406K
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
848+ 2.95% |
$305K - $357K
|
29.5K
$14.1M
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
847+ 9.83% |
$304K - $356K
|
9.46K
$4.53M
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
845New |
$304K - $355K
|
845
$405K
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
840+ 5.89% |
$302K - $353K
|
15.1K
$7.23M
|
|
May 15, 2024
Q1 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
840+ 15.69% |
$302K - $353K
|
6.19K
$2.96M
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
837+ 10.37% |
$301K - $352K
|
8.91K
$4.26M
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
825+ 25.19% |
$296K - $347K
|
4.1K
$1.96M
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
825New |
$296K - $347K
|
825
$395K
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
824+ 3.14% |
$296K - $347K
|
27.1K
$13M
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
823New |
$296K - $346K
|
823
$394K
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
820+ 7.23% |
$295K - $345K
|
12.2K
$5.82M
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
813+ 10.42% |
$292K - $342K
|
8.61K
$4.12M
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
811+ 20.25% |
$291K - $341K
|
4.82K
$2.31M
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
809+ 18.09% |
$291K - $340K
|
5.28K
$2.53M
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
808+ 4.89% |
$290K - $340K
|
17.3K
$8.3M
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
804+ 0.48% |
$289K - $338K
|
168K
$80.7M
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
803+ 3.52% |
$289K - $338K
|
23.6K
$11.3M
|
|
May 15, 2024
Q1 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
800New |
$287K - $336K
|
800
$383K
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
798+ 0.74% |
$287K - $336K
|
108K
$51.7M
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
795+ 9.6% |
$286K - $334K
|
9.08K
$4.34M
|