Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.46K+ 36.6% |
$577K - $611K
|
5.43K
$2.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.46K+ 6.06% |
$577K - $611K
|
25.5K
$11.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Asset Management Advisors, LLC
|
BUY
|
- |
1.44K+ 1.29% |
$572K - $606K
|
113K
$51.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.44K+ 1.29% |
$571K - $605K
|
113K
$51.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.44K+ 6.07% |
$571K - $605K
|
25.2K
$11.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.43K+ 9.39% |
$566K - $599K
|
16.6K
$7.62M
|
|
|
Jul 17, 2024
Q2 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
1.43KNew |
$565K - $599K
|
1.43K
$654K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.42K+ 5.22% |
$563K - $596K
|
28.6K
$13.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.4K+ 4.41% |
$556K - $589K
|
33.1K
$15.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.4K+ 1.35% |
$556K - $589K
|
105K
$48.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.4K+ 3.22% |
$554K - $587K
|
44.7K
$20.5M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.39K+ 1.51% |
$550K - $583K
|
93.1K
$42.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.37K+ 23.35% |
$543K - $575K
|
7.23K
$3.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.37K+ 3.63% |
$543K - $575K
|
39.1K
$17.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Baskin Financial Services Inc.
|
BUY
|
- |
1.36K+ 1.65% |
$541K - $573K
|
84.2K
$38.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Dempze Nancy E
|
BUY
|
- |
1.36K+ 75.24% |
$538K - $569K
|
3.16K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.36K+ 52.32% |
$538K - $569K
|
3.95K
$1.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1.35K+ 15.92% |
$536K - $567K
|
9.83K
$4.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
1.35K+ 9.9% |
$534K - $566K
|
14.9K
$6.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
1.35K+ 8.83% |
$534K - $565K
|
16.6K
$7.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.33K+ 11.4% |
$529K - $561K
|
13K
$5.98M
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
BUY
|
- |
1.33K+ 62.24% |
$526K - $557K
|
3.45K
$1.58M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.32K+ 0.44% |
$522K - $553K
|
300K
$137M
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
1.32K+ 10.83% |
$522K - $553K
|
13.5K
$6.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.31K+ 6.73% |
$519K - $550K
|
20.8K
$9.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.31K+ 12.1% |
$518K - $549K
|
12.1K
$5.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
1.31KNew |
$518K - $548K
|
1.31K
$599K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 17.55% |
$516K - $547K
|
8.72K
$4M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
1.29K+ 5.19% |
$512K - $543K
|
26.2K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.29K+ 106.61% |
$512K - $542K
|
2.5K
$1.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.28K+ 4.34% |
$506K - $536K
|
30.6K
$14.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
1.28KNew |
$506K - $536K
|
1.28K
$585K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
1.27K+ 2.37% |
$505K - $535K
|
54.9K
$25.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.27K+ 15.57% |
$504K - $534K
|
9.43K
$4.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Sciencast Management LP
|
BUY
|
- |
1.27K+ 27.45% |
$502K - $532K
|
5.88K
$2.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.26K+ 13.77% |
$498K - $527K
|
10.4K
$4.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.25K+ 1.13% |
$497K - $527K
|
113K
$51.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.25K+ 95.85% |
$494K - $524K
|
2.55K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.25K+ 0.82% |
$494K - $523K
|
154K
$70.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.24K+ 48.09% |
$493K - $522K
|
3.83K
$1.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.24K+ 187.31% |
$492K - $521K
|
1.9K
$872K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.24K+ 5.96% |
$490K - $519K
|
22K
$10.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1.23K+ 3.77% |
$487K - $516K
|
33.7K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
1.23K+ 1.2% |
$486K - $515K
|
103K
$47.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.23K+ 25.65% |
$486K - $515K
|
6K
$2.75M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.22KNew |
$485K - $514K
|
1.22K
$560K
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.21KNew |
$479K - $508K
|
1.21K
$554K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.21K+ 26.29% |
$478K - $507K
|
5.79K
$2.66M
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.21KNew |
$478K - $506K
|
1.21K
$553K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.21K+ 141.76% |
$478K - $506K
|
2.06K
$942K
|