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 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
835+ 2.53% |
$331K - $351K
|
33.9K
$15.7M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
834+ 100.72% |
$331K - $350K
|
1.66K
$769K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
834+ 1.84% |
$331K - $350K
|
46.1K
$21.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
830+ 16.31% |
$329K - $349K
|
5.92K
$2.74M
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
818+ 4.12% |
$325K - $344K
|
20.7K
$9.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
811New |
$322K - $341K
|
811
$375K
|
|
|
Aug 13, 2024
Q2 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
809New |
$321K - $340K
|
809
$374K
|
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
BUY
|
- |
804+ 3.29% |
$319K - $338K
|
25.2K
$11.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
801+ 3.88% |
$318K - $337K
|
21.4K
$9.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
799+ 1.98% |
$317K - $336K
|
41.2K
$19.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
799New |
$317K - $336K
|
799
$370K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
798+ 24.23% |
$317K - $335K
|
4.09K
$1.89M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
797+ 16.18% |
$316K - $335K
|
5.72K
$2.65M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
797+ 0.55% |
$316K - $335K
|
146K
$67.6M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
797+ 4.29% |
$316K - $335K
|
19.4K
$8.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
796+ 2.7% |
$316K - $335K
|
30.3K
$14M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
794+ 66.06% |
$315K - $334K
|
2K
$923K
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
792+ 23.25% |
$314K - $333K
|
4.2K
$1.94M
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
791+ 56.99% |
$314K - $332K
|
2.18K
$1.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
791+ 2.15% |
$314K - $332K
|
37.5K
$17.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
790+ 4.45% |
$313K - $332K
|
18.5K
$8.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
784+ 2.98% |
$311K - $329K
|
27.1K
$12.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
782+ 1.81% |
$310K - $329K
|
44K
$20.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
781+ 69.3% |
$310K - $328K
|
1.91K
$882K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
775+ 2.71% |
$307K - $326K
|
29.3K
$13.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
771+ 6.72% |
$306K - $324K
|
12.2K
$5.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
766+ 5.1% |
$304K - $322K
|
15.8K
$7.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
764+ 18.06% |
$303K - $321K
|
4.99K
$2.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
761+ 2.55% |
$302K - $320K
|
30.6K
$14.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
757+ 14.68% |
$300K - $318K
|
5.91K
$2.73M
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
755New |
$300K - $317K
|
755
$349K
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
BUY
|
- |
750+ 31.91% |
$298K - $315K
|
3.1K
$1.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
748New |
$297K - $314K
|
748
$346K
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
746+ 1.86% |
$296K - $313K
|
40.9K
$18.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
743+ 1.51% |
$295K - $312K
|
50.1K
$23.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
741+ 2.59% |
$294K - $311K
|
29.4K
$13.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
741+ 23.43% |
$294K - $311K
|
3.9K
$1.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Miramar Capital, LLC
|
BUY
|
- |
740+ 95.36% |
$294K - $311K
|
1.52K
$701K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
737+ 6.29% |
$292K - $310K
|
12.5K
$5.76M
|
|
|
Aug 12, 2024
Q2 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
736+ 5.01% |
$292K - $309K
|
15.4K
$7.14M
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
735New |
$292K - $309K
|
735
$340K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
734+ 43.43% |
$291K - $308K
|
2.42K
$1.12M
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
734New |
$291K - $308K
|
734
$339K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
733+ 9.69% |
$291K - $308K
|
8.29K
$3.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
728+ 3.18% |
$289K - $306K
|
23.6K
$10.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
726+ 20.53% |
$288K - $305K
|
4.26K
$1.97M
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
725+ 44.95% |
$288K - $305K
|
2.34K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
720New |
$286K - $303K
|
720
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
718+ 65.27% |
$285K - $302K
|
1.82K
$841K
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
715+ 5.02% |
$284K - $300K
|
14.9K
$6.91M
|