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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
715+ 5.02% |
$284K - $300K
|
14.9K
$6.91M
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
712+ 2.95% |
$282K - $299K
|
24.8K
$11.5M
|
|
Aug 14, 2024
Q2 2024
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
711New |
$282K - $299K
|
711
$329K
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
704+ 19.43% |
$279K - $296K
|
4.33K
$2M
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
701+ 0.28% |
$278K - $295K
|
251K
$116M
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
697+ 13.45% |
$277K - $293K
|
5.88K
$2.72M
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
696+ 12.21% |
$276K - $292K
|
6.4K
$2.96M
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
696+ 12.34% |
$276K - $292K
|
6.33K
$2.93M
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
694New |
$275K - $292K
|
694
$321K
|
|
Jul 30, 2024
Q2 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
690+ 2.74% |
$274K - $290K
|
25.8K
$11.9M
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
690+ 43.53% |
$274K - $290K
|
2.28K
$1.05M
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
686+ 15.26% |
$272K - $288K
|
5.18K
$2.4M
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
685New |
$272K - $288K
|
685
$317K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
685+ 0.62% |
$272K - $288K
|
111K
$51.1M
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
683New |
$271K - $287K
|
683
$316K
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
682+ 1.99% |
$271K - $287K
|
35K
$16.2M
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
680New |
$270K - $286K
|
680
$314K
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
678+ 51.99% |
$269K - $285K
|
1.98K
$917K
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
677+ 4.42% |
$269K - $285K
|
16K
$7.4M
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
677+ 4.81% |
$269K - $285K
|
14.8K
$6.82M
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
675+ 11.75% |
$268K - $284K
|
6.42K
$2.97M
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
674+ 1.2% |
$267K - $283K
|
56.8K
$26.3M
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
670New |
$266K - $282K
|
670
$310K
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
669+ 2.3% |
$265K - $281K
|
29.7K
$13.8M
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
668+ 3.73% |
$265K - $281K
|
18.6K
$8.58M
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
666+ 2.14% |
$264K - $280K
|
31.9K
$14.7M
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
664+ 1.74% |
$263K - $279K
|
38.9K
$18M
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
664+ 17.15% |
$263K - $279K
|
4.54K
$2.1M
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
664+ 10.55% |
$263K - $279K
|
6.96K
$3.22M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
661+ 5.03% |
$262K - $278K
|
13.8K
$6.38M
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
660+ 4.62% |
$262K - $277K
|
15K
$6.91M
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
659+ 1.65% |
$261K - $277K
|
40.6K
$18.8M
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
653+ 15.98% |
$259K - $274K
|
4.74K
$2.19M
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
BUY
|
- |
653New |
$259K - $274K
|
653
$302K
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
652+ 2.69% |
$259K - $274K
|
24.9K
$11.5M
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
651New |
$258K - $274K
|
651
$301K
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
650+ 13.84% |
$258K - $273K
|
5.35K
$2.47M
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
649+ 2.97% |
$257K - $273K
|
22.5K
$10.4M
|
|
Aug 13, 2024
Q2 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
649+ 3.98% |
$257K - $273K
|
16.9K
$7.84M
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
648+ 1.83% |
$257K - $272K
|
36K
$16.7M
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
647New |
$257K - $272K
|
647
$299K
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
646+ 21.38% |
$256K - $271K
|
3.67K
$1.7M
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
644+ 9.41% |
$255K - $271K
|
7.49K
$3.46M
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
642+ 5.32% |
$255K - $270K
|
12.7K
$5.88M
|
|
Aug 15, 2024
Q2 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
636+ 0.27% |
$252K - $267K
|
235K
$109M
|
|
Aug 13, 2024
Q2 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
635+ 3.54% |
$252K - $267K
|
18.6K
$8.59M
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
634+ 7.39% |
$252K - $266K
|
9.22K
$4.26M
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
631New |
$250K - $265K
|
631
$292K
|
|
Aug 05, 2024
Q2 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
631+ 50.4% |
$250K - $265K
|
1.88K
$871K
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
625+ 10.55% |
$248K - $263K
|
6.55K
$3.03M
|