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 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
473+ 1.93% |
$188K - $199K
|
24.9K
$11.5M
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
473+ 2.96% |
$188K - $199K
|
16.4K
$7.6M
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
471+ 3.04% |
$187K - $198K
|
16K
$7.38M
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
468+ 0.71% |
$186K - $197K
|
66.8K
$30.9M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
468+ 3.98% |
$186K - $197K
|
12.2K
$5.65M
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
467+ 5.59% |
$185K - $196K
|
8.83K
$4.08M
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
460+ 48.52% |
$182K - $193K
|
1.41K
$651K
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
458+ 7.69% |
$182K - $192K
|
6.41K
$2.97M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
458+ 1.66% |
$182K - $192K
|
28K
$13M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
457+ 3.98% |
$181K - $192K
|
12K
$5.53M
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
457+ 6.71% |
$181K - $192K
|
7.27K
$3.36M
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
455+ 2.18% |
$181K - $191K
|
21.3K
$9.86M
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
454+ 2.73% |
$180K - $191K
|
17.1K
$7.89M
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
453+ 7.88% |
$180K - $190K
|
6.2K
$2.87M
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
452+ 58.85% |
$179K - $190K
|
1.22K
$564K
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
450+ 1.81% |
$179K - $189K
|
25.4K
$11.7M
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
449+ 13.74% |
$178K - $189K
|
3.72K
$1.72M
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
447+ 1.42% |
$177K - $188K
|
31.8K
$14.7M
|
|
Aug 14, 2024
Q2 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
447+ 5.38% |
$177K - $188K
|
8.76K
$4.05M
|
|
Aug 13, 2024
Q2 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
445+ 0.26% |
$177K - $187K
|
169K
$78.1M
|
|
Aug 13, 2024
Q2 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
445+ 1.78% |
$177K - $187K
|
25.4K
$11.7M
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
444+ 0.32% |
$176K - $187K
|
137K
$63.5M
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
440+ 1.25% |
$175K - $185K
|
35.7K
$16.5M
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
440+ 9.31% |
$175K - $185K
|
5.17K
$2.39M
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
439+ 1.38% |
$174K - $184K
|
32.3K
$14.9M
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
439+ 26.62% |
$174K - $184K
|
2.09K
$966K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
438+ 0.59% |
$174K - $184K
|
74.5K
$34.4M
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
437+ 2.98% |
$173K - $184K
|
15.1K
$7M
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
435+ 17.94% |
$173K - $183K
|
2.86K
$1.32M
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
433New |
$172K - $182K
|
433
$200K
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
432+ 4.5% |
$171K - $182K
|
10K
$4.64M
|
|
Jul 23, 2024
Q2 2024
|
Tevis Investment Management
|
BUY
|
- |
430+ 2.5% |
$171K - $181K
|
17.6K
$8.14M
|
|
Aug 07, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
430+ 9.47% |
$171K - $181K
|
4.97K
$2.3M
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
430New |
$171K - $181K
|
430
$199K
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
426+ 2.64% |
$169K - $179K
|
16.5K
$7.65M
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
422+ 0.56% |
$167K - $177K
|
76.4K
$35.4M
|
|
Aug 16, 2024
Q2 2024
|
Core Alternative Capital
|
BUY
|
- |
421+ 2.52% |
$167K - $177K
|
17.1K
$7.92M
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
419+ 5.75% |
$166K - $176K
|
7.71K
$3.56M
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
419New |
$166K - $176K
|
419
$194K
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
418+ 0.98% |
$166K - $176K
|
43.1K
$19.9M
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
BUY
|
- |
415+ 2.18% |
$165K - $174K
|
19.4K
$8.98M
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
413+ 3.84% |
$164K - $174K
|
11.2K
$5.16M
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
413+ 7.55% |
$164K - $174K
|
5.88K
$2.72M
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
411+ 3.68% |
$163K - $173K
|
11.6K
$5.36M
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
410+ 4.08% |
$163K - $172K
|
10.5K
$4.84M
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
406+ 21.91% |
$161K - $171K
|
2.26K
$1.04M
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
404+ 7.92% |
$160K - $170K
|
5.51K
$2.55M
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
403+ 277.93% |
$160K - $169K
|
548
$253K
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
400+ 57.72% |
$159K - $168K
|
1.09K
$506K
|
|
Jul 26, 2024
Q2 2024
|
Galibier Capital Management Ltd.
|
BUY
|
- |
400+ 11.14% |
$159K - $168K
|
3.99K
$1.85M
|