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 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
418+ 0.98% |
$166K - $176K
|
43.1K
$20.9M
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
BUY
|
- |
415+ 2.18% |
$165K - $174K
|
19.4K
$9.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
413+ 3.84% |
$164K - $174K
|
11.2K
$5.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
413+ 7.55% |
$164K - $174K
|
5.88K
$2.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
411+ 3.68% |
$163K - $173K
|
11.6K
$5.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
410+ 4.08% |
$163K - $172K
|
10.5K
$5.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
406+ 21.91% |
$161K - $171K
|
2.26K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
404+ 7.92% |
$160K - $170K
|
5.51K
$2.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
403+ 277.93% |
$160K - $169K
|
548
$266K
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
400+ 57.72% |
$159K - $168K
|
1.09K
$530K
|
|
|
Jul 26, 2024
Q2 2024
|
Galibier Capital Management Ltd.
|
BUY
|
- |
400+ 11.14% |
$159K - $168K
|
3.99K
$1.94M
|
|
|
Aug 05, 2024
Q2 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
400+ 10.32% |
$159K - $168K
|
4.28K
$2.07M
|
|
|
Jul 15, 2025
Q2 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
400+ 10.32% |
$159K - $168K
|
4.28K
$2.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
399+ 4.73% |
$158K - $168K
|
8.83K
$4.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
398+ 1.38% |
$158K - $167K
|
29.2K
$14.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
398+ 6.65% |
$158K - $167K
|
6.38K
$3.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
397+ 11.34% |
$158K - $167K
|
3.9K
$1.89M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
397+ 7.26% |
$158K - $167K
|
5.87K
$2.84M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
397+ 4.18% |
$158K - $167K
|
9.89K
$4.8M
|
|
|
Feb 21, 2025
Q2 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
397+ 11.34% |
$158K - $167K
|
3.9K
$1.89M
|
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
396+ 2.29% |
$157K - $166K
|
17.7K
$8.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
396+ 77.19% |
$157K - $166K
|
909
$441K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
394+ 4.07% |
$156K - $166K
|
10.1K
$4.89M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
393+ 18.33% |
$156K - $165K
|
2.54K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
393+ 24.13% |
$156K - $165K
|
2.02K
$981K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
392+ 1.2% |
$156K - $165K
|
33.2K
$16.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
390+ 6.72% |
$155K - $164K
|
6.2K
$3.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
389+ 5.9% |
$154K - $163K
|
6.98K
$3.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
387+ 5.28% |
$154K - $163K
|
7.72K
$3.74M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
382+ 1.99% |
$152K - $161K
|
19.6K
$9.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
380+ 2.04% |
$151K - $160K
|
19K
$9.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
379+ 1.77% |
$150K - $159K
|
21.7K
$10.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
379+ 18.52% |
$150K - $159K
|
2.43K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
377New |
$150K - $158K
|
377
$183K
|
|
|
Jul 15, 2024
Q2 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
376+ 5.67% |
$149K - $158K
|
7.01K
$3.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
376+ 6.24% |
$149K - $158K
|
6.4K
$3.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
371+ 39.89% |
$147K - $156K
|
1.3K
$631K
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
371+ 42.79% |
$147K - $156K
|
1.24K
$600K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
370+ 13.13% |
$147K - $155K
|
3.19K
$1.55M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
370+ 16.18% |
$147K - $155K
|
2.66K
$1.29M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
369+ 4.04% |
$146K - $155K
|
9.5K
$4.61M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
366+ 2.11% |
$145K - $154K
|
17.7K
$8.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
365+ 55.9% |
$145K - $153K
|
1.02K
$494K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
365+ 12.31% |
$145K - $153K
|
3.33K
$1.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
364+ 4.89% |
$144K - $153K
|
7.8K
$3.78M
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
360+ 180.0% |
$143K - $151K
|
560
$272K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
358+ 5.12% |
$142K - $150K
|
7.36K
$3.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
358+ 2.89% |
$142K - $150K
|
12.7K
$6.17M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
357+ 1.94% |
$142K - $150K
|
18.8K
$9.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
357+ 38.39% |
$142K - $150K
|
1.29K
$624K
|