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 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
357+ 5.88% |
$142K - $150K
|
6.42K
$3.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
356+ 3.12% |
$141K - $150K
|
11.8K
$5.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
355+ 9.03% |
$141K - $149K
|
4.29K
$2.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
352+ 1.7% |
$140K - $148K
|
21K
$10.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
350+ 5.8% |
$139K - $147K
|
6.39K
$3.1M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
348+ 11.37% |
$138K - $146K
|
3.41K
$1.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
346+ 0.59% |
$137K - $145K
|
59.2K
$28.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
345+ 0.21% |
$137K - $145K
|
164K
$79.3M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
344+ 12.12% |
$136K - $145K
|
3.18K
$1.54M
|
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
344+ 1.83% |
$136K - $145K
|
19.1K
$9.28M
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
342+ 0.6% |
$136K - $144K
|
57.5K
$27.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
339+ 4.44% |
$134K - $142K
|
7.97K
$3.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
339+ 13.39% |
$134K - $142K
|
2.87K
$1.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
337+ 18.11% |
$134K - $142K
|
2.2K
$1.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Mcia Inc
|
BUY
|
- |
336+ 15.56% |
$133K - $141K
|
2.5K
$1.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
335+ 2.54% |
$133K - $141K
|
13.5K
$6.57M
|
|
|
Jul 22, 2024
Q2 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
333+ 6.12% |
$132K - $140K
|
5.77K
$2.8M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
331+ 0.45% |
$131K - $139K
|
73.5K
$35.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
329+ 2.38% |
$131K - $138K
|
14.2K
$6.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
329+ 8.09% |
$131K - $138K
|
4.4K
$2.13M
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
329+ 28.31% |
$131K - $138K
|
1.49K
$723K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
328+ 6.49% |
$130K - $138K
|
5.38K
$2.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
327+ 2.67% |
$130K - $137K
|
12.6K
$6.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
327+ 0.28% |
$130K - $137K
|
118K
$57.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
327+ 7.97% |
$130K - $137K
|
4.43K
$2.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
325+ 1.45% |
$129K - $137K
|
22.8K
$11.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
324+ 20.31% |
$129K - $136K
|
1.92K
$931K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
324+ 2.64% |
$129K - $136K
|
12.6K
$6.12M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
323+ 3.88% |
$128K - $136K
|
8.64K
$4.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
322+ 4.62% |
$128K - $135K
|
7.3K
$3.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
321+ 43.61% |
$127K - $135K
|
1.06K
$513K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
321+ 3.86% |
$127K - $135K
|
8.63K
$4.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
321+ 37.11% |
$127K - $135K
|
1.19K
$575K
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
320+ 21.26% |
$127K - $134K
|
1.83K
$885K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
320+ 4.17% |
$127K - $134K
|
8K
$3.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
318+ 14.44% |
$126K - $134K
|
2.52K
$1.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
316+ 65.29% |
$125K - $133K
|
800
$388K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
315+ 8.15% |
$125K - $132K
|
4.18K
$2.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
313+ 9.67% |
$124K - $132K
|
3.55K
$1.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
313+ 2.81% |
$124K - $132K
|
11.4K
$5.55M
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
312New |
$124K - $131K
|
312
$151K
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
312+ 2.45% |
$124K - $131K
|
13.1K
$6.34M
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
310+ 1.34% |
$123K - $130K
|
23.5K
$11.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
310+ 4.69% |
$123K - $130K
|
6.92K
$3.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
308+ 15.49% |
$122K - $129K
|
2.3K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
307+ 3.45% |
$122K - $129K
|
9.21K
$4.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
307+ 0.28% |
$122K - $129K
|
110K
$53.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
306+ 0.47% |
$121K - $129K
|
65.3K
$31.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
306+ 3.41% |
$121K - $129K
|
9.27K
$4.5M
|
|
|
Sep 27, 2024
Q2 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
305+ 4.08% |
$121K - $128K
|
7.79K
$3.78M
|