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
|
Denali Advisors LLC
|
BUY
|
- |
300+ 10.34% |
$119K - $126K
|
3.2K
$1.55M
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
300+ 3.2% |
$119K - $126K
|
9.66K
$4.69M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
300+ 11.61% |
$119K - $126K
|
2.88K
$1.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
300+ 4.92% |
$119K - $126K
|
6.39K
$3.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
299+ 2.08% |
$119K - $126K
|
14.7K
$7.11M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
291+ 1.59% |
$115K - $122K
|
18.6K
$9.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
290+ 1.4% |
$115K - $122K
|
21K
$10.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
289+ 2.45% |
$115K - $121K
|
12.1K
$5.87M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
289+ 3.72% |
$115K - $121K
|
8.06K
$3.91M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
288+ 9.89% |
$114K - $121K
|
3.2K
$1.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
286+ 21.49% |
$113K - $120K
|
1.62K
$784K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
285+ 0.15% |
$113K - $120K
|
196K
$95.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
285+ 3.07% |
$113K - $120K
|
9.58K
$4.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
285+ 20.88% |
$113K - $120K
|
1.65K
$800K
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
283+ 0.36% |
$112K - $119K
|
79.8K
$38.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
280+ 3.78% |
$111K - $118K
|
7.69K
$3.73M
|
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
280+ 3.51% |
$111K - $118K
|
8.25K
$4M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
280+ 3.78% |
$111K - $118K
|
7.69K
$3.73M
|
|
|
Aug 06, 2024
Q2 2024
|
Torray LLC
|
BUY
|
- |
279+ 0.44% |
$111K - $117K
|
64.4K
$31.2M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
279+ 9.14% |
$111K - $117K
|
3.33K
$1.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
278+ 3.47% |
$110K - $117K
|
8.3K
$4.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
278+ 11.21% |
$110K - $117K
|
2.76K
$1.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
278+ 0.91% |
$110K - $117K
|
31K
$15M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
277+ 1.53% |
$110K - $116K
|
18.4K
$8.91M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
BUY
|
- |
275+ 33.33% |
$109K - $116K
|
1.1K
$534K
|
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
275+ 14.98% |
$109K - $116K
|
2.11K
$1.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
274+ 3.92% |
$109K - $115K
|
7.27K
$3.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
274+ 3.75% |
$109K - $115K
|
7.59K
$3.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
272+ 2.34% |
$108K - $114K
|
11.9K
$5.78M
|
|
|
Oct 10, 2024
Q2 2024
|
Tamar Securities, LLC
|
BUY
|
- |
272+ 37.21% |
$108K - $114K
|
1K
$486K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
271+ 4.44% |
$108K - $114K
|
6.38K
$3.09M
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
270+ 0.71% |
$107K - $113K
|
38.5K
$18.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
264+ 0.58% |
$105K - $111K
|
45.6K
$22.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
263+ 1.53% |
$104K - $111K
|
17.4K
$8.44M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
263+ 2.75% |
$104K - $111K
|
9.83K
$4.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
BUY
|
- |
262+ 0.88% |
$104K - $110K
|
30.2K
$14.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
261+ 2.8% |
$104K - $110K
|
9.57K
$4.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
260+ 21.52% |
$103K - $109K
|
1.47K
$712K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
259+ 1.72% |
$103K - $109K
|
15.3K
$7.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
258+ 16.31% |
$102K - $108K
|
1.84K
$892K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
258+ 25.75% |
$102K - $108K
|
1.26K
$611K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
256+ 38.91% |
$102K - $108K
|
914
$443K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
256+ 15.06% |
$102K - $108K
|
1.96K
$949K
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
254+ 9.85% |
$101K - $107K
|
2.83K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
253+ 6.3% |
$100K - $106K
|
4.27K
$2.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
252+ 52.83% |
$100K - $106K
|
729
$354K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
251+ 21.71% |
$99.6K - $105K
|
1.41K
$682K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
251+ 5.54% |
$99.6K - $105K
|
4.78K
$2.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
250+ 12.91% |
$99.2K - $105K
|
2.19K
$1.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
250+ 35.16% |
$99.2K - $105K
|
961
$466K
|