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 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
206+ 25.03% |
$81.7K - $86.6K
|
1.03K
$499K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
205+ 1.77% |
$81.3K - $86.1K
|
11.8K
$5.71M
|
|
|
Jul 16, 2024
Q2 2024
|
Community Bank Of Raymore
|
BUY
|
- |
205+ 6.07% |
$81.3K - $86.1K
|
3.59K
$1.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
205+ 3.08% |
$81.3K - $86.1K
|
6.87K
$3.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
205+ 12.92% |
$81.3K - $86.1K
|
1.79K
$869K
|
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
205+ 0.74% |
$81.3K - $86.1K
|
27.9K
$13.5M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
203+ 2.64% |
$80.5K - $85.3K
|
7.91K
$3.83M
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
203+ 10.79% |
$80.5K - $85.3K
|
2.09K
$1.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
202+ 2.84% |
$80.1K - $84.9K
|
7.31K
$3.54M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
202+ 12.86% |
$80.1K - $84.9K
|
1.77K
$860K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
201+ 7.64% |
$79.7K - $84.5K
|
2.83K
$1.37M
|
|
|
Jul 05, 2024
Q2 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
200+ 24.27% |
$79.3K - $84K
|
1.02K
$497K
|
|
|
Jul 18, 2024
Q2 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
200+ 4.5% |
$79.3K - $84K
|
4.64K
$2.25M
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
200+ 39.22% |
$79.3K - $84K
|
710
$344K
|
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
200+ 0.73% |
$79.3K - $84K
|
27.6K
$13.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
200+ 0.52% |
$79.3K - $84K
|
38.8K
$18.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
200+ 3.12% |
$79.3K - $84K
|
6.62K
$3.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
200+ 0.54% |
$79.3K - $84K
|
37.5K
$18.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
199+ 1.27% |
$78.9K - $83.6K
|
15.9K
$7.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
198+ 1.4% |
$78.6K - $83.2K
|
14.3K
$6.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
197+ 0.27% |
$78.2K - $82.8K
|
72.1K
$35M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
196+ 0.52% |
$77.8K - $82.4K
|
38K
$18.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
195+ 3.3% |
$77.4K - $81.9K
|
6.1K
$2.96M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
194+ 0.33% |
$77K - $81.5K
|
59.4K
$28.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Cortland Associates Inc
|
BUY
|
- |
194+ 2.6% |
$77K - $81.5K
|
7.67K
$3.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
194+ 14.19% |
$77K - $81.5K
|
1.56K
$757K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
194+ 6.21% |
$77K - $81.5K
|
3.32K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
193+ 6.41% |
$76.6K - $81.1K
|
3.21K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
193+ 338.6% |
$76.6K - $81.1K
|
250
$121K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
192+ 7.87% |
$76.2K - $80.7K
|
2.63K
$1.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
192+ 5.35% |
$76.2K - $80.7K
|
3.78K
$1.83M
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
191+ 20.11% |
$75.8K - $80.3K
|
1.14K
$553K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
190+ 4.23% |
$75.4K - $79.8K
|
4.68K
$2.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
189+ 6.82% |
$75K - $79.4K
|
2.96K
$1.44M
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
188+ 0.45% |
$74.6K - $79K
|
42.2K
$20.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
188+ 1.34% |
$74.6K - $79K
|
14.2K
$6.9M
|
|
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
188+ 3.89% |
$74.6K - $79K
|
5.03K
$2.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
185+ 3.18% |
$73.4K - $77.7K
|
6.01K
$2.92M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
185+ 5.64% |
$73.4K - $77.7K
|
3.46K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
185+ 1.38% |
$73.4K - $77.7K
|
13.6K
$6.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
184+ 1.37% |
$73K - $77.3K
|
13.7K
$6.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
184+ 105.75% |
$73K - $77.3K
|
358
$174K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
183+ 26.11% |
$72.6K - $76.9K
|
884
$429K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
183+ 2.31% |
$72.6K - $76.9K
|
8.11K
$3.93M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
182+ 1.46% |
$72.2K - $76.5K
|
12.6K
$6.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
181+ 2.31% |
$71.8K - $76.1K
|
8.02K
$3.89M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
181+ 4.28% |
$71.8K - $76.1K
|
4.41K
$2.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
180+ 8.33% |
$71.4K - $75.6K
|
2.34K
$1.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
180+ 4.14% |
$71.4K - $75.6K
|
4.53K
$2.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
180+ 0.32% |
$71.4K - $75.6K
|
55.8K
$27M
|