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 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
179+ 1.07% |
$71K - $75.2K
|
17K
$8.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
179+ 0.45% |
$71K - $75.2K
|
40.3K
$19.5M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
178+ 13.11% |
$70.6K - $74.8K
|
1.54K
$745K
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
178+ 4.66% |
$70.6K - $74.8K
|
4K
$1.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
178+ 21.32% |
$70.6K - $74.8K
|
1.01K
$491K
|
|
|
Jul 29, 2024
Q2 2024
|
William Allan, LLC
|
BUY
|
- |
176+ 9.79% |
$69.8K - $74K
|
1.97K
$957K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
176+ 11.5% |
$69.8K - $74K
|
1.71K
$827K
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
175+ 1.65% |
$69.4K - $73.5K
|
10.8K
$5.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
175+ 2.22% |
$69.4K - $73.5K
|
8.07K
$3.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
175+ 2.12% |
$69.4K - $73.5K
|
8.42K
$4.09M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
174+ 1.1% |
$69K - $73.1K
|
16K
$7.74M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
174+ 8.07% |
$69K - $73.1K
|
2.33K
$1.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
174+ 5.97% |
$69K - $73.1K
|
3.09K
$1.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
173+ 2.24% |
$68.6K - $72.7K
|
7.9K
$3.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
173+ 24.93% |
$68.6K - $72.7K
|
867
$420K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
173+ 10.39% |
$68.6K - $72.7K
|
1.84K
$891K
|
|
|
Aug 08, 2024
Q2 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
173+ 25.04% |
$68.6K - $72.7K
|
864
$419K
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
171+ 0.58% |
$67.8K - $71.9K
|
29.9K
$14.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
171+ 1.8% |
$67.8K - $71.9K
|
9.69K
$4.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
170+ 0.16% |
$67.4K - $71.4K
|
108K
$52.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
170+ 13.87% |
$67.4K - $71.4K
|
1.4K
$677K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
169+ 1.15% |
$67K - $71K
|
14.9K
$7.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
169+ 6.28% |
$67K - $71K
|
2.86K
$1.39M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
168+ 1.6% |
$66.7K - $70.6K
|
10.7K
$5.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
168+ 2.58% |
$66.7K - $70.6K
|
6.69K
$3.25M
|
|
|
May 12, 2025
Q2 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
168+ 0.3% |
$66.7K - $70.6K
|
56.1K
$27.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
167+ 0.83% |
$66.3K - $70.2K
|
20.4K
$9.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
167+ 3.39% |
$66.3K - $70.2K
|
5.09K
$2.47M
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
166+ 21.04% |
$65.9K - $69.8K
|
955
$463K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
166+ 12.51% |
$65.9K - $69.8K
|
1.49K
$724K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
166+ 83.0% |
$65.9K - $69.8K
|
366
$178K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
165+ 4.67% |
$65.5K - $69.3K
|
3.7K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
165+ 7.25% |
$65.5K - $69.3K
|
2.44K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
165+ 1.97% |
$65.5K - $69.3K
|
8.52K
$4.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
163+ 1.57% |
$64.7K - $68.5K
|
10.5K
$5.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
163+ 10.74% |
$64.7K - $68.5K
|
1.68K
$815K
|
|
|
Jul 02, 2024
Q2 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
162+ 9.64% |
$64.3K - $68.1K
|
1.84K
$894K
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
BUY
|
- |
162+ 1.82% |
$64.3K - $68.1K
|
9.07K
$4.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
161+ 8.16% |
$63.9K - $67.7K
|
2.13K
$1.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
161+ 8.24% |
$63.9K - $67.7K
|
2.12K
$1.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
161+ 1.09% |
$63.9K - $67.7K
|
14.9K
$7.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
160+ 2.1% |
$63.5K - $67.2K
|
7.76K
$3.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
160+ 6.96% |
$63.5K - $67.2K
|
2.46K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
160+ 3.47% |
$63.5K - $67.2K
|
4.77K
$2.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
159+ 0.85% |
$63.1K - $66.8K
|
19K
$9.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
158+ 5.38% |
$62.7K - $66.4K
|
3.1K
$1.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
158+ 9.12% |
$62.7K - $66.4K
|
1.89K
$917K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
158+ 0.57% |
$62.7K - $66.4K
|
27.7K
$13.4M
|
|
|
Feb 04, 2025
Q2 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
158+ 26.78% |
$62.7K - $66.4K
|
748
$363K
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
158+ 1.17% |
$62.7K - $66.4K
|
13.7K
$6.63M
|