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 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
104+ 1.69% |
$41.3K - $43.7K
|
6.25K
$3.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
104+ 3.98% |
$41.3K - $43.7K
|
2.72K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
104+ 1.05% |
$41.3K - $43.7K
|
10K
$4.85M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
103+ 3.45% |
$40.9K - $43.3K
|
3.09K
$1.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
103+ 6.32% |
$40.9K - $43.3K
|
1.73K
$840K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
102+ 3.31% |
$40.5K - $42.9K
|
3.19K
$1.55M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
102+ 2.25% |
$40.5K - $42.9K
|
4.64K
$2.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
102+ 41.63% |
$40.5K - $42.9K
|
347
$168K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
102+ 6.93% |
$40.5K - $42.9K
|
1.57K
$763K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
100+ 9.26% |
$39.7K - $42K
|
1.18K
$572K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
100+ 0.89% |
$39.7K - $42K
|
11.3K
$5.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
100+ 2.03% |
$39.7K - $42K
|
5.02K
$2.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
100+ 9.11% |
$39.7K - $42K
|
1.2K
$581K
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
100+ 19.23% |
$39.7K - $42K
|
620
$301K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
100+ 2.68% |
$39.7K - $42K
|
3.83K
$1.86M
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
100+ 0.46% |
$39.7K - $42K
|
21.9K
$10.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
100+ 2.59% |
$39.7K - $42K
|
3.96K
$1.92M
|
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
100+ 0.24% |
$39.7K - $42K
|
41.4K
$20.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
100+ 8.3% |
$39.7K - $42K
|
1.31K
$633K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
100+ 4.79% |
$39.7K - $42K
|
2.19K
$1.06M
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
100New |
$39.7K - $42K
|
100
$48.5K
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
100New |
$39.7K - $42K
|
100
$48.5K
|
|
|
Feb 20, 2025
Q2 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
100+ 1.41% |
$39.7K - $42K
|
7.19K
$3.49M
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
BUY
|
- |
99+ 14.75% |
$39.3K - $41.6K
|
770
$373K
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
99+ 0.54% |
$39.3K - $41.6K
|
18.6K
$9.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
99+ 2.29% |
$39.3K - $41.6K
|
4.42K
$2.15M
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
98+ 13.35% |
$38.9K - $41.2K
|
832
$404K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
98+ 1.0% |
$38.9K - $41.2K
|
9.88K
$4.79M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
98+ 30.91% |
$38.9K - $41.2K
|
415
$201K
|
|
|
Aug 14, 2024
Q2 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
98+ 0.1% |
$38.9K - $41.2K
|
95.6K
$46.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
97+ 2.14% |
$38.5K - $40.8K
|
4.64K
$2.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
97+ 0.13% |
$38.5K - $40.8K
|
75.7K
$36.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
96+ 4.31% |
$38.1K - $40.3K
|
2.32K
$1.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
BUY
|
- |
95+ 0.65% |
$37.7K - $39.9K
|
14.7K
$7.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
95+ 6.67% |
$37.7K - $39.9K
|
1.52K
$737K
|
|
|
Aug 08, 2024
Q2 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
95+ 5.02% |
$37.7K - $39.9K
|
1.99K
$963K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
95+ 14.73% |
$37.7K - $39.9K
|
740
$359K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
95+ 3.56% |
$37.7K - $39.9K
|
2.77K
$1.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
92+ 3.17% |
$36.5K - $38.7K
|
2.99K
$1.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
92+ 0.69% |
$36.5K - $38.7K
|
13.4K
$6.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
91+ 5.37% |
$36.1K - $38.2K
|
1.79K
$866K
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
BUY
|
- |
91+ 9.3% |
$36.1K - $38.2K
|
1.07K
$519K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
90+ 1.99% |
$35.7K - $37.8K
|
4.6K
$2.23M
|
|
|
Jul 18, 2024
Q2 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
90+ 0.76% |
$35.7K - $37.8K
|
12K
$5.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
90+ 2.13% |
$35.7K - $37.8K
|
4.32K
$2.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
90+ 0.3% |
$35.7K - $37.8K
|
29.7K
$14.4M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
90+ 0.04% |
$35.7K - $37.8K
|
247K
$120M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
90+ 10.58% |
$35.7K - $37.8K
|
941
$456K
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
90+ 0.87% |
$35.7K - $37.8K
|
10.5K
$5.09M
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
90+ 9.42% |
$35.7K - $37.8K
|
1.05K
$507K
|