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 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
73+ 4.31% |
$29K - $30.7K
|
1.77K
$846K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
73+ 1.67% |
$29K - $30.7K
|
4.45K
$2.13M
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
73+ 0.73% |
$29K - $30.7K
|
10K
$4.8M
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
73+ 0.93% |
$29K - $30.7K
|
7.94K
$3.8M
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
72+ 0.86% |
$28.6K - $30.3K
|
8.46K
$4.05M
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
72+ 2.79% |
$28.6K - $30.3K
|
2.65K
$1.27M
|
|
Jul 16, 2024
Q2 2024
|
James Hambro & Partners
|
BUY
|
- |
71+ 1.01% |
$28.2K - $29.8K
|
7.08K
$3.39M
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
71+ 0.41% |
$28.2K - $29.8K
|
17.4K
$8.31M
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
70+ 3.63% |
$27.8K - $29.4K
|
2K
$957K
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
70+ 12.5% |
$27.8K - $29.4K
|
630
$302K
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
70+ 1.26% |
$27.8K - $29.4K
|
5.6K
$2.68M
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
70+ 0.39% |
$27.8K - $29.4K
|
17.9K
$8.58M
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
70+ 0.44% |
$27.8K - $29.4K
|
15.9K
$7.6M
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
69+ 2.3% |
$27.4K - $29K
|
3.07K
$1.47M
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
69+ 1.66% |
$27.4K - $29K
|
4.23K
$2.03M
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
69+ 0.09% |
$27.4K - $29K
|
77.8K
$37.2M
|
|
Jul 24, 2024
Q2 2024
|
Bck Partners, Inc.
|
BUY
|
- |
69+ 1.93% |
$27.4K - $29K
|
3.64K
$1.74M
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
69+ 3.95% |
$27.4K - $29K
|
1.82K
$869K
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
69+ 2.15% |
$27.4K - $29K
|
3.27K
$1.57M
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
69+ 0.93% |
$27.4K - $29K
|
7.45K
$3.57M
|
|
Jul 16, 2024
Q2 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
68+ 0.6% |
$27K - $28.6K
|
11.3K
$5.41M
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
68+ 0.15% |
$27K - $28.6K
|
44.5K
$21.3M
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
68+ 3.04% |
$27K - $28.6K
|
2.3K
$1.1M
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
67+ 0.36% |
$26.6K - $28.2K
|
18.8K
$9.02M
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
67+ 1.39% |
$26.6K - $28.2K
|
4.87K
$2.33M
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
67+ 0.35% |
$26.6K - $28.2K
|
19K
$9.11M
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
67+ 4.52% |
$26.6K - $28.2K
|
1.55K
$742K
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
66+ 2.44% |
$26.2K - $27.7K
|
2.77K
$1.33M
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
66+ 10.22% |
$26.2K - $27.7K
|
712
$341K
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
BUY
|
- |
65+ 0.46% |
$25.8K - $27.3K
|
14.1K
$6.75M
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
65+ 3.74% |
$25.8K - $27.3K
|
1.8K
$862K
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
65+ 9.85% |
$25.8K - $27.3K
|
725
$347K
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
65+ 2.08% |
$25.8K - $27.3K
|
3.19K
$1.53M
|
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
65+ 13.18% |
$25.8K - $27.3K
|
558
$267K
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
64+ 0.68% |
$25.4K - $26.9K
|
9.48K
$4.54M
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
64+ 0.35% |
$25.4K - $26.9K
|
18.5K
$8.86M
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
64+ 1.37% |
$25.4K - $26.9K
|
4.73K
$2.26M
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
64+ 1.25% |
$25.4K - $26.9K
|
5.18K
$2.48M
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
64+ 1.6% |
$25.4K - $26.9K
|
4.08K
$1.95M
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
64+ 5.17% |
$25.4K - $26.9K
|
1.3K
$624K
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
64+ 0.31% |
$25.4K - $26.9K
|
20.6K
$9.85M
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
64+ 5.34% |
$25.4K - $26.9K
|
1.26K
$605K
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
64+ 1.16% |
$25.4K - $26.9K
|
5.59K
$2.68M
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
63+ 0.6% |
$25K - $26.5K
|
10.5K
$5.02M
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
63+ 0.97% |
$25K - $26.5K
|
6.58K
$3.15M
|
|
Aug 06, 2024
Q2 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
63+ 0.87% |
$25K - $26.5K
|
7.29K
$3.49M
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
63+ 7.53% |
$25K - $26.5K
|
900
$431K
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
63+ 0.93% |
$25K - $26.5K
|
6.81K
$3.26M
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
62+ 0.88% |
$24.6K - $26.1K
|
7.1K
$3.4M
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
61+ 3.51% |
$24.2K - $25.6K
|
1.8K
$862K
|