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 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
61+ 1.05% |
$24.2K - $25.6K
|
5.86K
$2.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
60+ 2.92% |
$23.8K - $25.2K
|
2.12K
$1.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
60+ 22.47% |
$23.8K - $25.2K
|
327
$157K
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
60+ 3.48% |
$23.8K - $25.2K
|
1.78K
$854K
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
60+ 0.74% |
$23.8K - $25.2K
|
8.2K
$3.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
60+ 0.32% |
$23.8K - $25.2K
|
18.8K
$8.98M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
59+ 0.77% |
$23.4K - $24.8K
|
7.76K
$3.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
59+ 10.69% |
$23.4K - $24.8K
|
611
$293K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
59+ 2.43% |
$23.4K - $24.8K
|
2.49K
$1.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
59+ 0.82% |
$23.4K - $24.8K
|
7.25K
$3.47M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
59+ 2.57% |
$23.4K - $24.8K
|
2.36K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
58+ 0.66% |
$23K - $24.4K
|
8.9K
$4.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
BUY
|
- |
57+ 0.02% |
$22.6K - $24K
|
292K
$140M
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
57+ 2.23% |
$22.6K - $24K
|
2.61K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
57+ 1.67% |
$22.6K - $24K
|
3.47K
$1.66M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
57+ 1.75% |
$22.6K - $24K
|
3.31K
$1.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
57+ 1.5% |
$22.6K - $24K
|
3.85K
$1.84M
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
57+ 10.42% |
$22.6K - $24K
|
604
$289K
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
56+ 0.47% |
$22.2K - $23.5K
|
12.1K
$5.77M
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
56+ 0.62% |
$22.2K - $23.5K
|
9.15K
$4.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
56+ 1.28% |
$22.2K - $23.5K
|
4.43K
$2.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
56+ 1.95% |
$22.2K - $23.5K
|
2.94K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
55+ 3.87% |
$21.8K - $23.1K
|
1.48K
$706K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
54+ 0.14% |
$21.4K - $22.7K
|
38.6K
$18.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
54+ 5.15% |
$21.4K - $22.7K
|
1.1K
$528K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
54+ 9.44% |
$21.4K - $22.7K
|
626
$300K
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
53+ 1.0% |
$21K - $22.3K
|
5.36K
$2.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
53+ 4.34% |
$21K - $22.3K
|
1.27K
$610K
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
52+ 8.33% |
$20.6K - $21.9K
|
676
$324K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
52+ 1.5% |
$20.6K - $21.9K
|
3.53K
$1.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
52+ 3.88% |
$20.6K - $21.9K
|
1.39K
$667K
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
52+ 0.86% |
$20.6K - $21.9K
|
6.12K
$2.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
52+ 0.21% |
$20.6K - $21.9K
|
25K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
52+ 0.3% |
$20.6K - $21.9K
|
17.3K
$8.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
51+ 0.47% |
$20.2K - $21.4K
|
10.9K
$5.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
50+ 3.03% |
$19.8K - $21K
|
1.7K
$814K
|
|
|
Jul 16, 2024
Q2 2024
|
Qv Investors Inc.
|
BUY
|
- |
50+ 0.47% |
$19.8K - $21K
|
10.7K
$5.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
50+ 10.46% |
$19.8K - $21K
|
528
$253K
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
50+ 1.85% |
$19.8K - $21K
|
2.75K
$1.32M
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
50+ 0.47% |
$19.8K - $21K
|
10.7K
$5.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
50New |
$19.8K - $21K
|
50
$23.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
50+ 0.95% |
$19.8K - $21K
|
5.32K
$2.55M
|
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
50+ 1.98% |
$19.8K - $21K
|
2.58K
$1.23M
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
49+ 5.71% |
$19.4K - $20.6K
|
907
$434K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
49+ 6.53% |
$19.4K - $20.6K
|
799
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
49+ 0.73% |
$19.4K - $20.6K
|
6.78K
$3.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
49+ 0.69% |
$19.4K - $20.6K
|
7.14K
$3.42M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
48+ 0.47% |
$19K - $20.2K
|
10.4K
$4.96M
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
48+ 7.93% |
$19K - $20.2K
|
653
$313K
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
47+ 0.26% |
$18.6K - $19.8K
|
18.2K
$8.7M
|