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 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
50+ 0.47% |
$19.8K - $21K
|
10.7K
$5.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
50New |
$19.8K - $21K
|
50
$24.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
50+ 0.95% |
$19.8K - $21K
|
5.32K
$2.58M
|
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
50+ 1.98% |
$19.8K - $21K
|
2.58K
$1.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
49+ 5.71% |
$19.4K - $20.6K
|
907
$440K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
49+ 6.53% |
$19.4K - $20.6K
|
799
$388K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
49+ 0.73% |
$19.4K - $20.6K
|
6.78K
$3.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
49+ 0.69% |
$19.4K - $20.6K
|
7.14K
$3.46M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
48+ 0.47% |
$19K - $20.2K
|
10.4K
$5.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
48+ 7.93% |
$19K - $20.2K
|
653
$317K
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
47+ 0.26% |
$18.6K - $19.8K
|
18.2K
$8.81M
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
47+ 0.49% |
$18.6K - $19.8K
|
9.73K
$4.72M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
46+ 0.15% |
$18.2K - $19.3K
|
31.4K
$15.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
46+ 0.48% |
$18.2K - $19.3K
|
9.7K
$4.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
46+ 8.81% |
$18.2K - $19.3K
|
568
$275K
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
45+ 1.82% |
$17.9K - $18.9K
|
2.52K
$1.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
45+ 2.57% |
$17.9K - $18.9K
|
1.8K
$871K
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
45+ 6.7% |
$17.9K - $18.9K
|
717
$348K
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
45+ 1.05% |
$17.9K - $18.9K
|
4.33K
$2.1M
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
BUY
|
- |
45+ 0.44% |
$17.9K - $18.9K
|
10.4K
$5.03M
|
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
45+ 0.1% |
$17.9K - $18.9K
|
44.6K
$21.6M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
44+ 5.45% |
$17.5K - $18.5K
|
851
$413K
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
44+ 1.44% |
$17.5K - $18.5K
|
3.09K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
44+ 0.26% |
$17.5K - $18.5K
|
16.7K
$8.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
44+ 314.29% |
$17.5K - $18.5K
|
58
$28.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
43+ 2.07% |
$17.1K - $18.1K
|
2.12K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
43+ 0.94% |
$17.1K - $18.1K
|
4.62K
$2.24M
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
42+ 0.36% |
$16.7K - $17.7K
|
11.6K
$5.64M
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
42+ 5.01% |
$16.7K - $17.7K
|
881
$427K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
42+ 3.21% |
$16.7K - $17.7K
|
1.35K
$655K
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
42+ 0.94% |
$16.7K - $17.7K
|
4.5K
$2.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
42+ 0.1% |
$16.7K - $17.7K
|
43.9K
$21.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
42+ 4.09% |
$16.7K - $17.7K
|
1.07K
$518K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
41+ 0.57% |
$16.3K - $17.2K
|
7.29K
$3.54M
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
41+ 0.12% |
$16.3K - $17.2K
|
33.8K
$16.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
41+ 5.25% |
$16.3K - $17.2K
|
822
$399K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
41+ 3.9% |
$16.3K - $17.2K
|
1.09K
$530K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
40+ 1.24% |
$15.9K - $16.8K
|
3.27K
$1.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
40+ 0.15% |
$15.9K - $16.8K
|
26K
$12.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
40+ 4.55% |
$15.9K - $16.8K
|
920
$446K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
40+ 0.64% |
$15.9K - $16.8K
|
6.26K
$3.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
40+ 6.57% |
$15.9K - $16.8K
|
649
$315K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
39+ 1.57% |
$15.5K - $16.4K
|
2.53K
$1.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
38+ 1.77% |
$15.1K - $16K
|
2.19K
$1.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
38+ 1.13% |
$15.1K - $16K
|
3.41K
$1.66M
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
38+ 0.72% |
$15.1K - $16K
|
5.32K
$2.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
38+ 1.33% |
$15.1K - $16K
|
2.89K
$1.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
37+ 1.21% |
$14.7K - $15.5K
|
3.1K
$1.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
37+ 0.59% |
$14.7K - $15.5K
|
6.35K
$3.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
37+ 0.94% |
$14.7K - $15.5K
|
3.96K
$1.92M
|