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
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
37+ 1.79% |
$14.7K - $15.5K
|
2.11K
$1.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
37+ 0.45% |
$14.7K - $15.5K
|
8.31K
$4.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
37+ 0.94% |
$14.7K - $15.5K
|
3.99K
$1.93M
|
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
37+ 2.59% |
$14.7K - $15.5K
|
1.46K
$710K
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
36+ 0.61% |
$14.3K - $15.1K
|
5.94K
$2.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
36+ 0.74% |
$14.3K - $15.1K
|
4.88K
$2.37M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
BUY
|
- |
36+ 0.68% |
$14.3K - $15.1K
|
5.32K
$2.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
36+ 5.68% |
$14.3K - $15.1K
|
670
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
36+ 0.96% |
$14.3K - $15.1K
|
3.78K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
36+ 0.96% |
$14.3K - $15.1K
|
3.78K
$1.83M
|
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
BUY
|
- |
35+ 2.94% |
$13.9K - $14.7K
|
1.23K
$595K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
35+ 0.75% |
$13.9K - $14.7K
|
4.69K
$2.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
35+ 0.07% |
$13.9K - $14.7K
|
51.7K
$25.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
35+ 0.74% |
$13.9K - $14.7K
|
4.78K
$2.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
35+ 0.63% |
$13.9K - $14.7K
|
5.57K
$2.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
35+ 0.88% |
$13.9K - $14.7K
|
4K
$1.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
35+ 2.26% |
$13.9K - $14.7K
|
1.59K
$770K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
34+ 11.85% |
$13.5K - $14.3K
|
321
$156K
|
|
|
Jul 18, 2024
Q2 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
34+ 5.96% |
$13.5K - $14.3K
|
604
$293K
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
34+ 2.93% |
$13.5K - $14.3K
|
1.19K
$579K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
34+ 2.84% |
$13.5K - $14.3K
|
1.23K
$597K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
34+ 0.27% |
$13.5K - $14.3K
|
12.5K
$6.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
34+ 6.13% |
$13.5K - $14.3K
|
589
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
34+ 3.61% |
$13.5K - $14.3K
|
976
$473K
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
34+ 0.23% |
$13.5K - $14.3K
|
14.5K
$7.05M
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
33+ 1.0% |
$13.1K - $13.9K
|
3.32K
$1.61M
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
33+ 1.39% |
$13.1K - $13.9K
|
2.4K
$1.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
33+ 1.45% |
$13.1K - $13.9K
|
2.31K
$1.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
33+ 1.22% |
$13.1K - $13.9K
|
2.74K
$1.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
33+ 3.7% |
$13.1K - $13.9K
|
926
$449K
|
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
33+ 0.22% |
$13.1K - $13.9K
|
14.8K
$7.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
33+ 0.4% |
$13.1K - $13.9K
|
8.34K
$4.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
33+ 1.14% |
$13.1K - $13.9K
|
2.92K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
33+ 0.15% |
$13.1K - $13.9K
|
22.7K
$11M
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
32+ 3.88% |
$12.7K - $13.4K
|
857
$416K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
32+ 1.05% |
$12.7K - $13.4K
|
3.08K
$1.49M
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
31+ 0.87% |
$12.3K - $13K
|
3.61K
$1.75M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
31+ 0.46% |
$12.3K - $13K
|
6.8K
$3.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
31+ 1.89% |
$12.3K - $13K
|
1.67K
$810K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
31+ 2.16% |
$12.3K - $13K
|
1.47K
$711K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
31+ 0.42% |
$12.3K - $13K
|
7.43K
$3.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
30+ 8.38% |
$11.9K - $12.6K
|
388
$188K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
30+ 0.32% |
$11.9K - $12.6K
|
9.49K
$4.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
30+ 2.74% |
$11.9K - $12.6K
|
1.13K
$546K
|
|
|
Jul 31, 2024
Q2 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
30+ 3.66% |
$11.9K - $12.6K
|
849
$412K
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
30+ 0.6% |
$11.9K - $12.6K
|
5K
$2.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
30+ 3.15% |
$11.9K - $12.6K
|
981
$476K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
30+ 0.14% |
$11.9K - $12.6K
|
22.1K
$10.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
29+ 1.12% |
$11.5K - $12.2K
|
2.62K
$1.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
29+ 4.21% |
$11.5K - $12.2K
|
718
$348K
|