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 12, 2024
Q2 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
10+ 1.42% |
$3.97K - $4.2K
|
713
$346K
|
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
10+ 0.1% |
$3.97K - $4.2K
|
9.86K
$4.78M
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
10+ 0.11% |
$3.97K - $4.2K
|
9.11K
$4.42M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
10+ 0.21% |
$3.97K - $4.2K
|
4.74K
$2.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
10+ 0.97% |
$3.97K - $4.2K
|
1.04K
$505K
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
BUY
|
- |
10+ 0.75% |
$3.97K - $4.2K
|
1.34K
$649K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10+ 0.07% |
$3.97K - $4.2K
|
13.5K
$6.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10+ 0.75% |
$3.97K - $4.2K
|
1.34K
$650K
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
10+ 0.3% |
$3.97K - $4.2K
|
3.39K
$1.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10+ 0.13% |
$3.97K - $4.2K
|
7.56K
$3.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
10+ 0.86% |
$3.97K - $4.2K
|
1.17K
$566K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
10+ 1.15% |
$3.97K - $4.2K
|
878
$426K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
10+ 0.15% |
$3.97K - $4.2K
|
6.84K
$3.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10+ 1.06% |
$3.97K - $4.2K
|
955
$463K
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
10+ 0.06% |
$3.97K - $4.2K
|
17.4K
$8.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
10+ 8.85% |
$3.97K - $4.2K
|
123
$59.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
10+ 0.01% |
$3.97K - $4.2K
|
92.5K
$44.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
10+ 0.37% |
$3.97K - $4.2K
|
2.7K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10+ 1.01% |
$3.97K - $4.2K
|
996
$483K
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10+ 1.18% |
$3.97K - $4.2K
|
861
$418K
|
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
9+ 0.59% |
$3.57K - $3.78K
|
1.54K
$744K
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
9+ 1.92% |
$3.57K - $3.78K
|
478
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.3% |
$3.57K - $3.78K
|
3.02K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
9+ 0.13% |
$3.57K - $3.78K
|
6.91K
$3.35M
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
8+ 0.07% |
$3.17K - $3.36K
|
12.2K
$5.91M
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
8+ 0.37% |
$3.17K - $3.36K
|
2.16K
$1.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
8+ 0.22% |
$3.17K - $3.36K
|
3.63K
$1.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
8+ 0.12% |
$3.17K - $3.36K
|
6.92K
$3.36M
|
|
|
Jan 29, 2025
Q2 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
8+ 0.67% |
$3.17K - $3.36K
|
1.2K
$584K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7+ 0.33% |
$2.78K - $2.94K
|
2.14K
$1.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
7+ 0.85% |
$2.78K - $2.94K
|
832
$404K
|
|
|
Jul 16, 2024
Q2 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
7+ 0.04% |
$2.78K - $2.94K
|
18.5K
$8.99M
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
7+ 0.73% |
$2.78K - $2.94K
|
970
$470K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
7+ 0.77% |
$2.78K - $2.94K
|
912
$442K
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
7+ 0.31% |
$2.78K - $2.94K
|
2.24K
$1.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
7+ 0.03% |
$2.78K - $2.94K
|
20.4K
$9.88M
|
|
|
Aug 01, 2024
Q2 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
7+ 0.19% |
$2.78K - $2.94K
|
3.64K
$1.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$2.78K - $2.94K
|
4.84K
$2.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
7+ 0.1% |
$2.78K - $2.94K
|
6.82K
$3.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
7+ 0.49% |
$2.78K - $2.94K
|
1.43K
$695K
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
7+ 0.96% |
$2.78K - $2.94K
|
735
$356K
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
7+ 1.44% |
$2.78K - $2.94K
|
493
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
7+ 0.15% |
$2.78K - $2.94K
|
4.55K
$2.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
7+ 0.31% |
$2.78K - $2.94K
|
2.26K
$1.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
6+ 0.03% |
$2.38K - $2.52K
|
20.6K
$9.99M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
6+ 0.08% |
$2.38K - $2.52K
|
7.11K
$3.45M
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
6+ 0.43% |
$2.38K - $2.52K
|
1.4K
$680K
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
6+ 0.48% |
$2.38K - $2.52K
|
1.26K
$609K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
6+ 0.25% |
$2.38K - $2.52K
|
2.44K
$1.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 0.13% |
$2.38K - $2.52K
|
4.58K
$2.22M
|