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 30, 2024
Q2 2024
|
Fortune 45 LLC
|
BUY
|
- |
6+ 0.22% |
$2.38K - $2.52K
|
2.72K
$1.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
6+ 0.58% |
$2.38K - $2.52K
|
1.04K
$505K
|
|
|
Aug 12, 2024
Q2 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
6+ 1.12% |
$2.38K - $2.52K
|
544
$264K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
6New |
$2.38K - $2.52K
|
6
$2.91K
|
|
|
Aug 13, 2024
Q2 2024
|
Caxton Corp
Princeton, NJ |
BUY
|
- |
6+ 0.59% |
$2.38K - $2.52K
|
1.03K
$497K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
5+ 0.05% |
$1.98K - $2.1K
|
10.1K
$4.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5+ 0.08% |
$1.98K - $2.1K
|
6.45K
$3.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
5+ 0.34% |
$1.98K - $2.1K
|
1.48K
$720K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
5+ 0.26% |
$1.98K - $2.1K
|
1.9K
$921K
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
5+ 0.11% |
$1.98K - $2.1K
|
4.53K
$2.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
5+ 0.1% |
$1.98K - $2.1K
|
5.19K
$2.52M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5+ 0.26% |
$1.98K - $2.1K
|
1.94K
$939K
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
5+ 0.78% |
$1.98K - $2.1K
|
646
$313K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
5+ 0.24% |
$1.98K - $2.1K
|
2.05K
$993K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5+ 0.06% |
$1.98K - $2.1K
|
8.17K
$3.96M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
5+ 0.28% |
$1.98K - $2.1K
|
1.82K
$881K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
5+ 0.14% |
$1.98K - $2.1K
|
3.61K
$1.75M
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
4+ 0.2% |
$1.59K - $1.68K
|
2.03K
$986K
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
4+ 0.44% |
$1.59K - $1.68K
|
922
$447K
|
|
|
Jul 19, 2024
Q2 2024
|
Chico Wealth Ria
|
BUY
|
- |
4+ 0.38% |
$1.59K - $1.68K
|
1.06K
$516K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4+ 0.05% |
$1.59K - $1.68K
|
8.16K
$3.96M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4+ 0.04% |
$1.59K - $1.68K
|
9.45K
$4.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.23% |
$1.59K - $1.68K
|
1.72K
$835K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4+ 6.56% |
$1.59K - $1.68K
|
65
$31.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4+ 0.58% |
$1.59K - $1.68K
|
699
$339K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4+ 0.02% |
$1.59K - $1.68K
|
26.4K
$12.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 0.93% |
$1.59K - $1.68K
|
435
$211K
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
4+ 0.33% |
$1.59K - $1.68K
|
1.23K
$596K
|
|
|
Aug 14, 2024
Q2 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
4+ 0.0% |
$1.59K - $1.68K
|
101K
$49M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.03% |
$1.59K - $1.68K
|
13.9K
$6.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4+ 0.08% |
$1.59K - $1.68K
|
5.11K
$2.48M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
4+ 1.03% |
$1.59K - $1.68K
|
394
$191K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
3+ 42.86% |
$1.19K - $1.26K
|
10
$4.85K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3+ 0.3% |
$1.19K - $1.26K
|
1.02K
$494K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 1.89% |
$1.19K - $1.26K
|
162
$78.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3+ 0.12% |
$1.19K - $1.26K
|
2.56K
$1.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.51% |
$1.19K - $1.26K
|
587
$285K
|
|
|
Mar 25, 2025
Q2 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
3+ 0.36% |
$1.19K - $1.26K
|
830
$403K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$793 - $840
|
8.71K
$4.23M
|
|
|
Jul 18, 2024
Q2 2024
|
Refined Wealth Management
|
BUY
|
- |
2+ 0.28% |
$793 - $840
|
708
$343K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2+ 0.4% |
$793 - $840
|
508
$246K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.03% |
$793 - $840
|
5.82K
$2.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2+ 0.04% |
$793 - $840
|
4.67K
$2.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2+ 0.01% |
$793 - $840
|
20.5K
$9.93M
|
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
2+ 0.13% |
$793 - $840
|
1.6K
$777K
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2+ 0.14% |
$793 - $840
|
1.43K
$693K
|
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2+ 0.1% |
$793 - $840
|
2.1K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
BUY
|
- |
2+ 0.19% |
$793 - $840
|
1.06K
$513K
|
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
BUY
|
- |
1+ 0.14% |
$397 - $420
|
709
$344K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
1+ 0.02% |
$397 - $420
|
4.7K
$2.28M
|