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
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1+ 0.08% |
$397 - $420
|
1.24K
$602K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.03% |
$397 - $420
|
3.54K
$1.72M
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$397 - $420
|
2.96K
$1.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
BUY
|
- |
1+ 0.06% |
$397 - $420
|
1.77K
$860K
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1+ 0.16% |
$397 - $420
|
619
$300K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
1+ 0.06% |
$397 - $420
|
1.73K
$841K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1+ 0.05% |
$397 - $420
|
1.93K
$934K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
1+ 0.02% |
$397 - $420
|
4.63K
$2.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.07% |
$397 - $420
|
1.49K
$722K
|
|
|
Jul 12, 2024
Q2 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-1- 0.05% |
$397 - $420
|
2.03K
$984K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1- 0.09% |
$397 - $420
|
1.12K
$544K
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-1- 0.03% |
$397 - $420
|
3.91K
$1.89M
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-1- 0.07% |
$397 - $420
|
1.41K
$685K
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1- 0.17% |
$397 - $420
|
598
$290K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1- 0.07% |
$397 - $420
|
1.39K
$675K
|
|
|
Aug 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1- 0.01% |
$397 - $420
|
7.31K
$3.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1- 0.18% |
$397 - $420
|
540
$262K
|
|
|
Aug 12, 2024
Q2 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-1- -0.0% |
$397 - $420
|
69.2K
$33.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$397 - $420
|
5.15K
$2.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-2- 0.33% |
$793 - $840
|
602
$292K
|
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.07% |
$793 - $840
|
2.7K
$1.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-2- 0.19% |
$793 - $840
|
1.07K
$517K
|
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 6.25% |
$793 - $840
|
30
$14.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-2- 0.01% |
$793 - $840
|
14.2K
$6.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-2- 1.94% |
$793 - $840
|
101
$49K
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2- 0.24% |
$793 - $840
|
844
$409K
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-3- 0.07% |
$1.19K - $1.26K
|
4.08K
$1.98M
|
|
|
Jul 15, 2024
Q2 2024
|
American Asset Management Inc.
|
SELL
|
- |
-3- 0.29% |
$1.19K - $1.26K
|
1.05K
$507K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3- 0.07% |
$1.19K - $1.26K
|
4.03K
$1.95M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-3- 0.02% |
$1.19K - $1.26K
|
16.2K
$7.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-3- 0.51% |
$1.19K - $1.26K
|
585
$284K
|
|
|
Jul 26, 2024
Q2 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-3- 0.03% |
$1.19K - $1.26K
|
9.95K
$4.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3- 0.57% |
$1.19K - $1.26K
|
525
$255K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3- 0.34% |
$1.19K - $1.26K
|
871
$422K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3- 0.02% |
$1.19K - $1.26K
|
14.7K
$7.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.09% |
$1.19K - $1.26K
|
3.25K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3- 0.04% |
$1.19K - $1.26K
|
8.15K
$3.95M
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-3- 0.13% |
$1.19K - $1.26K
|
2.32K
$1.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-4- 0.03% |
$1.59K - $1.68K
|
12K
$5.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-4- 0.32% |
$1.59K - $1.68K
|
1.26K
$610K
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-4- 0.19% |
$1.59K - $1.68K
|
2.09K
$1.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-4- 0.27% |
$1.59K - $1.68K
|
1.48K
$715K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-4- 0.04% |
$1.59K - $1.68K
|
9.73K
$4.72M
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-5- 0.43% |
$1.98K - $2.1K
|
1.15K
$559K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-5- 0.11% |
$1.98K - $2.1K
|
4.62K
$2.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-5- 0.43% |
$1.98K - $2.1K
|
1.15K
$558K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-5- 0.07% |
$1.98K - $2.1K
|
6.88K
$3.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-5- 0.21% |
$1.98K - $2.1K
|
2.39K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-5- 0.08% |
$1.98K - $2.1K
|
6.08K
$2.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-5- 0.04% |
$1.98K - $2.1K
|
12.8K
$6.22M
|