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 |
---|---|---|---|---|---|---|---|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-12- 0.12% |
$4.76K - $5.04K
|
10.1K
$4.89M
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-12- 0.61% |
$4.76K - $5.04K
|
1.96K
$953K
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-12- 0.2% |
$4.76K - $5.04K
|
6.03K
$2.92M
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-12- 0.23% |
$4.76K - $5.04K
|
5.31K
$2.58M
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-12- 0.57% |
$4.76K - $5.04K
|
2.08K
$1.01M
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-12- 1.02% |
$4.76K - $5.04K
|
1.17K
$565K
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-13- 0.45% |
$5.16K - $5.46K
|
2.85K
$1.38M
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-13- 0.14% |
$5.16K - $5.46K
|
8.99K
$4.36M
|
|
Jul 29, 2024
Q2 2024
|
Tenret CO LLC
|
SELL
|
- |
-13- 2.12% |
$5.16K - $5.46K
|
599
$291K
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
SELL
|
- |
-13- 2.07% |
$5.16K - $5.46K
|
615
$298K
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-13- 1.88% |
$5.16K - $5.46K
|
680
$330K
|
|
Aug 07, 2024
Q2 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-13- 0.19% |
$5.16K - $5.46K
|
6.67K
$3.23M
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-13- 0.08% |
$5.16K - $5.46K
|
16.4K
$7.95M
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-13- 1.06% |
$5.16K - $5.46K
|
1.21K
$587K
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-14- 0.55% |
$5.55K - $5.88K
|
2.52K
$1.22M
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-14- 0.29% |
$5.55K - $5.88K
|
4.77K
$2.31M
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-14- 1.06% |
$5.55K - $5.88K
|
1.31K
$636K
|
|
Aug 07, 2024
Q2 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-15- 2.91% |
$5.95K - $6.3K
|
500
$243K
|
|
Jul 10, 2024
Q2 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-15- 0.14% |
$5.95K - $6.3K
|
10.6K
$5.16M
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-15- 0.8% |
$5.95K - $6.3K
|
1.86K
$904K
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-15- 0.63% |
$5.95K - $6.3K
|
2.36K
$1.15M
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-15- 0.63% |
$5.95K - $6.3K
|
2.38K
$1.15M
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-15- 1.02% |
$5.95K - $6.3K
|
1.45K
$705K
|
|
Aug 05, 2024
Q2 2024
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-15- 0.19% |
$5.95K - $6.3K
|
7.99K
$3.87M
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-15- 0.99% |
$5.95K - $6.3K
|
1.5K
$728K
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-15- 0.22% |
$5.95K - $6.3K
|
6.91K
$3.35M
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-15- 0.98% |
$5.95K - $6.3K
|
1.51K
$733K
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-15- 0.39% |
$5.95K - $6.3K
|
3.81K
$1.85M
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-15- 0.06% |
$5.95K - $6.3K
|
24.9K
$12.1M
|
|
Aug 14, 2024
Q2 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-15- 1.68% |
$5.95K - $6.3K
|
880
$427K
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-15- 0.87% |
$5.95K - $6.3K
|
1.71K
$830K
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-16- 0.02% |
$6.35K - $6.72K
|
66.1K
$32.1M
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-16- 3.13% |
$6.35K - $6.72K
|
496
$241K
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-16- 37.21% |
$6.35K - $6.72K
|
27
$13.1K
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-16- 1.83% |
$6.35K - $6.72K
|
859
$417K
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-16- 0.81% |
$6.35K - $6.72K
|
1.95K
$946K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-17- 3.07% |
$6.74K - $7.14K
|
537
$260K
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-17- 0.69% |
$6.74K - $7.14K
|
2.45K
$1.19M
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-17- 0.5% |
$6.74K - $7.14K
|
3.41K
$1.65M
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-17- 0.23% |
$6.74K - $7.14K
|
7.33K
$3.55M
|
|
Aug 06, 2024
Q2 2024
|
Farley Capital L.P.
New York, NY |
SELL
|
- |
-17- 0.57% |
$6.74K - $7.14K
|
2.95K
$1.43M
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-17- 0.17% |
$6.74K - $7.14K
|
9.79K
$4.75M
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-18- 1.66% |
$7.14K - $7.56K
|
1.07K
$518K
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-18- 0.48% |
$7.14K - $7.56K
|
3.75K
$1.82M
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-18- 3.35% |
$7.14K - $7.56K
|
520
$252K
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-19- 0.06% |
$7.54K - $7.98K
|
31K
$15M
|
|
Aug 08, 2024
Q2 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-19- 0.6% |
$7.54K - $7.98K
|
3.14K
$1.52M
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-19- 0.16% |
$7.54K - $7.98K
|
11.8K
$5.73M
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19- 0.42% |
$7.54K - $7.98K
|
4.47K
$2.17M
|
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-19- 1.4% |
$7.54K - $7.98K
|
1.34K
$650K
|