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 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-30- 1.19% |
$11.9K - $12.6K
|
2.48K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-30- 0.42% |
$11.9K - $12.6K
|
7.12K
$3.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-30- 2.54% |
$11.9K - $12.6K
|
1.15K
$551K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-30- 0.1% |
$11.9K - $12.6K
|
30.2K
$14.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-31- 3.81% |
$12.3K - $13K
|
783
$375K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32- 0.33% |
$12.7K - $13.4K
|
9.77K
$4.68M
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-32- 0.95% |
$12.7K - $13.4K
|
3.34K
$1.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-32- 0.04% |
$12.7K - $13.4K
|
75.6K
$36.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-32- 1.37% |
$12.7K - $13.4K
|
2.3K
$1.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-32- 0.95% |
$12.7K - $13.4K
|
3.32K
$1.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-33- 0.8% |
$13.1K - $13.9K
|
4.12K
$1.97M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-34- 0.72% |
$13.5K - $14.3K
|
4.71K
$2.25M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-34- 2.9% |
$13.5K - $14.3K
|
1.14K
$545K
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-34- 2.02% |
$13.5K - $14.3K
|
1.65K
$791K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-34- 0.21% |
$13.5K - $14.3K
|
16.3K
$7.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-35- 2.4% |
$13.9K - $14.7K
|
1.43K
$683K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-35- 0.61% |
$13.9K - $14.7K
|
5.72K
$2.74M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-35- 0.67% |
$13.9K - $14.7K
|
5.22K
$2.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-35- 0.37% |
$13.9K - $14.7K
|
9.4K
$4.5M
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-35- 0.31% |
$13.9K - $14.7K
|
11.2K
$5.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-35- 1.18% |
$13.9K - $14.7K
|
2.94K
$1.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-35- 3.26% |
$13.9K - $14.7K
|
1.04K
$498K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-35- 1.15% |
$13.9K - $14.7K
|
3.01K
$1.44M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-35- 3.62% |
$13.9K - $14.7K
|
932
$446K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-36- 1.42% |
$14.3K - $15.1K
|
2.49K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-36- 1.53% |
$14.3K - $15.1K
|
2.32K
$1.11M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-37- 2.15% |
$14.7K - $15.5K
|
1.69K
$807K
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-37- 0.47% |
$14.7K - $15.5K
|
7.84K
$3.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-37- 2.92% |
$14.7K - $15.5K
|
1.23K
$589K
|
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-38- 0.52% |
$15.1K - $16K
|
7.23K
$3.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-38- 0.6% |
$15.1K - $16K
|
6.25K
$2.99M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-39- 0.41% |
$15.5K - $16.4K
|
9.59K
$4.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-39- 3.49% |
$15.5K - $16.4K
|
1.08K
$516K
|
|
|
Jul 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-40- 0.51% |
$15.9K - $16.8K
|
7.85K
$3.76M
|
|
|
Jul 15, 2024
Q2 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-40- 2.05% |
$15.9K - $16.8K
|
1.91K
$915K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-40- 1.4% |
$15.9K - $16.8K
|
2.81K
$1.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-40- 0.49% |
$15.9K - $16.8K
|
8.19K
$3.92M
|
|
|
Jul 29, 2024
Q2 2024
|
Coerente Capital Management
|
SELL
|
- |
-40- 2.58% |
$15.9K - $16.8K
|
1.51K
$724K
|
|
|
Aug 06, 2024
Q2 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-40- 0.52% |
$15.9K - $16.8K
|
7.67K
$3.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-40- 0.9% |
$15.9K - $16.8K
|
4.38K
$2.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-40- 1.26% |
$15.9K - $16.8K
|
3.14K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-40- 0.73% |
$15.9K - $16.8K
|
5.42K
$2.59M
|
|
|
Jul 16, 2024
Q2 2024
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-41- 0.11% |
$16.3K - $17.2K
|
38.1K
$18.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-41- 0.39% |
$16.3K - $17.2K
|
10.5K
$5.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-41- 1.09% |
$16.3K - $17.2K
|
3.73K
$1.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-41- 4.16% |
$16.3K - $17.2K
|
944
$452K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
SELL
|
- |
-41- 1.42% |
$16.3K - $17.2K
|
2.85K
$1.37M
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-42- 6.94% |
$16.7K - $17.7K
|
563
$270K
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-42- 4.06% |
$16.7K - $17.7K
|
993
$475K
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-42- 1.21% |
$16.7K - $17.7K
|
3.42K
$1.64M
|