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 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-124- 3.97% |
$49.2K - $52.1K
|
3K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-124- 2.87% |
$49.2K - $52.1K
|
4.19K
$2.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-125- 1.11% |
$49.6K - $52.5K
|
11.1K
$5.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-125- 2.97% |
$49.6K - $52.5K
|
4.09K
$1.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-125- 2.21% |
$49.6K - $52.5K
|
5.54K
$2.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-125- 1.91% |
$49.6K - $52.5K
|
6.43K
$3.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-125- 13.57% |
$49.6K - $52.5K
|
796
$386K
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-126- 4.49% |
$50K - $53K
|
2.68K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-127- 4.77% |
$50.4K - $53.4K
|
2.53K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-127- 9.01% |
$50.4K - $53.4K
|
1.28K
$622K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-128- 1.88% |
$50.8K - $53.8K
|
6.7K
$3.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-128- 2.46% |
$50.8K - $53.8K
|
5.07K
$2.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-128- 5.31% |
$50.8K - $53.8K
|
2.28K
$1.11M
|
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-129- 7.89% |
$51.2K - $54.2K
|
1.51K
$730K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-130- 8.3% |
$51.6K - $54.6K
|
1.44K
$696K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-130- 0.95% |
$51.6K - $54.6K
|
13.6K
$6.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-130- 6.15% |
$51.6K - $54.6K
|
1.98K
$962K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-131- 2.4% |
$52K - $55.1K
|
5.33K
$2.58M
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-132- 5.46% |
$52.4K - $55.5K
|
2.29K
$1.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-133- 2.92% |
$52.8K - $55.9K
|
4.43K
$2.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-133- 4.17% |
$52.8K - $55.9K
|
3.06K
$1.48M
|
|
|
Jul 26, 2024
Q2 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-133- 12.72% |
$52.8K - $55.9K
|
913
$443K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-133- 4.27% |
$52.8K - $55.9K
|
2.98K
$1.45M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-133- 0.47% |
$52.8K - $55.9K
|
28.2K
$13.7M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-134- 18.61% |
$53.2K - $56.3K
|
586
$284K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-135- 3.62% |
$53.6K - $56.7K
|
3.6K
$1.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-135- 0.57% |
$53.6K - $56.7K
|
23.4K
$11.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-136- 8.98% |
$54K - $57.2K
|
1.38K
$669K
|
|
|
Aug 19, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-136- 1.09% |
$54K - $57.2K
|
12.3K
$5.96M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-137- 0.78% |
$54.4K - $57.6K
|
17.4K
$8.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-138- 1.02% |
$54.7K - $58K
|
13.4K
$6.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-139- 23.05% |
$55.1K - $58.4K
|
464
$225K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-139- 0.51% |
$55.1K - $58.4K
|
26.9K
$13.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-140- 0.88% |
$55.5K - $58.8K
|
15.8K
$7.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-141- 6.93% |
$55.9K - $59.3K
|
1.9K
$919K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-141- 1.56% |
$55.9K - $59.3K
|
8.92K
$4.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-142- 0.61% |
$56.3K - $59.7K
|
23.2K
$11.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-142- 3.47% |
$56.3K - $59.7K
|
3.95K
$1.91M
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-142- 0.93% |
$56.3K - $59.7K
|
15.2K
$7.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-143- 0.88% |
$56.7K - $60.1K
|
16.1K
$7.82M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-144- 2.27% |
$57.1K - $60.5K
|
6.19K
$3M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-144- 0.82% |
$57.1K - $60.5K
|
17.5K
$8.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-144- 0.98% |
$57.1K - $60.5K
|
14.6K
$7.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Alamar Capital Management, LLC
|
SELL
|
- |
-145- 17.39% |
$57.5K - $60.9K
|
689
$334K
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-146- 0.24% |
$57.9K - $61.4K
|
61.7K
$29.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-147- 6.58% |
$58.3K - $61.8K
|
2.09K
$1.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-147- 6.15% |
$58.3K - $61.8K
|
2.24K
$1.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-147- 0.63% |
$58.3K - $61.8K
|
23.3K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-148- 6.24% |
$58.7K - $62.2K
|
2.23K
$1.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-149- 16.25% |
$59.1K - $62.6K
|
768
$372K
|