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 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-184- 15.86% |
$73K - $77.3K
|
976
$473K
|
|
Jul 18, 2024
Q2 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-185- 0.79% |
$73.4K - $77.7K
|
23.2K
$11.2M
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-185- 4.21% |
$73.4K - $77.7K
|
4.21K
$2.04M
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-185- 14.74% |
$73.4K - $77.7K
|
1.07K
$519K
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-186- 1.71% |
$73.8K - $78.2K
|
10.7K
$5.2M
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-186- 2.78% |
$73.8K - $78.2K
|
6.5K
$3.15M
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-186- 19.94% |
$73.8K - $78.2K
|
747
$362K
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-187- 0.6% |
$74.2K - $78.6K
|
31K
$15M
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-188- 1.26% |
$74.6K - $79K
|
14.7K
$7.13M
|
|
Aug 13, 2024
Q2 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-188- 1.19% |
$74.6K - $79K
|
15.6K
$7.55M
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-188- 1.73% |
$74.6K - $79K
|
10.7K
$5.17M
|
|
Jul 19, 2024
Q2 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-189- 1.57% |
$75K - $79.4K
|
11.8K
$5.75M
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
SELL
|
- |
-190- 1.47% |
$75.4K - $79.8K
|
12.7K
$6.18M
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
SELL
|
- |
-191- 2.17% |
$75.8K - $80.3K
|
8.61K
$4.18M
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-192- 0.73% |
$76.2K - $80.7K
|
26K
$12.6M
|
|
Jul 26, 2024
Q2 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-193- 2.06% |
$76.6K - $81.1K
|
9.18K
$4.45M
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
SELL
|
- |
-196- 3.25% |
$77.8K - $82.4K
|
5.84K
$2.83M
|
|
Jul 30, 2024
Q2 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-196- 0.17% |
$77.8K - $82.4K
|
113K
$54.9M
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-197- 0.69% |
$78.2K - $82.8K
|
28.5K
$13.8M
|
|
Aug 13, 2024
Q2 2024
|
Lfl Advisers, LLC
Evanston, IL |
SELL
|
- |
-199- 0.73% |
$78.9K - $83.6K
|
27K
$13.1M
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-200- 4.52% |
$79.3K - $84K
|
4.23K
$2.05M
|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-200- 3.06% |
$79.3K - $84K
|
6.34K
$3.08M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-200- 10.15% |
$79.3K - $84K
|
1.77K
$858K
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-200- 1.4% |
$79.3K - $84K
|
14.1K
$6.82M
|
|
Aug 13, 2024
Q2 2024
|
Beddow Capital Management Inc
|
SELL
|
- |
-200- 1.19% |
$79.3K - $84K
|
16.6K
$8.05M
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-201- 9.12% |
$79.7K - $84.5K
|
2K
$971K
|
|
Jul 30, 2024
Q2 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-201- 1.91% |
$79.7K - $84.5K
|
10.3K
$5.01M
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-202- 3.24% |
$80.1K - $84.9K
|
6.03K
$2.92M
|
|
Aug 14, 2024
Q2 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-202- 11.2% |
$80.1K - $84.9K
|
1.6K
$776K
|
|
Jul 31, 2024
Q2 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-203- 9.07% |
$80.5K - $85.3K
|
2.03K
$986K
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-203- 2.31% |
$80.5K - $85.3K
|
8.59K
$4.16M
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-204- 1.45% |
$80.9K - $85.7K
|
13.9K
$6.72M
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-206- 0.55% |
$81.7K - $86.6K
|
37.3K
$18.1M
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-206- 2.3% |
$81.7K - $86.6K
|
8.76K
$4.25M
|
|
Aug 06, 2024
Q2 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-206- 1.31% |
$81.7K - $86.6K
|
15.5K
$7.5M
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-207- 2.25% |
$82.1K - $87K
|
8.99K
$4.36M
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-208- 2.59% |
$82.5K - $87.4K
|
7.82K
$3.79M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-208- 0.33% |
$82.5K - $87.4K
|
63.5K
$30.8M
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-208- 0.79% |
$82.5K - $87.4K
|
26.2K
$12.7M
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-208- 2.43% |
$82.5K - $87.4K
|
8.36K
$4.06M
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
SELL
|
- |
-208- 3.17% |
$82.5K - $87.4K
|
6.35K
$3.08M
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-209- 2.23% |
$82.9K - $87.8K
|
9.16K
$4.44M
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
SELL
|
- |
-211- 1.78% |
$83.7K - $88.7K
|
11.6K
$5.64M
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-211- 25.48% |
$83.7K - $88.7K
|
617
$299K
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-211- 6.79% |
$83.7K - $88.7K
|
2.9K
$1.41M
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-214- 0.43% |
$84.9K - $89.9K
|
50.1K
$24.3M
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-216- 2.72% |
$85.7K - $90.8K
|
7.71K
$3.74M
|
|
Jul 29, 2024
Q2 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-218- 18.41% |
$86.5K - $91.6K
|
966
$469K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-218- 0.97% |
$86.5K - $91.6K
|
22.3K
$10.8M
|
|
Feb 14, 2025
Q2 2024
|
Triumph Capital Management
|
SELL
|
- |
-219- 3.57% |
$86.9K - $92K
|
5.91K
$2.87M
|