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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-237- 7.05% |
$94K - $99.6K
|
3.12K
$1.5M
|
|
|
Jul 08, 2024
Q2 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-239- 1.41% |
$94.8K - $100K
|
16.8K
$8.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-240- 19.64% |
$95.2K - $101K
|
982
$470K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-241- 0.95% |
$95.6K - $101K
|
25.1K
$12M
|
|
|
Aug 08, 2024
Q2 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-241- 1.38% |
$95.6K - $101K
|
17.2K
$8.24M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-242- 0.65% |
$96K - $102K
|
36.8K
$17.6M
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-243- 0.32% |
$96.4K - $102K
|
75.6K
$36.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-243- 0.37% |
$96.4K - $102K
|
65.2K
$31.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-245- 1.93% |
$97.2K - $103K
|
12.4K
$5.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-245- 4.48% |
$97.2K - $103K
|
5.23K
$2.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-248- 4.27% |
$98.4K - $104K
|
5.56K
$2.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-248- 2.69% |
$98.4K - $104K
|
8.96K
$4.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-249- 0.18% |
$98.8K - $105K
|
139K
$66.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-249- 1.24% |
$98.8K - $105K
|
19.9K
$9.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-250- 4.15% |
$99.2K - $105K
|
5.78K
$2.77M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-250- 4.03% |
$99.2K - $105K
|
5.95K
$2.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-250- 4.89% |
$99.2K - $105K
|
4.86K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-250- 10.26% |
$99.2K - $105K
|
2.19K
$1.05M
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-251- 5.86% |
$99.6K - $105K
|
4.03K
$1.93M
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-254- 1.4% |
$101K - $107K
|
17.9K
$8.55M
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-255- 2.59% |
$101K - $107K
|
9.58K
$4.59M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-255- 0.8% |
$101K - $107K
|
31.7K
$15.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-257- 4.92% |
$102K - $108K
|
4.97K
$2.38M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-259- 1.06% |
$103K - $109K
|
24.2K
$11.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-260- 7.8% |
$103K - $109K
|
3.07K
$1.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-263- 1.31% |
$104K - $111K
|
19.8K
$9.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-266- 0.63% |
$106K - $112K
|
41.7K
$20M
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-267- 4.65% |
$106K - $112K
|
5.48K
$2.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-268- 2.5% |
$106K - $113K
|
10.4K
$5M
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-270- 14.83% |
$107K - $113K
|
1.55K
$743K
|
|
|
Aug 05, 2024
Q2 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-270- 8.28% |
$107K - $113K
|
2.99K
$1.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-270- 0.55% |
$107K - $113K
|
48.9K
$23.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-271- 13.89% |
$108K - $114K
|
1.68K
$804K
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-272- 9.48% |
$108K - $114K
|
2.6K
$1.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-273- 2.35% |
$108K - $115K
|
11.3K
$5.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-273- 1.91% |
$108K - $115K
|
14K
$6.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-273- 10.27% |
$108K - $115K
|
2.39K
$1.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-275- 2.35% |
$109K - $116K
|
11.4K
$5.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-275- 12.81% |
$109K - $116K
|
1.87K
$896K
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-277- 1.23% |
$110K - $116K
|
22.2K
$10.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-277- 5.03% |
$110K - $116K
|
5.23K
$2.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-277- 25.51% |
$110K - $116K
|
809
$387K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-279- 2.19% |
$111K - $117K
|
12.5K
$5.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-281- 13.7% |
$111K - $118K
|
1.77K
$847K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-282- 7.92% |
$112K - $119K
|
3.28K
$1.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-284- 8.34% |
$113K - $119K
|
3.12K
$1.49M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-286- 1.96% |
$113K - $120K
|
14.3K
$6.86M
|
|
|
Jul 26, 2024
Q2 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-286- 0.48% |
$113K - $120K
|
59.1K
$28.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-287- 2.93% |
$114K - $121K
|
9.5K
$4.55M
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
SELL
|
- |
-287- 0.61% |
$114K - $121K
|
47.1K
$22.6M
|