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 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1K- 5.4% |
$397K - $421K
|
17.5K
$8.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Winmill & Co. Inc
Millbrook, NY |
SELL
|
- |
-1.01K- 16.53% |
$401K - $424K
|
5.1K
$2.47M
|
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-1.01K- 8.5% |
$401K - $425K
|
10.9K
$5.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-1.01K- 2.78% |
$401K - $425K
|
35.4K
$17.2M
|
|
|
Aug 14, 2024
Q2 2024
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-1.02K- 2.9% |
$403K - $427K
|
34K
$16.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.02K- 0.79% |
$406K - $430K
|
128K
$62.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-1.03K- 5.43% |
$407K - $431K
|
17.9K
$8.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-1.03K- 26.5% |
$407K - $431K
|
2.85K
$1.38M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.03K- 6.62% |
$408K - $432K
|
14.5K
$7.04M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.03K- 1.54% |
$409K - $434K
|
65.9K
$32M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.04K- 12.56% |
$411K - $435K
|
7.2K
$3.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-1.04K- 3.9% |
$411K - $435K
|
25.5K
$12.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.04K- 3.2% |
$411K - $436K
|
31.4K
$15.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.04K- 0.56% |
$412K - $437K
|
186K
$90.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-1.05K- 17.45% |
$417K - $441K
|
4.97K
$2.41M
|
|
|
Jul 02, 2024
Q2 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-1.06K- 0.3% |
$421K - $446K
|
353K
$171M
|
|
|
Jul 19, 2024
Q2 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-1.07K- 2.92% |
$424K - $449K
|
35.6K
$17.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-1.07K- 4.6% |
$425K - $450K
|
22.2K
$10.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.08K- 11.56% |
$430K - $455K
|
8.29K
$4.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.09K- 16.71% |
$432K - $458K
|
5.43K
$2.63M
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-1.09K- 2.27% |
$434K - $460K
|
47K
$22.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.1K- 1.76% |
$435K - $461K
|
61.4K
$29.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.1K- 8.21% |
$436K - $462K
|
12.3K
$5.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-1.11K- 14.45% |
$442K - $468K
|
6.59K
$3.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
SELL
|
- |
-1.12K- 53.79% |
$445K - $471K
|
963
$467K
|
|
|
Jul 23, 2024
Q2 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-1.13K- 18.09% |
$446K - $473K
|
5.09K
$2.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.14K- 2.37% |
$453K - $480K
|
47.1K
$22.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-1.15K- 3.68% |
$455K - $482K
|
30.1K
$14.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-1.15K- 4.13% |
$455K - $482K
|
26.6K
$12.9M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.16K- 22.34% |
$461K - $488K
|
4.04K
$1.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.2K- 3.11% |
$476K - $504K
|
37.4K
$18.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Account Management LLC
|
SELL
|
- |
-1.2K- 2.25% |
$476K - $504K
|
52K
$25.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.22K- 2.21% |
$485K - $514K
|
54K
$26.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-1.22K- 4.18% |
$485K - $514K
|
28K
$13.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.23K- 8.46% |
$486K - $515K
|
13.3K
$6.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.23K- 1.67% |
$490K - $519K
|
72.5K
$35.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1.24K- 2.84% |
$492K - $521K
|
42.4K
$20.6M
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-1.25K- 16.13% |
$495K - $524K
|
6.49K
$3.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-1.25K- 38.48% |
$496K - $526K
|
2K
$970K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.25K- 1.68% |
$497K - $527K
|
73.5K
$35.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.26K- 0.54% |
$501K - $531K
|
232K
$112M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.27K- 39.7% |
$505K - $535K
|
1.94K
$938K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.27K- 3.92% |
$505K - $535K
|
31.2K
$15.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1.28K- 2.72% |
$506K - $536K
|
45.7K
$22.2M
|
|
|
Aug 14, 2024
Q2 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-1.28K- 2.9% |
$506K - $536K
|
42.7K
$20.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.28K- 12.57% |
$507K - $537K
|
8.89K
$4.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.28K- 2.66% |
$508K - $538K
|
46.8K
$22.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.29K- 1.45% |
$511K - $541K
|
87.4K
$42.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.29K- 42.68% |
$513K - $544K
|
1.74K
$843K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 1.43% |
$517K - $548K
|
89.6K
$43.4M
|