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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.11K- 2.7% |
$837K - $886K
|
76K
$35.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.13K- 5.05% |
$845K - $896K
|
40.1K
$18.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-2.14K- 1.86% |
$849K - $899K
|
113K
$53.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.16K- 9.81% |
$857K - $907K
|
19.9K
$9.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.17K- 0.46% |
$859K - $910K
|
471K
$221M
|
|
|
Aug 14, 2024
Q2 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-2.17K- 2.3% |
$859K - $910K
|
92.1K
$43.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.2K- 79.07% |
$874K - $925K
|
583
$274K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.21K- 1.58% |
$876K - $928K
|
138K
$64.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.21K- 37.54% |
$877K - $929K
|
3.68K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.32K- 57.43% |
$922K - $976K
|
1.72K
$810K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-2.34K- 2.64% |
$928K - $983K
|
86.2K
$40.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-2.35K- 2.79% |
$930K - $985K
|
81.8K
$38.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.37K- 63.78% |
$941K - $997K
|
1.35K
$633K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.38K- 12.63% |
$946K - $1M
|
16.5K
$7.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.39K- 2.46% |
$946K - $1M
|
94.5K
$44.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-2.44K- 12.52% |
$968K - $1.03M
|
17.1K
$8.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Steginsky Capital LLC
|
SELL
|
- |
-2.51K- 3.73% |
$996K - $1.05M
|
64.8K
$30.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-2.54K- 74.75% |
$1.01M - $1.07M
|
857
$403K
|
|
|
Aug 07, 2024
Q2 2024
|
Saybrook Capital
|
SELL
|
- |
-2.55K- 2.32% |
$1.01M - $1.07M
|
107K
$50.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-2.56K- 2.0% |
$1.02M - $1.08M
|
125K
$59M
|
|
|
Aug 14, 2024
Q2 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-2.57K- 1.0% |
$1.02M - $1.08M
|
254K
$120M
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-2.59K- 37.04% |
$1.03M - $1.09M
|
4.39K
$2.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.59K- 1.04% |
$1.03M - $1.09M
|
247K
$116M
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-2.63K- 1.5% |
$1.04M - $1.1M
|
172K
$81.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
SELL
|
- |
-2.64K- 21.69% |
$1.05M - $1.11M
|
9.53K
$4.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.67K- 2.76% |
$1.06M - $1.12M
|
93.9K
$44.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-2.68K- 2.85% |
$1.06M - $1.13M
|
91.4K
$43M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-2.69K- 16.91% |
$1.07M - $1.13M
|
13.2K
$6.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.71K- 9.13% |
$1.07M - $1.14M
|
26.9K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-2.73K- 5.92% |
$1.08M - $1.15M
|
43.3K
$20.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.73K- 62.45% |
$1.08M - $1.15M
|
1.64K
$771K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.75K- 43.39% |
$1.09M - $1.16M
|
3.59K
$1.69M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.76K- 3.98% |
$1.09M - $1.16M
|
66.5K
$31.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
SELL
|
- |
-2.77K- 1.8% |
$1.1M - $1.16M
|
151K
$70.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-2.77K- 1.09% |
$1.1M - $1.16M
|
251K
$118M
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-2.82K- 3.22% |
$1.12M - $1.19M
|
84.9K
$39.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.84K- 1.59% |
$1.13M - $1.19M
|
176K
$82.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-2.9K- 41.67% |
$1.15M - $1.22M
|
4.05K
$1.91M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.9K- 0.96% |
$1.15M - $1.22M
|
300K
$141M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.91K- 2.41% |
$1.16M - $1.22M
|
118K
$55.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.92K- 1.14% |
$1.16M - $1.23M
|
253K
$119M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.93K- 0.8% |
$1.16M - $1.23M
|
363K
$171M
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
SELL
|
- |
-3.02K- 1.97% |
$1.2M - $1.27M
|
150K
$70.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-3.04K- 24.76% |
$1.21M - $1.28M
|
9.24K
$4.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-3.05K- 7.0% |
$1.21M - $1.28M
|
40.5K
$19M
|
|
|
Jul 26, 2024
Q2 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-3.06K- 31.43% |
$1.22M - $1.29M
|
6.69K
$3.14M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.07K- 2.86% |
$1.22M - $1.29M
|
104K
$48.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-3.09K- 4.31% |
$1.23M - $1.3M
|
68.6K
$32.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-3.1K- 1.27% |
$1.23M - $1.3M
|
240K
$113M
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-3.12K- 1.85% |
$1.24M - $1.31M
|
166K
$77.9M
|