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 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.21K- 37.54% |
$877K - $929K
|
3.68K
$1.78M
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-2.31KClosed |
$916K - $971K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.32K- 57.43% |
$922K - $976K
|
1.72K
$835K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-2.34K- 2.64% |
$928K - $983K
|
86.2K
$41.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-2.35K- 2.79% |
$930K - $985K
|
81.8K
$39.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.37K- 63.78% |
$941K - $997K
|
1.35K
$653K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.38K- 12.63% |
$946K - $1M
|
16.5K
$8M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.39K- 2.46% |
$946K - $1M
|
94.5K
$45.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-2.44K- 12.52% |
$968K - $1.03M
|
17.1K
$8.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Steginsky Capital LLC
|
SELL
|
- |
-2.51K- 3.73% |
$996K - $1.05M
|
64.8K
$31.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-2.54K- 74.75% |
$1.01M - $1.07M
|
857
$416K
|
|
|
Aug 07, 2024
Q2 2024
|
Saybrook Capital
|
SELL
|
- |
-2.55K- 2.32% |
$1.01M - $1.07M
|
107K
$52M
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-2.56K- 2.0% |
$1.02M - $1.08M
|
125K
$60.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-2.57K- 1.0% |
$1.02M - $1.08M
|
254K
$123M
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-2.59K- 37.04% |
$1.03M - $1.09M
|
4.39K
$2.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.59K- 1.04% |
$1.03M - $1.09M
|
247K
$120M
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-2.63K- 1.5% |
$1.04M - $1.1M
|
172K
$83.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
SELL
|
- |
-2.64K- 21.69% |
$1.05M - $1.11M
|
9.53K
$4.62M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.67K- 2.76% |
$1.06M - $1.12M
|
93.9K
$45.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-2.68K- 2.85% |
$1.06M - $1.13M
|
91.4K
$44.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-2.69K- 16.91% |
$1.07M - $1.13M
|
13.2K
$6.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.71K- 9.13% |
$1.07M - $1.14M
|
26.9K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-2.73K- 5.92% |
$1.08M - $1.15M
|
43.3K
$21M
|
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.73K- 62.45% |
$1.08M - $1.15M
|
1.64K
$795K
|
|
|
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
$1.74M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.76K- 3.98% |
$1.09M - $1.16M
|
66.5K
$32.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
SELL
|
- |
-2.77K- 1.8% |
$1.1M - $1.16M
|
151K
$73.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-2.77K- 1.09% |
$1.1M - $1.16M
|
251K
$122M
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-2.82K- 3.22% |
$1.12M - $1.19M
|
84.9K
$41.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.84K- 1.59% |
$1.13M - $1.19M
|
176K
$85.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-2.9K- 41.67% |
$1.15M - $1.22M
|
4.05K
$1.97M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.9K- 0.96% |
$1.15M - $1.22M
|
300K
$145M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.91K- 2.41% |
$1.16M - $1.22M
|
118K
$57.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.92K- 1.14% |
$1.16M - $1.23M
|
253K
$123M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.93K- 0.8% |
$1.16M - $1.23M
|
363K
$176M
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
SELL
|
- |
-3.02K- 1.97% |
$1.2M - $1.27M
|
150K
$72.8M
|
|
|
Feb 14, 2025
Q2 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-3.02K- 14.79% |
$1.2M - $1.27M
|
17.4K
$8.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-3.04K- 24.76% |
$1.21M - $1.28M
|
9.24K
$4.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-3.05K- 7.0% |
$1.21M - $1.28M
|
40.5K
$19.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-3.06K- 31.43% |
$1.22M - $1.29M
|
6.69K
$3.24M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.07K- 2.86% |
$1.22M - $1.29M
|
104K
$50.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-3.09K- 4.31% |
$1.23M - $1.3M
|
68.6K
$33.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-3.1K- 1.27% |
$1.23M - $1.3M
|
240K
$116M
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-3.12K- 1.85% |
$1.24M - $1.31M
|
166K
$80.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-3.12K- 1.61% |
$1.24M - $1.31M
|
190K
$92.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-3.14K- 3.58% |
$1.24M - $1.32M
|
84.4K
$40.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-3.16K- 10.46% |
$1.25M - $1.33M
|
27.1K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ws Management Lllp
Jacksonville, FL |
SELL
|
- |
-3.2K- 2.5% |
$1.27M - $1.34M
|
125K
$60.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.21K- 1.47% |
$1.27M - $1.35M
|
215K
$105M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.21K- 5.91% |
$1.27M - $1.35M
|
51.1K
$24.8M
|