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
|
Am Investment Strategies LLC
|
BUY
|
- |
2.62K+ 2.18% |
$1.04M - $1.1M
|
123K
$58.9M
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2.6K+ 10.42% |
$1.03M - $1.09M
|
27.6K
$13.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.6K+ 18.06% |
$1.03M - $1.09M
|
17K
$8.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.55K+ 5.82% |
$1.01M - $1.07M
|
46.4K
$22.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
2.55K+ 10.78% |
$1.01M - $1.07M
|
26.2K
$12.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.53K+ 48.1% |
$1.01M - $1.06M
|
7.8K
$3.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.53KNew |
$1M - $1.06M
|
2.53K
$1.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
2.52K+ 16.05% |
$1M - $1.06M
|
18.2K
$8.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
2.52K+ 13.44% |
$999K - $1.06M
|
21.3K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
2.52K+ 20.43% |
$999K - $1.06M
|
14.8K
$7.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.51K+ 10.72% |
$997K - $1.06M
|
25.9K
$12.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.51K+ 13.77% |
$996K - $1.05M
|
20.7K
$9.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.47K+ 36.31% |
$982K - $1.04M
|
9.29K
$4.44M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.47K+ 28.95% |
$979K - $1.04M
|
11K
$5.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.47K+ 35.26% |
$978K - $1.04M
|
9.46K
$4.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.46K+ 3.19% |
$975K - $1.03M
|
79.6K
$38.1M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.46K+ 3.19% |
$975K - $1.03M
|
79.6K
$38.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.46K+ 106.14% |
$974K - $1.03M
|
4.77K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.44K+ 236.8% |
$968K - $1.02M
|
3.47K
$1.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
2.42K+ 137.44% |
$961K - $1.02M
|
4.19K
$2M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.42K+ 3.96% |
$959K - $1.02M
|
63.4K
$30.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.41K+ 1.33% |
$954K - $1.01M
|
183K
$87.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.38K+ 16.14% |
$944K - $1M
|
17.1K
$8.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.34K+ 26.87% |
$929K - $984K
|
11.1K
$5.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2.33KNew |
$924K - $979K
|
2.33K
$1.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.33K+ 45.44% |
$923K - $977K
|
7.45K
$3.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
2.32KNew |
$922K - $977K
|
2.32K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
2.32K+ 61.5% |
$922K - $977K
|
6.1K
$2.92M
|
|
|
Jul 11, 2024
Q2 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
2.32KNew |
$921K - $976K
|
2.32K
$1.11M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.31K+ 49.71% |
$914K - $969K
|
6.94K
$3.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
2.3K+ 4.98% |
$914K - $968K
|
48.5K
$23.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.3K+ 65.48% |
$910K - $964K
|
5.8K
$2.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
2.28K+ 1.98% |
$904K - $958K
|
118K
$56.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.28K+ 2.66% |
$904K - $958K
|
88K
$42.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
2.27K+ 13.57% |
$901K - $954K
|
19K
$9.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.23K+ 2.06% |
$884K - $936K
|
111K
$52.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.22K+ 17.11% |
$880K - $932K
|
15.2K
$7.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.21K+ 7.73% |
$877K - $929K
|
30.8K
$14.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.21K+ 29.7% |
$876K - $927K
|
9.64K
$4.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.21K+ 84.53% |
$876K - $927K
|
4.82K
$2.31M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.19K+ 13.59% |
$868K - $920K
|
18.3K
$8.76M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.18K+ 115.58% |
$865K - $917K
|
4.07K
$1.95M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.18K+ 9.49% |
$865K - $916K
|
25.1K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2.17K+ 9.12% |
$862K - $913K
|
26K
$12.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.16K+ 13.32% |
$857K - $907K
|
18.4K
$8.79M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.16KNew |
$856K - $907K
|
2.16K
$1.03M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.14K+ 7.26% |
$848K - $898K
|
31.6K
$15.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.13K+ 57.27% |
$846K - $896K
|
5.86K
$2.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
2.12K+ 3.98% |
$840K - $890K
|
55.4K
$26.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
2.12K+ 1.31% |
$839K - $889K
|
164K
$78.3M
|