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 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.08K+ 12.18% |
$825K - $874K
|
19.1K
$8.71M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.08KNew |
$824K - $873K
|
2.08K
$945K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.08K+ 26.49% |
$824K - $872K
|
9.91K
$4.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.07K+ 9.61% |
$823K - $872K
|
23.7K
$10.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.06K+ 3.34% |
$817K - $865K
|
63.8K
$29M
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
2.05KNew |
$814K - $862K
|
2.05K
$933K
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 407.55% |
$813K - $861K
|
2.55K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2.04K+ 309.27% |
$807K - $855K
|
2.69K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
2.03K+ 18.39% |
$807K - $855K
|
13.1K
$5.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
2.03KNew |
$807K - $855K
|
2.03K
$925K
|
|
|
Oct 29, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.03KNew |
$805K - $853K
|
2.03K
$923K
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
1.99KNew |
$789K - $835K
|
1.99K
$904K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.99K+ 1.09% |
$788K - $834K
|
185K
$84M
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.98KNew |
$787K - $834K
|
1.98K
$903K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.96KNew |
$776K - $822K
|
1.96K
$889K
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.96K+ 52.74% |
$776K - $822K
|
5.66K
$2.58M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.95K+ 0.39% |
$775K - $821K
|
502K
$229M
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.95K+ 13.15% |
$774K - $819K
|
16.8K
$7.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.95K+ 3.85% |
$772K - $818K
|
52.5K
$23.9M
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.94K+ 4.42% |
$769K - $815K
|
45.9K
$20.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.94K+ 1.33% |
$769K - $814K
|
147K
$67M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.93K+ 1.81% |
$767K - $812K
|
109K
$49.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.92K+ 28.49% |
$763K - $809K
|
8.68K
$3.95M
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.92K+ 242.07% |
$763K - $808K
|
2.72K
$1.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.92K+ 22.58% |
$762K - $807K
|
10.4K
$4.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.9KNew |
$755K - $800K
|
1.9K
$866K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.9K+ 0.78% |
$755K - $799K
|
246K
$112M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.9K+ 24.31% |
$754K - $799K
|
9.72K
$4.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
1.9KNew |
$754K - $798K
|
1.9K
$864K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
1.89K+ 33.45% |
$750K - $795K
|
7.55K
$3.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.89K+ 0.96% |
$750K - $795K
|
200K
$90.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.87K+ 2.75% |
$741K - $785K
|
69.9K
$31.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.87K+ 2.01% |
$741K - $785K
|
94.7K
$43.1M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.83K+ 148.82% |
$726K - $769K
|
3.06K
$1.39M
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.83K+ 194.68% |
$725K - $768K
|
2.77K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.83KNew |
$725K - $768K
|
1.83K
$832K
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.83KNew |
$724K - $767K
|
1.83K
$831K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.83K+ 8.12% |
$724K - $767K
|
24.3K
$11.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
1.82K+ 35.9% |
$721K - $764K
|
6.88K
$3.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.82K+ 9.57% |
$720K - $763K
|
20.8K
$9.46M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.81KNew |
$719K - $762K
|
1.81K
$825K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.8K+ 25.61% |
$713K - $755K
|
8.81K
$4.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
BUY
|
- |
1.79K+ 6.28% |
$709K - $751K
|
30.3K
$13.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1.78K+ 6.79% |
$704K - $746K
|
27.9K
$12.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.77K+ 162.5% |
$701K - $743K
|
2.86K
$1.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.75K+ 0.35% |
$695K - $737K
|
508K
$231M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.75KNew |
$695K - $736K
|
1.75K
$797K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.75K+ 9.33% |
$694K - $735K
|
20.5K
$9.33M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.74K+ 13.44% |
$688K - $729K
|
14.6K
$6.66M
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.74K+ 75.04% |
$688K - $729K
|
4.05K
$1.84M
|