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 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.75K+ 9.33% |
$694K - $735K
|
20.5K
$9.68M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.74K+ 13.44% |
$688K - $729K
|
14.6K
$6.91M
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.74K+ 75.04% |
$688K - $729K
|
4.05K
$1.91M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.73K+ 4.04% |
$687K - $728K
|
44.6K
$21.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
BUY
|
- |
1.71K+ 111.31% |
$679K - $719K
|
3.25K
$1.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.71K+ 54.0% |
$678K - $718K
|
4.87K
$2.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.71K+ 13.14% |
$677K - $717K
|
14.7K
$6.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.7K+ 1.02% |
$676K - $716K
|
168K
$79.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.7K+ 45.72% |
$674K - $714K
|
5.42K
$2.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
1.7K+ 6.02% |
$673K - $713K
|
29.9K
$14.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentrum Wealth Management
|
BUY
|
- |
1.7K+ 29.57% |
$673K - $713K
|
7.43K
$3.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.69K+ 2.92% |
$672K - $712K
|
59.8K
$28.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.69K+ 41.34% |
$672K - $712K
|
5.79K
$2.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.68K+ 23.86% |
$668K - $707K
|
8.74K
$4.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.68K+ 3.01% |
$666K - $706K
|
57.5K
$27.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.66K+ 0.64% |
$660K - $699K
|
260K
$123M
|
|
|
Aug 05, 2024
Q2 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.66K+ 39.7% |
$658K - $697K
|
5.84K
$2.76M
|
|
|
Jul 29, 2024
Q2 2024
|
Defender Capital, Llc.
|
BUY
|
- |
1.66K+ 1.67% |
$657K - $696K
|
101K
$47.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.64K+ 8.76% |
$649K - $687K
|
20.3K
$9.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.63K+ 12.09% |
$645K - $683K
|
15.1K
$7.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1.62K+ 6.55% |
$644K - $682K
|
26.4K
$12.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.61K+ 4.02% |
$640K - $678K
|
41.7K
$19.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.61K+ 4.8% |
$638K - $676K
|
35.1K
$16.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.61K+ 43.18% |
$638K - $675K
|
5.33K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
1.6K+ 13.28% |
$635K - $672K
|
13.6K
$6.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.58K+ 11.79% |
$627K - $664K
|
15K
$7.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.57K+ 2.08% |
$624K - $661K
|
77.2K
$36.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.57K+ 0.08% |
$623K - $660K
|
2.02M
$956M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
BUY
|
- |
1.55K+ 85.6% |
$615K - $652K
|
3.36K
$1.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.55K+ 43.06% |
$614K - $650K
|
5.14K
$2.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.54K+ 6.24% |
$610K - $646K
|
26.2K
$12.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.54K+ 104.14% |
$609K - $645K
|
3.01K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.53K+ 1.06% |
$607K - $643K
|
147K
$69.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.52K+ 20.38% |
$603K - $639K
|
8.99K
$4.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
1.52KNew |
$602K - $638K
|
1.52K
$717K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.52K+ 8.05% |
$602K - $638K
|
20.4K
$9.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
1.52K+ 80.94% |
$601K - $637K
|
3.39K
$1.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.51K+ 18.18% |
$597K - $632K
|
9.78K
$4.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.51K+ 3.51% |
$597K - $632K
|
44.4K
$20.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.5K+ 13.56% |
$596K - $631K
|
12.6K
$5.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
1.5K+ 50.02% |
$595K - $630K
|
4.5K
$2.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.49K+ 16.85% |
$592K - $627K
|
10.4K
$4.89M
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.49K+ 27.28% |
$590K - $625K
|
6.94K
$3.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.48K+ 5.53% |
$588K - $623K
|
28.3K
$13.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
1.48K+ 3.84% |
$588K - $622K
|
40K
$18.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.46K+ 5.73% |
$578K - $612K
|
26.9K
$12.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.46K+ 36.6% |
$577K - $611K
|
5.43K
$2.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.46K+ 6.06% |
$577K - $611K
|
25.5K
$12M
|
|
|
Jul 15, 2024
Q2 2024
|
Asset Management Advisors, LLC
|
BUY
|
- |
1.44K+ 1.29% |
$572K - $606K
|
113K
$53.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.44K+ 1.29% |
$571K - $605K
|
113K
$53.3M
|