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 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
984+ 2.12% |
$390K - $414K
|
47.4K
$22.4M
|
|
Aug 09, 2024
Q2 2024
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
977+ 6.97% |
$388K - $411K
|
15K
$7.08M
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
975New |
$387K - $410K
|
975
$460K
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
967+ 19.71% |
$384K - $406K
|
5.87K
$2.77M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
967+ 3.91% |
$384K - $406K
|
25.7K
$12.1M
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
959New |
$380K - $403K
|
959
$453K
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
956New |
$379K - $402K
|
956
$451K
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
955+ 2.01% |
$379K - $401K
|
48.5K
$22.9M
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
955New |
$379K - $401K
|
955
$451K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
953+ 0.93% |
$378K - $400K
|
104K
$49M
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
950+ 1.44% |
$377K - $399K
|
67K
$31.6M
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
948+ 25.75% |
$376K - $398K
|
4.63K
$2.19M
|
|
Jul 24, 2024
Q2 2024
|
Suncoast Equity Management
|
BUY
|
- |
946+ 1.88% |
$375K - $398K
|
51.4K
$24.2M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
944+ 0.35% |
$375K - $397K
|
271K
$128M
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
938+ 6.21% |
$372K - $394K
|
16K
$7.57M
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
931+ 7.12% |
$369K - $391K
|
14K
$6.62M
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
927+ 1.36% |
$368K - $390K
|
68.9K
$32.5M
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
926+ 0.64% |
$367K - $389K
|
146K
$69.1M
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
920+ 334.55% |
$365K - $387K
|
1.2K
$564K
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
920+ 17.06% |
$365K - $387K
|
6.31K
$2.98M
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
918+ 1.92% |
$364K - $386K
|
48.6K
$22.9M
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
910New |
$361K - $382K
|
910
$430K
|
|
Jul 26, 2024
Q2 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
901New |
$357K - $379K
|
901
$425K
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
900+ 4.11% |
$357K - $378K
|
22.8K
$10.8M
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
898+ 4.03% |
$356K - $377K
|
23.2K
$10.9M
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
897+ 11.21% |
$356K - $377K
|
8.9K
$4.2M
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
896+ 1.55% |
$355K - $377K
|
58.8K
$27.8M
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
895+ 4.16% |
$355K - $376K
|
22.4K
$10.6M
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
888+ 3.29% |
$352K - $373K
|
27.9K
$13.2M
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
884+ 160.44% |
$351K - $371K
|
1.44K
$677K
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
880+ 2.06% |
$349K - $370K
|
43.6K
$20.6M
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
877New |
$348K - $369K
|
877
$414K
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
876+ 6.73% |
$348K - $368K
|
13.9K
$6.56M
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
874+ 2.45% |
$347K - $367K
|
36.5K
$17.2M
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
870+ 5.34% |
$345K - $366K
|
17.2K
$8.1M
|
|
Jul 10, 2024
Q2 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
868+ 3.48% |
$344K - $365K
|
25.8K
$12.2M
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
BUY
|
- |
868+ 10.72% |
$344K - $365K
|
8.96K
$4.23M
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
854+ 1.61% |
$339K - $359K
|
54K
$25.5M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
850+ 64.54% |
$337K - $357K
|
2.17K
$1.02M
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
848+ 29.52% |
$336K - $356K
|
3.72K
$1.76M
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
848New |
$336K - $356K
|
848
$400K
|
|
Aug 13, 2024
Q2 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
847New |
$336K - $356K
|
847
$400K
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
844New |
$335K - $355K
|
844
$398K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
842+ 0.71% |
$334K - $354K
|
120K
$56.4M
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
842+ 9.77% |
$334K - $354K
|
9.46K
$4.46M
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
840+ 10.07% |
$333K - $353K
|
9.18K
$4.33M
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
835+ 2.53% |
$331K - $351K
|
33.9K
$16M
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
834+ 100.72% |
$331K - $350K
|
1.66K
$785K
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
834+ 1.84% |
$331K - $350K
|
46.1K
$21.8M
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
830+ 16.31% |
$329K - $349K
|
5.92K
$2.79M
|