Purchases and Sales Made in Q2 2024 in Berkshire Hathaway Inc Class B (BRK-B)

BRK-B Quotes by TradingView

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 05, 2024 Q2 2024
Truepoint, Inc.

BUY
 -
697
+ 13.45%
$277K - $293K
5.88K $2.8M
Jul 24, 2024 Q2 2024
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
696
+ 12.21%
$276K - $292K
6.4K $3.05M
Aug 14, 2024 Q2 2024
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
696
+ 12.34%
$276K - $292K
6.33K $3.02M
Aug 02, 2024 Q2 2024
Arq Wealth Advisors, LLC

BUY
 -
694
New
$275K - $292K
694 $331K
Jul 30, 2024 Q2 2024
Mezzasalma Advisors, LLC

BUY
 -
690
+ 2.74%
$274K - $290K
25.8K $12.3M
Jul 31, 2024 Q2 2024
Facet Wealth, Inc.

BUY
 -
690
+ 43.53%
$274K - $290K
2.28K $1.08M
Aug 06, 2024 Q2 2024
Insight 2811, Inc.

Chicago, IL
BUY
 -
686
+ 15.26%
$272K - $288K
5.18K $2.47M
Jul 16, 2024 Q2 2024
Mason & Associates, LLC

Newport News, VA
BUY
 -
685
New
$272K - $288K
685 $326K
Aug 02, 2024 Q2 2024
South State Corp

BUY
 -
685
+ 0.62%
$272K - $288K
111K $52.7M
Jul 12, 2024 Q2 2024
Schwab Charitable Fund

BUY
 -
683
New
$271K - $287K
683 $325K
Aug 13, 2024 Q2 2024
Free Gulliver LLC

New Orleans, LA
BUY
 -
680
New
$270K - $286K
680 $324K
Aug 13, 2024 Q2 2024
Power Wealth Management LLC

Roswell, GA
BUY
 -
678
+ 51.99%
$269K - $285K
1.98K $945K
Jul 25, 2024 Q2 2024
Pegasus Asset Management, Inc.

BUY
 -
677
+ 4.42%
$269K - $285K
16K $7.63M
Aug 05, 2024 Q2 2024
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
677
+ 4.81%
$269K - $285K
14.8K $7.03M
Jul 19, 2024 Q2 2024
Meridian Investment Counsel Inc.

Lafayette, CA
BUY
 -
675
+ 11.75%
$268K - $284K
6.42K $3.06M
Aug 14, 2024 Q2 2024
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
674
+ 1.2%
$267K - $283K
56.8K $27.1M
Aug 09, 2024 Q2 2024
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
670
New
$266K - $282K
670 $319K
Aug 13, 2024 Q2 2024
Mount Yale Investment Advisors, LLC

BUY
 -
669
+ 2.3%
$265K - $281K
29.7K $14.2M
Aug 01, 2024 Q2 2024
Tortoise Investment Management, LLC

BUY
 -
668
+ 3.73%
$265K - $281K
18.6K $8.85M
Aug 14, 2024 Q2 2024
Iconiq Capital, LLC

San Francisco, CA
BUY
 -
666
+ 2.14%
$264K - $280K
31.9K $15.2M
Jul 10, 2024 Q2 2024
Trinity Financial Advisors LLC

BUY
 -
664
+ 1.74%
$263K - $279K
38.9K $18.6M
Jul 22, 2024 Q2 2024
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
664
+ 17.15%
$263K - $279K
4.54K $2.16M
Sep 23, 2024 Q2 2024
Greater Midwest Financial Group, LLC

St. Paul, MN
BUY
 -
664
+ 10.55%
$263K - $279K
6.96K $3.32M
Jul 23, 2024 Q2 2024
Private Trust CO Na

BUY
 -
661
+ 5.03%
$262K - $278K
13.8K $6.58M
Jul 12, 2024 Q2 2024
Blue Zone Wealth Advisors, LLC

BUY
 -
660
+ 4.62%
$262K - $277K
15K $7.13M
Aug 06, 2024 Q2 2024
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
659
+ 1.65%
$261K - $277K
40.6K $19.4M
Aug 08, 2024 Q2 2024
Wrapmanager Inc

BUY
 -
653
+ 15.98%
$259K - $274K
4.74K $2.26M
Aug 09, 2024 Q2 2024
Renasant Bank

BUY
 -
653
New
$259K - $274K
653 $311K
Aug 06, 2024 Q2 2024
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
652
+ 2.69%
$259K - $274K
24.9K $11.9M
Jul 17, 2024 Q2 2024
Highland Financial Advisors, LLC

BUY
 -
651
New
$258K - $274K
651 $310K
Jul 31, 2024 Q2 2024
Barlow Wealth Partners, Inc.

Louisville, KY
BUY
 -
650
+ 13.84%
$258K - $273K
5.35K $2.55M
Jul 11, 2024 Q2 2024
Clarius Group, LLC

Seattle, WA
BUY
 -
649
+ 2.97%
$257K - $273K
22.5K $10.7M
Aug 13, 2024 Q2 2024
Mc Donough Capital Management, Inc

Orlando, FL
BUY
 -
649
+ 3.98%
$257K - $273K
16.9K $8.07M
Aug 05, 2024 Q2 2024
Summit Asset Management, LLC

Memphis, TN
BUY
 -
648
+ 1.83%
$257K - $272K
36K $17.2M
Jul 22, 2024 Q2 2024
Peoples Bank

BUY
 -
647
New
$257K - $272K
647 $308K
Jul 19, 2024 Q2 2024
Ergawealth Advisors, Inc.

Oak Brook, IL
BUY
 -
646
+ 21.38%
$256K - $271K
3.67K $1.75M
Aug 16, 2024 Q2 2024
Invst, LLC

Indianapolis, IN
BUY
 -
644
+ 9.41%
$255K - $271K
7.49K $3.57M
Jul 10, 2024 Q2 2024
Csenge Advisory Group

BUY
 -
642
+ 5.32%
$255K - $270K
12.7K $6.06M
Aug 15, 2024 Q2 2024
Lanham O'Dell & Company, Inc.

Hurricane, WV
BUY
 -
636
+ 0.27%
$252K - $267K
235K $112M
Aug 13, 2024 Q2 2024
First Wilshire Securities Management Inc

Pasadena, CA
BUY
 -
635
+ 3.54%
$252K - $267K
18.6K $8.85M
Aug 13, 2024 Q2 2024
Cadence Bank

Tupelo, MS
BUY
 -
634
+ 7.39%
$252K - $266K
9.22K $4.39M
Aug 01, 2024 Q2 2024
Retirement Guys Formula LLC

BUY
 -
631
New
$250K - $265K
631 $301K
Aug 05, 2024 Q2 2024
Goodman Financial Corp

Houston, TX
BUY
 -
631
+ 50.4%
$250K - $265K
1.88K $897K
Jul 22, 2024 Q2 2024
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
625
+ 10.55%
$248K - $263K
6.55K $3.12M
Aug 12, 2024 Q2 2024
Waters Parkerson & Co., LLC

BUY
 -
624
+ 7.53%
$248K - $262K
8.91K $4.24M
Aug 14, 2024 Q2 2024
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
623
+ 15.65%
$247K - $262K
4.61K $2.19M
Aug 13, 2024 Q2 2024
Acorns Advisers, LLC

Irvine, CA
BUY
 -
622
+ 38.23%
$247K - $261K
2.25K $1.07M
Jul 26, 2024 Q2 2024
Fountainhead Am, LLC

Warren, NJ
BUY
 -
619
+ 18.38%
$246K - $260K
3.99K $1.9M
Aug 05, 2024 Q2 2024
Noesis Capital Mangement Corp

BUY
 -
619
+ 34.54%
$246K - $260K
2.41K $1.15M

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