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 30, 2024
Q2 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
690+ 2.74% |
$274K - $290K
|
25.8K
$11.8M
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
690+ 43.53% |
$274K - $290K
|
2.28K
$1.03M
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
686+ 15.26% |
$272K - $288K
|
5.18K
$2.36M
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
685New |
$272K - $288K
|
685
$312K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
685+ 0.62% |
$272K - $288K
|
111K
$50.3M
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
683New |
$271K - $287K
|
683
$311K
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
682+ 1.99% |
$271K - $287K
|
35K
$15.9M
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
680New |
$270K - $286K
|
680
$309K
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
678+ 51.99% |
$269K - $285K
|
1.98K
$902K
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
677+ 4.42% |
$269K - $285K
|
16K
$7.28M
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
677+ 4.81% |
$269K - $285K
|
14.8K
$6.71M
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
675+ 11.75% |
$268K - $284K
|
6.42K
$2.92M
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
674+ 1.2% |
$267K - $283K
|
56.8K
$25.8M
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
670New |
$266K - $282K
|
670
$305K
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
669+ 2.3% |
$265K - $281K
|
29.7K
$13.5M
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
668+ 3.73% |
$265K - $281K
|
18.6K
$8.44M
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
666+ 2.14% |
$264K - $280K
|
31.9K
$14.5M
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
664+ 1.74% |
$263K - $279K
|
38.9K
$17.7M
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
664+ 17.15% |
$263K - $279K
|
4.54K
$2.06M
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
664+ 10.55% |
$263K - $279K
|
6.96K
$3.17M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
661+ 5.03% |
$262K - $278K
|
13.8K
$6.28M
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
660+ 4.62% |
$262K - $277K
|
15K
$6.8M
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
659+ 1.65% |
$261K - $277K
|
40.6K
$18.5M
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
653+ 15.98% |
$259K - $274K
|
4.74K
$2.16M
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
BUY
|
- |
653New |
$259K - $274K
|
653
$297K
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
652+ 2.69% |
$259K - $274K
|
24.9K
$11.3M
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
651New |
$258K - $274K
|
651
$296K
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
650+ 13.84% |
$258K - $273K
|
5.35K
$2.43M
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
649+ 2.97% |
$257K - $273K
|
22.5K
$10.2M
|
|
Aug 13, 2024
Q2 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
649+ 3.98% |
$257K - $273K
|
16.9K
$7.71M
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
648+ 1.83% |
$257K - $272K
|
36K
$16.4M
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
647New |
$257K - $272K
|
647
$294K
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
646+ 21.38% |
$256K - $271K
|
3.67K
$1.67M
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
644+ 9.41% |
$255K - $271K
|
7.49K
$3.41M
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
642+ 5.32% |
$255K - $270K
|
12.7K
$5.78M
|
|
Aug 15, 2024
Q2 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
636+ 0.27% |
$252K - $267K
|
235K
$107M
|
|
Aug 13, 2024
Q2 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
635+ 3.54% |
$252K - $267K
|
18.6K
$8.45M
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
634+ 7.39% |
$252K - $266K
|
9.22K
$4.19M
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
631New |
$250K - $265K
|
631
$287K
|
|
Aug 05, 2024
Q2 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
631+ 50.4% |
$250K - $265K
|
1.88K
$857K
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
625+ 10.55% |
$248K - $263K
|
6.55K
$2.98M
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
624+ 7.53% |
$248K - $262K
|
8.91K
$4.05M
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
623+ 15.65% |
$247K - $262K
|
4.61K
$2.09M
|
|
Aug 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
622+ 38.23% |
$247K - $261K
|
2.25K
$1.02M
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
619+ 18.38% |
$246K - $260K
|
3.99K
$1.81M
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
619+ 34.54% |
$246K - $260K
|
2.41K
$1.1M
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
619+ 44.44% |
$246K - $260K
|
2.01K
$915K
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
617+ 6.37% |
$245K - $259K
|
10.3K
$4.69M
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
616+ 38.31% |
$244K - $259K
|
2.22K
$1.01M
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
615+ 7.14% |
$244K - $258K
|
9.23K
$4.2M
|