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 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
619+ 44.44% |
$246K - $260K
|
2.01K
$959K
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
617+ 6.37% |
$245K - $259K
|
10.3K
$4.91M
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
616+ 38.31% |
$244K - $259K
|
2.22K
$1.06M
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
615+ 7.14% |
$244K - $258K
|
9.23K
$4.4M
|
|
Aug 12, 2024
Q2 2024
|
Sprucegrove Investment Management LTD
Toronto, A6 |
BUY
|
- |
614+ 0.81% |
$244K - $258K
|
76.2K
$36.3M
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
612+ 65.67% |
$243K - $257K
|
1.54K
$736K
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
612+ 10.82% |
$243K - $257K
|
6.27K
$2.99M
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
606+ 5.17% |
$240K - $255K
|
12.3K
$5.87M
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
606+ 8.72% |
$240K - $255K
|
7.55K
$3.6M
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
605New |
$240K - $254K
|
605
$288K
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
605New |
$240K - $254K
|
605
$288K
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
603+ 41.7% |
$239K - $253K
|
2.05K
$976K
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
601+ 5.89% |
$238K - $253K
|
10.8K
$5.15M
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
597+ 5.33% |
$237K - $251K
|
11.8K
$5.62M
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
596+ 15.97% |
$236K - $250K
|
4.33K
$2.06M
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
BUY
|
- |
595New |
$236K - $250K
|
595
$284K
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
593New |
$235K - $249K
|
593
$283K
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
593+ 2.98% |
$235K - $249K
|
20.5K
$9.75M
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
592+ 31.49% |
$235K - $249K
|
2.47K
$1.18M
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
590+ 5.31% |
$234K - $248K
|
11.7K
$5.57M
|
|
Jul 26, 2024
Q2 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
586New |
$232K - $246K
|
586
$279K
|
|
Aug 06, 2024
Q2 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
585+ 21.23% |
$232K - $246K
|
3.34K
$1.59M
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
583+ 4.59% |
$231K - $245K
|
13.3K
$6.33M
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
582+ 2.94% |
$231K - $245K
|
20.4K
$9.72M
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
582+ 4.84% |
$231K - $245K
|
12.6K
$6.01M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
582+ 1.13% |
$231K - $245K
|
51.9K
$24.7M
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
581+ 8.35% |
$231K - $244K
|
7.54K
$3.59M
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
579+ 2.86% |
$230K - $243K
|
20.8K
$9.92M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
577+ 1.29% |
$229K - $242K
|
45.2K
$21.6M
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
577+ 33.78% |
$229K - $242K
|
2.29K
$1.09M
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
571+ 33.31% |
$227K - $240K
|
2.29K
$1.09M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
569New |
$226K - $239K
|
569
$271K
|
|
Aug 02, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
569+ 4.8% |
$226K - $239K
|
12.4K
$5.92M
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
569+ 47.06% |
$226K - $239K
|
1.78K
$847K
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
562+ 4.1% |
$223K - $236K
|
14.3K
$6.8M
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
560+ 8.58% |
$222K - $235K
|
7.09K
$3.38M
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
559+ 1.52% |
$222K - $235K
|
37.3K
$17.8M
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
559New |
$222K - $235K
|
559
$266K
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
558New |
$221K - $234K
|
558
$266K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
558+ 14.07% |
$221K - $234K
|
4.52K
$2.16M
|
|
Jul 23, 2024
Q2 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
557New |
$221K - $234K
|
557
$265K
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
557+ 24.23% |
$221K - $234K
|
2.86K
$1.36M
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
556+ 2.35% |
$221K - $234K
|
24.2K
$11.5M
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
551+ 9.1% |
$219K - $232K
|
6.6K
$3.15M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
551+ 1.15% |
$219K - $232K
|
48.3K
$23M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
551+ 2.88% |
$219K - $232K
|
19.7K
$9.39M
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
551New |
$219K - $232K
|
551
$263K
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
550+ 88.0% |
$218K - $231K
|
1.18K
$560K
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
547+ 1.16% |
$217K - $230K
|
47.5K
$22.7M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
547+ 5.52% |
$217K - $230K
|
10.5K
$4.99M
|