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 22, 2024
Q2 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
544New |
$216K - $229K
|
544
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
540+ 2.24% |
$214K - $227K
|
24.6K
$11.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
BUY
|
- |
538+ 1.52% |
$213K - $226K
|
35.8K
$17.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
536+ 58.13% |
$213K - $225K
|
1.46K
$695K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
535+ 37.13% |
$212K - $225K
|
1.98K
$942K
|
|
|
Oct 24, 2024
Q2 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
534+ 4.6% |
$212K - $224K
|
12.1K
$5.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
533+ 6.14% |
$211K - $224K
|
9.22K
$4.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
533New |
$211K - $224K
|
533
$254K
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
532+ 15.84% |
$211K - $224K
|
3.89K
$1.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
BUY
|
- |
524New |
$208K - $220K
|
524
$250K
|
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
522+ 14.3% |
$207K - $219K
|
4.17K
$1.99M
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
521New |
$207K - $219K
|
521
$248K
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
520+ 10.88% |
$206K - $219K
|
5.3K
$2.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
515+ 6.06% |
$204K - $216K
|
9.01K
$4.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
514+ 0.28% |
$204K - $216K
|
187K
$89.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
511New |
$203K - $215K
|
511
$244K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
510+ 57.24% |
$202K - $214K
|
1.4K
$668K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
510+ 4.08% |
$202K - $214K
|
13K
$6.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
510New |
$202K - $214K
|
510
$243K
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
509+ 35.3% |
$202K - $214K
|
1.95K
$930K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
509+ 0.54% |
$202K - $214K
|
94.7K
$45.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
509+ 72.4% |
$202K - $214K
|
1.21K
$578K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
505+ 26.52% |
$200K - $212K
|
2.41K
$1.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
505New |
$200K - $212K
|
505
$241K
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
502New |
$199K - $211K
|
502
$239K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
502+ 9.5% |
$199K - $211K
|
5.78K
$2.76M
|
|
|
Jul 17, 2024
Q2 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
500New |
$198K - $210K
|
500
$238K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
500New |
$198K - $210K
|
500
$238K
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
500+ 45.45% |
$198K - $210K
|
1.6K
$763K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
500New |
$198K - $210K
|
500
$238K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
497+ 0.86% |
$197K - $209K
|
58K
$27.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
495New |
$196K - $208K
|
495
$236K
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
494New |
$196K - $208K
|
494
$235K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
493+ 13.79% |
$196K - $207K
|
4.07K
$1.94M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
492+ 6.56% |
$195K - $207K
|
7.99K
$3.81M
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
492New |
$195K - $207K
|
492
$234K
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
490+ 12.9% |
$194K - $206K
|
4.29K
$2.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
490+ 11.95% |
$194K - $206K
|
4.59K
$2.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
487+ 15.37% |
$193K - $205K
|
3.66K
$1.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
487+ 12.09% |
$193K - $205K
|
4.52K
$2.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
487+ 1.96% |
$193K - $205K
|
25.4K
$12.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
482+ 2.12% |
$191K - $203K
|
23.2K
$11.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
477+ 2.88% |
$189K - $200K
|
17.1K
$8.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
475+ 0.88% |
$188K - $200K
|
54.4K
$25.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
474+ 1.78% |
$188K - $199K
|
27.1K
$12.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
473+ 1.93% |
$188K - $199K
|
24.9K
$11.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
473+ 2.96% |
$188K - $199K
|
16.4K
$7.83M
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
471+ 3.04% |
$187K - $198K
|
16K
$7.61M
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
468+ 0.71% |
$186K - $197K
|
66.8K
$31.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
468+ 3.98% |
$186K - $197K
|
12.2K
$5.82M
|