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 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
397+ 7.26% |
$158K - $167K
|
5.87K
$2.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
397+ 4.18% |
$158K - $167K
|
9.89K
$4.71M
|
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
396+ 2.29% |
$157K - $166K
|
17.7K
$8.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
396+ 77.19% |
$157K - $166K
|
909
$433K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
394+ 4.07% |
$156K - $166K
|
10.1K
$4.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
393+ 18.33% |
$156K - $165K
|
2.54K
$1.21M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
393+ 24.13% |
$156K - $165K
|
2.02K
$964K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
392+ 1.2% |
$156K - $165K
|
33.2K
$15.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
390+ 6.72% |
$155K - $164K
|
6.2K
$2.95M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
389+ 5.9% |
$154K - $163K
|
6.98K
$3.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
387+ 5.28% |
$154K - $163K
|
7.72K
$3.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
382+ 1.99% |
$152K - $161K
|
19.6K
$9.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
380+ 2.04% |
$151K - $160K
|
19K
$9.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
379+ 1.77% |
$150K - $159K
|
21.7K
$10.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
379+ 18.52% |
$150K - $159K
|
2.43K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
377New |
$150K - $158K
|
377
$180K
|
|
|
Jul 15, 2024
Q2 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
376+ 5.67% |
$149K - $158K
|
7.01K
$3.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
376+ 6.24% |
$149K - $158K
|
6.4K
$3.05M
|
|
|
Jul 11, 2024
Q2 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
371+ 39.89% |
$147K - $156K
|
1.3K
$620K
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
371+ 42.79% |
$147K - $156K
|
1.24K
$590K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
370+ 13.13% |
$147K - $155K
|
3.19K
$1.52M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
370+ 16.18% |
$147K - $155K
|
2.66K
$1.27M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
369+ 4.04% |
$146K - $155K
|
9.5K
$4.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
366+ 2.11% |
$145K - $154K
|
17.7K
$8.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
365+ 55.9% |
$145K - $153K
|
1.02K
$485K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
365+ 12.31% |
$145K - $153K
|
3.33K
$1.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
364+ 4.89% |
$144K - $153K
|
7.8K
$3.72M
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
360+ 180.0% |
$143K - $151K
|
560
$267K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
358+ 5.12% |
$142K - $150K
|
7.36K
$3.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
358+ 2.89% |
$142K - $150K
|
12.7K
$6.06M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
357+ 1.94% |
$142K - $150K
|
18.8K
$8.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
357+ 38.39% |
$142K - $150K
|
1.29K
$613K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
357+ 5.88% |
$142K - $150K
|
6.42K
$3.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
356+ 3.12% |
$141K - $150K
|
11.8K
$5.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
355+ 9.03% |
$141K - $149K
|
4.29K
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
352+ 1.7% |
$140K - $148K
|
21K
$10M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
350+ 5.8% |
$139K - $147K
|
6.39K
$3.04M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
348+ 11.37% |
$138K - $146K
|
3.41K
$1.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
346+ 0.59% |
$137K - $145K
|
59.2K
$28.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
345+ 0.21% |
$137K - $145K
|
164K
$78M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
344+ 12.12% |
$136K - $145K
|
3.18K
$1.52M
|
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
344+ 1.83% |
$136K - $145K
|
19.1K
$9.12M
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
342+ 0.6% |
$136K - $144K
|
57.5K
$27.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
339+ 4.44% |
$134K - $142K
|
7.97K
$3.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
339+ 13.39% |
$134K - $142K
|
2.87K
$1.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
337+ 18.11% |
$134K - $142K
|
2.2K
$1.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Mcia Inc
|
BUY
|
- |
336+ 15.56% |
$133K - $141K
|
2.5K
$1.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
335+ 2.54% |
$133K - $141K
|
13.5K
$6.45M
|
|
|
Jul 22, 2024
Q2 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
333+ 6.12% |
$132K - $140K
|
5.77K
$2.75M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
331+ 0.45% |
$131K - $139K
|
73.5K
$35M
|