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 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
331+ 0.45% |
$131K - $139K
|
73.5K
$35.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
329+ 2.38% |
$131K - $138K
|
14.2K
$6.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
329+ 8.09% |
$131K - $138K
|
4.4K
$2.1M
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
329+ 28.31% |
$131K - $138K
|
1.49K
$714K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
328+ 6.49% |
$130K - $138K
|
5.38K
$2.58M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
327+ 2.67% |
$130K - $137K
|
12.6K
$6.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
327+ 0.28% |
$130K - $137K
|
118K
$56.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
327+ 7.97% |
$130K - $137K
|
4.43K
$2.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
325+ 1.45% |
$129K - $137K
|
22.8K
$10.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
324+ 20.31% |
$129K - $136K
|
1.92K
$918K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
324+ 2.64% |
$129K - $136K
|
12.6K
$6.04M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
323+ 3.88% |
$128K - $136K
|
8.64K
$4.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
322+ 4.62% |
$128K - $135K
|
7.3K
$3.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
321+ 43.61% |
$127K - $135K
|
1.06K
$506K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
321+ 3.86% |
$127K - $135K
|
8.63K
$4.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
321+ 37.11% |
$127K - $135K
|
1.19K
$568K
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
320+ 21.26% |
$127K - $134K
|
1.83K
$873K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
320+ 4.17% |
$127K - $134K
|
8K
$3.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
318+ 14.44% |
$126K - $134K
|
2.52K
$1.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
316+ 65.29% |
$125K - $133K
|
800
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
315+ 8.15% |
$125K - $132K
|
4.18K
$2M
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
313+ 9.67% |
$124K - $132K
|
3.55K
$1.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
313+ 2.81% |
$124K - $132K
|
11.4K
$5.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
312New |
$124K - $131K
|
312
$149K
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
312+ 2.45% |
$124K - $131K
|
13.1K
$6.26M
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
310+ 1.34% |
$123K - $130K
|
23.5K
$11.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
310+ 4.69% |
$123K - $130K
|
6.92K
$3.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
308+ 15.49% |
$122K - $129K
|
2.3K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
307+ 3.45% |
$122K - $129K
|
9.21K
$4.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
307+ 0.28% |
$122K - $129K
|
110K
$52.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
306+ 0.47% |
$121K - $129K
|
65.3K
$31.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
306+ 3.41% |
$121K - $129K
|
9.27K
$4.44M
|
|
|
Sep 27, 2024
Q2 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
305+ 4.08% |
$121K - $128K
|
7.79K
$3.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Denali Advisors LLC
|
BUY
|
- |
300+ 10.34% |
$119K - $126K
|
3.2K
$1.53M
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
300+ 3.2% |
$119K - $126K
|
9.66K
$4.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
300+ 11.61% |
$119K - $126K
|
2.88K
$1.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
300+ 4.92% |
$119K - $126K
|
6.39K
$3.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
299+ 2.08% |
$119K - $126K
|
14.7K
$7.01M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
291+ 1.59% |
$115K - $122K
|
18.6K
$8.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
290+ 1.4% |
$115K - $122K
|
21K
$10M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
289+ 2.45% |
$115K - $121K
|
12.1K
$5.79M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
289+ 3.72% |
$115K - $121K
|
8.06K
$3.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
288+ 9.89% |
$114K - $121K
|
3.2K
$1.53M
|
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
286+ 21.49% |
$113K - $120K
|
1.62K
$774K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
285+ 0.15% |
$113K - $120K
|
196K
$93.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
285+ 3.07% |
$113K - $120K
|
9.58K
$4.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
285+ 20.88% |
$113K - $120K
|
1.65K
$790K
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
283+ 0.36% |
$112K - $119K
|
79.8K
$38.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
280+ 3.78% |
$111K - $118K
|
7.69K
$3.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
280+ 3.51% |
$111K - $118K
|
8.25K
$3.95M
|