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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
280+ 3.78% |
$111K - $118K
|
7.69K
$3.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Torray LLC
|
BUY
|
- |
279+ 0.44% |
$111K - $117K
|
64.4K
$30.8M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
279+ 9.14% |
$111K - $117K
|
3.33K
$1.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
278+ 3.47% |
$110K - $117K
|
8.3K
$3.97M
|
|
|
Jul 26, 2024
Q2 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
278+ 11.21% |
$110K - $117K
|
2.76K
$1.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
278+ 0.91% |
$110K - $117K
|
31K
$14.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
277+ 1.53% |
$110K - $116K
|
18.4K
$8.79M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
BUY
|
- |
275+ 33.33% |
$109K - $116K
|
1.1K
$526K
|
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
275+ 14.98% |
$109K - $116K
|
2.11K
$1.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
274+ 3.92% |
$109K - $115K
|
7.27K
$3.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
274+ 3.75% |
$109K - $115K
|
7.59K
$3.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
272+ 2.34% |
$108K - $114K
|
11.9K
$5.7M
|
|
|
Oct 10, 2024
Q2 2024
|
Tamar Securities, LLC
|
BUY
|
- |
272+ 37.21% |
$108K - $114K
|
1K
$480K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
271+ 4.44% |
$108K - $114K
|
6.38K
$3.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
270+ 0.71% |
$107K - $113K
|
38.5K
$18.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
264+ 0.58% |
$105K - $111K
|
45.6K
$21.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
263+ 1.53% |
$104K - $111K
|
17.4K
$8.33M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
263+ 2.75% |
$104K - $111K
|
9.83K
$4.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
BUY
|
- |
262+ 0.88% |
$104K - $110K
|
30.2K
$14.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
261+ 2.8% |
$104K - $110K
|
9.57K
$4.58M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
260+ 21.52% |
$103K - $109K
|
1.47K
$703K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
259+ 1.72% |
$103K - $109K
|
15.3K
$7.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
258+ 16.31% |
$102K - $108K
|
1.84K
$881K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
258+ 25.75% |
$102K - $108K
|
1.26K
$603K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
256+ 38.91% |
$102K - $108K
|
914
$437K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
256+ 15.06% |
$102K - $108K
|
1.96K
$936K
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
254+ 9.85% |
$101K - $107K
|
2.83K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
253+ 6.3% |
$100K - $106K
|
4.27K
$2.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
252+ 52.83% |
$100K - $106K
|
729
$349K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
251+ 21.71% |
$99.6K - $105K
|
1.41K
$673K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
251+ 5.54% |
$99.6K - $105K
|
4.78K
$2.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
250+ 12.91% |
$99.2K - $105K
|
2.19K
$1.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
250+ 35.16% |
$99.2K - $105K
|
961
$460K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
250+ 1.56% |
$99.2K - $105K
|
16.3K
$7.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
247+ 11.09% |
$98K - $104K
|
2.48K
$1.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
247+ 8.65% |
$98K - $104K
|
3.1K
$1.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
247+ 132.09% |
$98K - $104K
|
434
$208K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
246+ 17.29% |
$97.6K - $103K
|
1.67K
$799K
|
|
|
Jul 08, 2024
Q2 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
245+ 2.17% |
$97.2K - $103K
|
11.6K
$5.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
245+ 2.56% |
$97.2K - $103K
|
9.83K
$4.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
245+ 1.84% |
$97.2K - $103K
|
13.6K
$6.49M
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
245+ 6.39% |
$97.2K - $103K
|
4.08K
$1.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
245+ 1.06% |
$97.2K - $103K
|
23.4K
$11.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
243+ 0.65% |
$96.4K - $102K
|
37.5K
$17.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
241+ 1.18% |
$95.6K - $101K
|
20.7K
$9.91M
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
240+ 10.46% |
$95.2K - $101K
|
2.54K
$1.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
240+ 10.03% |
$95.2K - $101K
|
2.63K
$1.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
240+ 38.16% |
$95.2K - $101K
|
869
$416K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
240+ 9.69% |
$95.2K - $101K
|
2.72K
$1.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
239+ 10.29% |
$94.8K - $100K
|
2.56K
$1.23M
|