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 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
237+ 0.9% |
$94K - $99.6K
|
26.5K
$12.6M
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
237+ 3.38% |
$94K - $99.6K
|
7.25K
$3.45M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
236+ 0.31% |
$93.6K - $99.2K
|
76K
$36.2M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
236+ 0.81% |
$93.6K - $99.2K
|
29.4K
$14M
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
236+ 4.06% |
$93.6K - $99.2K
|
6.05K
$2.88M
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
234+ 1.13% |
$92.8K - $98.3K
|
20.9K
$9.95M
|
|
Jul 23, 2024
Q2 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
232+ 0.57% |
$92K - $97.5K
|
40.9K
$19.5M
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
232+ 1.81% |
$92K - $97.5K
|
13.1K
$6.23M
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
230+ 0.54% |
$91.2K - $96.7K
|
42.9K
$20.4M
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
230+ 0.43% |
$91.2K - $96.7K
|
53.7K
$25.6M
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
226+ 9.52% |
$89.7K - $95K
|
2.6K
$1.24M
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
225+ 4.66% |
$89.3K - $94.6K
|
5.05K
$2.41M
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
225+ 3.31% |
$89.3K - $94.6K
|
7.03K
$3.35M
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
222+ 6.97% |
$88.1K - $93.3K
|
3.41K
$1.62M
|
|
Aug 01, 2024
Q2 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
222+ 23.62% |
$88.1K - $93.3K
|
1.16K
$554K
|
|
Aug 07, 2024
Q2 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
221+ 0.03% |
$87.7K - $92.9K
|
810K
$386M
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
220+ 4.29% |
$87.3K - $92.5K
|
5.35K
$2.55M
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
220+ 4.31% |
$87.3K - $92.5K
|
5.33K
$2.54M
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
218+ 6.6% |
$86.5K - $91.6K
|
3.52K
$1.68M
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
217+ 9.49% |
$86.1K - $91.2K
|
2.5K
$1.19M
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
217+ 11.39% |
$86.1K - $91.2K
|
2.12K
$1.01M
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
216+ 14.48% |
$85.7K - $90.8K
|
1.71K
$814K
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
215+ 4.28% |
$85.3K - $90.4K
|
5.24K
$2.5M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
215+ 0.91% |
$85.3K - $90.4K
|
23.9K
$11.4M
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
214+ 0.58% |
$84.9K - $89.9K
|
37.2K
$17.7M
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
213+ 21.3% |
$84.5K - $89.5K
|
1.21K
$578K
|
|
Jul 16, 2024
Q2 2024
|
Hendley & CO Inc
|
BUY
|
- |
211+ 0.35% |
$83.7K - $88.7K
|
60.5K
$28.8M
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
210+ 1.73% |
$83.3K - $88.3K
|
12.4K
$5.89M
|
|
Aug 12, 2024
Q2 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
210+ 0.01% |
$83.3K - $88.3K
|
2.81M
$1.34B
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
208+ 1.77% |
$82.5K - $87.4K
|
12K
$5.71M
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
208+ 0.5% |
$82.5K - $87.4K
|
41.8K
$19.9M
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
207+ 6.97% |
$82.1K - $87K
|
3.18K
$1.51M
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
206+ 25.03% |
$81.7K - $86.6K
|
1.03K
$490K
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
205+ 1.77% |
$81.3K - $86.1K
|
11.8K
$5.61M
|
|
Jul 16, 2024
Q2 2024
|
Community Bank Of Raymore
|
BUY
|
- |
205+ 6.07% |
$81.3K - $86.1K
|
3.59K
$1.71M
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
205+ 3.08% |
$81.3K - $86.1K
|
6.87K
$3.27M
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
205+ 12.92% |
$81.3K - $86.1K
|
1.79K
$854K
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
205+ 0.74% |
$81.3K - $86.1K
|
27.9K
$13.3M
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
203+ 2.64% |
$80.5K - $85.3K
|
7.91K
$3.77M
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
203+ 10.79% |
$80.5K - $85.3K
|
2.09K
$994K
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
202+ 2.84% |
$80.1K - $84.9K
|
7.31K
$3.48M
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
202+ 12.86% |
$80.1K - $84.9K
|
1.77K
$845K
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
201+ 7.64% |
$79.7K - $84.5K
|
2.83K
$1.35M
|
|
Jul 05, 2024
Q2 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
200+ 24.27% |
$79.3K - $84K
|
1.02K
$488K
|
|
Jul 18, 2024
Q2 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
200+ 4.5% |
$79.3K - $84K
|
4.64K
$2.21M
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
200+ 39.22% |
$79.3K - $84K
|
710
$338K
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
200+ 0.73% |
$79.3K - $84K
|
27.6K
$13.2M
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
200+ 0.52% |
$79.3K - $84K
|
38.8K
$18.5M
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
200+ 3.12% |
$79.3K - $84K
|
6.62K
$3.15M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
200+ 0.54% |
$79.3K - $84K
|
37.5K
$17.9M
|