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 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
195+ 3.3% |
$77.4K - $81.9K
|
6.1K
$2.77M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
194+ 0.33% |
$77K - $81.5K
|
59.4K
$27M
|
|
|
Jul 29, 2024
Q2 2024
|
Cortland Associates Inc
|
BUY
|
- |
194+ 2.6% |
$77K - $81.5K
|
7.67K
$3.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
194+ 14.19% |
$77K - $81.5K
|
1.56K
$710K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
194+ 6.21% |
$77K - $81.5K
|
3.32K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
193+ 6.41% |
$76.6K - $81.1K
|
3.21K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
193+ 338.6% |
$76.6K - $81.1K
|
250
$114K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
192+ 7.87% |
$76.2K - $80.7K
|
2.63K
$1.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
192+ 5.35% |
$76.2K - $80.7K
|
3.78K
$1.72M
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
191+ 20.11% |
$75.8K - $80.3K
|
1.14K
$519K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
190+ 4.23% |
$75.4K - $79.8K
|
4.68K
$2.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
189+ 6.82% |
$75K - $79.4K
|
2.96K
$1.35M
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
188+ 0.45% |
$74.6K - $79K
|
42.2K
$19.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
188+ 1.34% |
$74.6K - $79K
|
14.2K
$6.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
185+ 3.18% |
$73.4K - $77.7K
|
6.01K
$2.73M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
185+ 5.64% |
$73.4K - $77.7K
|
3.46K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
185+ 1.38% |
$73.4K - $77.7K
|
13.6K
$6.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
184+ 1.37% |
$73K - $77.3K
|
13.7K
$6.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
184+ 105.75% |
$73K - $77.3K
|
358
$163K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
183+ 26.11% |
$72.6K - $76.9K
|
884
$402K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
182+ 1.46% |
$72.2K - $76.5K
|
12.6K
$5.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
181+ 2.31% |
$71.8K - $76.1K
|
8.02K
$3.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
181+ 4.28% |
$71.8K - $76.1K
|
4.41K
$2.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
180+ 8.33% |
$71.4K - $75.6K
|
2.34K
$1.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
180+ 4.14% |
$71.4K - $75.6K
|
4.53K
$2.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
180+ 0.32% |
$71.4K - $75.6K
|
55.8K
$25.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
179+ 1.07% |
$71K - $75.2K
|
17K
$7.72M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
179+ 0.45% |
$71K - $75.2K
|
40.3K
$18.3M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
178+ 13.11% |
$70.6K - $74.8K
|
1.54K
$699K
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
178+ 4.66% |
$70.6K - $74.8K
|
4K
$1.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
178+ 21.32% |
$70.6K - $74.8K
|
1.01K
$461K
|
|
|
Jul 29, 2024
Q2 2024
|
William Allan, LLC
|
BUY
|
- |
176+ 9.79% |
$69.8K - $74K
|
1.97K
$898K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
176+ 11.5% |
$69.8K - $74K
|
1.71K
$776K
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
175+ 1.65% |
$69.4K - $73.5K
|
10.8K
$4.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
175+ 2.22% |
$69.4K - $73.5K
|
8.07K
$3.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
175+ 2.12% |
$69.4K - $73.5K
|
8.42K
$3.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
174+ 1.1% |
$69K - $73.1K
|
16K
$7.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
174+ 8.07% |
$69K - $73.1K
|
2.33K
$1.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
174+ 5.97% |
$69K - $73.1K
|
3.09K
$1.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
173+ 2.24% |
$68.6K - $72.7K
|
7.9K
$3.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
173+ 24.93% |
$68.6K - $72.7K
|
867
$394K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
173+ 10.39% |
$68.6K - $72.7K
|
1.84K
$836K
|
|
|
Aug 08, 2024
Q2 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
173+ 25.04% |
$68.6K - $72.7K
|
864
$393K
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
171+ 0.58% |
$67.8K - $71.9K
|
29.9K
$13.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
171+ 1.8% |
$67.8K - $71.9K
|
9.69K
$4.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
170+ 0.16% |
$67.4K - $71.4K
|
108K
$49.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
170+ 13.87% |
$67.4K - $71.4K
|
1.4K
$635K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
169+ 1.15% |
$67K - $71K
|
14.9K
$6.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
169+ 6.28% |
$67K - $71K
|
2.86K
$1.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
168+ 1.6% |
$66.7K - $70.6K
|
10.7K
$4.87M
|