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 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
168+ 2.58% |
$66.7K - $70.6K
|
6.69K
$3.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
167+ 0.83% |
$66.3K - $70.2K
|
20.4K
$9.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
167+ 3.39% |
$66.3K - $70.2K
|
5.09K
$2.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
166+ 21.04% |
$65.9K - $69.8K
|
955
$434K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
166+ 12.51% |
$65.9K - $69.8K
|
1.49K
$679K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
166+ 83.0% |
$65.9K - $69.8K
|
366
$166K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
165+ 4.67% |
$65.5K - $69.3K
|
3.7K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
165+ 7.25% |
$65.5K - $69.3K
|
2.44K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
165+ 1.97% |
$65.5K - $69.3K
|
8.52K
$3.88M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
163+ 1.57% |
$64.7K - $68.5K
|
10.5K
$4.79M
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
163+ 10.74% |
$64.7K - $68.5K
|
1.68K
$765K
|
|
|
Jul 02, 2024
Q2 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
162+ 9.64% |
$64.3K - $68.1K
|
1.84K
$838K
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
BUY
|
- |
162+ 1.82% |
$64.3K - $68.1K
|
9.07K
$4.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
161+ 8.16% |
$63.9K - $67.7K
|
2.13K
$971K
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
161+ 8.24% |
$63.9K - $67.7K
|
2.12K
$963K
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
161+ 1.09% |
$63.9K - $67.7K
|
14.9K
$6.78M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
160+ 2.1% |
$63.5K - $67.2K
|
7.76K
$3.53M
|
|
|
Jul 25, 2024
Q2 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
160+ 6.96% |
$63.5K - $67.2K
|
2.46K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
160+ 3.47% |
$63.5K - $67.2K
|
4.77K
$2.17M
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
159+ 0.85% |
$63.1K - $66.8K
|
19K
$8.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
158+ 5.38% |
$62.7K - $66.4K
|
3.1K
$1.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
158+ 9.12% |
$62.7K - $66.4K
|
1.89K
$860K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
158+ 0.57% |
$62.7K - $66.4K
|
27.7K
$12.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
156+ 7.99% |
$61.9K - $65.6K
|
2.11K
$959K
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
155+ 2.21% |
$61.5K - $65.1K
|
7.18K
$3.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
155+ 6.22% |
$61.5K - $65.1K
|
2.65K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
155+ 1.96% |
$61.5K - $65.1K
|
8.08K
$3.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
153+ 0.32% |
$60.7K - $64.3K
|
47.6K
$21.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
151+ 1.8% |
$59.9K - $63.5K
|
8.54K
$3.88M
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
150+ 1.13% |
$59.5K - $63K
|
13.4K
$6.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Reik & Co., LLC
|
BUY
|
- |
150+ 0.18% |
$59.5K - $63K
|
82.4K
$37.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
150+ 4.1% |
$59.5K - $63K
|
3.81K
$1.73M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
150+ 13.04% |
$59.5K - $63K
|
1.3K
$591K
|
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
149+ 8.58% |
$59.1K - $62.6K
|
1.89K
$857K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
149+ 2.1% |
$59.1K - $62.6K
|
7.25K
$3.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
148+ 7.87% |
$58.7K - $62.2K
|
2.03K
$923K
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
148+ 6.37% |
$58.7K - $62.2K
|
2.47K
$1.12M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
147New |
$58.3K - $61.8K
|
147
$66.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
145+ 1.44% |
$57.5K - $60.9K
|
10.2K
$4.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
145+ 0.31% |
$57.5K - $60.9K
|
46.9K
$21.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
144+ 3.86% |
$57.1K - $60.5K
|
3.88K
$1.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
144+ 14.69% |
$57.1K - $60.5K
|
1.12K
$511K
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
143+ 1.59% |
$56.7K - $60.1K
|
9.13K
$4.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
143+ 0.9% |
$56.7K - $60.1K
|
16K
$7.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
143+ 0.95% |
$56.7K - $60.1K
|
15.2K
$6.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
143+ 8.88% |
$56.7K - $60.1K
|
1.75K
$798K
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
141+ 54.44% |
$55.9K - $59.3K
|
400
$182K
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
140+ 3.38% |
$55.5K - $58.8K
|
4.28K
$1.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
139+ 1.51% |
$55.1K - $58.4K
|
9.32K
$4.24M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
138+ 3.01% |
$54.7K - $58K
|
4.72K
$2.15M
|