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 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
138+ 2.24% |
$54.7K - $58K
|
6.29K
$2.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
136+ 6.16% |
$54K - $57.2K
|
2.35K
$1.07M
|
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
135+ 10.46% |
$53.6K - $56.7K
|
1.43K
$649K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
135+ 2.6% |
$53.6K - $56.7K
|
5.33K
$2.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
135+ 7.7% |
$53.6K - $56.7K
|
1.89K
$859K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
135+ 5.18% |
$53.6K - $56.7K
|
2.74K
$1.25M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
134+ 0.6% |
$53.2K - $56.3K
|
22.4K
$10.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
134+ 0.71% |
$53.2K - $56.3K
|
18.9K
$8.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
134+ 0.67% |
$53.2K - $56.3K
|
20.1K
$9.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
133+ 1.03% |
$52.8K - $55.9K
|
13K
$5.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
132+ 5.23% |
$52.4K - $55.5K
|
2.66K
$1.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
132+ 5.29% |
$52.4K - $55.5K
|
2.63K
$1.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
130+ 1.63% |
$51.6K - $54.6K
|
8.1K
$3.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
130+ 2.94% |
$51.6K - $54.6K
|
4.55K
$2.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
BUY
|
- |
128+ 0.9% |
$50.8K - $53.8K
|
14.3K
$6.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
127+ 3.61% |
$50.4K - $53.4K
|
3.65K
$1.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
127+ 3.2% |
$50.4K - $53.4K
|
4.09K
$1.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
127+ 3.92% |
$50.4K - $53.4K
|
3.37K
$1.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
126+ 5.03% |
$50K - $53K
|
2.63K
$1.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
126+ 3.32% |
$50K - $53K
|
3.92K
$1.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
126+ 1.62% |
$50K - $53K
|
7.92K
$3.6M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
126+ 0.77% |
$50K - $53K
|
16.6K
$7.54M
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
125+ 0.39% |
$49.6K - $52.5K
|
32.4K
$14.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
125+ 8.01% |
$49.6K - $52.5K
|
1.69K
$767K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
125+ 2.82% |
$49.6K - $52.5K
|
4.56K
$2.07M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
125+ 16.21% |
$49.6K - $52.5K
|
896
$408K
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
BUY
|
- |
125+ 4.35% |
$49.6K - $52.5K
|
3K
$1.37M
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
124+ 3.9% |
$49.2K - $52.1K
|
3.31K
$1.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
124+ 0.11% |
$49.2K - $52.1K
|
118K
$53.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
124+ 5.58% |
$49.2K - $52.1K
|
2.35K
$1.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
123+ 5.61% |
$48.8K - $51.7K
|
2.32K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
123+ 0.5% |
$48.8K - $51.7K
|
24.6K
$11.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
122+ 0.59% |
$48.4K - $51.3K
|
21K
$9.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
122+ 4.3% |
$48.4K - $51.3K
|
2.96K
$1.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
121+ 0.76% |
$48K - $50.8K
|
16.1K
$7.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
121+ 1.29% |
$48K - $50.8K
|
9.47K
$4.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepath Capital Management LLC
Evanston, IL |
BUY
|
- |
121+ 0.67% |
$48K - $50.8K
|
18.1K
$8.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
121+ 18.91% |
$48K - $50.8K
|
761
$346K
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
120+ 0.77% |
$47.6K - $50.4K
|
15.7K
$7.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
119+ 1.63% |
$47.2K - $50K
|
7.43K
$3.38M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
118+ 3.09% |
$46.8K - $49.6K
|
3.94K
$1.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
118+ 16.71% |
$46.8K - $49.6K
|
824
$375K
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
117+ 2.28% |
$46.4K - $49.2K
|
5.25K
$2.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
117+ 3.15% |
$46.4K - $49.2K
|
3.83K
$1.74M
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
117+ 0.4% |
$46.4K - $49.2K
|
29K
$13.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
116+ 6.27% |
$46K - $48.7K
|
1.97K
$894K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
116+ 27.75% |
$46K - $48.7K
|
534
$243K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
116+ 2.44% |
$46K - $48.7K
|
4.88K
$2.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
116+ 5.1% |
$46K - $48.7K
|
2.39K
$1.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
115+ 9.36% |
$45.6K - $48.3K
|
1.34K
$611K
|