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 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
114+ 1.39% |
$45.2K - $47.9K
|
8.31K
$3.78M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
114+ 9.31% |
$45.2K - $47.9K
|
1.34K
$609K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
114+ 3.61% |
$45.2K - $47.9K
|
3.27K
$1.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
113+ 2.56% |
$44.8K - $47.5K
|
4.53K
$2.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
112+ 0.81% |
$44.4K - $47.1K
|
13.9K
$6.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
112+ 16.02% |
$44.4K - $47.1K
|
811
$369K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
112+ 3.58% |
$44.4K - $47.1K
|
3.24K
$1.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
112+ 1.62% |
$44.4K - $47.1K
|
7.04K
$3.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
111+ 5.44% |
$44K - $46.6K
|
2.15K
$979K
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
110+ 1.29% |
$43.6K - $46.2K
|
8.61K
$3.92M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
109+ 0.61% |
$43.2K - $45.8K
|
17.9K
$8.13M
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
BUY
|
- |
109+ 2.42% |
$43.2K - $45.8K
|
4.62K
$2.1M
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
108+ 12.19% |
$42.8K - $45.4K
|
994
$452K
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
108+ 5.49% |
$42.8K - $45.4K
|
2.08K
$944K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
107+ 1.15% |
$42.5K - $45K
|
9.4K
$4.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
106+ 1.03% |
$42.1K - $44.5K
|
10.4K
$4.74M
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
106+ 10.11% |
$42.1K - $44.5K
|
1.15K
$525K
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
105+ 2.67% |
$41.7K - $44.1K
|
4.04K
$1.84M
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
105+ 11.6% |
$41.7K - $44.1K
|
1.01K
$459K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
105+ 14.77% |
$41.7K - $44.1K
|
816
$371K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
105+ 0.04% |
$41.7K - $44.1K
|
274K
$125M
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
105+ 1.7% |
$41.7K - $44.1K
|
6.28K
$2.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
104+ 10.61% |
$41.3K - $43.7K
|
1.08K
$493K
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
104+ 1.69% |
$41.3K - $43.7K
|
6.25K
$2.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
104+ 3.98% |
$41.3K - $43.7K
|
2.72K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
104+ 1.05% |
$41.3K - $43.7K
|
10K
$4.55M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
103+ 3.45% |
$40.9K - $43.3K
|
3.09K
$1.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
103+ 6.32% |
$40.9K - $43.3K
|
1.73K
$788K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
102+ 3.31% |
$40.5K - $42.9K
|
3.19K
$1.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
102+ 2.25% |
$40.5K - $42.9K
|
4.64K
$2.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
102+ 41.63% |
$40.5K - $42.9K
|
347
$158K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
102+ 6.93% |
$40.5K - $42.9K
|
1.57K
$716K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
100+ 9.26% |
$39.7K - $42K
|
1.18K
$537K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
100+ 0.89% |
$39.7K - $42K
|
11.3K
$5.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
100+ 2.03% |
$39.7K - $42K
|
5.02K
$2.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
100+ 9.11% |
$39.7K - $42K
|
1.2K
$545K
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
100+ 19.23% |
$39.7K - $42K
|
620
$282K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
100+ 2.68% |
$39.7K - $42K
|
3.83K
$1.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
100+ 0.46% |
$39.7K - $42K
|
21.9K
$9.97M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
100+ 2.59% |
$39.7K - $42K
|
3.96K
$1.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
100+ 0.24% |
$39.7K - $42K
|
41.4K
$18.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
100+ 8.3% |
$39.7K - $42K
|
1.31K
$594K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
100+ 4.79% |
$39.7K - $42K
|
2.19K
$995K
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
100New |
$39.7K - $42K
|
100
$45.5K
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
100New |
$39.7K - $42K
|
100
$45.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
BUY
|
- |
99+ 14.75% |
$39.3K - $41.6K
|
770
$350K
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
99+ 0.54% |
$39.3K - $41.6K
|
18.6K
$8.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
99+ 2.29% |
$39.3K - $41.6K
|
4.42K
$2.01M
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
98+ 13.35% |
$38.9K - $41.2K
|
832
$378K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
98+ 1.0% |
$38.9K - $41.2K
|
9.88K
$4.49M
|