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 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
98+ 30.91% |
$38.9K - $41.2K
|
415
$189K
|
|
|
Aug 14, 2024
Q2 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
98+ 0.1% |
$38.9K - $41.2K
|
95.6K
$43.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
97+ 2.14% |
$38.5K - $40.8K
|
4.64K
$2.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
97+ 0.13% |
$38.5K - $40.8K
|
75.7K
$34.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
96+ 4.31% |
$38.1K - $40.3K
|
2.32K
$1.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
BUY
|
- |
95+ 0.65% |
$37.7K - $39.9K
|
14.7K
$6.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
95+ 6.67% |
$37.7K - $39.9K
|
1.52K
$691K
|
|
|
Aug 08, 2024
Q2 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
95+ 5.02% |
$37.7K - $39.9K
|
1.99K
$903K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
95+ 14.73% |
$37.7K - $39.9K
|
740
$337K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
95+ 3.56% |
$37.7K - $39.9K
|
2.77K
$1.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
92+ 3.17% |
$36.5K - $38.7K
|
2.99K
$1.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
92+ 0.69% |
$36.5K - $38.7K
|
13.4K
$6.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
91+ 5.37% |
$36.1K - $38.2K
|
1.79K
$812K
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
BUY
|
- |
91+ 9.3% |
$36.1K - $38.2K
|
1.07K
$487K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
90+ 1.99% |
$35.7K - $37.8K
|
4.6K
$2.09M
|
|
|
Jul 18, 2024
Q2 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
90+ 0.76% |
$35.7K - $37.8K
|
12K
$5.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
90+ 2.13% |
$35.7K - $37.8K
|
4.32K
$1.96M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
90+ 0.3% |
$35.7K - $37.8K
|
29.7K
$13.5M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
90+ 0.04% |
$35.7K - $37.8K
|
247K
$112M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
90+ 10.58% |
$35.7K - $37.8K
|
941
$428K
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
90+ 0.87% |
$35.7K - $37.8K
|
10.5K
$4.77M
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
90+ 9.42% |
$35.7K - $37.8K
|
1.05K
$475K
|
|
|
Jul 11, 2024
Q2 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
89+ 1.95% |
$35.3K - $37.4K
|
4.66K
$2.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
89+ 3.28% |
$35.3K - $37.4K
|
2.81K
$1.28M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
88+ 7.01% |
$34.9K - $37K
|
1.34K
$611K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
88+ 4.36% |
$34.9K - $37K
|
2.11K
$958K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
88+ 15.04% |
$34.9K - $37K
|
673
$306K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
87+ 5.06% |
$34.5K - $36.6K
|
1.81K
$822K
|
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
87+ 0.77% |
$34.5K - $36.6K
|
11.4K
$5.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
87+ 2.29% |
$34.5K - $36.6K
|
3.88K
$1.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
87+ 2.06% |
$34.5K - $36.6K
|
4.31K
$1.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
86+ 0.16% |
$34.1K - $36.1K
|
53.3K
$24.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Alta Advisers LTD
|
BUY
|
- |
86+ 1.76% |
$34.1K - $36.1K
|
4.99K
$2.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
86+ 0.81% |
$34.1K - $36.1K
|
10.7K
$4.89M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
85+ 0.85% |
$33.7K - $35.7K
|
10.1K
$4.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
85+ 3.01% |
$33.7K - $35.7K
|
2.91K
$1.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
85+ 0.9% |
$33.7K - $35.7K
|
9.55K
$4.34M
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
85+ 0.59% |
$33.7K - $35.7K
|
14.5K
$6.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
85+ 4.34% |
$33.7K - $35.7K
|
2.04K
$930K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
84+ 3.06% |
$33.3K - $35.3K
|
2.83K
$1.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
84+ 84.0% |
$33.3K - $35.3K
|
184
$83.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
82+ 0.67% |
$32.5K - $34.5K
|
12.4K
$5.62M
|
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
82+ 0.49% |
$32.5K - $34.5K
|
17K
$7.71M
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
82+ 8.06% |
$32.5K - $34.5K
|
1.1K
$500K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
82+ 5.16% |
$32.5K - $34.5K
|
1.67K
$760K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
81+ 1.66% |
$32.1K - $34K
|
4.95K
$2.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
80+ 3.44% |
$31.7K - $33.6K
|
2.4K
$1.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
80+ 5.92% |
$31.7K - $33.6K
|
1.43K
$651K
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
80+ 12.5% |
$31.7K - $33.6K
|
720
$328K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
80+ 0.01% |
$31.7K - $33.6K
|
742K
$338M
|