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 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
90+ 10.58% |
$35.7K - $37.8K
|
941
$460K
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
90+ 0.87% |
$35.7K - $37.8K
|
10.5K
$5.13M
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
90+ 9.42% |
$35.7K - $37.8K
|
1.05K
$511K
|
|
Jul 11, 2024
Q2 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
89+ 1.95% |
$35.3K - $37.4K
|
4.66K
$2.28M
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
89+ 3.28% |
$35.3K - $37.4K
|
2.81K
$1.37M
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
88+ 7.01% |
$34.9K - $37K
|
1.34K
$658K
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
88+ 4.36% |
$34.9K - $37K
|
2.11K
$1.03M
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
88+ 15.04% |
$34.9K - $37K
|
673
$329K
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
87+ 5.06% |
$34.5K - $36.6K
|
1.81K
$884K
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
87+ 0.77% |
$34.5K - $36.6K
|
11.4K
$5.57M
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
87+ 2.29% |
$34.5K - $36.6K
|
3.88K
$1.9M
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
87+ 2.06% |
$34.5K - $36.6K
|
4.31K
$2.11M
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
86+ 0.16% |
$34.1K - $36.1K
|
53.3K
$26.1M
|
|
Aug 08, 2024
Q2 2024
|
Alta Advisers LTD
|
BUY
|
- |
86+ 1.76% |
$34.1K - $36.1K
|
4.99K
$2.44M
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
86+ 0.81% |
$34.1K - $36.1K
|
10.7K
$5.26M
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
85+ 0.85% |
$33.7K - $35.7K
|
10.1K
$4.95M
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
85+ 3.01% |
$33.7K - $35.7K
|
2.91K
$1.42M
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
85+ 0.9% |
$33.7K - $35.7K
|
9.55K
$4.67M
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
85+ 0.59% |
$33.7K - $35.7K
|
14.5K
$7.08M
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
85+ 4.34% |
$33.7K - $35.7K
|
2.04K
$1M
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
84+ 3.06% |
$33.3K - $35.3K
|
2.83K
$1.38M
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
84+ 84.0% |
$33.3K - $35.3K
|
184
$90K
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
82+ 0.67% |
$32.5K - $34.5K
|
12.4K
$6.05M
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
82+ 0.49% |
$32.5K - $34.5K
|
17K
$8.3M
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
82+ 8.06% |
$32.5K - $34.5K
|
1.1K
$538K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
82+ 5.16% |
$32.5K - $34.5K
|
1.67K
$817K
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
81+ 1.66% |
$32.1K - $34K
|
4.95K
$2.42M
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
80+ 3.44% |
$31.7K - $33.6K
|
2.4K
$1.18M
|
|
Aug 02, 2024
Q2 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
80+ 5.92% |
$31.7K - $33.6K
|
1.43K
$700K
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
80+ 12.5% |
$31.7K - $33.6K
|
720
$352K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
80+ 0.01% |
$31.7K - $33.6K
|
742K
$363M
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
80+ 3.02% |
$31.7K - $33.6K
|
2.73K
$1.34M
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
80+ 4.32% |
$31.7K - $33.6K
|
1.93K
$944K
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
79+ 1.92% |
$31.3K - $33.2K
|
4.19K
$2.05M
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
79+ 0.92% |
$31.3K - $33.2K
|
8.65K
$4.23M
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
79+ 0.79% |
$31.3K - $33.2K
|
10K
$4.91M
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
79+ 10.81% |
$31.3K - $33.2K
|
810
$396K
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
79+ 2.38% |
$31.3K - $33.2K
|
3.39K
$1.66M
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
79+ 0.35% |
$31.3K - $33.2K
|
22.5K
$11M
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
79+ 0.13% |
$31.3K - $33.2K
|
59.8K
$29.3M
|
|
Aug 14, 2024
Q2 2024
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
79+ 10.1% |
$31.3K - $33.2K
|
861
$421K
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
79+ 1.69% |
$31.3K - $33.2K
|
4.76K
$2.33M
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
78+ 3.74% |
$30.9K - $32.8K
|
2.17K
$1.06M
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
78+ 106.85% |
$30.9K - $32.8K
|
151
$73.9K
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
78+ 9.17% |
$30.9K - $32.8K
|
929
$455K
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
78+ 0.12% |
$30.9K - $32.8K
|
62.8K
$30.7M
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
77+ 4.17% |
$30.5K - $32.4K
|
1.92K
$941K
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
77+ 0.76% |
$30.5K - $32.4K
|
10.2K
$4.98M
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
77+ 4.33% |
$30.5K - $32.4K
|
1.86K
$909K
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
77+ 8.03% |
$30.5K - $32.4K
|
1.04K
$507K
|