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 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
69+ 0.93% |
$27.4K - $29K
|
7.45K
$3.39M
|
|
|
Jul 16, 2024
Q2 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
68+ 0.6% |
$27K - $28.6K
|
11.3K
$5.14M
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
68+ 0.15% |
$27K - $28.6K
|
44.5K
$20.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
68+ 3.04% |
$27K - $28.6K
|
2.3K
$1.05M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
67+ 0.36% |
$26.6K - $28.2K
|
18.8K
$8.57M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
67+ 1.39% |
$26.6K - $28.2K
|
4.87K
$2.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
67+ 0.35% |
$26.6K - $28.2K
|
19K
$8.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
67+ 4.52% |
$26.6K - $28.2K
|
1.55K
$705K
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
66+ 2.44% |
$26.2K - $27.7K
|
2.77K
$1.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
66+ 10.22% |
$26.2K - $27.7K
|
712
$324K
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
BUY
|
- |
65+ 0.46% |
$25.8K - $27.3K
|
14.1K
$6.41M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
65+ 3.74% |
$25.8K - $27.3K
|
1.8K
$819K
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
65+ 9.85% |
$25.8K - $27.3K
|
725
$330K
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
65+ 2.08% |
$25.8K - $27.3K
|
3.19K
$1.45M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
64+ 0.68% |
$25.4K - $26.9K
|
9.48K
$4.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
64+ 0.35% |
$25.4K - $26.9K
|
18.5K
$8.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
64+ 1.37% |
$25.4K - $26.9K
|
4.73K
$2.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
64+ 1.25% |
$25.4K - $26.9K
|
5.18K
$2.36M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
64+ 1.6% |
$25.4K - $26.9K
|
4.08K
$1.85M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
64+ 5.17% |
$25.4K - $26.9K
|
1.3K
$593K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
64+ 0.31% |
$25.4K - $26.9K
|
20.6K
$9.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
64+ 5.34% |
$25.4K - $26.9K
|
1.26K
$575K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
64+ 1.16% |
$25.4K - $26.9K
|
5.59K
$2.54M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
63+ 0.6% |
$25K - $26.5K
|
10.5K
$4.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
63+ 0.97% |
$25K - $26.5K
|
6.58K
$2.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
63+ 0.87% |
$25K - $26.5K
|
7.29K
$3.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
63+ 7.53% |
$25K - $26.5K
|
900
$409K
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
63+ 0.93% |
$25K - $26.5K
|
6.81K
$3.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
62+ 0.88% |
$24.6K - $26.1K
|
7.1K
$3.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
61+ 3.51% |
$24.2K - $25.6K
|
1.8K
$819K
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
61+ 12.79% |
$24.2K - $25.6K
|
538
$245K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
61+ 1.05% |
$24.2K - $25.6K
|
5.86K
$2.66M
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
60+ 2.92% |
$23.8K - $25.2K
|
2.12K
$963K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
60+ 22.47% |
$23.8K - $25.2K
|
327
$149K
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
60+ 3.48% |
$23.8K - $25.2K
|
1.78K
$812K
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
60+ 0.74% |
$23.8K - $25.2K
|
8.2K
$3.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
60+ 0.32% |
$23.8K - $25.2K
|
18.8K
$8.53M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
59+ 0.77% |
$23.4K - $24.8K
|
7.76K
$3.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
59+ 10.69% |
$23.4K - $24.8K
|
611
$278K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
59+ 2.43% |
$23.4K - $24.8K
|
2.49K
$1.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
59+ 0.82% |
$23.4K - $24.8K
|
7.25K
$3.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
59+ 2.57% |
$23.4K - $24.8K
|
2.36K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
58+ 0.66% |
$23K - $24.4K
|
8.9K
$4.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
BUY
|
- |
57+ 0.02% |
$22.6K - $24K
|
292K
$133M
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
57+ 2.23% |
$22.6K - $24K
|
2.61K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
57+ 1.67% |
$22.6K - $24K
|
3.47K
$1.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
57+ 1.75% |
$22.6K - $24K
|
3.31K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
57+ 1.5% |
$22.6K - $24K
|
3.85K
$1.75M
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
57+ 10.42% |
$22.6K - $24K
|
604
$275K
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
56+ 0.47% |
$22.2K - $23.5K
|
12.1K
$5.48M
|