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
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
57+ 2.23% |
$22.6K - $24K
|
2.61K
$1.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
57+ 1.67% |
$22.6K - $24K
|
3.47K
$1.67M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
57+ 1.75% |
$22.6K - $24K
|
3.31K
$1.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
57+ 1.5% |
$22.6K - $24K
|
3.85K
$1.86M
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
57+ 10.42% |
$22.6K - $24K
|
604
$292K
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
56+ 0.47% |
$22.2K - $23.5K
|
12.1K
$5.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
56+ 0.62% |
$22.2K - $23.5K
|
9.15K
$4.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
56+ 1.28% |
$22.2K - $23.5K
|
4.43K
$2.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
56+ 1.95% |
$22.2K - $23.5K
|
2.94K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
55+ 3.87% |
$21.8K - $23.1K
|
1.48K
$712K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
54+ 0.14% |
$21.4K - $22.7K
|
38.6K
$18.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
54+ 5.15% |
$21.4K - $22.7K
|
1.1K
$532K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
54+ 9.44% |
$21.4K - $22.7K
|
626
$302K
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
53+ 1.0% |
$21K - $22.3K
|
5.36K
$2.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
53+ 4.34% |
$21K - $22.3K
|
1.27K
$615K
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
52+ 8.33% |
$20.6K - $21.9K
|
676
$327K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
52+ 1.5% |
$20.6K - $21.9K
|
3.53K
$1.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
52+ 3.88% |
$20.6K - $21.9K
|
1.39K
$673K
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
52+ 0.86% |
$20.6K - $21.9K
|
6.12K
$2.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
52+ 0.21% |
$20.6K - $21.9K
|
25K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
52+ 0.3% |
$20.6K - $21.9K
|
17.3K
$8.35M
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
51+ 0.47% |
$20.2K - $21.4K
|
10.9K
$5.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
50+ 3.03% |
$19.8K - $21K
|
1.7K
$821K
|
|
|
Jul 16, 2024
Q2 2024
|
Qv Investors Inc.
|
BUY
|
- |
50+ 0.47% |
$19.8K - $21K
|
10.7K
$5.17M
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
50+ 10.46% |
$19.8K - $21K
|
528
$255K
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
50+ 1.85% |
$19.8K - $21K
|
2.75K
$1.33M
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
50+ 0.47% |
$19.8K - $21K
|
10.7K
$5.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
50New |
$19.8K - $21K
|
50
$24.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
50+ 0.95% |
$19.8K - $21K
|
5.32K
$2.57M
|
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
50+ 1.98% |
$19.8K - $21K
|
2.58K
$1.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
49+ 5.71% |
$19.4K - $20.6K
|
907
$438K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
49+ 6.53% |
$19.4K - $20.6K
|
799
$386K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
49+ 0.73% |
$19.4K - $20.6K
|
6.78K
$3.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
49+ 0.69% |
$19.4K - $20.6K
|
7.14K
$3.45M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
48+ 0.47% |
$19K - $20.2K
|
10.4K
$5M
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
48+ 7.93% |
$19K - $20.2K
|
653
$315K
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
47+ 0.26% |
$18.6K - $19.8K
|
18.2K
$8.78M
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
47+ 0.49% |
$18.6K - $19.8K
|
9.73K
$4.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
46+ 0.15% |
$18.2K - $19.3K
|
31.4K
$15.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
46+ 0.48% |
$18.2K - $19.3K
|
9.7K
$4.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
46+ 8.81% |
$18.2K - $19.3K
|
568
$274K
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
45+ 1.82% |
$17.9K - $18.9K
|
2.52K
$1.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
45+ 2.57% |
$17.9K - $18.9K
|
1.8K
$867K
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
45+ 6.7% |
$17.9K - $18.9K
|
717
$346K
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
45+ 1.05% |
$17.9K - $18.9K
|
4.33K
$2.09M
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
BUY
|
- |
45+ 0.44% |
$17.9K - $18.9K
|
10.4K
$5.01M
|
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
45+ 0.1% |
$17.9K - $18.9K
|
44.6K
$21.5M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
44+ 5.45% |
$17.5K - $18.5K
|
851
$411K
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
44+ 1.44% |
$17.5K - $18.5K
|
3.09K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
44+ 0.26% |
$17.5K - $18.5K
|
16.7K
$8.08M
|