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 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
56+ 0.62% |
$22.2K - $23.5K
|
9.15K
$4.16M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
56+ 1.28% |
$22.2K - $23.5K
|
4.43K
$2.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
56+ 1.95% |
$22.2K - $23.5K
|
2.94K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
55+ 3.87% |
$21.8K - $23.1K
|
1.48K
$671K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
54+ 0.14% |
$21.4K - $22.7K
|
38.6K
$17.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
54+ 5.15% |
$21.4K - $22.7K
|
1.1K
$501K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
54+ 9.44% |
$21.4K - $22.7K
|
626
$285K
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
53+ 1.0% |
$21K - $22.3K
|
5.36K
$2.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
53+ 4.34% |
$21K - $22.3K
|
1.27K
$580K
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
52+ 8.33% |
$20.6K - $21.9K
|
676
$308K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
52+ 1.5% |
$20.6K - $21.9K
|
3.53K
$1.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
52+ 3.88% |
$20.6K - $21.9K
|
1.39K
$634K
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
52+ 0.86% |
$20.6K - $21.9K
|
6.12K
$2.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
52+ 0.21% |
$20.6K - $21.9K
|
25K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
52+ 0.3% |
$20.6K - $21.9K
|
17.3K
$7.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
51+ 0.47% |
$20.2K - $21.4K
|
10.9K
$4.96M
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
50+ 3.03% |
$19.8K - $21K
|
1.7K
$773K
|
|
|
Jul 16, 2024
Q2 2024
|
Qv Investors Inc.
|
BUY
|
- |
50+ 0.47% |
$19.8K - $21K
|
10.7K
$4.87M
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
50+ 10.46% |
$19.8K - $21K
|
528
$240K
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
50+ 1.85% |
$19.8K - $21K
|
2.75K
$1.25M
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
50+ 0.47% |
$19.8K - $21K
|
10.7K
$4.87M
|
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
50New |
$19.8K - $21K
|
50
$22.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
50+ 0.95% |
$19.8K - $21K
|
5.32K
$2.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
49+ 5.71% |
$19.4K - $20.6K
|
907
$413K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
49+ 6.53% |
$19.4K - $20.6K
|
799
$363K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
49+ 0.73% |
$19.4K - $20.6K
|
6.78K
$3.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
49+ 0.69% |
$19.4K - $20.6K
|
7.14K
$3.25M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
48+ 0.47% |
$19K - $20.2K
|
10.4K
$4.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
48+ 7.93% |
$19K - $20.2K
|
653
$297K
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
47+ 0.26% |
$18.6K - $19.8K
|
18.2K
$8.27M
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
47+ 0.49% |
$18.6K - $19.8K
|
9.73K
$4.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
46+ 0.15% |
$18.2K - $19.3K
|
31.4K
$14.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
46+ 0.48% |
$18.2K - $19.3K
|
9.7K
$4.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
46+ 8.81% |
$18.2K - $19.3K
|
568
$258K
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
45+ 1.82% |
$17.9K - $18.9K
|
2.52K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
45+ 2.57% |
$17.9K - $18.9K
|
1.8K
$817K
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
45+ 6.7% |
$17.9K - $18.9K
|
717
$326K
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
45+ 1.05% |
$17.9K - $18.9K
|
4.33K
$1.97M
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
BUY
|
- |
45+ 0.44% |
$17.9K - $18.9K
|
10.4K
$4.72M
|
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
45+ 0.1% |
$17.9K - $18.9K
|
44.6K
$20.3M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
44+ 5.45% |
$17.5K - $18.5K
|
851
$387K
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
44+ 1.44% |
$17.5K - $18.5K
|
3.09K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
44+ 0.26% |
$17.5K - $18.5K
|
16.7K
$7.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
44+ 314.29% |
$17.5K - $18.5K
|
58
$26.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
43+ 2.07% |
$17.1K - $18.1K
|
2.12K
$965K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
43+ 0.94% |
$17.1K - $18.1K
|
4.62K
$2.1M
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
42+ 0.36% |
$16.7K - $17.7K
|
11.6K
$5.29M
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
42+ 5.01% |
$16.7K - $17.7K
|
881
$401K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
42+ 3.21% |
$16.7K - $17.7K
|
1.35K
$614K
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
42+ 0.94% |
$16.7K - $17.7K
|
4.5K
$2.05M
|