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 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
44+ 314.29% |
$17.5K - $18.5K
|
58
$27.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
43+ 2.07% |
$17.1K - $18.1K
|
2.12K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
43+ 0.94% |
$17.1K - $18.1K
|
4.62K
$2.21M
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
42+ 0.36% |
$16.7K - $17.7K
|
11.6K
$5.56M
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
42+ 5.01% |
$16.7K - $17.7K
|
881
$422K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
42+ 3.21% |
$16.7K - $17.7K
|
1.35K
$646K
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
42+ 0.94% |
$16.7K - $17.7K
|
4.5K
$2.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
42+ 0.1% |
$16.7K - $17.7K
|
43.9K
$21M
|
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
42+ 4.09% |
$16.7K - $17.7K
|
1.07K
$512K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
41+ 0.57% |
$16.3K - $17.2K
|
7.29K
$3.49M
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
41+ 0.12% |
$16.3K - $17.2K
|
33.8K
$16.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
41+ 5.25% |
$16.3K - $17.2K
|
822
$393K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
41+ 3.9% |
$16.3K - $17.2K
|
1.09K
$523K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
40+ 1.24% |
$15.9K - $16.8K
|
3.27K
$1.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
40+ 0.15% |
$15.9K - $16.8K
|
26K
$12.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
40+ 4.55% |
$15.9K - $16.8K
|
920
$440K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
40+ 0.64% |
$15.9K - $16.8K
|
6.26K
$3M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
40+ 6.57% |
$15.9K - $16.8K
|
649
$311K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
39+ 1.57% |
$15.5K - $16.4K
|
2.53K
$1.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
38+ 1.77% |
$15.1K - $16K
|
2.19K
$1.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
38+ 1.13% |
$15.1K - $16K
|
3.41K
$1.63M
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
38+ 0.72% |
$15.1K - $16K
|
5.32K
$2.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
38+ 1.33% |
$15.1K - $16K
|
2.89K
$1.38M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
37+ 1.21% |
$14.7K - $15.5K
|
3.1K
$1.48M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
37+ 0.59% |
$14.7K - $15.5K
|
6.35K
$3.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
37+ 0.94% |
$14.7K - $15.5K
|
3.96K
$1.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
37+ 1.79% |
$14.7K - $15.5K
|
2.11K
$1.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
37+ 0.45% |
$14.7K - $15.5K
|
8.31K
$3.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
37+ 0.94% |
$14.7K - $15.5K
|
3.99K
$1.91M
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
36+ 0.61% |
$14.3K - $15.1K
|
5.94K
$2.84M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
36+ 0.74% |
$14.3K - $15.1K
|
4.88K
$2.34M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
BUY
|
- |
36+ 0.68% |
$14.3K - $15.1K
|
5.32K
$2.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
36+ 5.68% |
$14.3K - $15.1K
|
670
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
36+ 0.96% |
$14.3K - $15.1K
|
3.78K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
36+ 0.96% |
$14.3K - $15.1K
|
3.78K
$1.81M
|
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
BUY
|
- |
35+ 2.94% |
$13.9K - $14.7K
|
1.23K
$587K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
35+ 0.75% |
$13.9K - $14.7K
|
4.69K
$2.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
35+ 0.07% |
$13.9K - $14.7K
|
51.7K
$24.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
35+ 0.74% |
$13.9K - $14.7K
|
4.78K
$2.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
35+ 0.63% |
$13.9K - $14.7K
|
5.57K
$2.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
35+ 0.88% |
$13.9K - $14.7K
|
4K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
35+ 2.26% |
$13.9K - $14.7K
|
1.59K
$759K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
34+ 11.85% |
$13.5K - $14.3K
|
321
$154K
|
|
|
Jul 18, 2024
Q2 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
34+ 5.96% |
$13.5K - $14.3K
|
604
$289K
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
34+ 2.93% |
$13.5K - $14.3K
|
1.19K
$571K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
34+ 2.84% |
$13.5K - $14.3K
|
1.23K
$589K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
34+ 0.27% |
$13.5K - $14.3K
|
12.5K
$5.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
34+ 6.13% |
$13.5K - $14.3K
|
589
$282K
|
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
34+ 3.61% |
$13.5K - $14.3K
|
976
$467K
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
33+ 1.0% |
$13.1K - $13.9K
|
3.32K
$1.59M
|