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 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
33+ 0.15% |
$13.1K - $13.9K
|
22.7K
$10.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
32+ 3.88% |
$12.7K - $13.4K
|
857
$390K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
32+ 1.05% |
$12.7K - $13.4K
|
3.08K
$1.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
31+ 0.87% |
$12.3K - $13K
|
3.61K
$1.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
31+ 0.46% |
$12.3K - $13K
|
6.8K
$3.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
31+ 1.89% |
$12.3K - $13K
|
1.67K
$760K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
31+ 2.16% |
$12.3K - $13K
|
1.47K
$666K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
31+ 0.42% |
$12.3K - $13K
|
7.43K
$3.38M
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
30+ 8.38% |
$11.9K - $12.6K
|
388
$177K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
30+ 0.32% |
$11.9K - $12.6K
|
9.49K
$4.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
30+ 2.74% |
$11.9K - $12.6K
|
1.13K
$512K
|
|
|
Jul 31, 2024
Q2 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
30+ 3.66% |
$11.9K - $12.6K
|
849
$386K
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
30+ 0.6% |
$11.9K - $12.6K
|
5K
$2.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
30+ 3.15% |
$11.9K - $12.6K
|
981
$446K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
30+ 0.14% |
$11.9K - $12.6K
|
22.1K
$10.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
29+ 1.12% |
$11.5K - $12.2K
|
2.62K
$1.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
29+ 4.21% |
$11.5K - $12.2K
|
718
$327K
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
29+ 1.08% |
$11.5K - $12.2K
|
2.71K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
29+ 0.34% |
$11.5K - $12.2K
|
8.48K
$3.86M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
28+ 0.2% |
$11.1K - $11.8K
|
14.2K
$6.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
28+ 0.12% |
$11.1K - $11.8K
|
24.3K
$11.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
28+ 0.21% |
$11.1K - $11.8K
|
13.6K
$6.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
28+ 4.27% |
$11.1K - $11.8K
|
684
$311K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
27+ 16.36% |
$10.7K - $11.3K
|
192
$87.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Folios Inc
|
BUY
|
- |
27+ 1.49% |
$10.7K - $11.3K
|
1.84K
$837K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
27+ 0.41% |
$10.7K - $11.3K
|
6.62K
$3.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
27+ 0.9% |
$10.7K - $11.3K
|
3.04K
$1.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
26+ 0.46% |
$10.3K - $10.9K
|
5.68K
$2.58M
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
26+ 1.91% |
$10.3K - $10.9K
|
1.39K
$631K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
25+ 0.91% |
$9.92K - $10.5K
|
2.77K
$1.26M
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
25+ 1.48% |
$9.92K - $10.5K
|
1.71K
$780K
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
25+ 3.57% |
$9.92K - $10.5K
|
725
$330K
|
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
25+ 2.99% |
$9.92K - $10.5K
|
860
$391K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
25+ 0.66% |
$9.92K - $10.5K
|
3.8K
$1.73M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
25+ 0.04% |
$9.92K - $10.5K
|
59.1K
$26.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
25+ 3.63% |
$9.92K - $10.5K
|
713
$324K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
25+ 1.93% |
$9.92K - $10.5K
|
1.32K
$601K
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
24+ 0.54% |
$9.52K - $10.1K
|
4.45K
$2.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
24+ 3.24% |
$9.52K - $10.1K
|
765
$348K
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
BUY
|
- |
24+ 2.45% |
$9.52K - $10.1K
|
1K
$457K
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
BUY
|
- |
24+ 2.4% |
$9.52K - $10.1K
|
1.03K
$467K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
24+ 1.78% |
$9.52K - $10.1K
|
1.37K
$623K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
24+ 2.15% |
$9.52K - $10.1K
|
1.14K
$518K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
24+ 14.12% |
$9.52K - $10.1K
|
194
$88.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
24+ 0.85% |
$9.52K - $10.1K
|
2.84K
$1.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
24+ 0.1% |
$9.52K - $10.1K
|
24.4K
$11.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
24+ 0.27% |
$9.52K - $10.1K
|
9.06K
$4.12M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
23+ 1.36% |
$9.12K - $9.67K
|
1.71K
$779K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
23+ 0.34% |
$9.12K - $9.67K
|
6.75K
$3.07M
|
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
23New |
$9.12K - $9.67K
|
23
$10.5K
|