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
|
Tag Stone Capital, Inc.
|
BUY
|
- |
30+ 0.14% |
$11.9K - $12.6K
|
22.1K
$10.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
29+ 1.12% |
$11.5K - $12.2K
|
2.62K
$1.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
29+ 4.21% |
$11.5K - $12.2K
|
718
$351K
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
29+ 1.08% |
$11.5K - $12.2K
|
2.71K
$1.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
29+ 0.34% |
$11.5K - $12.2K
|
8.48K
$4.15M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
28+ 0.2% |
$11.1K - $11.8K
|
14.2K
$6.93M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
28+ 0.12% |
$11.1K - $11.8K
|
24.3K
$11.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
28+ 0.21% |
$11.1K - $11.8K
|
13.6K
$6.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
28+ 4.27% |
$11.1K - $11.8K
|
684
$335K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
27+ 16.36% |
$10.7K - $11.3K
|
192
$93.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Folios Inc
|
BUY
|
- |
27+ 1.49% |
$10.7K - $11.3K
|
1.84K
$900K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
27+ 0.41% |
$10.7K - $11.3K
|
6.62K
$3.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
27+ 0.9% |
$10.7K - $11.3K
|
3.04K
$1.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
26+ 0.46% |
$10.3K - $10.9K
|
5.68K
$2.78M
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
26+ 1.91% |
$10.3K - $10.9K
|
1.39K
$679K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
25+ 0.91% |
$9.92K - $10.5K
|
2.77K
$1.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
25+ 1.48% |
$9.92K - $10.5K
|
1.71K
$839K
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
25+ 3.57% |
$9.92K - $10.5K
|
725
$355K
|
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
25+ 2.99% |
$9.92K - $10.5K
|
860
$421K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
25+ 0.66% |
$9.92K - $10.5K
|
3.8K
$1.86M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
25+ 0.04% |
$9.92K - $10.5K
|
59.1K
$28.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
25+ 3.63% |
$9.92K - $10.5K
|
713
$349K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
25+ 1.93% |
$9.92K - $10.5K
|
1.32K
$646K
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
24+ 0.54% |
$9.52K - $10.1K
|
4.45K
$2.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
24+ 3.24% |
$9.52K - $10.1K
|
765
$374K
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
BUY
|
- |
24+ 2.45% |
$9.52K - $10.1K
|
1K
$491K
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
BUY
|
- |
24+ 2.4% |
$9.52K - $10.1K
|
1.03K
$502K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
24+ 1.78% |
$9.52K - $10.1K
|
1.37K
$670K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
24+ 2.15% |
$9.52K - $10.1K
|
1.14K
$557K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
24+ 14.12% |
$9.52K - $10.1K
|
194
$94.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
24+ 0.85% |
$9.52K - $10.1K
|
2.84K
$1.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
24+ 0.1% |
$9.52K - $10.1K
|
24.4K
$11.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
24+ 0.27% |
$9.52K - $10.1K
|
9.06K
$4.44M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
23+ 1.36% |
$9.12K - $9.67K
|
1.71K
$838K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
23+ 0.34% |
$9.12K - $9.67K
|
6.75K
$3.3M
|
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
23New |
$9.12K - $9.67K
|
23
$11.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
23+ 0.09% |
$9.12K - $9.67K
|
26.5K
$13M
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
22+ 0.78% |
$8.73K - $9.25K
|
2.83K
$1.38M
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
22+ 1.66% |
$8.73K - $9.25K
|
1.35K
$661K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
22+ 0.7% |
$8.73K - $9.25K
|
3.18K
$1.56M
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
22+ 0.84% |
$8.73K - $9.25K
|
2.65K
$1.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
21+ 0.41% |
$8.33K - $8.83K
|
5.14K
$2.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
21+ 0.11% |
$8.33K - $8.83K
|
19.6K
$9.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
21+ 1.91% |
$8.33K - $8.83K
|
1.12K
$548K
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
21+ 0.34% |
$8.33K - $8.83K
|
6.24K
$3.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
21+ 0.21% |
$8.33K - $8.83K
|
9.81K
$4.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
20+ 0.76% |
$7.93K - $8.4K
|
2.64K
$1.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
20+ 1.52% |
$7.93K - $8.4K
|
1.34K
$653K
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
BUY
|
- |
20+ 3.45% |
$7.93K - $8.4K
|
600
$294K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
20+ 3.82% |
$7.93K - $8.4K
|
543
$266K
|