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 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
23+ 0.09% |
$9.12K - $9.67K
|
26.5K
$12.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
22+ 0.78% |
$8.73K - $9.25K
|
2.83K
$1.29M
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
22+ 1.66% |
$8.73K - $9.25K
|
1.35K
$615K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
22+ 0.7% |
$8.73K - $9.25K
|
3.18K
$1.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
22+ 0.84% |
$8.73K - $9.25K
|
2.65K
$1.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
21+ 0.41% |
$8.33K - $8.83K
|
5.14K
$2.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
21+ 0.11% |
$8.33K - $8.83K
|
19.6K
$8.93M
|
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
21+ 1.91% |
$8.33K - $8.83K
|
1.12K
$509K
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
21+ 0.34% |
$8.33K - $8.83K
|
6.24K
$2.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
21+ 0.21% |
$8.33K - $8.83K
|
9.81K
$4.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
20+ 0.76% |
$7.93K - $8.4K
|
2.64K
$1.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
20+ 1.52% |
$7.93K - $8.4K
|
1.34K
$607K
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
BUY
|
- |
20+ 3.45% |
$7.93K - $8.4K
|
600
$273K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
20+ 3.82% |
$7.93K - $8.4K
|
543
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
20+ 2.86% |
$7.93K - $8.4K
|
719
$327K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
19+ 0.09% |
$7.54K - $7.98K
|
20.4K
$9.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
19+ 0.5% |
$7.54K - $7.98K
|
3.81K
$1.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
19+ 2.26% |
$7.54K - $7.98K
|
859
$391K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
18+ 0.41% |
$7.14K - $7.56K
|
4.46K
$2.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
18+ 0.27% |
$7.14K - $7.56K
|
6.8K
$3.09M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
18+ 0.11% |
$7.14K - $7.56K
|
15.8K
$7.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
18+ 0.99% |
$7.14K - $7.56K
|
1.84K
$837K
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
18+ 0.49% |
$7.14K - $7.56K
|
3.66K
$1.67M
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
17+ 8.85% |
$6.74K - $7.14K
|
209
$95.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
17+ 2.76% |
$6.74K - $7.14K
|
633
$288K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
17+ 0.22% |
$6.74K - $7.14K
|
7.73K
$3.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
17+ 0.32% |
$6.74K - $7.14K
|
5.33K
$2.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
16+ 1.21% |
$6.35K - $6.72K
|
1.34K
$611K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
16+ 0.21% |
$6.35K - $6.72K
|
7.67K
$3.49M
|
|
|
Aug 05, 2024
Q2 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
16+ 0.78% |
$6.35K - $6.72K
|
2.07K
$942K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
16+ 0.67% |
$6.35K - $6.72K
|
2.4K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
16+ 0.48% |
$6.35K - $6.72K
|
3.33K
$1.51M
|
|
|
Oct 30, 2024
Q2 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
16+ 1.14% |
$6.35K - $6.72K
|
1.42K
$644K
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
15+ 0.12% |
$5.95K - $6.3K
|
12.8K
$5.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
15+ 0.16% |
$5.95K - $6.3K
|
9.31K
$4.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
15+ 0.03% |
$5.95K - $6.3K
|
47.3K
$21.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
15+ 1.48% |
$5.95K - $6.3K
|
1.03K
$468K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
15+ 1.53% |
$5.95K - $6.3K
|
993
$452K
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
15+ 0.29% |
$5.95K - $6.3K
|
5.24K
$2.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
14+ 2.34% |
$5.55K - $5.88K
|
612
$278K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
14+ 31.82% |
$5.55K - $5.88K
|
58
$26.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
14+ 0.17% |
$5.55K - $5.88K
|
8.39K
$3.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.63% |
$5.55K - $5.88K
|
2.23K
$1.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
14+ 1.73% |
$5.55K - $5.88K
|
825
$375K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
14+ 0.65% |
$5.55K - $5.88K
|
2.16K
$982K
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
14+ 0.11% |
$5.55K - $5.88K
|
12.9K
$5.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
14+ 0.33% |
$5.55K - $5.88K
|
4.2K
$1.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
14+ 0.38% |
$5.55K - $5.88K
|
3.71K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
14+ 0.57% |
$5.55K - $5.88K
|
2.49K
$1.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
13+ 2.63% |
$5.16K - $5.46K
|
508
$231K
|