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 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
14+ 1.73% |
$5.55K - $5.88K
|
825
$395K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
14+ 0.65% |
$5.55K - $5.88K
|
2.16K
$1.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
14+ 0.11% |
$5.55K - $5.88K
|
12.9K
$6.19M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
14+ 0.33% |
$5.55K - $5.88K
|
4.2K
$2.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
14+ 0.38% |
$5.55K - $5.88K
|
3.71K
$1.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
14+ 0.57% |
$5.55K - $5.88K
|
2.49K
$1.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
13+ 2.63% |
$5.16K - $5.46K
|
508
$243K
|
|
|
Aug 02, 2024
Q2 2024
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
13+ 0.09% |
$5.16K - $5.46K
|
14.2K
$6.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
13+ 0.87% |
$5.16K - $5.46K
|
1.5K
$718K
|
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
13+ 0.38% |
$5.16K - $5.46K
|
3.41K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
13+ 0.22% |
$5.16K - $5.46K
|
5.8K
$2.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
12+ 2.35% |
$4.76K - $5.04K
|
523
$250K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
12+ 0.52% |
$4.76K - $5.04K
|
2.33K
$1.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
12+ 1.19% |
$4.76K - $5.04K
|
1.02K
$490K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12+ 2.18% |
$4.76K - $5.04K
|
562
$269K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
12+ 0.6% |
$4.76K - $5.04K
|
2.02K
$965K
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
12+ 2.35% |
$4.76K - $5.04K
|
523
$250K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
11+ 0.1% |
$4.36K - $4.62K
|
11.6K
$5.54M
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
11+ 0.37% |
$4.36K - $4.62K
|
2.95K
$1.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
11+ 1.02% |
$4.36K - $4.62K
|
1.09K
$519K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
11+ 0.47% |
$4.36K - $4.62K
|
2.35K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
11+ 2.24% |
$4.36K - $4.62K
|
502
$240K
|
|
|
Jul 12, 2024
Q2 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
10+ 1.42% |
$3.97K - $4.2K
|
713
$341K
|
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
10+ 0.1% |
$3.97K - $4.2K
|
9.86K
$4.72M
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
10+ 0.11% |
$3.97K - $4.2K
|
9.11K
$4.36M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
10+ 0.21% |
$3.97K - $4.2K
|
4.74K
$2.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
10+ 0.97% |
$3.97K - $4.2K
|
1.04K
$498K
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
BUY
|
- |
10+ 0.75% |
$3.97K - $4.2K
|
1.34K
$640K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10+ 0.07% |
$3.97K - $4.2K
|
13.5K
$6.48M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10+ 0.75% |
$3.97K - $4.2K
|
1.34K
$642K
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
10+ 0.3% |
$3.97K - $4.2K
|
3.39K
$1.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10+ 0.13% |
$3.97K - $4.2K
|
7.56K
$3.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
10+ 0.86% |
$3.97K - $4.2K
|
1.17K
$559K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
10+ 1.15% |
$3.97K - $4.2K
|
878
$420K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
10+ 0.15% |
$3.97K - $4.2K
|
6.84K
$3.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10+ 1.06% |
$3.97K - $4.2K
|
955
$457K
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
10+ 0.06% |
$3.97K - $4.2K
|
17.4K
$8.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
10+ 8.85% |
$3.97K - $4.2K
|
123
$58.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
10+ 0.01% |
$3.97K - $4.2K
|
92.5K
$44.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
10+ 0.37% |
$3.97K - $4.2K
|
2.7K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10+ 1.01% |
$3.97K - $4.2K
|
996
$477K
|
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
9+ 0.59% |
$3.57K - $3.78K
|
1.54K
$735K
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
9+ 1.92% |
$3.57K - $3.78K
|
478
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.3% |
$3.57K - $3.78K
|
3.02K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
9+ 0.13% |
$3.57K - $3.78K
|
6.91K
$3.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
8+ 0.07% |
$3.17K - $3.36K
|
12.2K
$5.84M
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
8+ 0.37% |
$3.17K - $3.36K
|
2.16K
$1.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
8+ 0.22% |
$3.17K - $3.36K
|
3.63K
$1.74M
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
8+ 0.12% |
$3.17K - $3.36K
|
6.92K
$3.31M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7+ 0.33% |
$2.78K - $2.94K
|
2.14K
$1.03M
|