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 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$2.78K - $2.94K
|
4.84K
$2.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
7+ 0.1% |
$2.78K - $2.94K
|
6.82K
$3.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
7+ 0.49% |
$2.78K - $2.94K
|
1.43K
$652K
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
7+ 0.96% |
$2.78K - $2.94K
|
735
$334K
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
7+ 1.44% |
$2.78K - $2.94K
|
493
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
7+ 0.15% |
$2.78K - $2.94K
|
4.55K
$2.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
7+ 0.31% |
$2.78K - $2.94K
|
2.26K
$1.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
6+ 0.03% |
$2.38K - $2.52K
|
20.6K
$9.37M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
6+ 0.08% |
$2.38K - $2.52K
|
7.11K
$3.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
6+ 0.43% |
$2.38K - $2.52K
|
1.4K
$638K
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
6+ 0.48% |
$2.38K - $2.52K
|
1.26K
$571K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
6+ 0.25% |
$2.38K - $2.52K
|
2.44K
$1.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 0.13% |
$2.38K - $2.52K
|
4.58K
$2.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortune 45 LLC
|
BUY
|
- |
6+ 0.22% |
$2.38K - $2.52K
|
2.72K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
6+ 0.58% |
$2.38K - $2.52K
|
1.04K
$474K
|
|
|
Aug 12, 2024
Q2 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
6+ 1.12% |
$2.38K - $2.52K
|
544
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
6New |
$2.38K - $2.52K
|
6
$2.73K
|
|
|
Aug 13, 2024
Q2 2024
|
Caxton Corp
Princeton, NJ |
BUY
|
- |
6+ 0.59% |
$2.38K - $2.52K
|
1.03K
$466K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
5+ 0.05% |
$1.98K - $2.1K
|
10.1K
$4.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5+ 0.08% |
$1.98K - $2.1K
|
6.45K
$2.93M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
5+ 0.34% |
$1.98K - $2.1K
|
1.48K
$675K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
5+ 0.26% |
$1.98K - $2.1K
|
1.9K
$864K
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
5+ 0.11% |
$1.98K - $2.1K
|
4.53K
$2.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
5+ 0.1% |
$1.98K - $2.1K
|
5.19K
$2.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5+ 0.26% |
$1.98K - $2.1K
|
1.94K
$881K
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
5+ 0.78% |
$1.98K - $2.1K
|
646
$294K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
5+ 0.24% |
$1.98K - $2.1K
|
2.05K
$931K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5+ 0.06% |
$1.98K - $2.1K
|
8.17K
$3.71M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
5+ 0.28% |
$1.98K - $2.1K
|
1.82K
$826K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
5+ 0.14% |
$1.98K - $2.1K
|
3.61K
$1.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
4+ 0.2% |
$1.59K - $1.68K
|
2.03K
$924K
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
4+ 0.44% |
$1.59K - $1.68K
|
922
$419K
|
|
|
Jul 19, 2024
Q2 2024
|
Chico Wealth Ria
|
BUY
|
- |
4+ 0.38% |
$1.59K - $1.68K
|
1.06K
$484K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4+ 0.05% |
$1.59K - $1.68K
|
8.16K
$3.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4+ 0.04% |
$1.59K - $1.68K
|
9.45K
$4.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.23% |
$1.59K - $1.68K
|
1.72K
$783K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4+ 6.56% |
$1.59K - $1.68K
|
65
$29.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4+ 0.58% |
$1.59K - $1.68K
|
699
$318K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4+ 0.02% |
$1.59K - $1.68K
|
26.4K
$12M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 0.93% |
$1.59K - $1.68K
|
435
$198K
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
4+ 0.33% |
$1.59K - $1.68K
|
1.23K
$559K
|
|
|
Aug 14, 2024
Q2 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
4+ 0.0% |
$1.59K - $1.68K
|
101K
$45.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.03% |
$1.59K - $1.68K
|
13.9K
$6.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4+ 0.08% |
$1.59K - $1.68K
|
5.11K
$2.32M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
4+ 1.03% |
$1.59K - $1.68K
|
394
$179K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
3+ 42.86% |
$1.19K - $1.26K
|
10
$4.55K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3+ 0.3% |
$1.19K - $1.26K
|
1.02K
$463K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 1.89% |
$1.19K - $1.26K
|
162
$73.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3+ 0.12% |
$1.19K - $1.26K
|
2.56K
$1.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.51% |
$1.19K - $1.26K
|
587
$267K
|