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
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-4- 0.19% |
$1.59K - $1.68K
|
2.09K
$950K
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-4- 0.27% |
$1.59K - $1.68K
|
1.48K
$671K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-4- 0.04% |
$1.59K - $1.68K
|
9.73K
$4.43M
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-5- 0.43% |
$1.98K - $2.1K
|
1.15K
$524K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-5- 0.11% |
$1.98K - $2.1K
|
4.62K
$2.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-5- 0.43% |
$1.98K - $2.1K
|
1.15K
$523K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-5- 0.07% |
$1.98K - $2.1K
|
6.88K
$3.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-5- 0.21% |
$1.98K - $2.1K
|
2.39K
$1.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-5- 0.08% |
$1.98K - $2.1K
|
6.08K
$2.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-5- 0.04% |
$1.98K - $2.1K
|
12.8K
$5.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-5- 0.03% |
$1.98K - $2.1K
|
14.6K
$6.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-5- 0.17% |
$1.98K - $2.1K
|
3.01K
$1.37M
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-6- 1.01% |
$2.38K - $2.52K
|
586
$267K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-6- 0.17% |
$2.38K - $2.52K
|
3.52K
$1.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-6- 2.45% |
$2.38K - $2.52K
|
239
$109K
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-6- 0.89% |
$2.38K - $2.52K
|
667
$303K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-6- 0.18% |
$2.38K - $2.52K
|
3.28K
$1.49M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-6- 0.77% |
$2.38K - $2.52K
|
774
$352K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-6- 1.62% |
$2.38K - $2.52K
|
365
$166K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-7- 0.93% |
$2.78K - $2.94K
|
746
$339K
|
|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-7- 0.32% |
$2.78K - $2.94K
|
2.18K
$990K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-7- 1.12% |
$2.78K - $2.94K
|
617
$281K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-7- 3.29% |
$2.78K - $2.94K
|
206
$93.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-8- 0.78% |
$3.17K - $3.36K
|
1.01K
$461K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-8- 0.19% |
$3.17K - $3.36K
|
4.11K
$1.87M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-8- 0.07% |
$3.17K - $3.36K
|
12.1K
$5.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-8- 0.26% |
$3.17K - $3.36K
|
3.05K
$1.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Ht Partners LLC
|
SELL
|
- |
-9- 0.3% |
$3.57K - $3.78K
|
3.03K
$1.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-9- 1.73% |
$3.57K - $3.78K
|
512
$233K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-9- 0.03% |
$3.57K - $3.78K
|
26.5K
$12.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-9- 0.82% |
$3.57K - $3.78K
|
1.08K
$492K
|
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-9- 0.8% |
$3.57K - $3.78K
|
1.12K
$507K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-10- 1.9% |
$3.97K - $4.2K
|
515
$234K
|
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-10- 0.12% |
$3.97K - $4.2K
|
8.12K
$3.69M
|
|
|
Jul 15, 2024
Q2 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-10- 0.01% |
$3.97K - $4.2K
|
108K
$49M
|
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-10- 0.75% |
$3.97K - $4.2K
|
1.32K
$601K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.5% |
$3.97K - $4.2K
|
2K
$909K
|
|
|
Jul 18, 2024
Q2 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-10- 0.05% |
$3.97K - $4.2K
|
18.2K
$8.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-10- 0.34% |
$3.97K - $4.2K
|
2.95K
$1.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-10- 0.33% |
$3.97K - $4.2K
|
3.02K
$1.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-10- 0.49% |
$3.97K - $4.2K
|
2.03K
$925K
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-10- 0.39% |
$3.97K - $4.2K
|
2.58K
$1.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-10- 1.11% |
$3.97K - $4.2K
|
888
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-10- 0.45% |
$3.97K - $4.2K
|
2.21K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-10- 16.67% |
$3.97K - $4.2K
|
50
$22.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-10- 0.34% |
$3.97K - $4.2K
|
2.94K
$1.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
SELL
|
- |
-11- 1.11% |
$4.36K - $4.62K
|
977
$444K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-11- 1.8% |
$4.36K - $4.62K
|
601
$273K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-12- 0.09% |
$4.76K - $5.04K
|
13.1K
$5.94M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-12- 0.36% |
$4.76K - $5.04K
|
3.33K
$1.51M
|