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 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-10- 1.11% |
$3.97K - $4.2K
|
888
$425K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-10- 0.45% |
$3.97K - $4.2K
|
2.21K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-10- 16.67% |
$3.97K - $4.2K
|
50
$23.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-10- 0.34% |
$3.97K - $4.2K
|
2.94K
$1.41M
|
|
|
Nov 21, 2024
Q2 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-10- 1.05% |
$3.97K - $4.2K
|
939
$449K
|
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
SELL
|
- |
-11- 1.11% |
$4.36K - $4.62K
|
977
$468K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-11- 1.8% |
$4.36K - $4.62K
|
601
$288K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-12- 0.09% |
$4.76K - $5.04K
|
13.1K
$6.25M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-12- 0.36% |
$4.76K - $5.04K
|
3.33K
$1.59M
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-12- 3.96% |
$4.76K - $5.04K
|
291
$139K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-12- 0.52% |
$4.76K - $5.04K
|
2.28K
$1.09M
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-12- 0.35% |
$4.76K - $5.04K
|
3.46K
$1.66M
|
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-12- 0.11% |
$4.76K - $5.04K
|
10.8K
$5.19M
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-12- 0.79% |
$4.76K - $5.04K
|
1.51K
$722K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-12- 0.37% |
$4.76K - $5.04K
|
3.26K
$1.56M
|
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-12- 1.03% |
$4.76K - $5.04K
|
1.15K
$550K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-12- 0.12% |
$4.76K - $5.04K
|
10.1K
$4.83M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-12- 0.61% |
$4.76K - $5.04K
|
1.96K
$940K
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-12- 0.2% |
$4.76K - $5.04K
|
6.03K
$2.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-12- 0.23% |
$4.76K - $5.04K
|
5.31K
$2.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-12- 0.57% |
$4.76K - $5.04K
|
2.08K
$995K
|
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-12- 1.02% |
$4.76K - $5.04K
|
1.17K
$558K
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-13- 0.45% |
$5.16K - $5.46K
|
2.85K
$1.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-13- 0.14% |
$5.16K - $5.46K
|
8.99K
$4.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Tenret CO LLC
|
SELL
|
- |
-13- 2.12% |
$5.16K - $5.46K
|
599
$287K
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
SELL
|
- |
-13- 2.07% |
$5.16K - $5.46K
|
615
$294K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-13- 1.88% |
$5.16K - $5.46K
|
680
$325K
|
|
|
Aug 07, 2024
Q2 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-13- 0.19% |
$5.16K - $5.46K
|
6.67K
$3.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-13- 0.08% |
$5.16K - $5.46K
|
16.4K
$7.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-13- 1.06% |
$5.16K - $5.46K
|
1.21K
$580K
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-14- 0.55% |
$5.55K - $5.88K
|
2.52K
$1.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-14- 0.29% |
$5.55K - $5.88K
|
4.77K
$2.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-14- 1.06% |
$5.55K - $5.88K
|
1.31K
$628K
|
|
|
Aug 07, 2024
Q2 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-15- 2.91% |
$5.95K - $6.3K
|
500
$239K
|
|
|
Jul 10, 2024
Q2 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-15- 0.14% |
$5.95K - $6.3K
|
10.6K
$5.09M
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-15- 0.8% |
$5.95K - $6.3K
|
1.86K
$892K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-15- 0.63% |
$5.95K - $6.3K
|
2.36K
$1.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-15- 0.63% |
$5.95K - $6.3K
|
2.38K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-15- 1.02% |
$5.95K - $6.3K
|
1.45K
$695K
|
|
|
Aug 05, 2024
Q2 2024
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-15- 0.19% |
$5.95K - $6.3K
|
7.99K
$3.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-15- 0.99% |
$5.95K - $6.3K
|
1.5K
$718K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-15- 0.22% |
$5.95K - $6.3K
|
6.91K
$3.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-15- 0.98% |
$5.95K - $6.3K
|
1.51K
$723K
|
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-15- 0.39% |
$5.95K - $6.3K
|
3.81K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-15- 0.06% |
$5.95K - $6.3K
|
24.9K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-15- 1.68% |
$5.95K - $6.3K
|
880
$421K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-15- 0.87% |
$5.95K - $6.3K
|
1.71K
$819K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-16- 0.02% |
$6.35K - $6.72K
|
66.1K
$31.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-16- 3.13% |
$6.35K - $6.72K
|
496
$237K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-16- 37.21% |
$6.35K - $6.72K
|
27
$12.9K
|