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 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-18- 3.35% |
$7.14K - $7.56K
|
520
$237K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-19- 0.06% |
$7.54K - $7.98K
|
31K
$14.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-19- 0.6% |
$7.54K - $7.98K
|
3.14K
$1.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-19- 0.16% |
$7.54K - $7.98K
|
11.8K
$5.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19- 0.42% |
$7.54K - $7.98K
|
4.47K
$2.03M
|
|
|
Jul 09, 2024
Q2 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-20- 0.37% |
$7.93K - $8.4K
|
5.43K
$2.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-20- 3.7% |
$7.93K - $8.4K
|
520
$237K
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-20- 2.31% |
$7.93K - $8.4K
|
845
$384K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-20- 3.07% |
$7.93K - $8.4K
|
631
$287K
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-20- 1.4% |
$7.93K - $8.4K
|
1.41K
$642K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-20- 1.76% |
$7.93K - $8.4K
|
1.11K
$507K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-20- 0.29% |
$7.93K - $8.4K
|
6.96K
$3.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-20- 0.24% |
$7.93K - $8.4K
|
8.23K
$3.75M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-20- 0.14% |
$7.93K - $8.4K
|
14.1K
$6.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-20- 0.31% |
$7.93K - $8.4K
|
6.39K
$2.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-20- 0.09% |
$7.93K - $8.4K
|
22.3K
$10.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-20- 1.67% |
$7.93K - $8.4K
|
1.18K
$537K
|
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-20- 0.66% |
$7.93K - $8.4K
|
3K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-20- 0.02% |
$7.93K - $8.4K
|
98.9K
$45M
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
SELL
|
- |
-20- 2.79% |
$7.93K - $8.4K
|
698
$318K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-21- 1.62% |
$8.33K - $8.83K
|
1.28K
$582K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-21- 0.24% |
$8.33K - $8.83K
|
8.7K
$3.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-21- 2.27% |
$8.33K - $8.83K
|
906
$412K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-22- 7.19% |
$8.73K - $9.25K
|
284
$129K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-22- 0.24% |
$8.73K - $9.25K
|
9.05K
$4.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-22- 1.06% |
$8.73K - $9.25K
|
2.05K
$932K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-22- 0.35% |
$8.73K - $9.25K
|
6.2K
$2.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-23- 17.29% |
$9.12K - $9.67K
|
110
$50K
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-23- 1.31% |
$9.12K - $9.67K
|
1.73K
$787K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-23Closed |
$9.12K - $9.67K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-23- 0.16% |
$9.12K - $9.67K
|
14.6K
$6.63M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-24- 1.21% |
$9.52K - $10.1K
|
1.97K
$894K
|
|
|
Jul 17, 2024
Q2 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-24- 0.02% |
$9.52K - $10.1K
|
143K
$65.3M
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-24- 0.33% |
$9.52K - $10.1K
|
7.3K
$3.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Investment Management Associates Inc
|
SELL
|
- |
-24- 0.22% |
$9.52K - $10.1K
|
10.9K
$4.95M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-24- 0.45% |
$9.52K - $10.1K
|
5.28K
$2.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-24- 1.98% |
$9.52K - $10.1K
|
1.19K
$540K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-25- 4.89% |
$9.92K - $10.5K
|
486
$221K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-25- 1.49% |
$9.92K - $10.5K
|
1.65K
$751K
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-25- 2.32% |
$9.92K - $10.5K
|
1.05K
$479K
|
|
|
Jul 15, 2024
Q2 2024
|
Trevian Wealth Management LLC
|
SELL
|
- |
-25- 1.92% |
$9.92K - $10.5K
|
1.28K
$582K
|
|
|
Jul 22, 2024
Q2 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-25- 0.3% |
$9.92K - $10.5K
|
8.19K
$3.73M
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-25- 1.2% |
$9.92K - $10.5K
|
2.05K
$934K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-25- 2.1% |
$9.92K - $10.5K
|
1.17K
$530K
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-25- 1.65% |
$9.92K - $10.5K
|
1.49K
$678K
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-25- 0.7% |
$9.92K - $10.5K
|
3.57K
$1.62M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-25- 2.85% |
$9.92K - $10.5K
|
851
$387K
|
|
|
Aug 07, 2024
Q2 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-25- 0.23% |
$9.92K - $10.5K
|
10.6K
$4.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-25- 0.62% |
$9.92K - $10.5K
|
3.99K
$1.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-25- 0.27% |
$9.92K - $10.5K
|
9.11K
$4.15M
|