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 15, 2024
Q2 2024
|
Trevian Wealth Management LLC
|
SELL
|
- |
-25- 1.92% |
$9.92K - $10.5K
|
1.28K
$612K
|
|
|
Jul 22, 2024
Q2 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-25- 0.3% |
$9.92K - $10.5K
|
8.19K
$3.92M
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-25- 1.2% |
$9.92K - $10.5K
|
2.05K
$982K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-25- 2.1% |
$9.92K - $10.5K
|
1.17K
$558K
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-25- 1.65% |
$9.92K - $10.5K
|
1.49K
$713K
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-25- 0.7% |
$9.92K - $10.5K
|
3.57K
$1.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-25- 2.85% |
$9.92K - $10.5K
|
851
$407K
|
|
|
Aug 07, 2024
Q2 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-25- 0.23% |
$9.92K - $10.5K
|
10.6K
$5.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-25- 0.62% |
$9.92K - $10.5K
|
3.99K
$1.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-25- 0.27% |
$9.92K - $10.5K
|
9.11K
$4.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-25- 1.9% |
$9.92K - $10.5K
|
1.29K
$616K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-25- 0.64% |
$9.92K - $10.5K
|
3.88K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-25- 4.42% |
$9.92K - $10.5K
|
540
$258K
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-25- 0.83% |
$9.92K - $10.5K
|
2.98K
$1.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-26- 0.24% |
$10.3K - $10.9K
|
10.9K
$5.19M
|
|
|
Jul 18, 2024
Q2 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-26- 0.25% |
$10.3K - $10.9K
|
10.4K
$4.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-26- 2.17% |
$10.3K - $10.9K
|
1.17K
$561K
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-27- 1.29% |
$10.7K - $11.3K
|
2.07K
$991K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-27- 0.53% |
$10.7K - $11.3K
|
5.05K
$2.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-27- 1.81% |
$10.7K - $11.3K
|
1.47K
$702K
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
SELL
|
- |
-28- 3.35% |
$11.1K - $11.8K
|
807
$386K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-29- 3.79% |
$11.5K - $12.2K
|
736
$352K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-30- 1.06% |
$11.9K - $12.6K
|
2.79K
$1.34M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-30- 0.34% |
$11.9K - $12.6K
|
8.91K
$4.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-30- 0.21% |
$11.9K - $12.6K
|
13.9K
$6.67M
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-30- 2.19% |
$11.9K - $12.6K
|
1.34K
$642K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-30- 0.55% |
$11.9K - $12.6K
|
5.43K
$2.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-30- 1.04% |
$11.9K - $12.6K
|
2.85K
$1.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-30- 0.27% |
$11.9K - $12.6K
|
11K
$5.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-30- 0.9% |
$11.9K - $12.6K
|
3.32K
$1.59M
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-30- 1.29% |
$11.9K - $12.6K
|
2.3K
$1.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-30- 0.75% |
$11.9K - $12.6K
|
3.96K
$1.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-30- 1.19% |
$11.9K - $12.6K
|
2.48K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-30- 0.42% |
$11.9K - $12.6K
|
7.12K
$3.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-30- 2.54% |
$11.9K - $12.6K
|
1.15K
$551K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-30- 0.1% |
$11.9K - $12.6K
|
30.2K
$14.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-31- 3.81% |
$12.3K - $13K
|
783
$375K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32- 0.33% |
$12.7K - $13.4K
|
9.77K
$4.68M
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-32- 0.95% |
$12.7K - $13.4K
|
3.34K
$1.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-32- 0.04% |
$12.7K - $13.4K
|
75.6K
$36.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-32- 1.37% |
$12.7K - $13.4K
|
2.3K
$1.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-32- 0.95% |
$12.7K - $13.4K
|
3.32K
$1.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-33- 0.8% |
$13.1K - $13.9K
|
4.12K
$1.97M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-34- 0.72% |
$13.5K - $14.3K
|
4.71K
$2.25M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-34- 2.9% |
$13.5K - $14.3K
|
1.14K
$545K
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-34- 2.02% |
$13.5K - $14.3K
|
1.65K
$791K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-34- 0.21% |
$13.5K - $14.3K
|
16.3K
$7.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-35- 2.4% |
$13.9K - $14.7K
|
1.43K
$682K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-35- 0.61% |
$13.9K - $14.7K
|
5.72K
$2.74M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-35- 0.67% |
$13.9K - $14.7K
|
5.22K
$2.5M
|