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 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-25- 1.9% |
$9.92K - $10.5K
|
1.29K
$586K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-25- 0.64% |
$9.92K - $10.5K
|
3.88K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-25- 4.42% |
$9.92K - $10.5K
|
540
$246K
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-25- 0.83% |
$9.92K - $10.5K
|
2.98K
$1.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-26- 0.24% |
$10.3K - $10.9K
|
10.9K
$4.94M
|
|
|
Jul 18, 2024
Q2 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-26- 0.25% |
$10.3K - $10.9K
|
10.4K
$4.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-26- 2.17% |
$10.3K - $10.9K
|
1.17K
$533K
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-27- 1.29% |
$10.7K - $11.3K
|
2.07K
$942K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-27- 0.53% |
$10.7K - $11.3K
|
5.05K
$2.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-27- 1.81% |
$10.7K - $11.3K
|
1.47K
$667K
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
SELL
|
- |
-28- 3.35% |
$11.1K - $11.8K
|
807
$367K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-29- 3.79% |
$11.5K - $12.2K
|
736
$335K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-30- 1.06% |
$11.9K - $12.6K
|
2.79K
$1.27M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-30- 0.34% |
$11.9K - $12.6K
|
8.91K
$4.05M
|
|
|
Jul 15, 2024
Q2 2024
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-30- 0.21% |
$11.9K - $12.6K
|
13.9K
$6.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-30- 2.19% |
$11.9K - $12.6K
|
1.34K
$610K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-30- 0.55% |
$11.9K - $12.6K
|
5.43K
$2.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-30- 1.04% |
$11.9K - $12.6K
|
2.85K
$1.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-30- 0.27% |
$11.9K - $12.6K
|
11K
$4.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-30- 0.9% |
$11.9K - $12.6K
|
3.32K
$1.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-30- 1.29% |
$11.9K - $12.6K
|
2.3K
$1.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-30- 0.75% |
$11.9K - $12.6K
|
3.96K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-30- 1.19% |
$11.9K - $12.6K
|
2.48K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-30- 0.42% |
$11.9K - $12.6K
|
7.12K
$3.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-30- 2.54% |
$11.9K - $12.6K
|
1.15K
$524K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-30- 0.1% |
$11.9K - $12.6K
|
30.2K
$13.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-31- 3.81% |
$12.3K - $13K
|
783
$356K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32- 0.33% |
$12.7K - $13.4K
|
9.77K
$4.44M
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-32- 0.95% |
$12.7K - $13.4K
|
3.34K
$1.52M
|
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-32- 0.04% |
$12.7K - $13.4K
|
75.6K
$34.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-32- 1.37% |
$12.7K - $13.4K
|
2.3K
$1.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-32- 0.95% |
$12.7K - $13.4K
|
3.32K
$1.51M
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-33- 0.8% |
$13.1K - $13.9K
|
4.12K
$1.87M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-34- 0.72% |
$13.5K - $14.3K
|
4.71K
$2.14M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-34- 2.9% |
$13.5K - $14.3K
|
1.14K
$518K
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-34- 2.02% |
$13.5K - $14.3K
|
1.65K
$751K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-34- 0.21% |
$13.5K - $14.3K
|
16.3K
$7.43M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-35- 2.4% |
$13.9K - $14.7K
|
1.43K
$649K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-35- 0.61% |
$13.9K - $14.7K
|
5.72K
$2.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-35- 0.67% |
$13.9K - $14.7K
|
5.22K
$2.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-35- 0.37% |
$13.9K - $14.7K
|
9.4K
$4.28M
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-35- 0.31% |
$13.9K - $14.7K
|
11.2K
$5.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-35- 1.18% |
$13.9K - $14.7K
|
2.94K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-35- 3.26% |
$13.9K - $14.7K
|
1.04K
$473K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-35- 1.15% |
$13.9K - $14.7K
|
3.01K
$1.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-36- 1.42% |
$14.3K - $15.1K
|
2.49K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-36- 1.53% |
$14.3K - $15.1K
|
2.32K
$1.05M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-37- 2.15% |
$14.7K - $15.5K
|
1.69K
$767K
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-37- 0.47% |
$14.7K - $15.5K
|
7.84K
$3.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-37- 2.92% |
$14.7K - $15.5K
|
1.23K
$560K
|