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
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-35- 0.37% |
$13.9K - $14.7K
|
9.4K
$4.5M
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-35- 0.31% |
$13.9K - $14.7K
|
11.2K
$5.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-35- 1.18% |
$13.9K - $14.7K
|
2.94K
$1.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-35- 3.26% |
$13.9K - $14.7K
|
1.04K
$498K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-35- 1.15% |
$13.9K - $14.7K
|
3.01K
$1.44M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-35- 3.62% |
$13.9K - $14.7K
|
932
$446K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-36- 1.42% |
$14.3K - $15.1K
|
2.49K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-36- 1.53% |
$14.3K - $15.1K
|
2.32K
$1.11M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-37- 2.15% |
$14.7K - $15.5K
|
1.69K
$806K
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-37- 0.47% |
$14.7K - $15.5K
|
7.84K
$3.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-37- 2.92% |
$14.7K - $15.5K
|
1.23K
$589K
|
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-38- 0.52% |
$15.1K - $16K
|
7.23K
$3.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-38- 0.6% |
$15.1K - $16K
|
6.25K
$2.99M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-39- 0.41% |
$15.5K - $16.4K
|
9.59K
$4.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-39- 3.49% |
$15.5K - $16.4K
|
1.08K
$515K
|
|
|
Jul 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-40- 0.51% |
$15.9K - $16.8K
|
7.85K
$3.75M
|
|
|
Jul 15, 2024
Q2 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-40- 2.05% |
$15.9K - $16.8K
|
1.91K
$915K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-40- 1.4% |
$15.9K - $16.8K
|
2.81K
$1.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-40- 0.49% |
$15.9K - $16.8K
|
8.19K
$3.92M
|
|
|
Jul 29, 2024
Q2 2024
|
Coerente Capital Management
|
SELL
|
- |
-40- 2.58% |
$15.9K - $16.8K
|
1.51K
$724K
|
|
|
Aug 06, 2024
Q2 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-40- 0.52% |
$15.9K - $16.8K
|
7.67K
$3.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-40- 0.9% |
$15.9K - $16.8K
|
4.38K
$2.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-40- 1.26% |
$15.9K - $16.8K
|
3.14K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-40- 0.73% |
$15.9K - $16.8K
|
5.42K
$2.59M
|
|
|
Jul 16, 2024
Q2 2024
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-41- 0.11% |
$16.3K - $17.2K
|
38.1K
$18.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-41- 0.39% |
$16.3K - $17.2K
|
10.5K
$5.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-41- 1.09% |
$16.3K - $17.2K
|
3.73K
$1.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-41- 4.16% |
$16.3K - $17.2K
|
944
$452K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
SELL
|
- |
-41- 1.42% |
$16.3K - $17.2K
|
2.85K
$1.37M
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-42- 6.94% |
$16.7K - $17.7K
|
563
$269K
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-42- 4.06% |
$16.7K - $17.7K
|
993
$475K
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-42- 1.21% |
$16.7K - $17.7K
|
3.42K
$1.64M
|
|
|
Jul 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-42- 0.34% |
$16.7K - $17.7K
|
12.3K
$5.89M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-42- 5.56% |
$16.7K - $17.7K
|
714
$342K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
SELL
|
- |
-42- 0.3% |
$16.7K - $17.7K
|
13.9K
$6.66M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-42- 0.44% |
$16.7K - $17.7K
|
9.42K
$4.51M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-43- 0.06% |
$17.1K - $18.1K
|
67.6K
$32.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-43- 0.78% |
$17.1K - $18.1K
|
5.44K
$2.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-44- 0.55% |
$17.5K - $18.5K
|
8.02K
$3.84M
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-45- 0.63% |
$17.9K - $18.9K
|
7.09K
$3.39M
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-46- 2.87% |
$18.2K - $19.3K
|
1.56K
$745K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-46- 2.77% |
$18.2K - $19.3K
|
1.62K
$773K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-46- 4.82% |
$18.2K - $19.3K
|
909
$435K
|
|
|
Jul 24, 2024
Q2 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-46- 0.58% |
$18.2K - $19.3K
|
7.95K
$3.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-46- 0.17% |
$18.2K - $19.3K
|
27.4K
$13.1M
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-46- 0.88% |
$18.2K - $19.3K
|
5.2K
$2.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-46- 1.43% |
$18.2K - $19.3K
|
3.18K
$1.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-46- 0.42% |
$18.2K - $19.3K
|
10.9K
$5.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-46- 0.73% |
$18.2K - $19.3K
|
6.24K
$2.99M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-47- 0.39% |
$18.6K - $19.8K
|
11.9K
$5.71M
|