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
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-50- 4.2% |
$19.8K - $21K
|
1.14K
$519K
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-50- 1.12% |
$19.8K - $21K
|
4.43K
$2.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-50- 2.24% |
$19.8K - $21K
|
2.18K
$992K
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-50- 0.66% |
$19.8K - $21K
|
7.47K
$3.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-50- 1.73% |
$19.8K - $21K
|
2.85K
$1.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-50- 0.16% |
$19.8K - $21K
|
31.4K
$14.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-50- 5.56% |
$19.8K - $21K
|
850
$387K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-50- 1.6% |
$19.8K - $21K
|
3.08K
$1.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-51- 5.43% |
$20.2K - $21.4K
|
888
$404K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-51- 1.38% |
$20.2K - $21.4K
|
3.65K
$1.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-51- 0.12% |
$20.2K - $21.4K
|
41K
$18.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-51- 1.04% |
$20.2K - $21.4K
|
4.83K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-51- 0.56% |
$20.2K - $21.4K
|
9.02K
$4.11M
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-51- 0.59% |
$20.2K - $21.4K
|
8.61K
$3.92M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-52- 6.81% |
$20.6K - $21.9K
|
712
$324K
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-52- 3.32% |
$20.6K - $21.9K
|
1.52K
$690K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-52- 0.92% |
$20.6K - $21.9K
|
5.62K
$2.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-52- 0.42% |
$20.6K - $21.9K
|
12.4K
$5.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-53- 0.85% |
$21K - $22.3K
|
6.17K
$2.81M
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-53- 1.15% |
$21K - $22.3K
|
4.54K
$2.06M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-54- 4.37% |
$21.4K - $22.7K
|
1.18K
$538K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-54- 3.14% |
$21.4K - $22.7K
|
1.67K
$758K
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-54- 6.71% |
$21.4K - $22.7K
|
751
$342K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-55- 0.83% |
$21.8K - $23.1K
|
6.55K
$2.98M
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-55- 7.54% |
$21.8K - $23.1K
|
674
$307K
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-56- 0.54% |
$22.2K - $23.5K
|
10.2K
$4.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-56- 2.19% |
$22.2K - $23.5K
|
2.5K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-56- 0.07% |
$22.2K - $23.5K
|
82.1K
$37.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-56- 3.41% |
$22.2K - $23.5K
|
1.59K
$721K
|
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-57- 2.08% |
$22.6K - $24K
|
2.69K
$1.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-57- 0.48% |
$22.6K - $24K
|
11.9K
$5.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-57- 1.18% |
$22.6K - $24K
|
4.79K
$2.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-58- 1.61% |
$23K - $24.4K
|
3.54K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-58- 0.04% |
$23K - $24.4K
|
138K
$62.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-60- 0.24% |
$23.8K - $25.2K
|
24.7K
$11.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-60- 3.14% |
$23.8K - $25.2K
|
1.85K
$842K
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
SELL
|
- |
-60- 1.29% |
$23.8K - $25.2K
|
4.59K
$2.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-60- 1.83% |
$23.8K - $25.2K
|
3.22K
$1.47M
|
|
|
Aug 07, 2024
Q2 2024
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-60- 1.8% |
$23.8K - $25.2K
|
3.28K
$1.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-60- 0.56% |
$23.8K - $25.2K
|
10.7K
$4.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-60- 1.3% |
$23.8K - $25.2K
|
4.57K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-60- 10.6% |
$23.8K - $25.2K
|
506
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-60- 0.13% |
$23.8K - $25.2K
|
47.6K
$21.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-61- 0.29% |
$24.2K - $25.6K
|
20.8K
$9.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-61- 0.45% |
$24.2K - $25.6K
|
13.6K
$6.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-62- 2.24% |
$24.6K - $26.1K
|
2.7K
$1.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Bruni J V & CO
|
SELL
|
- |
-63- 2.45% |
$25K - $26.5K
|
2.51K
$1.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-63- 0.2% |
$25K - $26.5K
|
31.3K
$14.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-64- 3.0% |
$25.4K - $26.9K
|
2.07K
$940K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-64- 1.5% |
$25.4K - $26.9K
|
4.19K
$1.91M
|