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 31, 2024
Q2 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-47- 0.14% |
$18.6K - $19.8K
|
33.5K
$16M
|
|
|
Aug 14, 2024
Q2 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-47- 0.15% |
$18.6K - $19.8K
|
32.2K
$15.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-48- 17.84% |
$19K - $20.2K
|
221
$106K
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-48- 1.4% |
$19K - $20.2K
|
3.38K
$1.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-48- 3.27% |
$19K - $20.2K
|
1.42K
$681K
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-48- 4.31% |
$19K - $20.2K
|
1.07K
$510K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-48- 0.78% |
$19K - $20.2K
|
6.1K
$2.92M
|
|
|
Jul 08, 2024
Q2 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-50- 1.92% |
$19.8K - $21K
|
2.56K
$1.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-50- 2.82% |
$19.8K - $21K
|
1.73K
$826K
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-50- 1.55% |
$19.8K - $21K
|
3.18K
$1.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-50- 1.05% |
$19.8K - $21K
|
4.73K
$2.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-50- 4.2% |
$19.8K - $21K
|
1.14K
$546K
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-50- 1.12% |
$19.8K - $21K
|
4.43K
$2.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-50- 2.24% |
$19.8K - $21K
|
2.18K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-50- 0.66% |
$19.8K - $21K
|
7.47K
$3.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-50- 1.73% |
$19.8K - $21K
|
2.85K
$1.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-50- 0.16% |
$19.8K - $21K
|
31.4K
$15M
|
|
|
Aug 08, 2024
Q2 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-50- 5.56% |
$19.8K - $21K
|
850
$407K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-50- 1.6% |
$19.8K - $21K
|
3.08K
$1.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-51- 5.43% |
$20.2K - $21.4K
|
888
$425K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-51- 1.38% |
$20.2K - $21.4K
|
3.65K
$1.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-51- 0.12% |
$20.2K - $21.4K
|
41K
$19.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-51- 1.04% |
$20.2K - $21.4K
|
4.83K
$2.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-51- 0.56% |
$20.2K - $21.4K
|
9.02K
$4.32M
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-51- 0.59% |
$20.2K - $21.4K
|
8.61K
$4.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-52- 6.81% |
$20.6K - $21.9K
|
712
$341K
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-52- 3.32% |
$20.6K - $21.9K
|
1.52K
$725K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-52- 0.92% |
$20.6K - $21.9K
|
5.62K
$2.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-52- 0.42% |
$20.6K - $21.9K
|
12.4K
$5.92M
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-53- 0.85% |
$21K - $22.3K
|
6.17K
$2.95M
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-53- 1.15% |
$21K - $22.3K
|
4.54K
$2.17M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-54- 4.37% |
$21.4K - $22.7K
|
1.18K
$566K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-54- 3.14% |
$21.4K - $22.7K
|
1.67K
$798K
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-54- 6.71% |
$21.4K - $22.7K
|
751
$359K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-55- 0.83% |
$21.8K - $23.1K
|
6.55K
$3.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-55- 7.54% |
$21.8K - $23.1K
|
674
$323K
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-56- 0.54% |
$22.2K - $23.5K
|
10.2K
$4.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-56- 2.19% |
$22.2K - $23.5K
|
2.5K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-56- 0.07% |
$22.2K - $23.5K
|
82.1K
$39.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-56- 3.41% |
$22.2K - $23.5K
|
1.59K
$759K
|
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-57- 2.08% |
$22.6K - $24K
|
2.69K
$1.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-57- 0.48% |
$22.6K - $24K
|
11.9K
$5.67M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-57- 1.18% |
$22.6K - $24K
|
4.79K
$2.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-58- 1.61% |
$23K - $24.4K
|
3.54K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-58- 0.04% |
$23K - $24.4K
|
138K
$65.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-60- 0.24% |
$23.8K - $25.2K
|
24.7K
$11.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-60- 3.14% |
$23.8K - $25.2K
|
1.85K
$885K
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
SELL
|
- |
-60- 1.29% |
$23.8K - $25.2K
|
4.59K
$2.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-60- 1.83% |
$23.8K - $25.2K
|
3.22K
$1.54M
|
|
|
Aug 07, 2024
Q2 2024
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-60- 1.8% |
$23.8K - $25.2K
|
3.28K
$1.57M
|