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 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-76- 1.74% |
$30.2K - $31.9K
|
4.28K
$2.07M
|
|
Jul 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-76- 0.68% |
$30.2K - $31.9K
|
11.1K
$5.36M
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-76- 2.55% |
$30.2K - $31.9K
|
2.9K
$1.4M
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-76- 2.29% |
$30.2K - $31.9K
|
3.25K
$1.57M
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-77- 2.18% |
$30.5K - $32.4K
|
3.46K
$1.67M
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-77- 3.18% |
$30.5K - $32.4K
|
2.34K
$1.13M
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-79- 1.14% |
$31.3K - $33.2K
|
6.84K
$3.3M
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-80- 1.7% |
$31.7K - $33.6K
|
4.62K
$2.23M
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-80- 1.5% |
$31.7K - $33.6K
|
5.27K
$2.55M
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-80- 3.15% |
$31.7K - $33.6K
|
2.46K
$1.19M
|
|
Jul 25, 2024
Q2 2024
|
Brown Financial Advisory
|
SELL
|
- |
-80- 2.0% |
$31.7K - $33.6K
|
3.93K
$1.9M
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-80- 5.24% |
$31.7K - $33.6K
|
1.45K
$699K
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-80- 4.48% |
$31.7K - $33.6K
|
1.71K
$824K
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-80- 5.9% |
$31.7K - $33.6K
|
1.28K
$616K
|
|
Aug 07, 2024
Q2 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-80- 2.77% |
$31.7K - $33.6K
|
2.81K
$1.36M
|
|
Aug 09, 2024
Q2 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-80- 4.22% |
$31.7K - $33.6K
|
1.81K
$876K
|
|
Jul 24, 2024
Q2 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-81- 0.78% |
$32.1K - $34K
|
10.4K
$5.01M
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-81- 0.77% |
$32.1K - $34K
|
10.5K
$5.05M
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-82- 8.12% |
$32.5K - $34.5K
|
928
$448K
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-82- 5.47% |
$32.5K - $34.5K
|
1.42K
$684K
|
|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-82- 7.3% |
$32.5K - $34.5K
|
1.04K
$503K
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-83- 0.67% |
$32.9K - $34.9K
|
12.4K
$5.98M
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-84- 3.43% |
$33.3K - $35.3K
|
2.37K
$1.14M
|
|
Jul 16, 2024
Q2 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-84- 2.92% |
$33.3K - $35.3K
|
2.79K
$1.35M
|
|
Aug 14, 2024
Q2 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-85- 0.32% |
$33.7K - $35.7K
|
26.4K
$12.7M
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-85- 0.94% |
$33.7K - $35.7K
|
8.92K
$4.31M
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-86- 3.71% |
$34.1K - $36.1K
|
2.24K
$1.08M
|
|
Aug 01, 2024
Q2 2024
|
Arnhold LLC
|
SELL
|
- |
-86- 0.23% |
$34.1K - $36.1K
|
37.3K
$18M
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-86- 3.75% |
$34.1K - $36.1K
|
2.21K
$1.07M
|
|
Aug 14, 2024
Q2 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-86- 0.96% |
$34.1K - $36.1K
|
8.9K
$4.3M
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-88- 1.36% |
$34.9K - $37K
|
6.36K
$3.07M
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-88- 1.02% |
$34.9K - $37K
|
8.55K
$4.13M
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-89- 9.48% |
$35.3K - $37.4K
|
850
$411K
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-90- 3.83% |
$35.7K - $37.8K
|
2.26K
$1.09M
|
|
Jul 25, 2024
Q2 2024
|
Davis Rea Ltd.
|
SELL
|
- |
-90- 15.25% |
$35.7K - $37.8K
|
500
$242K
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-90- 0.9% |
$35.7K - $37.8K
|
9.96K
$4.81M
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-90- 0.36% |
$35.7K - $37.8K
|
25.1K
$12.1M
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-90- 3.51% |
$35.7K - $37.8K
|
2.47K
$1.19M
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-91- 1.18% |
$36.1K - $38.2K
|
7.65K
$3.69M
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-91- 14.4% |
$36.1K - $38.2K
|
541
$261K
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-91- 1.03% |
$36.1K - $38.2K
|
8.75K
$4.22M
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-93- 1.77% |
$36.9K - $39.1K
|
5.15K
$2.49M
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-93- 0.73% |
$36.9K - $39.1K
|
12.6K
$6.08M
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-93- 1.81% |
$36.9K - $39.1K
|
5.06K
$2.44M
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-94- 2.35% |
$37.3K - $39.5K
|
3.91K
$1.89M
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-94- 1.28% |
$37.3K - $39.5K
|
7.27K
$3.51M
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-94- 8.37% |
$37.3K - $39.5K
|
1.03K
$497K
|
|
Aug 09, 2024
Q2 2024
|
Xxec, Inc.
|
SELL
|
- |
-94- 0.8% |
$37.3K - $39.5K
|
11.6K
$5.6M
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-96- 0.65% |
$38.1K - $40.3K
|
14.6K
$7.05M
|
|
Jul 08, 2024
Q2 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-97- 1.11% |
$38.5K - $40.8K
|
8.64K
$4.17M
|