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
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-97- 4.44% |
$38.5K - $40.8K
|
2.09K
$999K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-98- 0.54% |
$38.9K - $41.2K
|
17.9K
$8.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-98- 3.58% |
$38.9K - $41.2K
|
2.64K
$1.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-99- 1.5% |
$39.3K - $41.6K
|
6.51K
$3.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-99- 15.49% |
$39.3K - $41.6K
|
540
$258K
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-99- 1.42% |
$39.3K - $41.6K
|
6.89K
$3.3M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-100- 0.56% |
$39.7K - $42K
|
17.8K
$8.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-100- 1.26% |
$39.7K - $42K
|
7.83K
$3.75M
|
|
|
Jul 15, 2024
Q2 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-100- 6.45% |
$39.7K - $42K
|
1.45K
$694K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-100- 3.06% |
$39.7K - $42K
|
3.17K
$1.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Penbrook Management LLC
|
SELL
|
- |
-100- 2.7% |
$39.7K - $42K
|
3.61K
$1.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-100- 2.65% |
$39.7K - $42K
|
3.67K
$1.76M
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-100- 2.35% |
$39.7K - $42K
|
4.16K
$1.99M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-100- 4.58% |
$39.7K - $42K
|
2.09K
$998K
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-100- 12.71% |
$39.7K - $42K
|
687
$329K
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-100- 0.92% |
$39.7K - $42K
|
10.8K
$5.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-100- 9.47% |
$39.7K - $42K
|
956
$458K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-100- 0.74% |
$39.7K - $42K
|
13.4K
$6.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-100- 4.08% |
$39.7K - $42K
|
2.35K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-100- 3.27% |
$39.7K - $42K
|
2.96K
$1.42M
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-100- 2.81% |
$39.7K - $42K
|
3.46K
$1.65M
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-102- 4.19% |
$40.5K - $42.9K
|
2.33K
$1.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-102- 0.17% |
$40.5K - $42.9K
|
59K
$28.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-102- 1.64% |
$40.5K - $42.9K
|
6.13K
$2.93M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-103- 2.82% |
$40.9K - $43.3K
|
3.55K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-103- 7.01% |
$40.9K - $43.3K
|
1.37K
$654K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-103- 2.95% |
$40.9K - $43.3K
|
3.39K
$1.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-105- 0.94% |
$41.7K - $44.1K
|
11.1K
$5.32M
|
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-106- 3.19% |
$42.1K - $44.5K
|
3.22K
$1.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-107- 0.48% |
$42.5K - $45K
|
22.2K
$10.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-107- 1.8% |
$42.5K - $45K
|
5.83K
$2.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-107- 1.1% |
$42.5K - $45K
|
9.58K
$4.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-107- 3.57% |
$42.5K - $45K
|
2.89K
$1.38M
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-108- 3.86% |
$42.8K - $45.4K
|
2.69K
$1.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-108- 4.16% |
$42.8K - $45.4K
|
2.49K
$1.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-109- 16.22% |
$43.2K - $45.8K
|
563
$269K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-109- 0.24% |
$43.2K - $45.8K
|
46.3K
$22.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-110- 0.37% |
$43.6K - $46.2K
|
29.5K
$14.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-110- 3.38% |
$43.6K - $46.2K
|
3.15K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-110- 2.03% |
$43.6K - $46.2K
|
5.31K
$2.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-110- 7.87% |
$43.6K - $46.2K
|
1.29K
$616K
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-112- 16.0% |
$44.4K - $47.1K
|
588
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-112- 10.77% |
$44.4K - $47.1K
|
928
$444K
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-112- 0.78% |
$44.4K - $47.1K
|
14.3K
$6.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-113- 15.85% |
$44.8K - $47.5K
|
600
$287K
|
|
|
Aug 02, 2024
Q2 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-113- 10.11% |
$44.8K - $47.5K
|
1.01K
$481K
|
|
|
Jul 22, 2024
Q2 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-115- 0.57% |
$45.6K - $48.3K
|
20.2K
$9.65M
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-116- 1.38% |
$46K - $48.7K
|
8.32K
$3.98M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-116- 0.68% |
$46K - $48.7K
|
16.9K
$8.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-117- 12.2% |
$46.4K - $49.2K
|
842
$403K
|