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 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-144- 2.27% |
$57.1K - $60.5K
|
6.19K
$2.96M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-144- 0.82% |
$57.1K - $60.5K
|
17.5K
$8.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-144- 0.98% |
$57.1K - $60.5K
|
14.6K
$6.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Alamar Capital Management, LLC
|
SELL
|
- |
-145- 17.39% |
$57.5K - $60.9K
|
689
$330K
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-146- 0.24% |
$57.9K - $61.4K
|
61.7K
$29.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-147- 6.58% |
$58.3K - $61.8K
|
2.09K
$999K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-147- 6.15% |
$58.3K - $61.8K
|
2.24K
$1.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-147- 0.63% |
$58.3K - $61.8K
|
23.3K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-148- 6.24% |
$58.7K - $62.2K
|
2.23K
$1.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-149- 16.25% |
$59.1K - $62.6K
|
768
$368K
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-150- 8.36% |
$59.5K - $63K
|
1.64K
$787K
|
|
|
Aug 02, 2024
Q2 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-150- 9.03% |
$59.5K - $63K
|
1.51K
$724K
|
|
|
Aug 12, 2024
Q2 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-150- 6.02% |
$59.5K - $63K
|
2.34K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Somerville Kurt F
|
SELL
|
- |
-150- 3.85% |
$59.5K - $63K
|
3.75K
$1.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-151- 1.97% |
$59.9K - $63.5K
|
7.5K
$3.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-151- 0.61% |
$59.9K - $63.5K
|
24.4K
$11.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-151- 0.34% |
$59.9K - $63.5K
|
44.7K
$21.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-152- 0.89% |
$60.3K - $63.9K
|
16.9K
$8.11M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-154- 3.97% |
$61.1K - $64.7K
|
3.72K
$1.78M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-154- 0.27% |
$61.1K - $64.7K
|
57K
$27.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-155- 19.09% |
$61.5K - $65.1K
|
657
$314K
|
|
|
Jul 12, 2024
Q2 2024
|
Jacobs & CO
|
SELL
|
- |
-157- 1.21% |
$62.3K - $66K
|
12.9K
$6.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-158- 1.51% |
$62.7K - $66.4K
|
10.3K
$4.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-158- 1.82% |
$62.7K - $66.4K
|
8.51K
$4.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-159- 2.23% |
$63.1K - $66.8K
|
6.98K
$3.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-159- 3.64% |
$63.1K - $66.8K
|
4.21K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-159- 0.22% |
$63.1K - $66.8K
|
72.6K
$34.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-160- 2.57% |
$63.5K - $67.2K
|
6.06K
$2.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-160- 1.44% |
$63.5K - $67.2K
|
10.9K
$5.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-162- 0.4% |
$64.3K - $68.1K
|
40.3K
$19.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-164- 12.96% |
$65.1K - $68.9K
|
1.1K
$527K
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-165- 10.56% |
$65.5K - $69.3K
|
1.4K
$669K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-165- 1.01% |
$65.5K - $69.3K
|
16.2K
$7.75M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-165- 6.34% |
$65.5K - $69.3K
|
2.44K
$1.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-165- 3.51% |
$65.5K - $69.3K
|
4.54K
$2.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-165- 2.9% |
$65.5K - $69.3K
|
5.53K
$2.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-166- 10.2% |
$65.9K - $69.8K
|
1.46K
$700K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-166- 5.06% |
$65.9K - $69.8K
|
3.12K
$1.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-167- 3.03% |
$66.3K - $70.2K
|
5.35K
$2.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-167- 2.29% |
$66.3K - $70.2K
|
7.13K
$3.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-167- 6.9% |
$66.3K - $70.2K
|
2.25K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-168- 0.31% |
$66.7K - $70.6K
|
54.8K
$26.2M
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-169- 0.27% |
$67K - $71K
|
63.2K
$30.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-169- 5.14% |
$67K - $71K
|
3.12K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-170- 23.07% |
$67.4K - $71.4K
|
567
$271K
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-172- 0.18% |
$68.2K - $72.3K
|
96.4K
$46.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-172- 2.54% |
$68.2K - $72.3K
|
6.61K
$3.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-173- 2.09% |
$68.6K - $72.7K
|
8.12K
$3.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-173- 3.49% |
$68.6K - $72.7K
|
4.78K
$2.29M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-174- 0.23% |
$69K - $73.1K
|
76.5K
$36.6M
|