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 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
12.4KNew |
$4.93M - $5.23M
|
12.4K
$5.66M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
12.4K+ 7.88% |
$4.91M - $5.2M
|
170K
$77.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
12.4K+ 1.17% |
$4.91M - $5.2M
|
1.07M
$486M
|
|
|
Aug 09, 2024
Q2 2024
|
Quilter PLC
|
BUY
|
- |
12.2K+ 3.24% |
$4.82M - $5.11M
|
388K
$176M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
12.1KNew |
$4.81M - $5.1M
|
12.1K
$5.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.1K+ 9.5% |
$4.81M - $5.09M
|
140K
$63.5M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
11.8K+ 8.62% |
$4.69M - $4.97M
|
149K
$67.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.8K+ 18.76% |
$4.69M - $4.97M
|
74.8K
$34M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.7K+ 33.43% |
$4.64M - $4.91M
|
46.7K
$21.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
11.6K+ 3.07% |
$4.59M - $4.86M
|
388K
$176M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
11.4K+ 15.59% |
$4.53M - $4.79M
|
84.6K
$38.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11.4K+ 461.79% |
$4.52M - $4.79M
|
13.9K
$6.31M
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
11.4K+ 121.84% |
$4.52M - $4.78M
|
20.7K
$9.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
11.3KNew |
$4.5M - $4.76M
|
11.3K
$5.16M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.2K+ 105.4% |
$4.46M - $4.72M
|
21.9K
$9.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
11.2K+ 0.36% |
$4.46M - $4.72M
|
3.16M
$1.44B
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.2K+ 17.86% |
$4.45M - $4.71M
|
74K
$33.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
11KNew |
$4.37M - $4.63M
|
11K
$5.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
10.9KNew |
$4.33M - $4.59M
|
10.9K
$4.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
10.7K+ 5.54% |
$4.26M - $4.52M
|
205K
$93.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
10.7KNew |
$4.26M - $4.51M
|
10.7K
$4.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
10.7K+ 6.43% |
$4.25M - $4.5M
|
177K
$80.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.6K+ 2.68% |
$4.21M - $4.46M
|
406K
$185M
|
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
10.5K+ 337.45% |
$4.17M - $4.42M
|
13.6K
$6.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
10.5K+ 111.11% |
$4.15M - $4.39M
|
19.9K
$9.03M
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
BUY
|
- |
10.3K+ 9.47% |
$4.1M - $4.35M
|
120K
$54.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
10.3KNew |
$4.08M - $4.32M
|
10.3K
$4.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
10.1K+ 206.45% |
$4M - $4.24M
|
15K
$6.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
9.97K+ 3.76% |
$3.96M - $4.19M
|
275K
$125M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.96KNew |
$3.95M - $4.18M
|
9.96K
$4.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
9.93K+ 67.08% |
$3.94M - $4.17M
|
24.7K
$11.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
9.9K+ 2.1% |
$3.93M - $4.16M
|
481K
$219M
|
|
|
Aug 12, 2024
Q2 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
9.78K+ 31.46% |
$3.88M - $4.11M
|
40.8K
$18.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
9.69KNew |
$3.84M - $4.07M
|
9.69K
$4.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
9.51K+ 1.41% |
$3.77M - $4M
|
686K
$312M
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
9.48KNew |
$3.76M - $3.98M
|
9.48K
$4.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
9.48K+ 19.0% |
$3.76M - $3.98M
|
59.4K
$27M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
9.46K+ 51.1% |
$3.75M - $3.98M
|
28K
$12.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
9.43K+ 23.85% |
$3.74M - $3.96M
|
49K
$22.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.39K+ 5.89% |
$3.73M - $3.95M
|
169K
$76.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.14K+ 2.97% |
$3.63M - $3.84M
|
317K
$144M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
9.13K+ 14.38% |
$3.62M - $3.84M
|
72.6K
$33M
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
BUY
|
- |
9.01KNew |
$3.57M - $3.79M
|
9.01K
$4.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8.97K+ 2.38% |
$3.56M - $3.77M
|
386K
$176M
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
8.97K+ 12.65% |
$3.56M - $3.77M
|
79.9K
$36.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
8.92K+ 2.42% |
$3.54M - $3.75M
|
377K
$172M
|
|
|
Aug 13, 2024
Q2 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
8.78KNew |
$3.48M - $3.69M
|
8.78K
$3.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.6K+ 15.03% |
$3.41M - $3.61M
|
65.8K
$30M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
8.46K+ 38.95% |
$3.36M - $3.55M
|
30.2K
$13.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.42K+ 42.59% |
$3.34M - $3.54M
|
28.2K
$12.8M
|