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 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-209- 2.23% |
$82.9K - $87.8K
|
9.16K
$4.42M
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
SELL
|
- |
-211- 1.78% |
$83.7K - $88.7K
|
11.6K
$5.62M
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-211- 25.48% |
$83.7K - $88.7K
|
617
$298K
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-211- 6.79% |
$83.7K - $88.7K
|
2.9K
$1.4M
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-214- 0.43% |
$84.9K - $89.9K
|
50.1K
$24.2M
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-216- 2.72% |
$85.7K - $90.8K
|
7.71K
$3.73M
|
|
Jul 29, 2024
Q2 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-218- 18.41% |
$86.5K - $91.6K
|
966
$467K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-218- 0.97% |
$86.5K - $91.6K
|
22.3K
$10.8M
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-220- 2.51% |
$87.3K - $92.5K
|
8.53K
$4.12M
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-222- 1.92% |
$88.1K - $93.3K
|
11.3K
$5.48M
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-222- 16.51% |
$88.1K - $93.3K
|
1.12K
$542K
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-224- 2.61% |
$88.9K - $94.1K
|
8.35K
$4.03M
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-226- 3.58% |
$89.7K - $95K
|
6.09K
$2.94M
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-228- 1.54% |
$90.5K - $95.8K
|
14.6K
$7.04M
|
|
Aug 14, 2024
Q2 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-228- 6.45% |
$90.5K - $95.8K
|
3.31K
$1.6M
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-229- 4.1% |
$90.9K - $96.2K
|
5.35K
$2.59M
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-229- 0.11% |
$90.9K - $96.2K
|
206K
$99.3M
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-230- 1.8% |
$91.2K - $96.7K
|
12.5K
$6.06M
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-230- 6.87% |
$91.2K - $96.7K
|
3.12K
$1.51M
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-231- 26.16% |
$91.6K - $97.1K
|
652
$315K
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-231- 0.41% |
$91.6K - $97.1K
|
55.7K
$26.9M
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-235- 9.25% |
$93.2K - $98.8K
|
2.31K
$1.11M
|
|
Aug 13, 2024
Q2 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-235- 1.68% |
$93.2K - $98.8K
|
13.7K
$6.63M
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-236- 4.56% |
$93.6K - $99.2K
|
4.95K
$2.39M
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-236- 0.8% |
$93.6K - $99.2K
|
29.1K
$14.1M
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-237- 7.05% |
$94K - $99.6K
|
3.12K
$1.51M
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-237- 1.97% |
$94K - $99.6K
|
11.8K
$5.71M
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-237- 7.05% |
$94K - $99.6K
|
3.12K
$1.51M
|
|
Jul 08, 2024
Q2 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-239- 1.41% |
$94.8K - $100K
|
16.8K
$8.09M
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-240- 19.64% |
$95.2K - $101K
|
982
$474K
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-241- 0.95% |
$95.6K - $101K
|
25.1K
$12.1M
|
|
Aug 08, 2024
Q2 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-241- 1.38% |
$95.6K - $101K
|
17.2K
$8.31M
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-242- 0.65% |
$96K - $102K
|
36.8K
$17.8M
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-243- 0.32% |
$96.4K - $102K
|
75.6K
$36.5M
|
|
Aug 09, 2024
Q2 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-243- 0.37% |
$96.4K - $102K
|
65.2K
$31.5M
|
|
Jul 09, 2024
Q2 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-245- 1.93% |
$97.2K - $103K
|
12.4K
$6M
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-245- 4.48% |
$97.2K - $103K
|
5.23K
$2.53M
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-248- 4.27% |
$98.4K - $104K
|
5.56K
$2.69M
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-248- 2.69% |
$98.4K - $104K
|
8.96K
$4.33M
|
|
Aug 01, 2024
Q2 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-249- 0.18% |
$98.8K - $105K
|
139K
$67.4M
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-249- 1.24% |
$98.8K - $105K
|
19.9K
$9.59M
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-250- 4.15% |
$99.2K - $105K
|
5.78K
$2.79M
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-250- 4.03% |
$99.2K - $105K
|
5.95K
$2.87M
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-250- 4.89% |
$99.2K - $105K
|
4.86K
$2.35M
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-250- 10.26% |
$99.2K - $105K
|
2.19K
$1.06M
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-251- 5.86% |
$99.6K - $105K
|
4.03K
$1.95M
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-254- 1.4% |
$101K - $107K
|
17.9K
$8.62M
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-255- 2.59% |
$101K - $107K
|
9.58K
$4.63M
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-255- 0.8% |
$101K - $107K
|
31.7K
$15.3M
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-257- 4.92% |
$102K - $108K
|
4.97K
$2.4M
|