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 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-259- 1.06% |
$103K - $109K
|
24.2K
$11.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-260- 7.8% |
$103K - $109K
|
3.07K
$1.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-263- 1.31% |
$104K - $111K
|
19.8K
$9.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-266- 0.63% |
$106K - $112K
|
41.7K
$20M
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-267- 4.65% |
$106K - $112K
|
5.48K
$2.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-268- 2.5% |
$106K - $113K
|
10.4K
$4.99M
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-270- 14.83% |
$107K - $113K
|
1.55K
$742K
|
|
|
Aug 05, 2024
Q2 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-270- 8.28% |
$107K - $113K
|
2.99K
$1.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-270- 0.55% |
$107K - $113K
|
48.9K
$23.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-271- 13.89% |
$108K - $114K
|
1.68K
$804K
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-272- 9.48% |
$108K - $114K
|
2.6K
$1.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-273- 2.35% |
$108K - $115K
|
11.3K
$5.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-273- 1.91% |
$108K - $115K
|
14K
$6.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-273- 10.27% |
$108K - $115K
|
2.39K
$1.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-275- 2.35% |
$109K - $116K
|
11.4K
$5.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-275- 12.81% |
$109K - $116K
|
1.87K
$895K
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-277- 1.23% |
$110K - $116K
|
22.2K
$10.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-277- 5.03% |
$110K - $116K
|
5.23K
$2.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-277- 25.51% |
$110K - $116K
|
809
$387K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-279- 2.19% |
$111K - $117K
|
12.5K
$5.97M
|
|
|
Aug 07, 2024
Q2 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-281- 13.7% |
$111K - $118K
|
1.77K
$847K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-282- 7.92% |
$112K - $119K
|
3.28K
$1.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-284- 8.34% |
$113K - $119K
|
3.12K
$1.49M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-286- 1.96% |
$113K - $120K
|
14.3K
$6.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-286- 0.48% |
$113K - $120K
|
59.1K
$28.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-287- 2.93% |
$114K - $121K
|
9.5K
$4.54M
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
SELL
|
- |
-287- 0.61% |
$114K - $121K
|
47.1K
$22.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-288- 5.12% |
$114K - $121K
|
5.33K
$2.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-290- 20.64% |
$115K - $122K
|
1.12K
$534K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-291- 2.07% |
$115K - $122K
|
13.8K
$6.59M
|
|
|
Aug 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-293- 12.0% |
$116K - $123K
|
2.15K
$1.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-294- 17.64% |
$117K - $124K
|
1.37K
$657K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-298- 1.61% |
$118K - $125K
|
18.2K
$8.69M
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-300- 7.35% |
$119K - $126K
|
3.78K
$1.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-300- 7.19% |
$119K - $126K
|
3.88K
$1.85M
|
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-300- 11.37% |
$119K - $126K
|
2.34K
$1.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-300- 0.96% |
$119K - $126K
|
30.8K
$14.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-300- 0.39% |
$119K - $126K
|
76K
$36.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-302- 10.74% |
$120K - $127K
|
2.51K
$1.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-303- 10.3% |
$120K - $127K
|
2.64K
$1.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-304- 0.37% |
$121K - $128K
|
81.5K
$39M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-305- 1.63% |
$121K - $128K
|
18.4K
$8.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-306- 2.61% |
$121K - $129K
|
11.4K
$5.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-307- 7.1% |
$122K - $129K
|
4.02K
$1.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-311- 1.45% |
$123K - $131K
|
21.1K
$10.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-312- 3.58% |
$124K - $131K
|
8.41K
$4.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-314- 11.41% |
$125K - $132K
|
2.44K
$1.17M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-318- 12.49% |
$126K - $134K
|
2.23K
$1.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-318- 0.74% |
$126K - $134K
|
42.9K
$20.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-319- 5.8% |
$127K - $134K
|
5.18K
$2.48M
|