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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-319- 0.39% |
$127K - $134K
|
81.4K
$39.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-323- 1.5% |
$128K - $136K
|
21.2K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-323- 0.73% |
$128K - $136K
|
44.1K
$21.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-324- 2.3% |
$129K - $136K
|
13.8K
$6.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-326- 3.18% |
$129K - $137K
|
9.94K
$4.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-328- 4.04% |
$130K - $138K
|
7.79K
$3.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-330- 1.91% |
$131K - $139K
|
17K
$8.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-331- 3.03% |
$131K - $139K
|
10.6K
$5.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-332- 0.64% |
$132K - $140K
|
51.2K
$24.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-335- 5.87% |
$133K - $141K
|
5.37K
$2.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-335- 2.57% |
$133K - $141K
|
12.7K
$6.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-336- 0.95% |
$133K - $141K
|
34.9K
$16.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-338- 2.24% |
$134K - $142K
|
14.8K
$7.13M
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-343- 1.22% |
$136K - $144K
|
27.8K
$13.4M
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-343- 38.54% |
$136K - $144K
|
547
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-344- 37.35% |
$136K - $145K
|
577
$279K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-347- 2.93% |
$138K - $146K
|
11.5K
$5.55M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-349- 12.24% |
$138K - $147K
|
2.5K
$1.21M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-350- 22.6% |
$139K - $147K
|
1.2K
$579K
|
|
|
Aug 02, 2024
Q2 2024
|
Mad River Investors
|
SELL
|
- |
-350- 4.48% |
$139K - $147K
|
7.46K
$3.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-350- 3.99% |
$139K - $147K
|
8.43K
$4.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-352- 8.46% |
$140K - $148K
|
3.81K
$1.84M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-353- 2.47% |
$140K - $148K
|
14K
$6.74M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-357- 8.35% |
$142K - $150K
|
3.92K
$1.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-357- 1.12% |
$142K - $150K
|
31.6K
$15.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-357- 1.69% |
$142K - $150K
|
20.8K
$10.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-358- 16.46% |
$142K - $150K
|
1.82K
$878K
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-359- 2.1% |
$142K - $151K
|
16.7K
$8.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-360- 0.11% |
$143K - $151K
|
326K
$158M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-360- 23.26% |
$143K - $151K
|
1.19K
$574K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-366- 8.46% |
$145K - $154K
|
3.96K
$1.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-370- 1.2% |
$147K - $155K
|
30.5K
$14.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-370- 3.66% |
$147K - $155K
|
9.75K
$4.71M
|
|
|
Jul 16, 2024
Q2 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-371- 0.83% |
$147K - $156K
|
44.5K
$21.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-371- 0.86% |
$147K - $156K
|
42.9K
$20.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-375- 12.79% |
$149K - $158K
|
2.56K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-375- 10.51% |
$149K - $158K
|
3.19K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-375- 0.82% |
$149K - $158K
|
45.1K
$21.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-375- 3.91% |
$149K - $158K
|
9.21K
$4.45M
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-378- 0.96% |
$150K - $159K
|
39.1K
$18.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-379- 2.98% |
$150K - $159K
|
12.4K
$5.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-383- 27.69% |
$152K - $161K
|
1K
$483K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-386- 6.06% |
$153K - $162K
|
5.99K
$2.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-387- 0.72% |
$154K - $163K
|
53.1K
$25.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-392- 2.96% |
$156K - $165K
|
12.9K
$6.22M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-392- 10.03% |
$156K - $165K
|
3.52K
$1.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-393- 2.6% |
$156K - $165K
|
14.7K
$7.11M
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-393- 6.56% |
$156K - $165K
|
5.6K
$2.7M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-394- 0.99% |
$156K - $166K
|
39.3K
$19M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-394- 11.59% |
$156K - $166K
|
3.01K
$1.45M
|