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 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-338- 2.24% |
$134K - $142K
|
14.8K
$6.71M
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-343- 1.22% |
$136K - $144K
|
27.8K
$12.6M
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-343- 38.54% |
$136K - $144K
|
547
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-344- 37.35% |
$136K - $145K
|
577
$262K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-347- 2.93% |
$138K - $146K
|
11.5K
$5.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-349- 12.24% |
$138K - $147K
|
2.5K
$1.14M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-350- 22.6% |
$139K - $147K
|
1.2K
$545K
|
|
|
Aug 02, 2024
Q2 2024
|
Mad River Investors
|
SELL
|
- |
-350- 4.48% |
$139K - $147K
|
7.46K
$3.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-350- 3.99% |
$139K - $147K
|
8.43K
$3.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-352- 8.46% |
$140K - $148K
|
3.81K
$1.73M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-353- 2.47% |
$140K - $148K
|
14K
$6.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-357- 8.35% |
$142K - $150K
|
3.92K
$1.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-357- 1.12% |
$142K - $150K
|
31.6K
$14.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-357- 1.69% |
$142K - $150K
|
20.8K
$9.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-358- 16.46% |
$142K - $150K
|
1.82K
$827K
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-359- 2.1% |
$142K - $151K
|
16.7K
$7.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-360- 0.11% |
$143K - $151K
|
326K
$148M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-360- 23.26% |
$143K - $151K
|
1.19K
$540K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-366- 8.46% |
$145K - $154K
|
3.96K
$1.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-370- 1.2% |
$147K - $155K
|
30.5K
$13.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-370- 3.66% |
$147K - $155K
|
9.75K
$4.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-371- 0.83% |
$147K - $156K
|
44.5K
$20.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-371- 0.86% |
$147K - $156K
|
42.9K
$19.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-375- 12.79% |
$149K - $158K
|
2.56K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-375- 10.51% |
$149K - $158K
|
3.19K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-375- 0.82% |
$149K - $158K
|
45.1K
$20.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-375- 3.91% |
$149K - $158K
|
9.21K
$4.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-378- 0.96% |
$150K - $159K
|
39.1K
$17.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-379- 2.98% |
$150K - $159K
|
12.4K
$5.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-383- 27.69% |
$152K - $161K
|
1K
$455K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-386- 6.06% |
$153K - $162K
|
5.99K
$2.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-387- 0.72% |
$154K - $163K
|
53.1K
$24.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-392- 2.96% |
$156K - $165K
|
12.9K
$5.86M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-392- 10.03% |
$156K - $165K
|
3.52K
$1.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-393- 2.6% |
$156K - $165K
|
14.7K
$6.7M
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-393- 6.56% |
$156K - $165K
|
5.6K
$2.55M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-394- 0.99% |
$156K - $166K
|
39.3K
$17.9M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-394- 11.59% |
$156K - $166K
|
3.01K
$1.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-396- 4.24% |
$157K - $166K
|
8.94K
$4.07M
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-397- 15.07% |
$158K - $167K
|
2.24K
$1.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-398- 5.07% |
$158K - $167K
|
7.45K
$3.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-402- 4.2% |
$159K - $169K
|
9.18K
$4.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-404- 0.79% |
$160K - $170K
|
50.7K
$23.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-405- 4.05% |
$161K - $170K
|
9.59K
$4.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-408- 0.9% |
$162K - $171K
|
45.1K
$20.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-410- 0.99% |
$163K - $172K
|
40.9K
$18.6M
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-410- 0.14% |
$163K - $172K
|
303K
$138M
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-411- 30.74% |
$163K - $173K
|
926
$421K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-411- 9.39% |
$163K - $173K
|
3.97K
$1.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-412- 21.65% |
$163K - $173K
|
1.49K
$678K
|