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 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-396- 4.24% |
$157K - $166K
|
8.94K
$4.28M
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-397- 15.07% |
$158K - $167K
|
2.24K
$1.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-398- 5.07% |
$158K - $167K
|
7.45K
$3.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-402- 4.2% |
$159K - $169K
|
9.18K
$4.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-404- 0.79% |
$160K - $170K
|
50.7K
$24.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-405- 4.05% |
$161K - $170K
|
9.59K
$4.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-408- 0.9% |
$162K - $171K
|
45.1K
$21.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-410- 0.99% |
$163K - $172K
|
40.9K
$19.6M
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-410- 0.14% |
$163K - $172K
|
303K
$145M
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-411- 30.74% |
$163K - $173K
|
926
$443K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-411- 9.39% |
$163K - $173K
|
3.97K
$1.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-412- 21.65% |
$163K - $173K
|
1.49K
$714K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-412- 1.49% |
$163K - $173K
|
27.2K
$13M
|
|
|
Aug 05, 2024
Q2 2024
|
Pacifica Capital Investments, LLC
|
SELL
|
- |
-412- 0.19% |
$163K - $173K
|
213K
$102M
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-412- 10.43% |
$163K - $173K
|
3.54K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-412- 7.27% |
$163K - $173K
|
5.25K
$2.51M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-416- 3.51% |
$165K - $175K
|
11.4K
$5.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-418- 15.09% |
$166K - $176K
|
2.35K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-422- 0.71% |
$167K - $177K
|
59K
$28.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-423- 2.25% |
$168K - $178K
|
18.4K
$8.78M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-424- 2.69% |
$168K - $178K
|
15.3K
$7.34M
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-425- 16.35% |
$169K - $179K
|
2.18K
$1.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-426- 10.79% |
$169K - $179K
|
3.52K
$1.69M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-429- 0.24% |
$170K - $180K
|
178K
$84.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-429- 39.0% |
$170K - $180K
|
671
$321K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-430- 6.45% |
$171K - $181K
|
6.23K
$2.98M
|
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-430- 8.65% |
$171K - $181K
|
4.54K
$2.17M
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-431- 0.43% |
$171K - $181K
|
98.9K
$47.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-435- 2.51% |
$173K - $183K
|
16.9K
$8.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-441- 1.96% |
$175K - $185K
|
22K
$10.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-444- 0.56% |
$176K - $187K
|
78.8K
$37.7M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-446- 2.36% |
$177K - $187K
|
18.4K
$8.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-446- 0.47% |
$177K - $187K
|
95K
$45.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-446- 1.84% |
$177K - $187K
|
23.9K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-450- 32.68% |
$179K - $189K
|
927
$444K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-450- 5.44% |
$179K - $189K
|
7.83K
$3.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-455- 0.81% |
$181K - $191K
|
55.9K
$26.7M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-460- 1.91% |
$182K - $193K
|
23.6K
$11.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-462- 2.58% |
$183K - $194K
|
17.5K
$8.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-467- 2.94% |
$185K - $196K
|
15.4K
$7.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-476- 0.92% |
$189K - $200K
|
51.5K
$24.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-482- 71.41% |
$191K - $203K
|
193
$92.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-483- 0.74% |
$192K - $203K
|
64.8K
$31M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-484- 11.28% |
$192K - $203K
|
3.81K
$1.82M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-486- 3.81% |
$193K - $204K
|
12.3K
$5.88M
|
|
|
Jul 02, 2024
Q2 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-487- 5.66% |
$193K - $205K
|
8.12K
$3.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-489- 7.03% |
$194K - $205K
|
6.47K
$3.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-489- 0.4% |
$194K - $205K
|
121K
$58.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-492- 0.22% |
$195K - $207K
|
223K
$107M
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-497- 0.73% |
$197K - $209K
|
67.9K
$32.5M
|