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 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-412- 1.49% |
$163K - $173K
|
27.2K
$12.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Pacifica Capital Investments, LLC
|
SELL
|
- |
-412- 0.19% |
$163K - $173K
|
213K
$97.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-412- 10.43% |
$163K - $173K
|
3.54K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-412- 7.27% |
$163K - $173K
|
5.25K
$2.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-416- 3.51% |
$165K - $175K
|
11.4K
$5.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-418- 15.09% |
$166K - $176K
|
2.35K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-422- 0.71% |
$167K - $177K
|
59K
$26.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-423- 2.25% |
$168K - $178K
|
18.4K
$8.35M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-424- 2.69% |
$168K - $178K
|
15.3K
$6.97M
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-425- 16.35% |
$169K - $179K
|
2.18K
$989K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-426- 10.79% |
$169K - $179K
|
3.52K
$1.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-429- 0.24% |
$170K - $180K
|
178K
$80.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-429- 39.0% |
$170K - $180K
|
671
$305K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-430- 6.45% |
$171K - $181K
|
6.23K
$2.84M
|
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-430- 8.65% |
$171K - $181K
|
4.54K
$2.07M
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-431- 0.43% |
$171K - $181K
|
98.9K
$45M
|
|
|
Jul 23, 2024
Q2 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-435- 2.51% |
$173K - $183K
|
16.9K
$7.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-441- 1.96% |
$175K - $185K
|
22K
$10M
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-444- 0.56% |
$176K - $187K
|
78.8K
$35.9M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-446- 2.36% |
$177K - $187K
|
18.4K
$8.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-446- 0.47% |
$177K - $187K
|
95K
$43.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-446- 1.84% |
$177K - $187K
|
23.9K
$10.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-450- 32.68% |
$179K - $189K
|
927
$422K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-450- 5.44% |
$179K - $189K
|
7.83K
$3.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-455- 0.81% |
$181K - $191K
|
55.9K
$25.4M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-460- 1.91% |
$182K - $193K
|
23.6K
$10.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-462- 2.58% |
$183K - $194K
|
17.5K
$7.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-467- 2.94% |
$185K - $196K
|
15.4K
$7.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-476- 0.92% |
$189K - $200K
|
51.5K
$23.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-482- 71.41% |
$191K - $203K
|
193
$87.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-483- 0.74% |
$192K - $203K
|
64.8K
$29.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-484- 11.28% |
$192K - $203K
|
3.81K
$1.73M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-486- 3.81% |
$193K - $204K
|
12.3K
$5.59M
|
|
|
Jul 02, 2024
Q2 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-487- 5.66% |
$193K - $205K
|
8.12K
$3.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-489- 7.03% |
$194K - $205K
|
6.47K
$2.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-489- 0.4% |
$194K - $205K
|
121K
$55.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-492- 0.22% |
$195K - $207K
|
223K
$102M
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-497- 0.73% |
$197K - $209K
|
67.9K
$30.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-499- 0.35% |
$198K - $210K
|
143K
$64.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-500- 2.0% |
$198K - $210K
|
24.5K
$11.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-504- 0.82% |
$200K - $212K
|
60.9K
$27.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-505- 22.1% |
$200K - $212K
|
1.78K
$810K
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-510- 11.12% |
$202K - $214K
|
4.08K
$1.86M
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-511- 31.88% |
$203K - $215K
|
1.09K
$497K
|
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-512- 3.72% |
$203K - $215K
|
13.3K
$6.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-514- 2.75% |
$204K - $216K
|
18.2K
$8.27M
|
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-514- 9.1% |
$204K - $216K
|
5.14K
$2.34M
|
|
|
Jul 29, 2024
Q2 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-522- 1.32% |
$207K - $219K
|
38.9K
$17.7M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-525- 3.98% |
$208K - $221K
|
12.7K
$5.76M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-529- 5.43% |
$210K - $222K
|
9.22K
$4.19M
|