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 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-606- 0.95% |
$240K - $255K
|
62.9K
$30.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-610- 29.96% |
$242K - $256K
|
1.43K
$682K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-612- 1.3% |
$243K - $257K
|
46.4K
$22.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-613- 6.12% |
$243K - $258K
|
9.41K
$4.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-614- 5.22% |
$244K - $258K
|
11.2K
$5.34M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-617- 2.74% |
$245K - $259K
|
21.9K
$10.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-622- 0.97% |
$247K - $261K
|
63.4K
$30.3M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-632- 24.56% |
$251K - $266K
|
1.94K
$929K
|
|
|
Jul 24, 2024
Q2 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-634- 7.46% |
$252K - $266K
|
7.86K
$3.76M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-636- 3.66% |
$252K - $267K
|
16.7K
$8.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-640- 3.28% |
$254K - $269K
|
18.9K
$9.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-641- 5.31% |
$254K - $269K
|
11.4K
$5.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-646- 3.12% |
$256K - $271K
|
20.1K
$9.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Reaves W H & CO Inc
|
SELL
|
- |
-648- 3.01% |
$257K - $272K
|
20.9K
$10M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-650- 0.25% |
$258K - $273K
|
256K
$122M
|
|
|
Jul 22, 2024
Q2 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-651- 24.77% |
$258K - $274K
|
1.98K
$946K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-652- 1.01% |
$259K - $274K
|
63.7K
$30.5M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-657- 20.89% |
$261K - $276K
|
2.49K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-661- 0.98% |
$262K - $278K
|
66.9K
$32M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-670- 1.88% |
$266K - $282K
|
35K
$16.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-671- 5.34% |
$266K - $282K
|
11.9K
$5.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-679- 0.54% |
$269K - $285K
|
125K
$59.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-680- 12.14% |
$270K - $286K
|
4.92K
$2.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-686- 1.01% |
$272K - $288K
|
67.4K
$32.2M
|
|
|
Aug 23, 2024
Q2 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-692- 8.57% |
$275K - $291K
|
7.39K
$3.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-694- 0.79% |
$275K - $292K
|
87K
$41.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-695- 3.6% |
$276K - $292K
|
18.6K
$8.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-699- 2.15% |
$277K - $294K
|
31.8K
$15.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-701- 2.21% |
$278K - $295K
|
31K
$14.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-712- 0.19% |
$282K - $299K
|
373K
$179M
|
|
|
Aug 14, 2024
Q2 2024
|
Unconventional Investor, LLC
|
SELL
|
- |
-712- 1.24% |
$282K - $299K
|
56.5K
$27M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-713- 5.93% |
$283K - $300K
|
11.3K
$5.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-716- 0.58% |
$284K - $301K
|
122K
$58.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-717- 4.34% |
$284K - $301K
|
15.8K
$7.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-723- 1.66% |
$287K - $304K
|
42.9K
$20.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-725- 3.66% |
$288K - $305K
|
19.1K
$9.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-725- 17.77% |
$288K - $305K
|
3.36K
$1.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
SELL
|
- |
-729- 54.32% |
$289K - $306K
|
613
$293K
|
|
|
Jul 22, 2024
Q2 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-735- 42.98% |
$292K - $309K
|
975
$467K
|
|
|
Jul 24, 2024
Q2 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-736- 26.02% |
$292K - $309K
|
2.09K
$1M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-739- 2.89% |
$293K - $311K
|
24.8K
$11.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-749- 3.11% |
$297K - $315K
|
23.3K
$11.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-751- 2.17% |
$298K - $316K
|
33.9K
$16.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-753- 0.99% |
$299K - $316K
|
75.3K
$36M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-753- 2.78% |
$299K - $316K
|
26.3K
$12.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-757- 40.81% |
$300K - $318K
|
1.1K
$525K
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-758- 3.15% |
$301K - $319K
|
23.3K
$11.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-758- 0.84% |
$301K - $319K
|
89.3K
$42.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-759- 1.36% |
$301K - $319K
|
54.9K
$26.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-769- 8.74% |
$305K - $323K
|
8.03K
$3.84M
|