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 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-772- 12.43% |
$306K - $324K
|
5.44K
$2.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-774- 1.51% |
$307K - $325K
|
50.6K
$24.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-776- 12.38% |
$308K - $326K
|
5.49K
$2.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-779- 6.06% |
$309K - $327K
|
12.1K
$5.78M
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-787- 10.39% |
$312K - $331K
|
6.79K
$3.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-787- 0.33% |
$312K - $331K
|
239K
$114M
|
|
|
Aug 12, 2024
Q2 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-795- 1.07% |
$315K - $334K
|
73.7K
$35.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-800- 2.95% |
$317K - $336K
|
26.3K
$12.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-800- 16.42% |
$317K - $336K
|
4.07K
$1.95M
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-801- 24.64% |
$318K - $337K
|
2.45K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-802- 11.86% |
$318K - $337K
|
5.96K
$2.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-804- 4.88% |
$319K - $338K
|
15.7K
$7.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-809- 1.19% |
$321K - $340K
|
67.1K
$32.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-809- 3.57% |
$321K - $340K
|
21.9K
$10.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-811- 9.11% |
$322K - $341K
|
8.09K
$3.87M
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-812- 1.9% |
$322K - $341K
|
41.9K
$20.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-815- 0.27% |
$323K - $342K
|
304K
$145M
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-815- 12.66% |
$323K - $342K
|
5.62K
$2.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-820- 3.2% |
$325K - $345K
|
24.8K
$11.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-827- 8.71% |
$328K - $348K
|
8.67K
$4.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-836- 1.57% |
$332K - $351K
|
52.3K
$25M
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-837- 4.35% |
$332K - $352K
|
18.4K
$8.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-838- 1.17% |
$332K - $352K
|
70.7K
$33.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-840- 9.9% |
$333K - $353K
|
7.65K
$3.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-843- 45.2% |
$334K - $354K
|
1.02K
$489K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-844- 23.81% |
$335K - $355K
|
2.7K
$1.29M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-845- 24.45% |
$335K - $355K
|
2.61K
$1.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-845- 5.81% |
$335K - $355K
|
13.7K
$6.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-850- 34.0% |
$337K - $357K
|
1.65K
$790K
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
SELL
|
- |
-856- 10.28% |
$340K - $360K
|
7.47K
$3.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-861- 3.12% |
$342K - $362K
|
26.7K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-861- 6.22% |
$342K - $362K
|
13K
$6.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-863- 0.52% |
$342K - $363K
|
164K
$78.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-863- 0.98% |
$342K - $363K
|
86.8K
$41.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-870- 3.19% |
$345K - $366K
|
26.4K
$12.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-875- 0.37% |
$347K - $368K
|
234K
$112M
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-896- 37.15% |
$355K - $377K
|
1.52K
$725K
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-900- 0.55% |
$357K - $378K
|
164K
$78.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-905- 24.71% |
$359K - $380K
|
2.76K
$1.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-909- 1.5% |
$361K - $382K
|
59.5K
$28.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-916- 3.95% |
$363K - $385K
|
22.3K
$10.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-916- 1.39% |
$363K - $385K
|
65.1K
$31.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-918- 3.36% |
$364K - $386K
|
26.4K
$12.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-919- 1.03% |
$365K - $386K
|
88.2K
$42.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-934- 15.85% |
$371K - $393K
|
4.96K
$2.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-935- 23.91% |
$371K - $393K
|
2.98K
$1.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-944- 28.83% |
$375K - $397K
|
2.33K
$1.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-946- 53.81% |
$375K - $398K
|
812
$389K
|
|
|
Aug 12, 2024
Q2 2024
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-951- 6.95% |
$377K - $400K
|
12.7K
$6.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-959- 1.88% |
$380K - $403K
|
50.2K
$24M
|