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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-809- 1.19% |
$321K - $340K
|
67.1K
$30.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-809- 3.57% |
$321K - $340K
|
21.9K
$9.95M
|
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-811- 9.11% |
$322K - $341K
|
8.09K
$3.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-812- 1.9% |
$322K - $341K
|
41.9K
$19.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-815- 0.27% |
$323K - $342K
|
304K
$138M
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-815- 12.66% |
$323K - $342K
|
5.62K
$2.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-820- 3.2% |
$325K - $345K
|
24.8K
$11.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-827- 8.71% |
$328K - $348K
|
8.67K
$3.95M
|
|
|
Aug 08, 2024
Q2 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-836- 1.57% |
$332K - $351K
|
52.3K
$23.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-837- 4.35% |
$332K - $352K
|
18.4K
$8.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-838- 1.17% |
$332K - $352K
|
70.7K
$32.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-840- 9.9% |
$333K - $353K
|
7.65K
$3.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-843- 45.2% |
$334K - $354K
|
1.02K
$465K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-844- 23.81% |
$335K - $355K
|
2.7K
$1.23M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-845- 24.45% |
$335K - $355K
|
2.61K
$1.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-845- 5.81% |
$335K - $355K
|
13.7K
$6.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-850- 34.0% |
$337K - $357K
|
1.65K
$751K
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
SELL
|
- |
-856- 10.28% |
$340K - $360K
|
7.47K
$3.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-861- 3.12% |
$342K - $362K
|
26.7K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-861- 6.22% |
$342K - $362K
|
13K
$5.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-863- 0.52% |
$342K - $363K
|
164K
$74.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-863- 0.98% |
$342K - $363K
|
86.8K
$39.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-870- 3.19% |
$345K - $366K
|
26.4K
$12M
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-875- 0.37% |
$347K - $368K
|
234K
$106M
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-896- 37.15% |
$355K - $377K
|
1.52K
$690K
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-900- 0.55% |
$357K - $378K
|
164K
$74.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-905- 24.71% |
$359K - $380K
|
2.76K
$1.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-909- 1.5% |
$361K - $382K
|
59.5K
$27.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-916- 3.95% |
$363K - $385K
|
22.3K
$10.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-916- 1.39% |
$363K - $385K
|
65.1K
$29.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-918- 3.36% |
$364K - $386K
|
26.4K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-919- 1.03% |
$365K - $386K
|
88.2K
$40.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-934- 15.85% |
$371K - $393K
|
4.96K
$2.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-935- 23.91% |
$371K - $393K
|
2.98K
$1.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-944- 28.83% |
$375K - $397K
|
2.33K
$1.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-946- 53.81% |
$375K - $398K
|
812
$369K
|
|
|
Aug 12, 2024
Q2 2024
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-951- 6.95% |
$377K - $400K
|
12.7K
$5.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-959- 1.88% |
$380K - $403K
|
50.2K
$22.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-967- 0.86% |
$384K - $406K
|
112K
$50.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-986- 0.97% |
$391K - $414K
|
100K
$45.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-996- 1.03% |
$395K - $419K
|
96K
$43.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
SELL
|
- |
-1K- 5.3% |
$397K - $420K
|
17.9K
$8.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Findlay Park Partners LLP
London, X0 |
SELL
|
- |
-1K- 0.73% |
$397K - $420K
|
137K
$62.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1K- 9.61% |
$397K - $420K
|
9.41K
$4.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1K- 5.4% |
$397K - $421K
|
17.5K
$7.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Winmill & Co. Inc
Millbrook, NY |
SELL
|
- |
-1.01K- 16.53% |
$401K - $424K
|
5.1K
$2.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-1.01K- 8.5% |
$401K - $425K
|
10.9K
$4.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-1.01K- 2.78% |
$401K - $425K
|
35.4K
$16.1M
|
|
|
Aug 14, 2024
Q2 2024
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-1.02K- 2.9% |
$403K - $427K
|
34K
$15.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.02K- 0.79% |
$406K - $430K
|
128K
$58.3M
|