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 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-1.09K- 2.27% |
$434K - $460K
|
47K
$22.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.1K- 1.76% |
$435K - $461K
|
61.4K
$29.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.1K- 8.21% |
$436K - $462K
|
12.3K
$5.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-1.11K- 14.45% |
$442K - $468K
|
6.59K
$3.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
SELL
|
- |
-1.12K- 53.79% |
$445K - $471K
|
963
$462K
|
|
|
Jul 23, 2024
Q2 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-1.13K- 18.09% |
$446K - $473K
|
5.09K
$2.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.14K- 2.37% |
$453K - $480K
|
47.1K
$22.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-1.15K- 3.68% |
$455K - $482K
|
30.1K
$14.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-1.15K- 4.13% |
$455K - $482K
|
26.6K
$12.8M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.16K- 22.34% |
$461K - $488K
|
4.04K
$1.94M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.2K- 3.11% |
$476K - $504K
|
37.4K
$17.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Account Management LLC
|
SELL
|
- |
-1.2K- 2.25% |
$476K - $504K
|
52K
$24.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.22K- 2.21% |
$485K - $514K
|
54K
$25.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-1.22K- 4.18% |
$485K - $514K
|
28K
$13.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.23K- 8.46% |
$486K - $515K
|
13.3K
$6.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.23K- 1.67% |
$490K - $519K
|
72.5K
$34.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1.24K- 2.84% |
$492K - $521K
|
42.4K
$20.3M
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-1.25K- 16.13% |
$495K - $524K
|
6.49K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-1.25K- 38.48% |
$496K - $526K
|
2K
$959K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.25K- 1.68% |
$497K - $527K
|
73.5K
$35.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.26K- 0.54% |
$501K - $531K
|
232K
$111M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.27K- 39.7% |
$505K - $535K
|
1.94K
$928K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.27K- 3.92% |
$505K - $535K
|
31.2K
$15M
|
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1.28K- 2.72% |
$506K - $536K
|
45.7K
$21.9M
|
|
|
Aug 14, 2024
Q2 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-1.28K- 2.9% |
$506K - $536K
|
42.7K
$20.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.28K- 12.57% |
$507K - $537K
|
8.89K
$4.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.28K- 2.66% |
$508K - $538K
|
46.8K
$22.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.29K- 1.45% |
$511K - $541K
|
87.4K
$41.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.29K- 42.68% |
$513K - $544K
|
1.74K
$834K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 1.43% |
$517K - $548K
|
89.6K
$43M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.3K- 32.09% |
$517K - $548K
|
2.76K
$1.32M
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-1.31K- 9.93% |
$519K - $550K
|
11.9K
$5.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.31K- 3.74% |
$519K - $550K
|
33.7K
$16.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-1.31K- 3.97% |
$521K - $552K
|
31.8K
$15.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.32K- 2.96% |
$525K - $556K
|
43.4K
$20.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-1.32K- 2.59% |
$525K - $556K
|
49.8K
$23.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.33K- 2.6% |
$526K - $557K
|
49.6K
$23.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.33K- 23.12% |
$527K - $558K
|
4.42K
$2.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-1.33K- 11.92% |
$528K - $559K
|
9.83K
$4.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.34K- 1.08% |
$533K - $565K
|
124K
$59.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.35K- 10.21% |
$537K - $569K
|
11.9K
$5.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.36K- 11.57% |
$540K - $572K
|
10.4K
$4.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1.38K- 16.95% |
$548K - $580K
|
6.77K
$3.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.39K- 70.66% |
$549K - $582K
|
575
$276K
|
|
|
Aug 12, 2024
Q2 2024
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-1.39K- 1.02% |
$549K - $582K
|
135K
$64.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Puzo Michael J
|
SELL
|
- |
-1.41K- 26.64% |
$557K - $590K
|
3.87K
$1.86M
|
|
|
Jul 02, 2024
Q2 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-1.41K- 0.4% |
$559K - $593K
|
352K
$169M
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-1.43K- 50.62% |
$567K - $601K
|
1.4K
$669K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-1.43K- 0.65% |
$569K - $602K
|
217K
$104M
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1.43K- 1.05% |
$569K - $603K
|
135K
$64.6M
|