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
|
Asset Planning Corporation
|
BUY
|
- |
8.41K+ 29.36% |
$3.34M - $3.54M
|
37.1K
$16.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
8.4KNew |
$3.33M - $3.53M
|
8.4K
$3.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
8.32K+ 264.93% |
$3.3M - $3.5M
|
11.5K
$5.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.26K+ 127.78% |
$3.28M - $3.47M
|
14.7K
$6.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
8.22KNew |
$3.26M - $3.45M
|
8.22K
$3.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
8.21K+ 16.18% |
$3.26M - $3.45M
|
59K
$26.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
8.07KNew |
$3.2M - $3.39M
|
8.07K
$3.67M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
7.99K+ 4.12% |
$3.17M - $3.36M
|
202K
$91.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.76K+ 53.54% |
$3.08M - $3.26M
|
22.3K
$10.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.7K+ 16.56% |
$3.05M - $3.23M
|
54.2K
$24.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
7.7K+ 228.16% |
$3.05M - $3.23M
|
11.1K
$5.04M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
7.69KNew |
$3.05M - $3.23M
|
7.69K
$3.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.67K+ 3.12% |
$3.04M - $3.22M
|
254K
$115M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.54K+ 5.04% |
$2.99M - $3.17M
|
157K
$71.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
7.5K+ 0.82% |
$2.98M - $3.15M
|
927K
$422M
|
|
|
Aug 13, 2024
Q2 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
7.5KNew |
$2.97M - $3.15M
|
7.5K
$3.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
7.47KNew |
$2.96M - $3.14M
|
7.47K
$3.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.45K+ 18.23% |
$2.96M - $3.13M
|
48.3K
$22M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
7.38K+ 7.56% |
$2.93M - $3.1M
|
105K
$47.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.3K+ 3.33% |
$2.9M - $3.07M
|
227K
$103M
|
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
7.22K+ 1.19% |
$2.86M - $3.03M
|
616K
$280M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.18K+ 24.58% |
$2.85M - $3.02M
|
36.4K
$16.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7.14K+ 226.47% |
$2.83M - $3M
|
10.3K
$4.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.1K+ 39.0% |
$2.82M - $2.98M
|
25.3K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
7.09K+ 9.31% |
$2.81M - $2.98M
|
83.2K
$37.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Solitude Financial Services
|
BUY
|
- |
7.02K+ 8.68% |
$2.78M - $2.95M
|
87.8K
$40M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
BUY
|
- |
6.81K+ 31.59% |
$2.7M - $2.86M
|
28.3K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
6.7K+ 927.98% |
$2.66M - $2.82M
|
7.42K
$3.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.69K+ 7.4% |
$2.66M - $2.81M
|
97.1K
$44.2M
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
6.68K+ 254.4% |
$2.65M - $2.81M
|
9.31K
$4.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
6.67K+ 2.01% |
$2.65M - $2.8M
|
339K
$154M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
6.63K+ 28.4% |
$2.63M - $2.79M
|
30K
$13.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.54K+ 31.67% |
$2.6M - $2.75M
|
27.2K
$12.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
6.52K+ 557.96% |
$2.59M - $2.74M
|
7.69K
$3.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
6.5K+ 75.3% |
$2.58M - $2.73M
|
15.1K
$6.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Close Asset Management LTD
|
BUY
|
- |
6.47K+ 5.79% |
$2.57M - $2.72M
|
118K
$53.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6.4K+ 3.81% |
$2.54M - $2.69M
|
174K
$79.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
6.29K+ 740.99% |
$2.5M - $2.64M
|
7.14K
$3.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
6.25K+ 2.22% |
$2.48M - $2.63M
|
288K
$131M
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
6.23K+ 11.3% |
$2.47M - $2.62M
|
61.3K
$27.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
6.22K+ 28.31% |
$2.47M - $2.62M
|
28.2K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
6.21KNew |
$2.46M - $2.61M
|
6.21K
$2.83M
|
|
|
Aug 14, 2024
Q2 2024
|
1922 Investment CO LLC
Houston, TX |
BUY
|
- |
6.21KNew |
$2.46M - $2.61M
|
6.21K
$2.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
6.16K+ 12.82% |
$2.44M - $2.59M
|
54.2K
$24.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.06K+ 5.43% |
$2.4M - $2.55M
|
118K
$53.5M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
6.01KNew |
$2.38M - $2.53M
|
6.01K
$2.73M
|
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
5.91K+ 3.57% |
$2.34M - $2.48M
|
172K
$78M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
5.89K+ 290.52% |
$2.34M - $2.47M
|
7.91K
$3.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.86KNew |
$2.33M - $2.46M
|
5.86K
$2.67M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
5.76K+ 10.99% |
$2.29M - $2.42M
|
58.2K
$26.5M
|