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 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.71K- 10.53% |
$676K - $717K
|
14.5K
$6.59M
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-1.72K- 13.06% |
$680K - $721K
|
11.4K
$5.19M
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-1.74K- 8.89% |
$689K - $730K
|
17.8K
$8.1M
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.75K- 1.27% |
$695K - $736K
|
136K
$62.1M
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.76K- 1.41% |
$697K - $739K
|
123K
$55.8M
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.76K- 1.26% |
$699K - $741K
|
138K
$62.9M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.77K- 1.13% |
$701K - $743K
|
154K
$70.2M
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1.77K- 0.44% |
$703K - $745K
|
398K
$181M
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.78K- 44.79% |
$705K - $747K
|
2.19K
$997K
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
SELL
|
- |
-1.82K- 2.64% |
$721K - $764K
|
66.9K
$30.5M
|
|
Aug 13, 2024
Q2 2024
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-1.82K- 10.88% |
$724K - $767K
|
14.9K
$6.8M
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.83K- 26.87% |
$726K - $769K
|
4.98K
$2.26M
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.83K- 12.84% |
$727K - $770K
|
12.4K
$5.66M
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.84K- 17.0% |
$728K - $771K
|
8.96K
$4.08M
|
|
Aug 13, 2024
Q2 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-1.84K- 23.57% |
$728K - $772K
|
5.95K
$2.71M
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.87K- 7.2% |
$740K - $784K
|
24K
$10.9M
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.87K- 11.44% |
$742K - $786K
|
14.5K
$6.59M
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.88K- 52.94% |
$744K - $788K
|
1.67K
$758K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.88K- 2.07% |
$747K - $792K
|
89.2K
$40.6M
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.91K- 66.42% |
$759K - $804K
|
967
$440K
|
|
Aug 12, 2024
Q2 2024
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-1.93K- 4.84% |
$767K - $813K
|
38K
$17.3M
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.94K- 1.99% |
$770K - $816K
|
95.5K
$43.4M
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.98K- 50.81% |
$784K - $830K
|
1.91K
$870K
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-1.98K- 17.04% |
$785K - $832K
|
9.64K
$4.38M
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.98K- 1.95% |
$786K - $832K
|
99.9K
$45.4M
|
|
Aug 14, 2024
Q2 2024
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-2K- 50.44% |
$793K - $840K
|
1.97K
$894K
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2K- 1.2% |
$795K - $842K
|
165K
$75M
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.01K- 52.69% |
$797K - $845K
|
1.81K
$821K
|
|
Aug 14, 2024
Q2 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.02K- 6.26% |
$800K - $847K
|
30.2K
$13.7M
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-2.02K- 7.88% |
$800K - $848K
|
23.6K
$10.7M
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.02K- 3.71% |
$803K - $851K
|
52.5K
$23.9M
|
|
Aug 14, 2024
Q2 2024
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-2.05K- 8.51% |
$813K - $861K
|
22.1K
$10M
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-2.06K- 56.14% |
$818K - $866K
|
1.61K
$732K
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-2.1K- 11.75% |
$833K - $883K
|
15.8K
$7.17M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.11K- 2.29% |
$836K - $886K
|
90.1K
$41M
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.11K- 2.7% |
$837K - $886K
|
76K
$34.6M
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.13K- 5.05% |
$845K - $896K
|
40.1K
$18.2M
|
|
Jul 23, 2024
Q2 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-2.14K- 1.86% |
$849K - $899K
|
113K
$51.3M
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.16K- 9.81% |
$857K - $907K
|
19.9K
$9.03M
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.17K- 0.46% |
$859K - $910K
|
471K
$214M
|
|
Aug 14, 2024
Q2 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-2.17K- 2.3% |
$859K - $910K
|
92.1K
$41.9M
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.2K- 79.07% |
$874K - $925K
|
583
$265K
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.21K- 1.58% |
$876K - $928K
|
138K
$62.6M
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.21K- 37.54% |
$877K - $929K
|
3.68K
$1.67M
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.32K- 57.43% |
$922K - $976K
|
1.72K
$783K
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-2.34K- 2.64% |
$928K - $983K
|
86.2K
$39.2M
|
|
Aug 05, 2024
Q2 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-2.35K- 2.79% |
$930K - $985K
|
81.8K
$37.2M
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.37K- 63.78% |
$941K - $997K
|
1.35K
$613K
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.38K- 12.63% |
$946K - $1M
|
16.5K
$7.5M
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.39K- 2.46% |
$946K - $1M
|
94.5K
$43M
|