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 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
3.2K+ 102.17% |
$1.27M - $1.35M
|
6.33K
$2.88M
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
3.14K+ 4.93% |
$1.25M - $1.32M
|
66.9K
$30.4M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.13K+ 17.74% |
$1.24M - $1.32M
|
20.8K
$9.46M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.12K+ 152.84% |
$1.24M - $1.31M
|
5.16K
$2.35M
|
|
|
Jul 17, 2024
Q2 2024
|
Clio Asset Management LLC
Charlottesville, VA |
BUY
|
- |
3.12K+ 12.09% |
$1.24M - $1.31M
|
28.9K
$13.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.09K+ 595.95% |
$1.23M - $1.3M
|
3.61K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.09K+ 10.28% |
$1.22M - $1.3M
|
33.1K
$15.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
3.08K+ 6.01% |
$1.22M - $1.3M
|
54.4K
$24.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
3.08KNew |
$1.22M - $1.29M
|
3.08K
$1.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.04K+ 27.4% |
$1.21M - $1.28M
|
14.1K
$6.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.04K+ 5.47% |
$1.21M - $1.28M
|
58.7K
$26.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.04K+ 106.48% |
$1.21M - $1.28M
|
5.89K
$2.68M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.03KNew |
$1.2M - $1.28M
|
3.03K
$1.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
3.03K+ 522.59% |
$1.2M - $1.27M
|
3.61K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
3.02K+ 3.78% |
$1.2M - $1.27M
|
83K
$37.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3K+ 75.4% |
$1.19M - $1.26M
|
6.98K
$3.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3K+ 7.17% |
$1.19M - $1.26M
|
44.8K
$20.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.98K+ 367.57% |
$1.18M - $1.25M
|
3.79K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.97K+ 71.79% |
$1.18M - $1.25M
|
7.11K
$3.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.96KNew |
$1.18M - $1.24M
|
2.96K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.95K+ 7.97% |
$1.17M - $1.24M
|
39.9K
$18.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.93K+ 32.98% |
$1.16M - $1.23M
|
11.8K
$5.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2.93K+ 32.6% |
$1.16M - $1.23M
|
11.9K
$5.41M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
2.92K+ 18.44% |
$1.16M - $1.23M
|
18.8K
$8.53M
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
2.88K+ 251.57% |
$1.14M - $1.21M
|
4.03K
$1.83M
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.86K+ 17.16% |
$1.14M - $1.2M
|
19.6K
$8.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.86K+ 64.19% |
$1.13M - $1.2M
|
7.31K
$3.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
2.82K+ 2.71% |
$1.12M - $1.19M
|
107K
$48.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.82K+ 8.53% |
$1.12M - $1.18M
|
35.8K
$16.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
2.77K+ 21.68% |
$1.1M - $1.16M
|
15.5K
$7.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
2.76K+ 86.78% |
$1.09M - $1.16M
|
5.94K
$2.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.76K+ 2.78% |
$1.09M - $1.16M
|
102K
$46.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.75K+ 2.64% |
$1.09M - $1.15M
|
107K
$48.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.74K+ 18.37% |
$1.09M - $1.15M
|
17.7K
$8.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.74K+ 20.11% |
$1.09M - $1.15M
|
16.4K
$7.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.74K+ 18.14% |
$1.09M - $1.15M
|
17.8K
$8.11M
|
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
BUY
|
- |
2.73K+ 58.48% |
$1.08M - $1.15M
|
7.41K
$3.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.73K+ 358.82% |
$1.08M - $1.15M
|
3.49K
$1.59M
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
2.71K+ 2.6% |
$1.08M - $1.14M
|
107K
$48.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.71K+ 10.57% |
$1.07M - $1.14M
|
28.3K
$12.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.71K+ 23.65% |
$1.07M - $1.14M
|
14.2K
$6.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.69K+ 11.46% |
$1.07M - $1.13M
|
26.2K
$11.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
2.69K+ 68.27% |
$1.07M - $1.13M
|
6.63K
$3.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
2.68K+ 35.47% |
$1.06M - $1.13M
|
10.2K
$4.66M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.66K+ 108.15% |
$1.05M - $1.12M
|
5.11K
$2.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.65KNew |
$1.05M - $1.11M
|
2.65K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 16.14% |
$1.05M - $1.11M
|
19K
$8.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2.63K+ 91.02% |
$1.04M - $1.1M
|
5.51K
$2.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
2.62K+ 2.18% |
$1.04M - $1.1M
|
123K
$56M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.6K+ 18.06% |
$1.03M - $1.09M
|
17K
$7.72M
|