Purchases and Sales Made in Q2 2024 in Berkshire Hathaway Inc (BRK-A)
This table provides information about the institutional ownership of Berkshire Hathaway Inc (BRK-A) during Q2 2024. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2+ 66.67% |
$1.2M - $1.27M
|
5
$3.59M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2+ 28.57% |
$1.2M - $1.27M
|
9
$6.47M
|
|
|
Jul 29, 2024
Q2 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
2+ 20.0% |
$1.2M - $1.27M
|
12
$8.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2+ 25.0% |
$1.2M - $1.27M
|
10
$7.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 100.0% |
$1.2M - $1.27M
|
4
$2.88M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$598K - $634K
|
3
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1+ 7.69% |
$598K - $634K
|
14
$10.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1New |
$598K - $634K
|
1
$719K
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1New |
$598K - $634K
|
1
$719K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
1+ 0.54% |
$598K - $634K
|
185
$133M
|
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1+ 33.33% |
$598K - $634K
|
4
$2.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1+ 100.0% |
$598K - $634K
|
2
$1.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1+ 2.94% |
$598K - $634K
|
35
$25.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1New |
$598K - $634K
|
1
$719K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 100.0% |
$598K - $634K
|
2
$1.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
1+ 50.0% |
$598K - $634K
|
3
$2.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
1+ 25.0% |
$598K - $634K
|
5
$3.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1+ 16.67% |
$598K - $634K
|
7
$5.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1New |
$598K - $634K
|
1
$719K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1New |
$598K - $634K
|
1
$719K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 100.0% |
$598K - $634K
|
2
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
1+ 50.0% |
$598K - $634K
|
3
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1New |
$598K - $634K
|
1
$719K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1+ 0.75% |
$598K - $634K
|
134
$96.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 2.27% |
$598K - $634K
|
45
$32.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1New |
$598K - $634K
|
1
$719K
|
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
1+ 100.0% |
$598K - $634K
|
2
$1.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1New |
$598K - $634K
|
1
$719K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1New |
$598K - $634K
|
1
$719K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 100.0% |
$598K - $634K
|
2
$1.44M
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1New |
$598K - $634K
|
1
$719K
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1New |
$598K - $634K
|
1
$719K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
1+ 100.0% |
$598K - $634K
|
2
$1.44M
|
|
|
Jan 03, 2025
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
1+ 25.0% |
$598K - $634K
|
5
$3.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1+ 100.0% |
$598K - $634K
|
2
$1.44M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1New |
$598K - $634K
|
1
$719K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1+ 33.33% |
$598K - $634K
|
4
$2.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1New |
$598K - $634K
|
1
$719K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 50.0% |
$598K - $634K
|
3
$2.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
1New |
$598K - $634K
|
1
$719K
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1New |
$598K - $634K
|
1
$719K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1+ 9.09% |
$598K - $634K
|
12
$8.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1New |
$598K - $634K
|
1
$719K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1- 14.29% |
$598K - $634K
|
6
$4.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1- 3.03% |
$598K - $634K
|
32
$23M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1- 3.85% |
$598K - $634K
|
25
$18M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1- 50.0% |
$598K - $634K
|
1
$719K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1- 2.56% |
$598K - $634K
|
38
$27.3M
|