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 13, 2024
Q2 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-21- 2.27% |
$8.33K - $8.83K
|
906
$434K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-22- 7.19% |
$8.73K - $9.25K
|
284
$136K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-22- 0.24% |
$8.73K - $9.25K
|
9.05K
$4.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-22- 1.06% |
$8.73K - $9.25K
|
2.05K
$980K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-22- 0.35% |
$8.73K - $9.25K
|
6.2K
$2.97M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-23- 17.29% |
$9.12K - $9.67K
|
110
$52.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-23- 1.31% |
$9.12K - $9.67K
|
1.73K
$828K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-23Closed |
$9.12K - $9.67K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-23- 0.16% |
$9.12K - $9.67K
|
14.6K
$6.97M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-24- 1.21% |
$9.52K - $10.1K
|
1.97K
$941K
|
|
|
Jul 17, 2024
Q2 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-24- 0.02% |
$9.52K - $10.1K
|
143K
$68.7M
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-24- 0.33% |
$9.52K - $10.1K
|
7.3K
$3.49M
|
|
|
Aug 01, 2024
Q2 2024
|
Investment Management Associates Inc
|
SELL
|
- |
-24- 0.22% |
$9.52K - $10.1K
|
10.9K
$5.2M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-24- 0.45% |
$9.52K - $10.1K
|
5.28K
$2.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-24- 1.98% |
$9.52K - $10.1K
|
1.19K
$569K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-25- 4.89% |
$9.92K - $10.5K
|
486
$233K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-25- 1.49% |
$9.92K - $10.5K
|
1.65K
$791K
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-25- 2.32% |
$9.92K - $10.5K
|
1.05K
$505K
|
|
|
Jul 15, 2024
Q2 2024
|
Trevian Wealth Management LLC
|
SELL
|
- |
-25- 1.92% |
$9.92K - $10.5K
|
1.28K
$612K
|
|
|
Jul 22, 2024
Q2 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-25- 0.3% |
$9.92K - $10.5K
|
8.19K
$3.92M
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-25- 1.2% |
$9.92K - $10.5K
|
2.05K
$983K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-25- 2.1% |
$9.92K - $10.5K
|
1.17K
$558K
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-25- 1.65% |
$9.92K - $10.5K
|
1.49K
$713K
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-25- 0.7% |
$9.92K - $10.5K
|
3.57K
$1.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-25- 2.85% |
$9.92K - $10.5K
|
851
$407K
|
|
|
Aug 07, 2024
Q2 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-25- 0.23% |
$9.92K - $10.5K
|
10.6K
$5.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-25- 0.62% |
$9.92K - $10.5K
|
3.99K
$1.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-25- 0.27% |
$9.92K - $10.5K
|
9.11K
$4.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-25- 1.9% |
$9.92K - $10.5K
|
1.29K
$617K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-25- 0.64% |
$9.92K - $10.5K
|
3.88K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-25- 4.42% |
$9.92K - $10.5K
|
540
$259K
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-25- 0.83% |
$9.92K - $10.5K
|
2.98K
$1.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-26- 0.24% |
$10.3K - $10.9K
|
10.9K
$5.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-26- 0.25% |
$10.3K - $10.9K
|
10.4K
$4.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-26- 2.17% |
$10.3K - $10.9K
|
1.17K
$561K
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-27- 1.29% |
$10.7K - $11.3K
|
2.07K
$991K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-27- 0.53% |
$10.7K - $11.3K
|
5.05K
$2.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-27- 1.81% |
$10.7K - $11.3K
|
1.47K
$702K
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
SELL
|
- |
-28- 3.35% |
$11.1K - $11.8K
|
807
$386K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-29- 3.79% |
$11.5K - $12.2K
|
736
$352K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-30- 1.06% |
$11.9K - $12.6K
|
2.79K
$1.34M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-30- 0.34% |
$11.9K - $12.6K
|
8.91K
$4.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-30- 0.21% |
$11.9K - $12.6K
|
13.9K
$6.68M
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-30- 2.19% |
$11.9K - $12.6K
|
1.34K
$642K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-30- 0.55% |
$11.9K - $12.6K
|
5.43K
$2.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-30- 1.04% |
$11.9K - $12.6K
|
2.85K
$1.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-30- 0.27% |
$11.9K - $12.6K
|
11K
$5.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-30- 0.9% |
$11.9K - $12.6K
|
3.32K
$1.59M
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-30- 1.29% |
$11.9K - $12.6K
|
2.3K
$1.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-30- 0.75% |
$11.9K - $12.6K
|
3.96K
$1.89M
|