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 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-42- 0.34% |
$16.7K - $17.7K
|
12.3K
$5.9M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-42- 5.56% |
$16.7K - $17.7K
|
714
$342K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
SELL
|
- |
-42- 0.3% |
$16.7K - $17.7K
|
13.9K
$6.67M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-42- 0.44% |
$16.7K - $17.7K
|
9.42K
$4.51M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-43- 0.06% |
$17.1K - $18.1K
|
67.6K
$32.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-43- 0.78% |
$17.1K - $18.1K
|
5.44K
$2.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-44- 0.55% |
$17.5K - $18.5K
|
8.02K
$3.84M
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-45- 0.63% |
$17.9K - $18.9K
|
7.09K
$3.39M
|
|
|
Dec 02, 2024
Q2 2024
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-45- 0.47% |
$17.9K - $18.9K
|
9.53K
$4.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-46- 2.87% |
$18.2K - $19.3K
|
1.56K
$745K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-46- 2.77% |
$18.2K - $19.3K
|
1.62K
$774K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-46- 4.82% |
$18.2K - $19.3K
|
909
$435K
|
|
|
Jul 24, 2024
Q2 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-46- 0.58% |
$18.2K - $19.3K
|
7.95K
$3.81M
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-46- 0.17% |
$18.2K - $19.3K
|
27.4K
$13.1M
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-46- 0.88% |
$18.2K - $19.3K
|
5.2K
$2.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-46- 1.43% |
$18.2K - $19.3K
|
3.18K
$1.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-46- 0.42% |
$18.2K - $19.3K
|
10.9K
$5.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-46- 0.73% |
$18.2K - $19.3K
|
6.24K
$2.99M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-47- 0.39% |
$18.6K - $19.8K
|
11.9K
$5.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-47- 0.14% |
$18.6K - $19.8K
|
33.5K
$16M
|
|
|
Aug 14, 2024
Q2 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-47- 0.15% |
$18.6K - $19.8K
|
32.2K
$15.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-48- 17.84% |
$19K - $20.2K
|
221
$106K
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-48- 1.4% |
$19K - $20.2K
|
3.38K
$1.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-48- 3.27% |
$19K - $20.2K
|
1.42K
$681K
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-48- 4.31% |
$19K - $20.2K
|
1.07K
$510K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-48- 0.78% |
$19K - $20.2K
|
6.1K
$2.92M
|
|
|
Jul 08, 2024
Q2 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-50- 1.92% |
$19.8K - $21K
|
2.56K
$1.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-50- 2.82% |
$19.8K - $21K
|
1.73K
$826K
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-50- 1.55% |
$19.8K - $21K
|
3.18K
$1.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-50- 1.05% |
$19.8K - $21K
|
4.73K
$2.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-50- 4.2% |
$19.8K - $21K
|
1.14K
$546K
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-50- 1.12% |
$19.8K - $21K
|
4.43K
$2.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-50- 2.24% |
$19.8K - $21K
|
2.18K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-50- 0.66% |
$19.8K - $21K
|
7.47K
$3.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-50- 1.73% |
$19.8K - $21K
|
2.85K
$1.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-50- 0.16% |
$19.8K - $21K
|
31.4K
$15M
|
|
|
Aug 08, 2024
Q2 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-50- 5.56% |
$19.8K - $21K
|
850
$407K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-50- 1.6% |
$19.8K - $21K
|
3.08K
$1.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-51- 5.43% |
$20.2K - $21.4K
|
888
$425K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-51- 1.38% |
$20.2K - $21.4K
|
3.65K
$1.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-51- 0.12% |
$20.2K - $21.4K
|
41K
$19.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-51- 1.04% |
$20.2K - $21.4K
|
4.83K
$2.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-51- 0.56% |
$20.2K - $21.4K
|
9.02K
$4.32M
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-51- 0.59% |
$20.2K - $21.4K
|
8.61K
$4.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-52- 6.81% |
$20.6K - $21.9K
|
712
$341K
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-52- 3.32% |
$20.6K - $21.9K
|
1.52K
$726K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-52- 0.92% |
$20.6K - $21.9K
|
5.62K
$2.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-52- 0.42% |
$20.6K - $21.9K
|
12.4K
$5.92M
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-53- 0.85% |
$21K - $22.3K
|
6.17K
$2.95M
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-53- 1.15% |
$21K - $22.3K
|
4.54K
$2.17M
|