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 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-288- 5.12% |
$114K - $121K
|
5.33K
$2.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-290- 20.64% |
$115K - $122K
|
1.12K
$534K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-291- 2.07% |
$115K - $122K
|
13.8K
$6.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-293- 12.0% |
$116K - $123K
|
2.15K
$1.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-294- 17.64% |
$117K - $124K
|
1.37K
$657K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-298- 1.61% |
$118K - $125K
|
18.2K
$8.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-300- 7.35% |
$119K - $126K
|
3.78K
$1.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-300- 7.19% |
$119K - $126K
|
3.88K
$1.86M
|
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-300- 11.37% |
$119K - $126K
|
2.34K
$1.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-300- 0.96% |
$119K - $126K
|
30.8K
$14.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-300- 0.39% |
$119K - $126K
|
76K
$36.4M
|
|
|
Dec 09, 2024
Q2 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-300- 3.85% |
$119K - $126K
|
7.5K
$3.59M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-302- 10.74% |
$120K - $127K
|
2.51K
$1.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-303- 10.3% |
$120K - $127K
|
2.64K
$1.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-304- 0.37% |
$121K - $128K
|
81.5K
$39M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-305- 1.63% |
$121K - $128K
|
18.4K
$8.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-306- 2.61% |
$121K - $129K
|
11.4K
$5.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-307- 7.1% |
$122K - $129K
|
4.02K
$1.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-311- 1.45% |
$123K - $131K
|
21.1K
$10.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-312- 3.58% |
$124K - $131K
|
8.41K
$4.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-314- 11.41% |
$125K - $132K
|
2.44K
$1.17M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-318- 12.49% |
$126K - $134K
|
2.23K
$1.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-318- 0.74% |
$126K - $134K
|
42.9K
$20.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-319- 5.8% |
$127K - $134K
|
5.18K
$2.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-319- 0.39% |
$127K - $134K
|
81.4K
$39M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-323- 1.5% |
$128K - $136K
|
21.2K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-323- 0.73% |
$128K - $136K
|
44.1K
$21.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-324- 2.3% |
$129K - $136K
|
13.8K
$6.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-326- 3.18% |
$129K - $137K
|
9.94K
$4.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-328- 4.04% |
$130K - $138K
|
7.79K
$3.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-330- 1.91% |
$131K - $139K
|
17K
$8.12M
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-331- 3.03% |
$131K - $139K
|
10.6K
$5.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-332- 0.64% |
$132K - $140K
|
51.2K
$24.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-335- 5.87% |
$133K - $141K
|
5.37K
$2.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-335- 2.57% |
$133K - $141K
|
12.7K
$6.07M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-336- 0.95% |
$133K - $141K
|
34.9K
$16.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-338- 2.24% |
$134K - $142K
|
14.8K
$7.06M
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-343- 1.22% |
$136K - $144K
|
27.8K
$13.3M
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-343- 38.54% |
$136K - $144K
|
547
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-344- 37.35% |
$136K - $145K
|
577
$276K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-347- 2.93% |
$138K - $146K
|
11.5K
$5.51M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-349- 12.24% |
$138K - $147K
|
2.5K
$1.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-350- 22.6% |
$139K - $147K
|
1.2K
$574K
|
|
|
Aug 02, 2024
Q2 2024
|
Mad River Investors
|
SELL
|
- |
-350- 4.48% |
$139K - $147K
|
7.46K
$3.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-350- 3.99% |
$139K - $147K
|
8.43K
$4.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-352- 8.46% |
$140K - $148K
|
3.81K
$1.82M
|
|
|
Dec 17, 2024
Q2 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-352- 4.94% |
$140K - $148K
|
6.77K
$3.24M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-353- 2.47% |
$140K - $148K
|
14K
$6.68M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-357- 8.35% |
$142K - $150K
|
3.92K
$1.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-357- 1.12% |
$142K - $150K
|
31.6K
$15.1M
|