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 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.39K+ 13.57% |
$1.74M - $1.84M
|
36.7K
$17.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.34K+ 11.43% |
$1.72M - $1.82M
|
42.3K
$20.2M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
4.26K+ 0.22% |
$1.69M - $1.79M
|
1.98M
$949M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.19KNew |
$1.66M - $1.76M
|
4.19K
$2.01M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
4.15K+ 1.63% |
$1.65M - $1.74M
|
258K
$124M
|
|
|
Aug 13, 2024
Q2 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.13K+ 187.5% |
$1.64M - $1.73M
|
6.33K
$3.03M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.11K+ 34.28% |
$1.63M - $1.73M
|
16.1K
$7.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.07K+ 24.93% |
$1.61M - $1.71M
|
20.4K
$9.76M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.06K+ 28.3% |
$1.61M - $1.71M
|
18.4K
$8.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
4.06K+ 6.9% |
$1.61M - $1.7M
|
62.9K
$30.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.03K+ 3.0% |
$1.6M - $1.69M
|
138K
$66.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
4.01KNew |
$1.59M - $1.69M
|
4.01K
$1.92M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.01KNew |
$1.59M - $1.68M
|
4.01K
$1.92M
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
4KNew |
$1.59M - $1.68M
|
4K
$1.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
4K+ 1.85% |
$1.59M - $1.68M
|
221K
$106M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.91K+ 2.59% |
$1.55M - $1.64M
|
155K
$74.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
3.91K+ 1.04% |
$1.55M - $1.64M
|
380K
$182M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
3.9KNew |
$1.55M - $1.64M
|
3.9K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.88K+ 12.97% |
$1.54M - $1.63M
|
33.8K
$16.2M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.86K+ 17.76% |
$1.53M - $1.62M
|
25.6K
$12.2M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.83K+ 529.46% |
$1.52M - $1.61M
|
4.55K
$2.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.82K+ 1.41% |
$1.51M - $1.6M
|
275K
$131M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.81K+ 72.16% |
$1.51M - $1.6M
|
9.08K
$4.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.79KNew |
$1.5M - $1.59M
|
3.79K
$1.81M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.79K+ 12.56% |
$1.5M - $1.59M
|
33.9K
$16.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3.78K+ 3.08% |
$1.5M - $1.59M
|
127K
$60.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.77K+ 6.31% |
$1.5M - $1.58M
|
63.5K
$30.4M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.77KNew |
$1.5M - $1.58M
|
3.77K
$1.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
3.74K+ 31.11% |
$1.48M - $1.57M
|
15.8K
$7.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.72K+ 2.25% |
$1.48M - $1.56M
|
169K
$81M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.71K+ 27.42% |
$1.47M - $1.56M
|
17.2K
$8.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.7K+ 4.49% |
$1.47M - $1.56M
|
86.3K
$41.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.7K+ 22.52% |
$1.47M - $1.55M
|
20.1K
$9.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.68K+ 2.43% |
$1.46M - $1.55M
|
155K
$74.2M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
3.65KNew |
$1.45M - $1.54M
|
3.65K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.64K+ 14.16% |
$1.45M - $1.53M
|
29.4K
$14.1M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.64K+ 1.83% |
$1.44M - $1.53M
|
202K
$96.9M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
3.63K+ 4.13% |
$1.44M - $1.53M
|
91.5K
$43.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3.58K+ 2.8% |
$1.42M - $1.5M
|
131K
$62.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.53K+ 0.68% |
$1.4M - $1.48M
|
524K
$251M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
3.52KNew |
$1.4M - $1.48M
|
3.52K
$1.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.51K+ 17.71% |
$1.39M - $1.48M
|
23.3K
$11.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.49K+ 11.73% |
$1.39M - $1.47M
|
33.3K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.49K+ 52.11% |
$1.38M - $1.47M
|
10.2K
$4.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
3.47KNew |
$1.38M - $1.46M
|
3.47K
$1.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.46K+ 10.0% |
$1.37M - $1.45M
|
38K
$18.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.41K+ 76.04% |
$1.35M - $1.43M
|
7.89K
$3.77M
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
3.36KNew |
$1.33M - $1.41M
|
3.36K
$1.61M
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
3.31K+ 1.32% |
$1.31M - $1.39M
|
255K
$122M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.31K+ 6.95% |
$1.31M - $1.39M
|
50.9K
$24.4M
|