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 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.14K+ 7.26% |
$848K - $898K
|
31.6K
$14.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.13K+ 57.27% |
$846K - $896K
|
5.86K
$2.76M
|
|
|
Jul 17, 2024
Q2 2024
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
2.12K+ 3.98% |
$840K - $890K
|
55.4K
$26.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
2.12K+ 1.31% |
$839K - $889K
|
164K
$77.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
2.11K+ 9.77% |
$839K - $888K
|
23.7K
$11.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
2.11K+ 4.3% |
$836K - $886K
|
51.2K
$24.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
2.1KNew |
$833K - $883K
|
2.1K
$991K
|
|
|
Aug 14, 2024
Q2 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.09K+ 30.35% |
$827K - $876K
|
8.95K
$4.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.08K+ 12.18% |
$825K - $874K
|
19.1K
$9.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.08KNew |
$824K - $873K
|
2.08K
$980K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.08K+ 26.49% |
$824K - $872K
|
9.91K
$4.68M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.07K+ 9.61% |
$823K - $872K
|
23.7K
$11.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.06K+ 3.34% |
$817K - $865K
|
63.8K
$30.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
2.05KNew |
$814K - $862K
|
2.05K
$968K
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 407.55% |
$813K - $861K
|
2.55K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2.04K+ 309.27% |
$807K - $855K
|
2.69K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
2.03K+ 18.39% |
$807K - $855K
|
13.1K
$6.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
2.03KNew |
$807K - $855K
|
2.03K
$959K
|
|
|
Oct 29, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.03KNew |
$805K - $853K
|
2.03K
$958K
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
1.99KNew |
$789K - $835K
|
1.99K
$938K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.99K+ 1.09% |
$788K - $834K
|
185K
$87.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.98KNew |
$787K - $834K
|
1.98K
$936K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.96KNew |
$776K - $822K
|
1.96K
$922K
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.96K+ 52.74% |
$776K - $822K
|
5.66K
$2.67M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.95K+ 0.39% |
$775K - $821K
|
502K
$237M
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.95K+ 13.15% |
$774K - $819K
|
16.8K
$7.91M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.95K+ 3.85% |
$772K - $818K
|
52.5K
$24.7M
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.94K+ 4.42% |
$769K - $815K
|
45.9K
$21.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.94K+ 1.33% |
$769K - $814K
|
147K
$69.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.93K+ 1.81% |
$767K - $812K
|
109K
$51.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.92K+ 28.49% |
$763K - $809K
|
8.68K
$4.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.92K+ 242.07% |
$763K - $808K
|
2.72K
$1.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.92K+ 22.58% |
$762K - $807K
|
10.4K
$4.92M
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.9KNew |
$755K - $800K
|
1.9K
$898K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.9K+ 0.78% |
$755K - $799K
|
246K
$116M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.9K+ 24.31% |
$754K - $799K
|
9.72K
$4.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
1.9KNew |
$754K - $798K
|
1.9K
$896K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
1.89K+ 33.45% |
$750K - $795K
|
7.55K
$3.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.89K+ 0.96% |
$750K - $795K
|
200K
$94.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.87K+ 2.75% |
$741K - $785K
|
69.9K
$33M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.87K+ 2.01% |
$741K - $785K
|
94.7K
$44.7M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.83K+ 148.82% |
$726K - $769K
|
3.06K
$1.44M
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.83K+ 194.68% |
$725K - $768K
|
2.77K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.83KNew |
$725K - $768K
|
1.83K
$862K
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.83KNew |
$724K - $767K
|
1.83K
$861K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.83K+ 8.12% |
$724K - $767K
|
24.3K
$11.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
1.82K+ 35.9% |
$721K - $764K
|
6.88K
$3.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.82K+ 9.57% |
$720K - $763K
|
20.8K
$9.81M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.81KNew |
$719K - $762K
|
1.81K
$855K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.8K+ 25.61% |
$713K - $755K
|
8.81K
$4.16M
|