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 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
148+ 7.87% |
$58.7K - $62.2K
|
2.03K
$973K
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
148+ 6.37% |
$58.7K - $62.2K
|
2.47K
$1.19M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
147New |
$58.3K - $61.8K
|
147
$70.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
145+ 1.44% |
$57.5K - $60.9K
|
10.2K
$4.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
145+ 0.31% |
$57.5K - $60.9K
|
46.9K
$22.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
144+ 3.86% |
$57.1K - $60.5K
|
3.88K
$1.86M
|
|
|
Aug 05, 2024
Q2 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
144+ 14.69% |
$57.1K - $60.5K
|
1.12K
$539K
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
143+ 1.59% |
$56.7K - $60.1K
|
9.13K
$4.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
143+ 0.9% |
$56.7K - $60.1K
|
16K
$7.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
143+ 0.95% |
$56.7K - $60.1K
|
15.2K
$7.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
143+ 8.88% |
$56.7K - $60.1K
|
1.75K
$841K
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
141+ 54.44% |
$55.9K - $59.3K
|
400
$192K
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
140+ 3.38% |
$55.5K - $58.8K
|
4.28K
$2.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
139+ 1.51% |
$55.1K - $58.4K
|
9.32K
$4.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
138+ 3.01% |
$54.7K - $58K
|
4.72K
$2.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
138+ 2.24% |
$54.7K - $58K
|
6.29K
$3.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
136+ 6.16% |
$54K - $57.2K
|
2.35K
$1.12M
|
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
135+ 10.46% |
$53.6K - $56.7K
|
1.43K
$684K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
135+ 2.6% |
$53.6K - $56.7K
|
5.33K
$2.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
135+ 7.7% |
$53.6K - $56.7K
|
1.89K
$906K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
135+ 5.18% |
$53.6K - $56.7K
|
2.74K
$1.31M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
134+ 0.6% |
$53.2K - $56.3K
|
22.4K
$10.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
134+ 0.71% |
$53.2K - $56.3K
|
18.9K
$9.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
134+ 0.67% |
$53.2K - $56.3K
|
20.1K
$9.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
133+ 1.03% |
$52.8K - $55.9K
|
13K
$6.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
132+ 5.23% |
$52.4K - $55.5K
|
2.66K
$1.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
132+ 5.29% |
$52.4K - $55.5K
|
2.63K
$1.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
130+ 1.63% |
$51.6K - $54.6K
|
8.1K
$3.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
130+ 2.94% |
$51.6K - $54.6K
|
4.55K
$2.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
BUY
|
- |
128+ 0.9% |
$50.8K - $53.8K
|
14.3K
$6.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
127+ 3.61% |
$50.4K - $53.4K
|
3.65K
$1.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
127+ 3.2% |
$50.4K - $53.4K
|
4.09K
$1.96M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
127+ 3.92% |
$50.4K - $53.4K
|
3.37K
$1.61M
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
126+ 5.03% |
$50K - $53K
|
2.63K
$1.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
126+ 3.32% |
$50K - $53K
|
3.92K
$1.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
126+ 1.62% |
$50K - $53K
|
7.92K
$3.8M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
126+ 0.77% |
$50K - $53K
|
16.6K
$7.95M
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
125+ 0.39% |
$49.6K - $52.5K
|
32.4K
$15.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
125+ 8.01% |
$49.6K - $52.5K
|
1.69K
$808K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
125+ 2.82% |
$49.6K - $52.5K
|
4.56K
$2.19M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
125+ 16.21% |
$49.6K - $52.5K
|
896
$430K
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
BUY
|
- |
125+ 4.35% |
$49.6K - $52.5K
|
3K
$1.44M
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
124+ 3.9% |
$49.2K - $52.1K
|
3.31K
$1.59M
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
124+ 0.11% |
$49.2K - $52.1K
|
118K
$56.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
124+ 5.58% |
$49.2K - $52.1K
|
2.35K
$1.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
123+ 5.61% |
$48.8K - $51.7K
|
2.32K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
123+ 0.5% |
$48.8K - $51.7K
|
24.6K
$11.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
122+ 0.59% |
$48.4K - $51.3K
|
21K
$10M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
122+ 4.3% |
$48.4K - $51.3K
|
2.96K
$1.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
121+ 0.76% |
$48K - $50.8K
|
16.1K
$7.74M
|