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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
121+ 1.29% |
$48K - $50.8K
|
9.47K
$4.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepath Capital Management LLC
Evanston, IL |
BUY
|
- |
121+ 0.67% |
$48K - $50.8K
|
18.1K
$8.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
121+ 18.91% |
$48K - $50.8K
|
761
$365K
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
120+ 0.77% |
$47.6K - $50.4K
|
15.7K
$7.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
119+ 1.63% |
$47.2K - $50K
|
7.43K
$3.56M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
118+ 3.09% |
$46.8K - $49.6K
|
3.94K
$1.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
118+ 16.71% |
$46.8K - $49.6K
|
824
$395K
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
117+ 2.28% |
$46.4K - $49.2K
|
5.25K
$2.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
117+ 3.15% |
$46.4K - $49.2K
|
3.83K
$1.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
117+ 0.4% |
$46.4K - $49.2K
|
29K
$13.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
116+ 6.27% |
$46K - $48.7K
|
1.97K
$943K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
116+ 27.75% |
$46K - $48.7K
|
534
$256K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
116+ 2.44% |
$46K - $48.7K
|
4.88K
$2.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
116+ 5.1% |
$46K - $48.7K
|
2.39K
$1.15M
|
|
|
Jul 16, 2024
Q2 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
115+ 9.36% |
$45.6K - $48.3K
|
1.34K
$644K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
114+ 1.39% |
$45.2K - $47.9K
|
8.31K
$3.98M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
114+ 9.31% |
$45.2K - $47.9K
|
1.34K
$642K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
114+ 3.61% |
$45.2K - $47.9K
|
3.27K
$1.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
113+ 2.56% |
$44.8K - $47.5K
|
4.53K
$2.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
112+ 0.81% |
$44.4K - $47.1K
|
13.9K
$6.68M
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
112+ 16.02% |
$44.4K - $47.1K
|
811
$389K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
112+ 3.58% |
$44.4K - $47.1K
|
3.24K
$1.55M
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
112+ 1.62% |
$44.4K - $47.1K
|
7.04K
$3.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
111+ 5.44% |
$44K - $46.6K
|
2.15K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
110+ 1.29% |
$43.6K - $46.2K
|
8.61K
$4.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
109+ 0.61% |
$43.2K - $45.8K
|
17.9K
$8.57M
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
BUY
|
- |
109+ 2.42% |
$43.2K - $45.8K
|
4.62K
$2.22M
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
108+ 12.19% |
$42.8K - $45.4K
|
994
$477K
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
108+ 5.49% |
$42.8K - $45.4K
|
2.08K
$996K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
107+ 1.15% |
$42.5K - $45K
|
9.4K
$4.51M
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
106+ 1.03% |
$42.1K - $44.5K
|
10.4K
$4.99M
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
106+ 10.11% |
$42.1K - $44.5K
|
1.15K
$553K
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
105+ 2.67% |
$41.7K - $44.1K
|
4.04K
$1.94M
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
105+ 11.6% |
$41.7K - $44.1K
|
1.01K
$484K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
105+ 14.77% |
$41.7K - $44.1K
|
816
$391K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
105+ 0.04% |
$41.7K - $44.1K
|
274K
$131M
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
105+ 1.7% |
$41.7K - $44.1K
|
6.28K
$3.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
104+ 10.61% |
$41.3K - $43.7K
|
1.08K
$520K
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
104+ 1.69% |
$41.3K - $43.7K
|
6.25K
$3M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
104+ 3.98% |
$41.3K - $43.7K
|
2.72K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
104+ 1.05% |
$41.3K - $43.7K
|
10K
$4.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
103+ 3.45% |
$40.9K - $43.3K
|
3.09K
$1.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
103+ 6.32% |
$40.9K - $43.3K
|
1.73K
$831K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
102+ 3.31% |
$40.5K - $42.9K
|
3.19K
$1.53M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
102+ 2.25% |
$40.5K - $42.9K
|
4.64K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
102+ 41.63% |
$40.5K - $42.9K
|
347
$166K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
102+ 6.93% |
$40.5K - $42.9K
|
1.57K
$754K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
100+ 9.26% |
$39.7K - $42K
|
1.18K
$566K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
100+ 0.89% |
$39.7K - $42K
|
11.3K
$5.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
100+ 2.03% |
$39.7K - $42K
|
5.02K
$2.41M
|