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 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
25+ 1.48% |
$9.92K - $10.5K
|
1.71K
$826K
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
25+ 3.57% |
$9.92K - $10.5K
|
725
$349K
|
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
25+ 2.99% |
$9.92K - $10.5K
|
860
$414K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
25+ 0.66% |
$9.92K - $10.5K
|
3.8K
$1.83M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
25+ 0.04% |
$9.92K - $10.5K
|
59.1K
$28.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
25+ 3.63% |
$9.92K - $10.5K
|
713
$344K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
25+ 1.93% |
$9.92K - $10.5K
|
1.32K
$636K
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
24+ 0.54% |
$9.52K - $10.1K
|
4.45K
$2.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
24+ 3.24% |
$9.52K - $10.1K
|
765
$369K
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
BUY
|
- |
24+ 2.45% |
$9.52K - $10.1K
|
1K
$484K
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
BUY
|
- |
24+ 2.4% |
$9.52K - $10.1K
|
1.03K
$494K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
24+ 1.78% |
$9.52K - $10.1K
|
1.37K
$660K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
24+ 2.15% |
$9.52K - $10.1K
|
1.14K
$549K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
24+ 14.12% |
$9.52K - $10.1K
|
194
$93.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
24+ 0.85% |
$9.52K - $10.1K
|
2.84K
$1.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
24+ 0.1% |
$9.52K - $10.1K
|
24.4K
$11.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
24+ 0.27% |
$9.52K - $10.1K
|
9.06K
$4.37M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
23+ 1.36% |
$9.12K - $9.67K
|
1.71K
$825K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
23+ 0.34% |
$9.12K - $9.67K
|
6.75K
$3.25M
|
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
23New |
$9.12K - $9.67K
|
23
$11.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
23+ 0.09% |
$9.12K - $9.67K
|
26.5K
$12.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
22+ 0.78% |
$8.73K - $9.25K
|
2.83K
$1.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
22+ 1.66% |
$8.73K - $9.25K
|
1.35K
$651K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
22+ 0.7% |
$8.73K - $9.25K
|
3.18K
$1.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
22+ 0.84% |
$8.73K - $9.25K
|
2.65K
$1.28M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
21+ 0.41% |
$8.33K - $8.83K
|
5.14K
$2.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
21+ 0.11% |
$8.33K - $8.83K
|
19.6K
$9.46M
|
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
21+ 1.91% |
$8.33K - $8.83K
|
1.12K
$540K
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
21+ 0.34% |
$8.33K - $8.83K
|
6.24K
$3.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
21+ 0.21% |
$8.33K - $8.83K
|
9.81K
$4.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
20+ 0.76% |
$7.93K - $8.4K
|
2.64K
$1.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
20+ 1.52% |
$7.93K - $8.4K
|
1.34K
$643K
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
BUY
|
- |
20+ 3.45% |
$7.93K - $8.4K
|
600
$289K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
20+ 3.82% |
$7.93K - $8.4K
|
543
$262K
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
20+ 2.86% |
$7.93K - $8.4K
|
719
$346K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
19+ 0.09% |
$7.54K - $7.98K
|
20.4K
$9.84M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
19+ 0.5% |
$7.54K - $7.98K
|
3.81K
$1.83M
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
19+ 2.26% |
$7.54K - $7.98K
|
859
$414K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
18+ 0.41% |
$7.14K - $7.56K
|
4.46K
$2.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
18+ 0.27% |
$7.14K - $7.56K
|
6.8K
$3.28M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
18+ 0.11% |
$7.14K - $7.56K
|
15.8K
$7.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
18+ 0.99% |
$7.14K - $7.56K
|
1.84K
$887K
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
18+ 0.49% |
$7.14K - $7.56K
|
3.66K
$1.76M
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
17+ 8.85% |
$6.74K - $7.14K
|
209
$101K
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
17+ 2.76% |
$6.74K - $7.14K
|
633
$305K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
17+ 0.22% |
$6.74K - $7.14K
|
7.73K
$3.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
17+ 0.32% |
$6.74K - $7.14K
|
5.33K
$2.57M
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
16+ 1.21% |
$6.35K - $6.72K
|
1.34K
$647K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
16+ 0.21% |
$6.35K - $6.72K
|
7.67K
$3.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
16+ 0.78% |
$6.35K - $6.72K
|
2.07K
$998K
|