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 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
16+ 0.67% |
$6.35K - $6.72K
|
2.4K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
16+ 0.48% |
$6.35K - $6.72K
|
3.33K
$1.6M
|
|
|
Oct 30, 2024
Q2 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
16+ 1.14% |
$6.35K - $6.72K
|
1.42K
$682K
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
15+ 0.12% |
$5.95K - $6.3K
|
12.8K
$6.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
15+ 0.16% |
$5.95K - $6.3K
|
9.31K
$4.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
15+ 0.03% |
$5.95K - $6.3K
|
47.3K
$22.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
15+ 1.48% |
$5.95K - $6.3K
|
1.03K
$496K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
15+ 1.53% |
$5.95K - $6.3K
|
993
$478K
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
15+ 0.29% |
$5.95K - $6.3K
|
5.24K
$2.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
14+ 2.34% |
$5.55K - $5.88K
|
612
$295K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
14+ 31.82% |
$5.55K - $5.88K
|
58
$27.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
14+ 0.17% |
$5.55K - $5.88K
|
8.39K
$4.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.63% |
$5.55K - $5.88K
|
2.23K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
14+ 1.73% |
$5.55K - $5.88K
|
825
$397K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
14+ 0.65% |
$5.55K - $5.88K
|
2.16K
$1.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
14+ 0.11% |
$5.55K - $5.88K
|
12.9K
$6.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
14+ 0.33% |
$5.55K - $5.88K
|
4.2K
$2.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
14+ 0.38% |
$5.55K - $5.88K
|
3.71K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
14+ 0.57% |
$5.55K - $5.88K
|
2.49K
$1.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
13+ 2.63% |
$5.16K - $5.46K
|
508
$245K
|
|
|
Aug 02, 2024
Q2 2024
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
13+ 0.09% |
$5.16K - $5.46K
|
14.2K
$6.86M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
13+ 0.87% |
$5.16K - $5.46K
|
1.5K
$723K
|
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
13+ 0.38% |
$5.16K - $5.46K
|
3.41K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
13+ 0.22% |
$5.16K - $5.46K
|
5.8K
$2.79M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
13+ 48.15% |
$5.16K - $5.46K
|
40
$19.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
12+ 2.35% |
$4.76K - $5.04K
|
523
$252K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
12+ 0.52% |
$4.76K - $5.04K
|
2.33K
$1.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
12+ 1.19% |
$4.76K - $5.04K
|
1.02K
$493K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12+ 2.18% |
$4.76K - $5.04K
|
562
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
12+ 0.6% |
$4.76K - $5.04K
|
2.02K
$971K
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
12+ 2.35% |
$4.76K - $5.04K
|
523
$252K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
11+ 0.1% |
$4.36K - $4.62K
|
11.6K
$5.58M
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
11+ 0.37% |
$4.36K - $4.62K
|
2.95K
$1.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
11+ 1.02% |
$4.36K - $4.62K
|
1.09K
$523K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
11+ 0.47% |
$4.36K - $4.62K
|
2.35K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
11+ 2.24% |
$4.36K - $4.62K
|
502
$242K
|
|
|
Jul 12, 2024
Q2 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
10+ 1.42% |
$3.97K - $4.2K
|
713
$344K
|
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
10+ 0.1% |
$3.97K - $4.2K
|
9.86K
$4.75M
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
10+ 0.11% |
$3.97K - $4.2K
|
9.11K
$4.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
10+ 0.21% |
$3.97K - $4.2K
|
4.74K
$2.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
10+ 0.97% |
$3.97K - $4.2K
|
1.04K
$502K
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
BUY
|
- |
10+ 0.75% |
$3.97K - $4.2K
|
1.34K
$645K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10+ 0.07% |
$3.97K - $4.2K
|
13.5K
$6.53M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10+ 0.75% |
$3.97K - $4.2K
|
1.34K
$646K
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
10+ 0.3% |
$3.97K - $4.2K
|
3.39K
$1.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10+ 0.13% |
$3.97K - $4.2K
|
7.56K
$3.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
10+ 0.86% |
$3.97K - $4.2K
|
1.17K
$563K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
10+ 1.15% |
$3.97K - $4.2K
|
878
$423K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
10+ 0.15% |
$3.97K - $4.2K
|
6.84K
$3.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10+ 1.06% |
$3.97K - $4.2K
|
955
$460K
|