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
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
10+ 0.06% |
$3.97K - $4.2K
|
17.4K
$8.39M
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
10+ 8.85% |
$3.97K - $4.2K
|
123
$59.3K
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
10+ 0.01% |
$3.97K - $4.2K
|
92.5K
$44.6M
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
10+ 0.37% |
$3.97K - $4.2K
|
2.7K
$1.3M
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10+ 1.01% |
$3.97K - $4.2K
|
996
$480K
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10+ 1.18% |
$3.97K - $4.2K
|
861
$415K
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
9+ 0.59% |
$3.57K - $3.78K
|
1.54K
$740K
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
9+ 1.92% |
$3.57K - $3.78K
|
478
$230K
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.3% |
$3.57K - $3.78K
|
3.02K
$1.46M
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
9+ 0.13% |
$3.57K - $3.78K
|
6.91K
$3.33M
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
8+ 0.07% |
$3.17K - $3.36K
|
12.2K
$5.88M
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
8+ 0.37% |
$3.17K - $3.36K
|
2.16K
$1.04M
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
8+ 0.22% |
$3.17K - $3.36K
|
3.63K
$1.75M
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
8+ 0.12% |
$3.17K - $3.36K
|
6.92K
$3.34M
|
|
Jan 29, 2025
Q2 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
8+ 0.67% |
$3.17K - $3.36K
|
1.2K
$580K
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7+ 0.33% |
$2.78K - $2.94K
|
2.14K
$1.03M
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
7+ 0.85% |
$2.78K - $2.94K
|
832
$401K
|
|
Jul 16, 2024
Q2 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
7+ 0.04% |
$2.78K - $2.94K
|
18.5K
$8.93M
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
7+ 0.73% |
$2.78K - $2.94K
|
970
$467K
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
7+ 0.77% |
$2.78K - $2.94K
|
912
$439K
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
7+ 0.31% |
$2.78K - $2.94K
|
2.24K
$1.08M
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
7+ 0.03% |
$2.78K - $2.94K
|
20.4K
$9.81M
|
|
Aug 01, 2024
Q2 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
7+ 0.19% |
$2.78K - $2.94K
|
3.64K
$1.75M
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$2.78K - $2.94K
|
4.84K
$2.33M
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
7+ 0.1% |
$2.78K - $2.94K
|
6.82K
$3.28M
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
7+ 0.49% |
$2.78K - $2.94K
|
1.43K
$691K
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
7+ 0.96% |
$2.78K - $2.94K
|
735
$354K
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
7+ 1.44% |
$2.78K - $2.94K
|
493
$238K
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
7+ 0.15% |
$2.78K - $2.94K
|
4.55K
$2.19M
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
7+ 0.31% |
$2.78K - $2.94K
|
2.26K
$1.09M
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
6+ 0.03% |
$2.38K - $2.52K
|
20.6K
$9.92M
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
6+ 0.08% |
$2.38K - $2.52K
|
7.11K
$3.42M
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
6+ 0.43% |
$2.38K - $2.52K
|
1.4K
$675K
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
6+ 0.48% |
$2.38K - $2.52K
|
1.26K
$605K
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
6+ 0.25% |
$2.38K - $2.52K
|
2.44K
$1.18M
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 0.13% |
$2.38K - $2.52K
|
4.58K
$2.2M
|
|
Jul 30, 2024
Q2 2024
|
Fortune 45 LLC
|
BUY
|
- |
6+ 0.22% |
$2.38K - $2.52K
|
2.72K
$1.31M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
6+ 0.58% |
$2.38K - $2.52K
|
1.04K
$502K
|
|
Aug 12, 2024
Q2 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
6+ 1.12% |
$2.38K - $2.52K
|
544
$262K
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
6New |
$2.38K - $2.52K
|
6
$2.89K
|
|
Aug 13, 2024
Q2 2024
|
Caxton Corp
Princeton, NJ |
BUY
|
- |
6+ 0.59% |
$2.38K - $2.52K
|
1.03K
$494K
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
5+ 0.05% |
$1.98K - $2.1K
|
10.1K
$4.84M
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5+ 0.08% |
$1.98K - $2.1K
|
6.45K
$3.11M
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
5+ 0.34% |
$1.98K - $2.1K
|
1.48K
$715K
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
5+ 0.26% |
$1.98K - $2.1K
|
1.9K
$915K
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
5+ 0.11% |
$1.98K - $2.1K
|
4.53K
$2.18M
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
5+ 0.1% |
$1.98K - $2.1K
|
5.19K
$2.5M
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5+ 0.26% |
$1.98K - $2.1K
|
1.94K
$933K
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
5+ 0.78% |
$1.98K - $2.1K
|
646
$311K
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
5+ 0.24% |
$1.98K - $2.1K
|
2.05K
$986K
|