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
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5+ 0.06% |
$1.98K - $2.1K
|
8.17K
$3.93M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
5+ 0.28% |
$1.98K - $2.1K
|
1.82K
$875K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
5+ 0.14% |
$1.98K - $2.1K
|
3.61K
$1.74M
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
4+ 0.2% |
$1.59K - $1.68K
|
2.03K
$979K
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
4+ 0.44% |
$1.59K - $1.68K
|
922
$444K
|
|
|
Jul 19, 2024
Q2 2024
|
Chico Wealth Ria
|
BUY
|
- |
4+ 0.38% |
$1.59K - $1.68K
|
1.06K
$512K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4+ 0.05% |
$1.59K - $1.68K
|
8.16K
$3.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4+ 0.04% |
$1.59K - $1.68K
|
9.45K
$4.55M
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.23% |
$1.59K - $1.68K
|
1.72K
$829K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4+ 6.56% |
$1.59K - $1.68K
|
65
$31.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4+ 0.58% |
$1.59K - $1.68K
|
699
$337K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4+ 0.02% |
$1.59K - $1.68K
|
26.4K
$12.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 0.93% |
$1.59K - $1.68K
|
435
$210K
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
4+ 0.33% |
$1.59K - $1.68K
|
1.23K
$592K
|
|
|
Aug 14, 2024
Q2 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
4+ 0.0% |
$1.59K - $1.68K
|
101K
$48.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.03% |
$1.59K - $1.68K
|
13.9K
$6.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4+ 0.08% |
$1.59K - $1.68K
|
5.11K
$2.46M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
4+ 1.03% |
$1.59K - $1.68K
|
394
$190K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
3+ 42.86% |
$1.19K - $1.26K
|
10
$4.82K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3+ 0.3% |
$1.19K - $1.26K
|
1.02K
$490K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 1.89% |
$1.19K - $1.26K
|
162
$78.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3+ 0.12% |
$1.19K - $1.26K
|
2.56K
$1.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.51% |
$1.19K - $1.26K
|
587
$283K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$793 - $840
|
8.71K
$4.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Refined Wealth Management
|
BUY
|
- |
2+ 0.28% |
$793 - $840
|
708
$341K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2+ 0.4% |
$793 - $840
|
508
$245K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.03% |
$793 - $840
|
5.82K
$2.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2+ 0.04% |
$793 - $840
|
4.67K
$2.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2+ 0.01% |
$793 - $840
|
20.5K
$9.86M
|
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
2+ 0.13% |
$793 - $840
|
1.6K
$772K
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2+ 0.14% |
$793 - $840
|
1.43K
$688K
|
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2+ 0.1% |
$793 - $840
|
2.1K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
BUY
|
- |
2+ 0.19% |
$793 - $840
|
1.06K
$509K
|
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
BUY
|
- |
1+ 0.14% |
$397 - $420
|
709
$342K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
1+ 0.02% |
$397 - $420
|
4.7K
$2.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1+ 0.08% |
$397 - $420
|
1.24K
$598K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.03% |
$397 - $420
|
3.54K
$1.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$397 - $420
|
2.96K
$1.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
BUY
|
- |
1+ 0.06% |
$397 - $420
|
1.77K
$854K
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1+ 0.16% |
$397 - $420
|
619
$298K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
1+ 0.06% |
$397 - $420
|
1.73K
$835K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1+ 0.05% |
$397 - $420
|
1.93K
$928K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
1+ 0.02% |
$397 - $420
|
4.63K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.07% |
$397 - $420
|
1.49K
$717K
|
|
|
Jul 12, 2024
Q2 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-1- 0.05% |
$397 - $420
|
2.03K
$977K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1- 0.09% |
$397 - $420
|
1.12K
$540K
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-1- 0.03% |
$397 - $420
|
3.91K
$1.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-1- 0.07% |
$397 - $420
|
1.41K
$681K
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1- 0.17% |
$397 - $420
|
598
$288K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1- 0.07% |
$397 - $420
|
1.39K
$670K
|