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 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1- 0.01% |
$397 - $420
|
7.31K
$3.52M
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1- 0.18% |
$397 - $420
|
540
$260K
|
|
|
Aug 12, 2024
Q2 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-1- -0.0% |
$397 - $420
|
69.2K
$33.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$397 - $420
|
5.15K
$2.48M
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-2- 0.33% |
$793 - $840
|
602
$290K
|
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.07% |
$793 - $840
|
2.7K
$1.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-2- 0.19% |
$793 - $840
|
1.07K
$513K
|
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 6.25% |
$793 - $840
|
30
$14.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-2- 0.01% |
$793 - $840
|
14.2K
$6.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-2- 1.94% |
$793 - $840
|
101
$48.7K
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2- 0.24% |
$793 - $840
|
844
$407K
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-3- 0.07% |
$1.19K - $1.26K
|
4.08K
$1.96M
|
|
|
Jul 15, 2024
Q2 2024
|
American Asset Management Inc.
|
SELL
|
- |
-3- 0.29% |
$1.19K - $1.26K
|
1.05K
$504K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3- 0.07% |
$1.19K - $1.26K
|
4.03K
$1.94M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-3- 0.02% |
$1.19K - $1.26K
|
16.2K
$7.78M
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-3- 0.51% |
$1.19K - $1.26K
|
585
$282K
|
|
|
Jul 26, 2024
Q2 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-3- 0.03% |
$1.19K - $1.26K
|
9.95K
$4.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3- 0.57% |
$1.19K - $1.26K
|
525
$253K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3- 0.34% |
$1.19K - $1.26K
|
871
$420K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3- 0.02% |
$1.19K - $1.26K
|
14.7K
$7.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.09% |
$1.19K - $1.26K
|
3.25K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3- 0.04% |
$1.19K - $1.26K
|
8.15K
$3.93M
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-3- 0.13% |
$1.19K - $1.26K
|
2.32K
$1.12M
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-4- 0.03% |
$1.59K - $1.68K
|
12K
$5.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-4- 0.32% |
$1.59K - $1.68K
|
1.26K
$606K
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-4- 0.19% |
$1.59K - $1.68K
|
2.09K
$1.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-4- 0.27% |
$1.59K - $1.68K
|
1.48K
$711K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-4- 0.04% |
$1.59K - $1.68K
|
9.73K
$4.69M
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-5- 0.43% |
$1.98K - $2.1K
|
1.15K
$555K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-5- 0.11% |
$1.98K - $2.1K
|
4.62K
$2.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-5- 0.43% |
$1.98K - $2.1K
|
1.15K
$554K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-5- 0.07% |
$1.98K - $2.1K
|
6.88K
$3.32M
|
|
|
Aug 06, 2024
Q2 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-5- 0.21% |
$1.98K - $2.1K
|
2.39K
$1.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-5- 0.08% |
$1.98K - $2.1K
|
6.08K
$2.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-5- 0.04% |
$1.98K - $2.1K
|
12.8K
$6.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-5- 0.03% |
$1.98K - $2.1K
|
14.6K
$7.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-5- 0.17% |
$1.98K - $2.1K
|
3.01K
$1.45M
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-6- 1.01% |
$2.38K - $2.52K
|
586
$282K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-6- 0.17% |
$2.38K - $2.52K
|
3.52K
$1.69M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-6- 2.45% |
$2.38K - $2.52K
|
239
$115K
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-6- 0.89% |
$2.38K - $2.52K
|
667
$321K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-6- 0.18% |
$2.38K - $2.52K
|
3.28K
$1.58M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-6- 0.77% |
$2.38K - $2.52K
|
774
$373K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-6- 1.62% |
$2.38K - $2.52K
|
365
$176K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-7- 0.93% |
$2.78K - $2.94K
|
746
$359K
|
|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-7- 0.32% |
$2.78K - $2.94K
|
2.18K
$1.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-7- 1.12% |
$2.78K - $2.94K
|
617
$297K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-7- 3.29% |
$2.78K - $2.94K
|
206
$99.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-8- 0.78% |
$3.17K - $3.36K
|
1.01K
$488K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-8- 0.19% |
$3.17K - $3.36K
|
4.11K
$1.98M
|