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 12, 2024
Q2 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-8- 0.26% |
$3.17K - $3.36K
|
3.05K
$1.47M
|
|
|
Jul 24, 2024
Q2 2024
|
Ht Partners LLC
|
SELL
|
- |
-9- 0.3% |
$3.57K - $3.78K
|
3.03K
$1.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-9- 1.73% |
$3.57K - $3.78K
|
512
$247K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-9- 0.03% |
$3.57K - $3.78K
|
26.5K
$12.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-9- 0.82% |
$3.57K - $3.78K
|
1.08K
$522K
|
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-9- 0.8% |
$3.57K - $3.78K
|
1.12K
$538K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-10- 1.9% |
$3.97K - $4.2K
|
515
$249K
|
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-10- 0.12% |
$3.97K - $4.2K
|
8.12K
$3.92M
|
|
|
Jul 15, 2024
Q2 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-10- 0.01% |
$3.97K - $4.2K
|
108K
$52M
|
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-10- 0.75% |
$3.97K - $4.2K
|
1.32K
$638K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.5% |
$3.97K - $4.2K
|
2K
$965K
|
|
|
Jul 18, 2024
Q2 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-10- 0.05% |
$3.97K - $4.2K
|
18.2K
$8.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-10- 0.34% |
$3.97K - $4.2K
|
2.95K
$1.42M
|
|
|
Jul 22, 2024
Q2 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-10- 0.33% |
$3.97K - $4.2K
|
3.02K
$1.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-10- 0.49% |
$3.97K - $4.2K
|
2.03K
$982K
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-10- 0.39% |
$3.97K - $4.2K
|
2.58K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-10- 1.11% |
$3.97K - $4.2K
|
888
$429K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-10- 0.45% |
$3.97K - $4.2K
|
2.21K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-10- 16.67% |
$3.97K - $4.2K
|
50
$24.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-10- 0.34% |
$3.97K - $4.2K
|
2.94K
$1.42M
|
|
|
Nov 21, 2024
Q2 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-10- 1.05% |
$3.97K - $4.2K
|
939
$453K
|
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
SELL
|
- |
-11- 1.11% |
$4.36K - $4.62K
|
977
$472K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-11- 1.8% |
$4.36K - $4.62K
|
601
$290K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-12- 0.09% |
$4.76K - $5.04K
|
13.1K
$6.31M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-12- 0.36% |
$4.76K - $5.04K
|
3.33K
$1.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-12- 3.96% |
$4.76K - $5.04K
|
291
$141K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-12- 0.52% |
$4.76K - $5.04K
|
2.28K
$1.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-12- 0.35% |
$4.76K - $5.04K
|
3.46K
$1.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-12- 0.11% |
$4.76K - $5.04K
|
10.8K
$5.24M
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-12- 0.79% |
$4.76K - $5.04K
|
1.51K
$729K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-12- 0.37% |
$4.76K - $5.04K
|
3.26K
$1.57M
|
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-12- 1.03% |
$4.76K - $5.04K
|
1.15K
$555K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-12- 0.12% |
$4.76K - $5.04K
|
10.1K
$4.87M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-12- 0.61% |
$4.76K - $5.04K
|
1.96K
$948K
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-12- 0.2% |
$4.76K - $5.04K
|
6.03K
$2.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-12- 0.23% |
$4.76K - $5.04K
|
5.31K
$2.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-12- 0.57% |
$4.76K - $5.04K
|
2.08K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-12- 1.02% |
$4.76K - $5.04K
|
1.17K
$562K
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-13- 0.45% |
$5.16K - $5.46K
|
2.85K
$1.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-13- 0.14% |
$5.16K - $5.46K
|
8.99K
$4.34M
|
|
|
Jul 29, 2024
Q2 2024
|
Tenret CO LLC
|
SELL
|
- |
-13- 2.12% |
$5.16K - $5.46K
|
599
$289K
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
SELL
|
- |
-13- 2.07% |
$5.16K - $5.46K
|
615
$297K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-13- 1.88% |
$5.16K - $5.46K
|
680
$328K
|
|
|
Aug 07, 2024
Q2 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-13- 0.19% |
$5.16K - $5.46K
|
6.67K
$3.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-13- 0.08% |
$5.16K - $5.46K
|
16.4K
$7.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-13- 1.06% |
$5.16K - $5.46K
|
1.21K
$585K
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-14- 0.55% |
$5.55K - $5.88K
|
2.52K
$1.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-14- 0.29% |
$5.55K - $5.88K
|
4.77K
$2.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-14- 1.06% |
$5.55K - $5.88K
|
1.31K
$633K
|
|
|
Aug 07, 2024
Q2 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-15- 2.91% |
$5.95K - $6.3K
|
500
$241K
|