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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-68- 0.94% |
$27K - $28.6K
|
7.18K
$3.44M
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-68- 4.93% |
$27K - $28.6K
|
1.31K
$629K
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-68- 1.81% |
$27K - $28.6K
|
3.69K
$1.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-68- 3.11% |
$27K - $28.6K
|
2.12K
$1.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-69- 0.45% |
$27.4K - $29K
|
15.2K
$7.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-69- 9.14% |
$27.4K - $29K
|
686
$329K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-70- 0.32% |
$27.8K - $29.4K
|
22K
$10.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-71- 2.11% |
$28.2K - $29.8K
|
3.29K
$1.58M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-72- 1.8% |
$28.6K - $30.3K
|
3.93K
$1.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-73- 1.12% |
$29K - $30.7K
|
6.43K
$3.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-74- 10.28% |
$29.4K - $31.1K
|
646
$310K
|
|
|
Jul 09, 2024
Q2 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-75- 0.09% |
$29.8K - $31.5K
|
80.1K
$38.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-75- 0.76% |
$29.8K - $31.5K
|
9.75K
$4.67M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-75- 1.26% |
$29.8K - $31.5K
|
5.86K
$2.81M
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-75- 2.85% |
$29.8K - $31.5K
|
2.56K
$1.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-75- 5.84% |
$29.8K - $31.5K
|
1.21K
$580K
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-75- 12.34% |
$29.8K - $31.5K
|
533
$256K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-76- 1.58% |
$30.2K - $31.9K
|
4.74K
$2.27M
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-76- 1.74% |
$30.2K - $31.9K
|
4.28K
$2.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-76- 0.68% |
$30.2K - $31.9K
|
11.1K
$5.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-76- 2.55% |
$30.2K - $31.9K
|
2.9K
$1.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-76- 2.29% |
$30.2K - $31.9K
|
3.25K
$1.56M
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-77- 2.18% |
$30.5K - $32.4K
|
3.46K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-77- 3.18% |
$30.5K - $32.4K
|
2.34K
$1.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-79- 1.14% |
$31.3K - $33.2K
|
6.84K
$3.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-80- 1.7% |
$31.7K - $33.6K
|
4.62K
$2.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-80- 1.5% |
$31.7K - $33.6K
|
5.27K
$2.53M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-80- 3.15% |
$31.7K - $33.6K
|
2.46K
$1.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Brown Financial Advisory
|
SELL
|
- |
-80- 2.0% |
$31.7K - $33.6K
|
3.93K
$1.88M
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-80- 5.24% |
$31.7K - $33.6K
|
1.45K
$694K
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-80- 4.48% |
$31.7K - $33.6K
|
1.71K
$818K
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-80- 5.9% |
$31.7K - $33.6K
|
1.28K
$611K
|
|
|
Aug 07, 2024
Q2 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-80- 2.77% |
$31.7K - $33.6K
|
2.81K
$1.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-80- 4.22% |
$31.7K - $33.6K
|
1.81K
$870K
|
|
|
Jul 24, 2024
Q2 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-81- 0.78% |
$32.1K - $34K
|
10.4K
$4.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-81- 0.77% |
$32.1K - $34K
|
10.5K
$5.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-82- 8.12% |
$32.5K - $34.5K
|
928
$445K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-82- 5.47% |
$32.5K - $34.5K
|
1.42K
$679K
|
|
|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-82- 7.3% |
$32.5K - $34.5K
|
1.04K
$500K
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-83- 0.67% |
$32.9K - $34.9K
|
12.4K
$5.94M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-84- 3.43% |
$33.3K - $35.3K
|
2.37K
$1.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-84- 2.92% |
$33.3K - $35.3K
|
2.79K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-85- 0.32% |
$33.7K - $35.7K
|
26.4K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-85- 0.94% |
$33.7K - $35.7K
|
8.92K
$4.28M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-86- 3.71% |
$34.1K - $36.1K
|
2.24K
$1.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Arnhold LLC
|
SELL
|
- |
-86- 0.23% |
$34.1K - $36.1K
|
37.3K
$17.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-86- 3.75% |
$34.1K - $36.1K
|
2.21K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-86- 0.96% |
$34.1K - $36.1K
|
8.9K
$4.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-88- 1.36% |
$34.9K - $37K
|
6.36K
$3.05M
|
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-88- 1.02% |
$34.9K - $37K
|
8.55K
$4.1M
|