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 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-89- 9.48% |
$35.3K - $37.4K
|
850
$408K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-90- 3.83% |
$35.7K - $37.8K
|
2.26K
$1.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Davis Rea Ltd.
|
SELL
|
- |
-90- 15.25% |
$35.7K - $37.8K
|
500
$240K
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-90- 0.9% |
$35.7K - $37.8K
|
9.96K
$4.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-90- 0.36% |
$35.7K - $37.8K
|
25.1K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-90- 3.51% |
$35.7K - $37.8K
|
2.47K
$1.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-91- 1.18% |
$36.1K - $38.2K
|
7.65K
$3.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-91- 14.4% |
$36.1K - $38.2K
|
541
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-91- 1.03% |
$36.1K - $38.2K
|
8.75K
$4.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-93- 1.77% |
$36.9K - $39.1K
|
5.15K
$2.47M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-93- 0.73% |
$36.9K - $39.1K
|
12.6K
$6.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-93- 1.81% |
$36.9K - $39.1K
|
5.06K
$2.42M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-94- 2.35% |
$37.3K - $39.5K
|
3.91K
$1.87M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-94- 1.28% |
$37.3K - $39.5K
|
7.27K
$3.49M
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-94- 8.37% |
$37.3K - $39.5K
|
1.03K
$493K
|
|
|
Aug 09, 2024
Q2 2024
|
Xxec, Inc.
|
SELL
|
- |
-94- 0.8% |
$37.3K - $39.5K
|
11.6K
$5.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-96- 0.65% |
$38.1K - $40.3K
|
14.6K
$7M
|
|
|
Jul 08, 2024
Q2 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-97- 1.11% |
$38.5K - $40.8K
|
8.64K
$4.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-97- 4.44% |
$38.5K - $40.8K
|
2.09K
$1M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-98- 0.54% |
$38.9K - $41.2K
|
17.9K
$8.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-98- 3.58% |
$38.9K - $41.2K
|
2.64K
$1.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-99- 1.5% |
$39.3K - $41.6K
|
6.51K
$3.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-99- 15.49% |
$39.3K - $41.6K
|
540
$259K
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-99- 1.42% |
$39.3K - $41.6K
|
6.89K
$3.3M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-100- 0.56% |
$39.7K - $42K
|
17.8K
$8.52M
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-100- 1.26% |
$39.7K - $42K
|
7.83K
$3.75M
|
|
|
Jul 15, 2024
Q2 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-100- 6.45% |
$39.7K - $42K
|
1.45K
$695K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-100- 3.06% |
$39.7K - $42K
|
3.17K
$1.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Penbrook Management LLC
|
SELL
|
- |
-100- 2.7% |
$39.7K - $42K
|
3.61K
$1.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-100- 2.65% |
$39.7K - $42K
|
3.67K
$1.76M
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-100- 2.35% |
$39.7K - $42K
|
4.16K
$2M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-100- 4.58% |
$39.7K - $42K
|
2.09K
$1M
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-100- 12.71% |
$39.7K - $42K
|
687
$329K
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-100- 0.92% |
$39.7K - $42K
|
10.8K
$5.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-100- 9.47% |
$39.7K - $42K
|
956
$458K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-100- 0.74% |
$39.7K - $42K
|
13.4K
$6.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-100- 4.08% |
$39.7K - $42K
|
2.35K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-100- 3.27% |
$39.7K - $42K
|
2.96K
$1.42M
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-100- 2.81% |
$39.7K - $42K
|
3.46K
$1.66M
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-102- 4.19% |
$40.5K - $42.9K
|
2.33K
$1.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-102- 0.17% |
$40.5K - $42.9K
|
59K
$28.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-102- 1.64% |
$40.5K - $42.9K
|
6.13K
$2.94M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-103- 2.82% |
$40.9K - $43.3K
|
3.55K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-103- 7.01% |
$40.9K - $43.3K
|
1.37K
$655K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-103- 2.95% |
$40.9K - $43.3K
|
3.39K
$1.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-105- 0.94% |
$41.7K - $44.1K
|
11.1K
$5.33M
|
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-106- 3.19% |
$42.1K - $44.5K
|
3.22K
$1.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-107- 0.48% |
$42.5K - $45K
|
22.2K
$10.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-107- 1.8% |
$42.5K - $45K
|
5.83K
$2.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-107- 1.1% |
$42.5K - $45K
|
9.58K
$4.59M
|