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 14, 2024
Q2 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-107- 3.57% |
$42.5K - $45K
|
2.89K
$1.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-108- 3.86% |
$42.8K - $45.4K
|
2.69K
$1.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-108- 4.16% |
$42.8K - $45.4K
|
2.49K
$1.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-109- 16.22% |
$43.2K - $45.8K
|
563
$270K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-109- 0.24% |
$43.2K - $45.8K
|
46.3K
$22.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-110- 0.37% |
$43.6K - $46.2K
|
29.5K
$14.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-110- 3.38% |
$43.6K - $46.2K
|
3.15K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-110- 2.03% |
$43.6K - $46.2K
|
5.31K
$2.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-110- 7.87% |
$43.6K - $46.2K
|
1.29K
$617K
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-112- 16.0% |
$44.4K - $47.1K
|
588
$282K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-112- 10.77% |
$44.4K - $47.1K
|
928
$445K
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-112- 0.78% |
$44.4K - $47.1K
|
14.3K
$6.84M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-113- 15.85% |
$44.8K - $47.5K
|
600
$288K
|
|
|
Aug 02, 2024
Q2 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-113- 10.11% |
$44.8K - $47.5K
|
1.01K
$482K
|
|
|
Jul 22, 2024
Q2 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-115- 0.57% |
$45.6K - $48.3K
|
20.2K
$9.67M
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-116- 1.38% |
$46K - $48.7K
|
8.32K
$3.99M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-116- 0.68% |
$46K - $48.7K
|
16.9K
$8.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-117- 12.2% |
$46.4K - $49.2K
|
842
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-117- 0.91% |
$46.4K - $49.2K
|
12.7K
$6.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-117- 0.81% |
$46.4K - $49.2K
|
14.4K
$6.89M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-118- 8.02% |
$46.8K - $49.6K
|
1.35K
$649K
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-118- 0.29% |
$46.8K - $49.6K
|
40.3K
$19.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-118- 0.58% |
$46.8K - $49.6K
|
20.2K
$9.67M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-120- 0.79% |
$47.6K - $50.4K
|
15.1K
$7.26M
|
|
|
Aug 07, 2024
Q2 2024
|
Campbell Wealth Management
|
SELL
|
- |
-120- 7.2% |
$47.6K - $50.4K
|
1.55K
$741K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-121- 0.21% |
$48K - $50.8K
|
57.6K
$27.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-122- 8.73% |
$48.4K - $51.3K
|
1.28K
$612K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-123- 14.3% |
$48.8K - $51.7K
|
737
$353K
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-123- 0.23% |
$48.8K - $51.7K
|
52.4K
$25.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-124- 3.97% |
$49.2K - $52.1K
|
3K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-124- 2.87% |
$49.2K - $52.1K
|
4.19K
$2.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-125- 1.11% |
$49.6K - $52.5K
|
11.1K
$5.33M
|
|
|
Jul 24, 2024
Q2 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-125- 2.97% |
$49.6K - $52.5K
|
4.09K
$1.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-125- 2.21% |
$49.6K - $52.5K
|
5.54K
$2.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-125- 1.91% |
$49.6K - $52.5K
|
6.43K
$3.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-125- 13.57% |
$49.6K - $52.5K
|
796
$382K
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-126- 4.49% |
$50K - $53K
|
2.68K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-127- 4.77% |
$50.4K - $53.4K
|
2.53K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-127- 9.01% |
$50.4K - $53.4K
|
1.28K
$615K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-128- 1.88% |
$50.8K - $53.8K
|
6.7K
$3.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-128- 2.46% |
$50.8K - $53.8K
|
5.07K
$2.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-128- 5.31% |
$50.8K - $53.8K
|
2.28K
$1.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-129- 7.89% |
$51.2K - $54.2K
|
1.51K
$722K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-130- 8.3% |
$51.6K - $54.6K
|
1.44K
$689K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-130- 0.95% |
$51.6K - $54.6K
|
13.6K
$6.52M
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-130- 6.15% |
$51.6K - $54.6K
|
1.98K
$951K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-131- 2.4% |
$52K - $55.1K
|
5.33K
$2.56M
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-132- 5.46% |
$52.4K - $55.5K
|
2.29K
$1.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-133- 2.92% |
$52.8K - $55.9K
|
4.43K
$2.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-133- 4.17% |
$52.8K - $55.9K
|
3.06K
$1.47M
|