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 26, 2024
Q2 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-133- 12.72% |
$52.8K - $55.9K
|
913
$438K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-133- 4.27% |
$52.8K - $55.9K
|
2.98K
$1.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-133- 0.47% |
$52.8K - $55.9K
|
28.2K
$13.5M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-134- 18.61% |
$53.2K - $56.3K
|
586
$281K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-135- 3.62% |
$53.6K - $56.7K
|
3.6K
$1.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-135- 0.57% |
$53.6K - $56.7K
|
23.4K
$11.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-136- 8.98% |
$54K - $57.2K
|
1.38K
$661K
|
|
|
Aug 19, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-136- 1.09% |
$54K - $57.2K
|
12.3K
$5.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-137- 0.78% |
$54.4K - $57.6K
|
17.4K
$8.33M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-138- 1.02% |
$54.7K - $58K
|
13.4K
$6.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-139- 23.05% |
$55.1K - $58.4K
|
464
$223K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-139- 0.51% |
$55.1K - $58.4K
|
26.9K
$12.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-140- 0.88% |
$55.5K - $58.8K
|
15.8K
$7.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-141- 6.93% |
$55.9K - $59.3K
|
1.9K
$909K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-141- 1.56% |
$55.9K - $59.3K
|
8.92K
$4.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-142- 0.61% |
$56.3K - $59.7K
|
23.2K
$11.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-142- 3.47% |
$56.3K - $59.7K
|
3.95K
$1.89M
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-142- 0.93% |
$56.3K - $59.7K
|
15.2K
$7.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-143- 0.88% |
$56.7K - $60.1K
|
16.1K
$7.73M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-144- 2.27% |
$57.1K - $60.5K
|
6.19K
$2.97M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-144- 0.82% |
$57.1K - $60.5K
|
17.5K
$8.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-144- 0.98% |
$57.1K - $60.5K
|
14.6K
$6.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Alamar Capital Management, LLC
|
SELL
|
- |
-145- 17.39% |
$57.5K - $60.9K
|
689
$330K
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-146- 0.24% |
$57.9K - $61.4K
|
61.7K
$29.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-147- 6.58% |
$58.3K - $61.8K
|
2.09K
$1M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-147- 6.15% |
$58.3K - $61.8K
|
2.24K
$1.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-147- 0.63% |
$58.3K - $61.8K
|
23.3K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-148- 6.24% |
$58.7K - $62.2K
|
2.23K
$1.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-149- 16.25% |
$59.1K - $62.6K
|
768
$368K
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-150- 8.36% |
$59.5K - $63K
|
1.64K
$788K
|
|
|
Aug 02, 2024
Q2 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-150- 9.03% |
$59.5K - $63K
|
1.51K
$725K
|
|
|
Aug 12, 2024
Q2 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-150- 6.02% |
$59.5K - $63K
|
2.34K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Somerville Kurt F
|
SELL
|
- |
-150- 3.85% |
$59.5K - $63K
|
3.75K
$1.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-151- 1.97% |
$59.9K - $63.5K
|
7.5K
$3.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-151- 0.61% |
$59.9K - $63.5K
|
24.4K
$11.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-151- 0.34% |
$59.9K - $63.5K
|
44.7K
$21.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-152- 0.89% |
$60.3K - $63.9K
|
16.9K
$8.12M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-154- 3.97% |
$61.1K - $64.7K
|
3.72K
$1.79M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-154- 0.27% |
$61.1K - $64.7K
|
57K
$27.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-155- 19.09% |
$61.5K - $65.1K
|
657
$315K
|
|
|
Jul 12, 2024
Q2 2024
|
Jacobs & CO
|
SELL
|
- |
-157- 1.21% |
$62.3K - $66K
|
12.9K
$6.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-158- 1.51% |
$62.7K - $66.4K
|
10.3K
$4.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-158- 1.82% |
$62.7K - $66.4K
|
8.51K
$4.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-159- 2.23% |
$63.1K - $66.8K
|
6.98K
$3.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-159- 3.64% |
$63.1K - $66.8K
|
4.21K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-159- 0.22% |
$63.1K - $66.8K
|
72.6K
$34.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-160- 2.57% |
$63.5K - $67.2K
|
6.06K
$2.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-160- 1.44% |
$63.5K - $67.2K
|
10.9K
$5.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-162- 0.4% |
$64.3K - $68.1K
|
40.3K
$19.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-164- 12.96% |
$65.1K - $68.9K
|
1.1K
$528K
|