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 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-165- 10.56% |
$65.5K - $69.3K
|
1.4K
$670K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-165- 1.01% |
$65.5K - $69.3K
|
16.2K
$7.76M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-165- 6.34% |
$65.5K - $69.3K
|
2.44K
$1.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-165- 3.51% |
$65.5K - $69.3K
|
4.54K
$2.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-165- 2.9% |
$65.5K - $69.3K
|
5.53K
$2.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-166- 10.2% |
$65.9K - $69.8K
|
1.46K
$701K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-166- 5.06% |
$65.9K - $69.8K
|
3.12K
$1.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-167- 3.03% |
$66.3K - $70.2K
|
5.35K
$2.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-167- 2.29% |
$66.3K - $70.2K
|
7.13K
$3.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-167- 6.9% |
$66.3K - $70.2K
|
2.25K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-168- 0.31% |
$66.7K - $70.6K
|
54.8K
$26.3M
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-169- 0.27% |
$67K - $71K
|
63.2K
$30.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-169- 5.14% |
$67K - $71K
|
3.12K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-170- 23.07% |
$67.4K - $71.4K
|
567
$272K
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-172- 0.18% |
$68.2K - $72.3K
|
96.4K
$46.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-172- 2.54% |
$68.2K - $72.3K
|
6.61K
$3.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-173- 2.09% |
$68.6K - $72.7K
|
8.12K
$3.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-173- 3.49% |
$68.6K - $72.7K
|
4.78K
$2.29M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-174- 0.23% |
$69K - $73.1K
|
76.5K
$36.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-175- 5.76% |
$69.4K - $73.5K
|
2.86K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-175- 1.14% |
$69.4K - $73.5K
|
15.2K
$7.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-177- 25.88% |
$70.2K - $74.4K
|
507
$243K
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-178- 3.96% |
$70.6K - $74.8K
|
4.32K
$2.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-180- 10.14% |
$71.4K - $75.6K
|
1.6K
$765K
|
|
|
Aug 08, 2024
Q2 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-180- 1.62% |
$71.4K - $75.6K
|
10.9K
$5.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-180- 2.54% |
$71.4K - $75.6K
|
6.9K
$3.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-181- 22.02% |
$71.8K - $76.1K
|
641
$307K
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-182- 1.11% |
$72.2K - $76.5K
|
16.3K
$7.81M
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-184- 2.62% |
$73K - $77.3K
|
6.85K
$3.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-184- 15.86% |
$73K - $77.3K
|
976
$468K
|
|
|
Jul 18, 2024
Q2 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-185- 0.79% |
$73.4K - $77.7K
|
23.2K
$11.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-185- 4.21% |
$73.4K - $77.7K
|
4.21K
$2.02M
|
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-185- 14.74% |
$73.4K - $77.7K
|
1.07K
$513K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-186- 1.71% |
$73.8K - $78.2K
|
10.7K
$5.14M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-186- 2.78% |
$73.8K - $78.2K
|
6.5K
$3.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-186- 19.94% |
$73.8K - $78.2K
|
747
$358K
|
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-187- 0.6% |
$74.2K - $78.6K
|
31K
$14.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-188- 1.26% |
$74.6K - $79K
|
14.7K
$7.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-188- 1.19% |
$74.6K - $79K
|
15.6K
$7.47M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-188- 1.73% |
$74.6K - $79K
|
10.7K
$5.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-189- 1.57% |
$75K - $79.4K
|
11.8K
$5.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
SELL
|
- |
-190- 1.47% |
$75.4K - $79.8K
|
12.7K
$6.11M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
SELL
|
- |
-191- 2.17% |
$75.8K - $80.3K
|
8.61K
$4.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-192- 0.73% |
$76.2K - $80.7K
|
26K
$12.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-193- 2.06% |
$76.6K - $81.1K
|
9.18K
$4.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
SELL
|
- |
-196- 3.25% |
$77.8K - $82.4K
|
5.84K
$2.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-196- 0.17% |
$77.8K - $82.4K
|
113K
$54.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-197- 0.69% |
$78.2K - $82.8K
|
28.5K
$13.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Lfl Advisers, LLC
Evanston, IL |
SELL
|
- |
-199- 0.73% |
$78.9K - $83.6K
|
27K
$12.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-200- 4.52% |
$79.3K - $84K
|
4.23K
$2.03M
|