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 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-360- 0.11% |
$143K - $151K
|
326K
$154M
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-360- 23.26% |
$143K - $151K
|
1.19K
$560K
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-366- 8.46% |
$145K - $154K
|
3.96K
$1.87M
|
|
Aug 07, 2024
Q2 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-370- 1.2% |
$147K - $155K
|
30.5K
$14.4M
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-370- 3.66% |
$147K - $155K
|
9.75K
$4.6M
|
|
Jul 16, 2024
Q2 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-371- 0.83% |
$147K - $156K
|
44.5K
$21M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-371- 0.86% |
$147K - $156K
|
42.9K
$20.3M
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-375- 12.79% |
$149K - $158K
|
2.56K
$1.21M
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-375- 10.51% |
$149K - $158K
|
3.19K
$1.51M
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-375- 0.82% |
$149K - $158K
|
45.1K
$21.3M
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-375- 3.91% |
$149K - $158K
|
9.21K
$4.34M
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-378- 0.96% |
$150K - $159K
|
39.1K
$18.5M
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-379- 2.98% |
$150K - $159K
|
12.4K
$5.83M
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-383- 27.69% |
$152K - $161K
|
1K
$472K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-386- 6.06% |
$153K - $162K
|
5.99K
$2.82M
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-387- 0.72% |
$154K - $163K
|
53.1K
$25.1M
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-392- 2.96% |
$156K - $165K
|
12.9K
$6.07M
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-392- 10.03% |
$156K - $165K
|
3.52K
$1.66M
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-393- 2.6% |
$156K - $165K
|
14.7K
$6.95M
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-393- 6.56% |
$156K - $165K
|
5.6K
$2.64M
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-394- 0.99% |
$156K - $166K
|
39.3K
$18.5M
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-394- 11.59% |
$156K - $166K
|
3.01K
$1.42M
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-396- 4.24% |
$157K - $166K
|
8.94K
$4.22M
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-397- 15.07% |
$158K - $167K
|
2.24K
$1.06M
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-398- 5.07% |
$158K - $167K
|
7.45K
$3.51M
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-402- 4.2% |
$159K - $169K
|
9.18K
$4.33M
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-404- 0.79% |
$160K - $170K
|
50.7K
$23.9M
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-405- 4.05% |
$161K - $170K
|
9.59K
$4.52M
|
|
Aug 12, 2024
Q2 2024
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-408- 0.9% |
$162K - $171K
|
45.1K
$21.3M
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-410- 0.99% |
$163K - $172K
|
40.9K
$19.3M
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-410- 0.14% |
$163K - $172K
|
303K
$143M
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-411- 30.74% |
$163K - $173K
|
926
$437K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-411- 9.39% |
$163K - $173K
|
3.97K
$1.87M
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-412- 21.65% |
$163K - $173K
|
1.49K
$703K
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-412- 1.49% |
$163K - $173K
|
27.2K
$12.8M
|
|
Aug 05, 2024
Q2 2024
|
Pacifica Capital Investments, LLC
|
SELL
|
- |
-412- 0.19% |
$163K - $173K
|
213K
$101M
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-412- 10.43% |
$163K - $173K
|
3.54K
$1.67M
|
|
Aug 14, 2024
Q2 2024
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-412- 7.27% |
$163K - $173K
|
5.25K
$2.48M
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-416- 3.51% |
$165K - $175K
|
11.4K
$5.4M
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-418- 15.09% |
$166K - $176K
|
2.35K
$1.11M
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-422- 0.71% |
$167K - $177K
|
59K
$27.8M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-423- 2.25% |
$168K - $178K
|
18.4K
$8.66M
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-424- 2.69% |
$168K - $178K
|
15.3K
$7.23M
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-425- 16.35% |
$169K - $179K
|
2.18K
$1.03M
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-426- 10.79% |
$169K - $179K
|
3.52K
$1.66M
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-429- 0.24% |
$170K - $180K
|
178K
$83.7M
|
|
Jul 24, 2024
Q2 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-429- 39.0% |
$170K - $180K
|
671
$317K
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-430- 6.45% |
$171K - $181K
|
6.23K
$2.94M
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-430- 8.65% |
$171K - $181K
|
4.54K
$2.14M
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-431- 0.43% |
$171K - $181K
|
98.9K
$46.7M
|