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
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-566- 0.55% |
$225K - $238K
|
102K
$48.1M
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-568- 1.61% |
$225K - $239K
|
34.8K
$16.4M
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-569- 40.85% |
$226K - $239K
|
824
$389K
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-570- 2.06% |
$226K - $240K
|
27.1K
$12.8M
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-570- 3.4% |
$226K - $240K
|
16.2K
$7.64M
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-573- 11.18% |
$227K - $241K
|
4.55K
$2.15M
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-574- 1.68% |
$228K - $241K
|
33.6K
$15.9M
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-576- 15.66% |
$229K - $242K
|
3.1K
$1.46M
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-577- 2.9% |
$229K - $242K
|
19.3K
$9.11M
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-577- 0.56% |
$229K - $242K
|
103K
$48.7M
|
|
Aug 13, 2024
Q2 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-578- 25.13% |
$229K - $243K
|
1.72K
$812K
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-585- 1.98% |
$232K - $246K
|
29K
$13.7M
|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-589- 0.57% |
$234K - $248K
|
103K
$48.5M
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-592- 17.03% |
$235K - $249K
|
2.89K
$1.36M
|
|
Aug 13, 2024
Q2 2024
|
Chuck Akre
Akre Capital Management LLC | Middleburg, Va
|
SELL
|
- |
-595- 3.61% |
$236K - $250K
|
15.9K
$7.5M
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-598- 1.39% |
$237K - $251K
|
42.4K
$20M
|
|
Jul 30, 2024
Q2 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-599- 40.61% |
$238K - $252K
|
876
$413K
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-600- 7.35% |
$238K - $252K
|
7.56K
$3.57M
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-600- 6.06% |
$238K - $252K
|
9.3K
$4.39M
|
|
Jul 19, 2024
Q2 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-601- 22.83% |
$238K - $253K
|
2.03K
$958K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-601- 13.94% |
$238K - $253K
|
3.71K
$1.75M
|
|
Jul 26, 2024
Q2 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-603- 2.03% |
$239K - $253K
|
29.2K
$13.8M
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-606- 0.95% |
$240K - $255K
|
62.9K
$29.7M
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-610- 29.96% |
$242K - $256K
|
1.43K
$673K
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-612- 1.3% |
$243K - $257K
|
46.4K
$21.9M
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-613- 6.12% |
$243K - $258K
|
9.41K
$4.44M
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-614- 5.22% |
$244K - $258K
|
11.2K
$5.26M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-617- 2.74% |
$245K - $259K
|
21.9K
$10.3M
|
|
Aug 08, 2024
Q2 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-622- 0.97% |
$247K - $261K
|
63.4K
$29.9M
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-632- 24.56% |
$251K - $266K
|
1.94K
$916K
|
|
Jul 24, 2024
Q2 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-634- 7.46% |
$252K - $266K
|
7.86K
$3.71M
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-636- 3.66% |
$252K - $267K
|
16.7K
$7.9M
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-640- 3.28% |
$254K - $269K
|
18.9K
$8.9M
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-641- 5.31% |
$254K - $269K
|
11.4K
$5.39M
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-644- 25.25% |
$255K - $271K
|
1.91K
$900K
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-646- 3.12% |
$256K - $271K
|
20.1K
$9.47M
|
|
Aug 08, 2024
Q2 2024
|
Reaves W H & CO Inc
|
SELL
|
- |
-648- 3.01% |
$257K - $272K
|
20.9K
$9.86M
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-650- 0.25% |
$258K - $273K
|
256K
$121M
|
|
Jul 22, 2024
Q2 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-651- 24.77% |
$258K - $274K
|
1.98K
$933K
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-652- 1.01% |
$259K - $274K
|
63.7K
$30.1M
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-657- 20.89% |
$261K - $276K
|
2.49K
$1.17M
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-661- 0.98% |
$262K - $278K
|
66.9K
$31.6M
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-670- 1.88% |
$266K - $282K
|
35K
$16.5M
|
|
Aug 14, 2024
Q2 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-671- 5.34% |
$266K - $282K
|
11.9K
$5.61M
|
|
Aug 02, 2024
Q2 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-679- 0.54% |
$269K - $285K
|
125K
$58.8M
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-680- 12.14% |
$270K - $286K
|
4.92K
$2.32M
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-686- 1.01% |
$272K - $288K
|
67.4K
$31.8M
|
|
Aug 23, 2024
Q2 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-692- 8.57% |
$275K - $291K
|
7.39K
$3.48M
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-694- 0.79% |
$275K - $292K
|
87K
$41M
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-695- 3.6% |
$276K - $292K
|
18.6K
$8.77M
|