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 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-712- 0.19% |
$282K - $299K
|
373K
$176M
|
|
|
Aug 14, 2024
Q2 2024
|
Unconventional Investor, LLC
|
SELL
|
- |
-712- 1.24% |
$282K - $299K
|
56.5K
$26.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-713- 5.93% |
$283K - $300K
|
11.3K
$5.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-716- 0.58% |
$284K - $301K
|
122K
$57.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-717- 4.34% |
$284K - $301K
|
15.8K
$7.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-723- 1.66% |
$287K - $304K
|
42.9K
$20.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-725- 3.66% |
$288K - $305K
|
19.1K
$9.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-725- 17.77% |
$288K - $305K
|
3.36K
$1.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
SELL
|
- |
-729- 54.32% |
$289K - $306K
|
613
$289K
|
|
|
Jul 22, 2024
Q2 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-735- 42.98% |
$292K - $309K
|
975
$460K
|
|
|
Jul 24, 2024
Q2 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-736- 26.02% |
$292K - $309K
|
2.09K
$988K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-739- 2.89% |
$293K - $311K
|
24.8K
$11.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-749- 3.11% |
$297K - $315K
|
23.3K
$11M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-751- 2.17% |
$298K - $316K
|
33.9K
$16M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-753- 0.99% |
$299K - $316K
|
75.3K
$35.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-753- 2.78% |
$299K - $316K
|
26.3K
$12.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-757- 40.81% |
$300K - $318K
|
1.1K
$518K
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-758- 3.15% |
$301K - $319K
|
23.3K
$11M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-758- 0.84% |
$301K - $319K
|
89.3K
$42.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-759- 1.36% |
$301K - $319K
|
54.9K
$25.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-769- 8.74% |
$305K - $323K
|
8.03K
$3.79M
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-772- 12.43% |
$306K - $324K
|
5.44K
$2.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-774- 1.51% |
$307K - $325K
|
50.6K
$23.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-776- 12.38% |
$308K - $326K
|
5.49K
$2.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-779- 6.06% |
$309K - $327K
|
12.1K
$5.71M
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-787- 10.39% |
$312K - $331K
|
6.79K
$3.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-787- 0.33% |
$312K - $331K
|
239K
$113M
|
|
|
Aug 12, 2024
Q2 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-795- 1.07% |
$315K - $334K
|
73.7K
$34.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-800- 2.95% |
$317K - $336K
|
26.3K
$12.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-800- 16.42% |
$317K - $336K
|
4.07K
$1.92M
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-801- 24.64% |
$318K - $337K
|
2.45K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-802- 11.86% |
$318K - $337K
|
5.96K
$2.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-804- 4.88% |
$319K - $338K
|
15.7K
$7.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-809- 1.19% |
$321K - $340K
|
67.1K
$31.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-809- 3.57% |
$321K - $340K
|
21.9K
$10.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-811- 9.11% |
$322K - $341K
|
8.09K
$3.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-812- 1.9% |
$322K - $341K
|
41.9K
$19.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-815- 0.27% |
$323K - $342K
|
304K
$143M
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-815- 12.66% |
$323K - $342K
|
5.62K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-820- 3.2% |
$325K - $345K
|
24.8K
$11.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-827- 8.71% |
$328K - $348K
|
8.67K
$4.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-836- 1.57% |
$332K - $351K
|
52.3K
$24.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-837- 4.35% |
$332K - $352K
|
18.4K
$8.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-838- 1.17% |
$332K - $352K
|
70.7K
$33.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-840- 9.9% |
$333K - $353K
|
7.65K
$3.61M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-843- 45.2% |
$334K - $354K
|
1.02K
$482K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-844- 23.81% |
$335K - $355K
|
2.7K
$1.27M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-845- 24.45% |
$335K - $355K
|
2.61K
$1.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-845- 5.81% |
$335K - $355K
|
13.7K
$6.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-850- 34.0% |
$337K - $357K
|
1.65K
$779K
|