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 20, 2024
Q2 2024
|
Next Capital Management LLC
|
SELL
|
- |
-856- 10.28% |
$340K - $360K
|
7.47K
$3.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-861- 3.12% |
$342K - $362K
|
26.7K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-861- 6.22% |
$342K - $362K
|
13K
$6.12M
|
|
|
Jul 15, 2024
Q2 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-863- 0.52% |
$342K - $363K
|
164K
$77.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-863- 0.98% |
$342K - $363K
|
86.8K
$41M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-870- 3.19% |
$345K - $366K
|
26.4K
$12.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-875- 0.37% |
$347K - $368K
|
234K
$110M
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-896- 37.15% |
$355K - $377K
|
1.52K
$716K
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-900- 0.55% |
$357K - $378K
|
164K
$77.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-905- 24.71% |
$359K - $380K
|
2.76K
$1.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-909- 1.5% |
$361K - $382K
|
59.5K
$28.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-916- 3.95% |
$363K - $385K
|
22.3K
$10.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-916- 1.39% |
$363K - $385K
|
65.1K
$30.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-918- 3.36% |
$364K - $386K
|
26.4K
$12.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-919- 1.03% |
$365K - $386K
|
88.2K
$41.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-934- 15.85% |
$371K - $393K
|
4.96K
$2.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-935- 23.91% |
$371K - $393K
|
2.98K
$1.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-944- 28.83% |
$375K - $397K
|
2.33K
$1.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-946- 53.81% |
$375K - $398K
|
812
$383K
|
|
|
Aug 12, 2024
Q2 2024
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-951- 6.95% |
$377K - $400K
|
12.7K
$6.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-959- 1.88% |
$380K - $403K
|
50.2K
$23.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-967- 0.86% |
$384K - $406K
|
112K
$52.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-986- 0.97% |
$391K - $414K
|
100K
$47.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-996- 1.03% |
$395K - $419K
|
96K
$45.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
SELL
|
- |
-1K- 5.3% |
$397K - $420K
|
17.9K
$8.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Findlay Park Partners LLP
London, X0 |
SELL
|
- |
-1K- 0.73% |
$397K - $420K
|
137K
$64.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1K- 9.61% |
$397K - $420K
|
9.41K
$4.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1K- 5.4% |
$397K - $421K
|
17.5K
$8.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Winmill & Co. Inc
Millbrook, NY |
SELL
|
- |
-1.01K- 16.53% |
$401K - $424K
|
5.1K
$2.41M
|
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-1.01K- 8.5% |
$401K - $425K
|
10.9K
$5.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-1.01K- 2.78% |
$401K - $425K
|
35.4K
$16.7M
|
|
|
Aug 14, 2024
Q2 2024
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-1.02K- 2.9% |
$403K - $427K
|
34K
$16.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.02K- 0.79% |
$406K - $430K
|
128K
$60.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-1.03K- 5.43% |
$407K - $431K
|
17.9K
$8.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-1.03K- 26.5% |
$407K - $431K
|
2.85K
$1.34M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.03K- 6.62% |
$408K - $432K
|
14.5K
$6.86M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.03K- 1.54% |
$409K - $434K
|
65.9K
$31.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.04K- 12.56% |
$411K - $435K
|
7.2K
$3.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-1.04K- 3.9% |
$411K - $435K
|
25.5K
$12.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.04K- 3.2% |
$411K - $436K
|
31.4K
$14.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.04K- 0.56% |
$412K - $437K
|
186K
$87.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-1.05K- 17.45% |
$417K - $441K
|
4.97K
$2.35M
|
|
|
Jul 02, 2024
Q2 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-1.06K- 0.3% |
$421K - $446K
|
353K
$167M
|
|
|
Jul 19, 2024
Q2 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-1.07K- 2.92% |
$424K - $449K
|
35.6K
$16.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-1.07K- 4.6% |
$425K - $450K
|
22.2K
$10.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.08K- 11.56% |
$430K - $455K
|
8.29K
$3.91M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.09K- 16.71% |
$432K - $458K
|
5.43K
$2.56M
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-1.09K- 2.27% |
$434K - $460K
|
47K
$22.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.1K- 1.76% |
$435K - $461K
|
61.4K
$29M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.1K- 8.21% |
$436K - $462K
|
12.3K
$5.81M
|