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 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.88K- 52.94% |
$744K - $788K
|
1.67K
$787K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.88K- 2.07% |
$747K - $792K
|
89.2K
$42.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.91K- 66.42% |
$759K - $804K
|
967
$457K
|
|
|
Aug 12, 2024
Q2 2024
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-1.93K- 4.84% |
$767K - $813K
|
38K
$18M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.94K- 1.99% |
$770K - $816K
|
95.5K
$45.1M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.98K- 50.81% |
$784K - $830K
|
1.91K
$903K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-1.98K- 17.04% |
$785K - $832K
|
9.64K
$4.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.98K- 1.95% |
$786K - $832K
|
99.9K
$47.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-2K- 50.44% |
$793K - $840K
|
1.97K
$928K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2K- 1.2% |
$795K - $842K
|
165K
$77.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.01K- 52.69% |
$797K - $845K
|
1.81K
$852K
|
|
|
Aug 14, 2024
Q2 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.02K- 6.26% |
$800K - $847K
|
30.2K
$14.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-2.02K- 7.88% |
$800K - $848K
|
23.6K
$11.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.02K- 3.71% |
$803K - $851K
|
52.5K
$24.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-2.05K- 8.51% |
$813K - $861K
|
22.1K
$10.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-2.06K- 56.14% |
$818K - $866K
|
1.61K
$760K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-2.1K- 11.75% |
$833K - $883K
|
15.8K
$7.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.11K- 2.29% |
$836K - $886K
|
90.1K
$42.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.11K- 2.7% |
$837K - $886K
|
76K
$35.9M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.13K- 5.05% |
$845K - $896K
|
40.1K
$18.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-2.14K- 1.86% |
$849K - $899K
|
113K
$53.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.16K- 9.81% |
$857K - $907K
|
19.9K
$9.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.17K- 0.46% |
$859K - $910K
|
471K
$222M
|
|
|
Aug 14, 2024
Q2 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-2.17K- 2.3% |
$859K - $910K
|
92.1K
$43.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.2K- 79.07% |
$874K - $925K
|
583
$275K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.21K- 1.58% |
$876K - $928K
|
138K
$65M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.21K- 37.54% |
$877K - $929K
|
3.68K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.32K- 57.43% |
$922K - $976K
|
1.72K
$813K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-2.34K- 2.64% |
$928K - $983K
|
86.2K
$40.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-2.35K- 2.79% |
$930K - $985K
|
81.8K
$38.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.37K- 63.78% |
$941K - $997K
|
1.35K
$636K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.38K- 12.63% |
$946K - $1M
|
16.5K
$7.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.39K- 2.46% |
$946K - $1M
|
94.5K
$44.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-2.44K- 12.52% |
$968K - $1.03M
|
17.1K
$8.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Steginsky Capital LLC
|
SELL
|
- |
-2.51K- 3.73% |
$996K - $1.05M
|
64.8K
$30.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-2.54K- 74.75% |
$1.01M - $1.07M
|
857
$405K
|
|
|
Aug 07, 2024
Q2 2024
|
Saybrook Capital
|
SELL
|
- |
-2.55K- 2.32% |
$1.01M - $1.07M
|
107K
$50.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-2.56K- 2.0% |
$1.02M - $1.08M
|
125K
$59.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-2.57K- 1.0% |
$1.02M - $1.08M
|
254K
$120M
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-2.59K- 37.04% |
$1.03M - $1.09M
|
4.39K
$2.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.59K- 1.04% |
$1.03M - $1.09M
|
247K
$117M
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-2.63K- 1.5% |
$1.04M - $1.1M
|
172K
$81.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
SELL
|
- |
-2.64K- 21.69% |
$1.05M - $1.11M
|
9.53K
$4.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.67K- 2.76% |
$1.06M - $1.12M
|
93.9K
$44.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-2.68K- 2.85% |
$1.06M - $1.13M
|
91.4K
$43.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-2.69K- 16.91% |
$1.07M - $1.13M
|
13.2K
$6.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.71K- 9.13% |
$1.07M - $1.14M
|
26.9K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-2.73K- 5.92% |
$1.08M - $1.15M
|
43.3K
$20.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.73K- 62.45% |
$1.08M - $1.15M
|
1.64K
$774K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.75K- 43.39% |
$1.09M - $1.16M
|
3.59K
$1.69M
|