Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
3.69KNew |
$1.23M - $1.34M
|
3.69K
$1.74M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
3.67K+ 3.15% |
$1.22M - $1.33M
|
120K
$56.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.67K+ 36.41% |
$1.22M - $1.33M
|
13.7K
$6.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.65K+ 3.96% |
$1.21M - $1.32M
|
95.7K
$45M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
3.65KNew |
$1.21M - $1.32M
|
3.65K
$1.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.64K+ 45.02% |
$1.21M - $1.32M
|
11.7K
$5.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
3.57K+ 91.81% |
$1.19M - $1.3M
|
7.47K
$3.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.57K+ 14.81% |
$1.18M - $1.3M
|
27.7K
$13M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
3.53KNew |
$1.17M - $1.28M
|
3.53K
$1.66M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.53KNew |
$1.17M - $1.28M
|
3.53K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
3.53K+ 18.33% |
$1.17M - $1.28M
|
22.8K
$10.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.5K+ 315.21% |
$1.16M - $1.27M
|
4.61K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
English Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.49KNew |
$1.16M - $1.27M
|
3.49K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
3.48K+ 975.63% |
$1.16M - $1.26M
|
3.84K
$1.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
3.48KNew |
$1.15M - $1.26M
|
3.48K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.47KNew |
$1.15M - $1.26M
|
3.47K
$1.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.44K+ 7.38% |
$1.14M - $1.25M
|
50.1K
$23.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
3.43K+ 1.35% |
$1.14M - $1.24M
|
258K
$121M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.43K+ 25.51% |
$1.14M - $1.24M
|
16.9K
$7.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.37K+ 0.31% |
$1.12M - $1.22M
|
1.09M
$511M
|
|
|
Jan 31, 2024
Q4 2023
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
3.36K+ 0.06% |
$1.11M - $1.22M
|
5.69M
$2.68B
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.36KNew |
$1.11M - $1.22M
|
3.36K
$1.58M
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
3.35K+ 2.19% |
$1.11M - $1.22M
|
156K
$73.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3.35KNew |
$1.11M - $1.21M
|
3.35K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3.32K+ 21.22% |
$1.1M - $1.2M
|
19K
$8.92M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
3.3K+ 4.42% |
$1.09M - $1.2M
|
77.8K
$36.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
3.29K+ 67.61% |
$1.09M - $1.19M
|
8.15K
$3.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
3.29K+ 21.83% |
$1.09M - $1.19M
|
18.3K
$8.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
3.28K+ 6.15% |
$1.09M - $1.19M
|
56.5K
$26.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
3.27KNew |
$1.09M - $1.19M
|
3.27K
$1.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
3.27K+ 19.34% |
$1.09M - $1.19M
|
20.2K
$9.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.26K+ 12.46% |
$1.08M - $1.18M
|
29.5K
$13.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.25K+ 3.18% |
$1.08M - $1.18M
|
105K
$49.5M
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.24KNew |
$1.07M - $1.18M
|
3.24K
$1.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
3.18K+ 11.76% |
$1.05M - $1.15M
|
30.2K
$14.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.18K+ 4.18% |
$1.05M - $1.15M
|
79.2K
$37.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
3.17K+ 3.54% |
$1.05M - $1.15M
|
92.7K
$43.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.17K+ 8.67% |
$1.05M - $1.15M
|
39.7K
$18.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
3.17K+ 41.32% |
$1.05M - $1.15M
|
10.8K
$5.09M
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
3.16K+ 59.53% |
$1.05M - $1.14M
|
8.46K
$3.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
3.14K+ 83.94% |
$1.04M - $1.14M
|
6.87K
$3.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.11K+ 3.5% |
$1.03M - $1.13M
|
91.7K
$43.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
3.09K+ 4.83% |
$1.02M - $1.12M
|
67K
$31.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.08K+ 7.27% |
$1.02M - $1.12M
|
45.5K
$21.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.08K+ 60.73% |
$1.02M - $1.12M
|
8.15K
$3.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.08K+ 4.03% |
$1.02M - $1.12M
|
79.4K
$37.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
3.07K+ 7.12% |
$1.02M - $1.11M
|
46.3K
$21.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.07K+ 3.44% |
$1.02M - $1.11M
|
92.3K
$43.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
3.07KNew |
$1.02M - $1.11M
|
3.07K
$1.44M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
3.07K+ 14.56% |
$1.02M - $1.11M
|
24.1K
$11.3M
|