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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.06KNew |
$1.01M - $1.11M
|
3.06K
$1.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
3.05KNew |
$1.01M - $1.11M
|
3.05K
$1.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.05K+ 2.17% |
$1.01M - $1.11M
|
144K
$67.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
3.03K+ 10113.33% |
$1.01M - $1.1M
|
3.06K
$1.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.03K+ 26.98% |
$1M - $1.1M
|
14.2K
$6.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.02K+ 12.04% |
$1M - $1.1M
|
28.1K
$13.2M
|
|
|
Feb 22, 2024
Q4 2023
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
3.02KNew |
$1M - $1.1M
|
3.02K
$1.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.01K+ 2.09% |
$999K - $1.09M
|
147K
$69.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3KNew |
$995K - $1.09M
|
3K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
2.99KNew |
$992K - $1.09M
|
2.99K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.99K+ 49.73% |
$990K - $1.08M
|
8.99K
$4.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
2.98K+ 5.49% |
$987K - $1.08M
|
57.1K
$26.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.97K+ 9.08% |
$986K - $1.08M
|
35.7K
$16.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.97K+ 24.38% |
$985K - $1.08M
|
15.2K
$7.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
2.97KNew |
$985K - $1.08M
|
2.97K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.96K+ 19.44% |
$982K - $1.07M
|
18.2K
$8.55M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.94K+ 88.66% |
$975K - $1.07M
|
6.26K
$2.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.94K+ 2.65% |
$975K - $1.07M
|
114K
$53.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
2.92K+ 385.07% |
$967K - $1.06M
|
3.67K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.91KNew |
$966K - $1.06M
|
2.91K
$1.37M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
2.88K+ 111.75% |
$956K - $1.04M
|
5.46K
$2.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.87KNew |
$952K - $1.04M
|
2.87K
$1.35M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
2.87K+ 11.1% |
$951K - $1.04M
|
28.7K
$13.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2.85K+ 168.62% |
$946K - $1.03M
|
4.55K
$2.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.85K+ 23.2% |
$944K - $1.03M
|
15.1K
$7.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
2.84K+ 4.08% |
$943K - $1.03M
|
72.6K
$34.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.82K+ 5.65% |
$935K - $1.02M
|
52.7K
$24.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.81KNew |
$933K - $1.02M
|
2.81K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
2.8KNew |
$927K - $1.01M
|
2.8K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.78K+ 462.13% |
$923K - $1.01M
|
3.38K
$1.59M
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.77KNew |
$920K - $1.01M
|
2.77K
$1.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.74K+ 62.72% |
$910K - $994K
|
7.11K
$3.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
2.74K+ 3.7% |
$910K - $994K
|
76.8K
$36.1M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.74KNew |
$909K - $994K
|
2.74K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.72K+ 4.52% |
$903K - $987K
|
63K
$29.6M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.72KNew |
$901K - $985K
|
2.72K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2.71K+ 3.84% |
$900K - $984K
|
73.3K
$34.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
2.71K+ 50.63% |
$900K - $984K
|
8.07K
$3.79M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
2.71K+ 5.87% |
$899K - $983K
|
48.9K
$23M
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
2.67K+ 9.0% |
$885K - $968K
|
32.3K
$15.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.66K+ 22.45% |
$882K - $965K
|
14.5K
$6.82M
|
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
2.66K+ 5.0% |
$881K - $963K
|
55.8K
$26.2M
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
2.65K+ 8.42% |
$880K - $963K
|
34.2K
$16.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.65KNew |
$880K - $962K
|
2.65K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.61K+ 3.26% |
$865K - $946K
|
82.7K
$38.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
2.58K+ 136.92% |
$856K - $936K
|
4.47K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
2.58KNew |
$854K - $934K
|
2.58K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.57K+ 24.33% |
$851K - $931K
|
13.1K
$6.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
2.57KNew |
$851K - $931K
|
2.57K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
2.56K+ 255.34% |
$848K - $927K
|
3.56K
$1.67M
|