Purchases and Sales Made in Q4 2023 in Berkshire Hathaway Inc Class B (BRK-B)

BRK-B Quotes by TradingView

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 14, 2024 Q4 2023
Mendel Money Management

Northbrook, IL
BUY
 -
1.2K
New
$396K - $433K
1.2K $580K
Jan 19, 2024 Q4 2023
Mirador Capital Partners LP

BUY
 -
1.2K
+ 2.24%
$396K - $433K
54.6K $26.5M
Jan 29, 2024 Q4 2023
Saxony Capital Management, LLC

St. Louis, MO
BUY
 -
1.19K
New
$395K - $432K
1.19K $578K
Jan 24, 2024 Q4 2023
Arizona State Retirement System

BUY
 -
1.19K
+ 0.32%
$395K - $432K
368K $178M
Jan 19, 2024 Q4 2023
Tevis Investment Management

BUY
 -
1.19K
+ 7.42%
$394K - $431K
17.2K $8.34M
Jan 30, 2024 Q4 2023
Legacy Cg, LLC

Plano, TX
BUY
 -
1.19K
+ 9.27%
$394K - $431K
14K $6.78M
Jan 10, 2024 Q4 2023
Trust CO

BUY
 -
1.19K
+ 21.29%
$393K - $430K
6.75K $3.27M
Feb 06, 2024 Q4 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.18K
+ 1.83%
$390K - $427K
65.5K $31.8M
Feb 12, 2024 Q4 2023
Oregon Public Employees Retirement Fund

BUY
 -
1.17K
+ 0.83%
$389K - $426K
142K $69M
Feb 12, 2024 Q4 2023
Avestar Capital, LLC

BUY
 -
1.17K
+ 9.19%
$389K - $425K
13.9K $6.76M
Apr 09, 2024 Q4 2023
Dlk Investment Management, LLC

Solana Beach, CA
BUY
 -
1.17K
New
$388K - $424K
1.17K $567K
Feb 07, 2024 Q4 2023
Moran Wealth Management, LLC

Naples, FL
BUY
 -
1.16K
+ 9.45%
$385K - $421K
13.4K $6.52M
Feb 09, 2024 Q4 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
1.16K
+ 2.67%
$384K - $420K
44.5K $21.6M
Jan 05, 2024 Q4 2023
Selective Wealth Management, Inc.

BUY
 -
1.16K
New
$383K - $419K
1.16K $560K
Feb 13, 2024 Q4 2023
B. Metzler Seel. Sohn & Co. Ag

Frankfurt, 2M
BUY
 -
1.16K
+ 1.14%
$383K - $419K
102K $49.5M
Jan 12, 2024 Q4 2023
Willis Johnson & Associates, Inc.

BUY
 -
1.15K
+ 49.44%
$381K - $417K
3.47K $1.68M
Feb 13, 2024 Q4 2023
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
1.14K
+ 1.4%
$379K - $414K
82.6K $40.1M
Feb 15, 2024 Q4 2023
Hilltop Partners LLC

Mishawaka, IN
BUY
 -
1.14K
New
$379K - $414K
1.14K $554K
Jan 31, 2024 Q4 2023
Mont Vue Capital Management, Inc.

Lynchburg, VA
BUY
 -
1.14K
New
$378K - $414K
1.14K $553K
Feb 13, 2024 Q4 2023
360 Financial, Inc.

BUY
 -
1.14K
+ 96.77%
$377K - $413K
2.31K $1.12M
Mar 14, 2024 Q4 2023
Yeomans Consulting Group, Inc.

Marietta, GA
BUY
 -
1.14K
New
$377K - $413K
1.14K $552K
Feb 05, 2024 Q4 2023
Buckhead Capital Management LLC

BUY
 -
1.14K
+ 5.5%
$377K - $412K
21.8K $10.6M
Feb 15, 2024 Q4 2023
Aspect Partners, LLC

Fairfax, VA
BUY
 -
1.13K
New
$375K - $410K
1.13K $549K
Feb 13, 2024 Q4 2023
Maia Wealth LLC

Denver, CO
BUY
 -
1.13K
New
$374K - $409K
1.13K $547K
Feb 09, 2024 Q4 2023
Codex Capital, L.L.C.

New York, NY
BUY
 -
1.13K
+ 6.86%
$373K - $408K
17.5K $8.5M
Jan 26, 2024 Q4 2023
Private Wealth Group, LLC

BUY
 -
1.12K
+ 4.24%
$373K - $408K
27.6K $13.4M
Feb 09, 2024 Q4 2023
Central Valley Advisors, LLC

Sacramento, CA
BUY
 -
1.12K
New
$372K - $407K
1.12K $544K
Feb 14, 2024 Q4 2023
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
1.12K
+ 15.4%
$372K - $406K
8.39K $4.07M
Jan 09, 2024 Q4 2023
Rk Asset Management, LLC

Grosse Pointe Farms, MI
BUY
 -
1.12K
+ 8.08%
$370K - $405K
14.9K $7.24M
Feb 13, 2024 Q4 2023
Angeles Wealth Management, LLC

BUY
 -
1.12K
+ 17.34%
$370K - $405K
7.55K $3.66M
Jan 29, 2024 Q4 2023
Cornerstone Wealth Group, LLC

BUY
 -
1.11K
+ 7.16%
$369K - $404K
16.7K $8.08M
Jan 24, 2024 Q4 2023
Canal Capital Management, LLC

BUY
 -
1.11K
+ 4.93%
$368K - $402K
23.6K $11.4M
Jan 18, 2024 Q4 2023
Lee Johnson Capital Management, LLC

BUY
 -
1.1K
+ 3.25%
$364K - $398K
34.9K $16.9M
Jan 25, 2024 Q4 2023
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
1.1K
+ 5.49%
$364K - $397K
21K $10.2M
Feb 05, 2024 Q4 2023
Rb Capital Management, LLC

BUY
 -
1.09K
+ 2.7%
$363K - $396K
41.6K $20.2M
Feb 09, 2024 Q4 2023
Weil Company, Inc.

BUY
 -
1.09K
+ 4.81%
$362K - $395K
23.7K $11.5M
Feb 12, 2024 Q4 2023
Acorn Creek Capital LLC

Fort Collins, CO
BUY
 -
1.09K
New
$361K - $395K
1.09K $528K
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

BUY
 -
1.08K
+ 34.82%
$358K - $391K
4.17K $2.02M
Jul 19, 2024 Q4 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
1.07K
+ 51.12%
$356K - $390K
3.18K $1.54M
Jan 12, 2024 Q4 2023
Sterling Investment Counsel, LLC

BUY
 -
1.07K
+ 11.55%
$356K - $389K
10.4K $5.02M
Feb 14, 2024 Q4 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
1.07K
+ 428.92%
$354K - $387K
1.32K $639K
May 02, 2024 Q4 2023
Value Partners Investments Inc.

BUY
 -
1.06K
+ 45.73%
$352K - $385K
3.38K $1.64M
Feb 12, 2024 Q4 2023
Richard C. Young & Co., Ltd.

BUY
 -
1.06K
New
$350K - $383K
1.06K $512K
Jan 29, 2025 Q4 2023
Louisbourg Investments Inc.

Dieppe, A3
BUY
 -
1.06K
New
$350K - $383K
1.06K $512K
Jan 12, 2024 Q4 2023
Monterey Private Wealth, Inc.

BUY
 -
1.05K
+ 2.29%
$349K - $382K
47K $22.8M
Jan 25, 2024 Q4 2023
One Wealth Management Investment & Advisory Services, LLC

Miami Beach, FL
BUY
 -
1.05K
New
$349K - $382K
1.05K $511K
Jan 26, 2024 Q4 2023
Keener Financial Planning LLC

Keller, TX
BUY
 -
1.05K
New
$349K - $382K
1.05K $510K
Apr 03, 2024 Q4 2023
Granite Group Advisors, LLC

Stamford, CT
BUY
 -
1.05K
New
$348K - $381K
1.05K $509K
Feb 06, 2024 Q4 2023
Power Wealth Management LLC

Roswell, GA
BUY
 -
1.05K
New
$348K - $380K
1.05K $509K

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