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 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.05K+ 65.56% |
$347K - $379K
|
2.64K
$1.28M
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
1.04K+ 1.99% |
$346K - $378K
|
53.6K
$26M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.04K+ 33.48% |
$346K - $378K
|
4.16K
$2.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.04K+ 60.72% |
$345K - $377K
|
2.75K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Caxton Corp
Princeton, NJ |
BUY
|
- |
1.04KNew |
$343K - $375K
|
1.04K
$502K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
1.03K+ 1.07% |
$340K - $372K
|
96.7K
$46.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.03KNew |
$340K - $372K
|
1.03K
$498K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.02K+ 13.92% |
$339K - $371K
|
8.37K
$4.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.02K+ 25.42% |
$338K - $370K
|
5.03K
$2.44M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
1.02K+ 6.13% |
$338K - $370K
|
17.6K
$8.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
1.02K+ 14.57% |
$337K - $368K
|
7.98K
$3.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.02K+ 8.33% |
$337K - $368K
|
13.2K
$6.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.01K+ 4.66% |
$335K - $367K
|
22.7K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1K+ 8.82% |
$332K - $363K
|
12.4K
$6M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
1K+ 4.29% |
$332K - $363K
|
24.3K
$11.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
994+ 0.91% |
$330K - $361K
|
111K
$53.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
994+ 11.05% |
$330K - $361K
|
9.99K
$4.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
994+ 75.19% |
$330K - $361K
|
2.32K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
988+ 16.7% |
$328K - $358K
|
6.9K
$3.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
979+ 2.73% |
$325K - $355K
|
36.9K
$17.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
964+ 8.72% |
$320K - $350K
|
12K
$5.83M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
960+ 19.14% |
$318K - $348K
|
5.98K
$2.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
958+ 20.51% |
$318K - $347K
|
5.63K
$2.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
957+ 2.61% |
$317K - $347K
|
37.6K
$18.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
957New |
$317K - $347K
|
957
$464K
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
956New |
$317K - $347K
|
956
$464K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
950+ 3.74% |
$315K - $345K
|
26.3K
$12.8M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
949+ 6.79% |
$315K - $344K
|
14.9K
$7.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
949+ 5.51% |
$315K - $344K
|
18.2K
$8.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
948New |
$314K - $344K
|
948
$460K
|
|
|
Jan 12, 2024
Q4 2023
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
947New |
$314K - $343K
|
947
$459K
|
|
|
Feb 26, 2024
Q4 2023
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
943New |
$313K - $342K
|
943
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
940+ 28.3% |
$312K - $341K
|
4.26K
$2.07M
|
|
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
940New |
$312K - $341K
|
940
$456K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
938+ 6.58% |
$311K - $340K
|
15.2K
$7.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
938New |
$311K - $340K
|
938
$455K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
938+ 0.96% |
$311K - $340K
|
98.6K
$47.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
934New |
$310K - $339K
|
934
$453K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
933+ 6.45% |
$309K - $338K
|
15.4K
$7.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
925+ 131.02% |
$307K - $335K
|
1.63K
$791K
|
|
|
Feb 13, 2025
Q4 2023
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
922New |
$306K - $334K
|
922
$447K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
917+ 4.7% |
$304K - $333K
|
20.4K
$9.91M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
916+ 1.34% |
$304K - $332K
|
69.1K
$33.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
914+ 13.75% |
$303K - $331K
|
7.56K
$3.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
907New |
$301K - $329K
|
907
$440K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
903New |
$300K - $328K
|
903
$438K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
902+ 16.6% |
$299K - $327K
|
6.34K
$3.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
900+ 0.3% |
$299K - $326K
|
301K
$146M
|
|
|
Feb 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
900New |
$299K - $326K
|
900
$437K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
895+ 2.42% |
$297K - $325K
|
37.9K
$18.4M
|