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 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
500+ 6.0% |
$166K - $181K
|
8.83K
$4.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
500+ 2500.0% |
$166K - $181K
|
520
$252K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
499+ 6.52% |
$166K - $181K
|
8.15K
$3.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
497+ 3.19% |
$165K - $180K
|
16.1K
$7.79M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
490+ 1.37% |
$163K - $178K
|
36.3K
$17.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
490+ 2.23% |
$163K - $178K
|
22.5K
$10.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
483+ 46.22% |
$160K - $175K
|
1.53K
$741K
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
481+ 9.21% |
$160K - $174K
|
5.71K
$2.77M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
480+ 2.29% |
$159K - $174K
|
21.4K
$10.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
477+ 11.39% |
$158K - $173K
|
4.66K
$2.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
475+ 1.39% |
$158K - $172K
|
34.5K
$16.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
475+ 20.91% |
$158K - $172K
|
2.75K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
473+ 71.34% |
$157K - $172K
|
1.14K
$551K
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
472+ 1.21% |
$157K - $171K
|
39.4K
$19.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
469+ 1.12% |
$156K - $170K
|
42.5K
$20.6M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
468+ 0.37% |
$155K - $170K
|
126K
$61.1M
|
|
|
Jan 05, 2024
Q4 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
468+ 1.97% |
$155K - $170K
|
24.2K
$11.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
468+ 18.65% |
$155K - $170K
|
2.98K
$1.44M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
468+ 2.58% |
$155K - $170K
|
18.6K
$9.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
467+ 37.69% |
$155K - $169K
|
1.71K
$827K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
467+ 34.01% |
$155K - $169K
|
1.84K
$892K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
467+ 4.62% |
$155K - $169K
|
10.6K
$5.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
466+ 0.18% |
$155K - $169K
|
253K
$123M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
465+ 43.1% |
$154K - $169K
|
1.54K
$749K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
464+ 3.4% |
$154K - $168K
|
14.1K
$6.84M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
463+ 3.78% |
$154K - $168K
|
12.7K
$6.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
463+ 4.98% |
$154K - $168K
|
9.76K
$4.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
461+ 0.48% |
$153K - $167K
|
96.1K
$46.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
460+ 9.4% |
$153K - $167K
|
5.35K
$2.6M
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
459+ 6.16% |
$152K - $166K
|
7.91K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
458+ 4.88% |
$152K - $166K
|
9.84K
$4.77M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
456+ 4.74% |
$151K - $165K
|
10.1K
$4.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
454+ 1.09% |
$151K - $165K
|
41.9K
$20.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
454+ 3.45% |
$151K - $165K
|
13.6K
$6.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
454+ 1.35% |
$151K - $165K
|
34.2K
$16.6M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
454+ 3.58% |
$151K - $165K
|
13.1K
$6.38M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
454+ 0.99% |
$151K - $165K
|
46.2K
$22.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
452+ 2.56% |
$150K - $164K
|
18.1K
$8.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
451+ 3.02% |
$150K - $164K
|
15.4K
$7.46M
|
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
BUY
|
- |
450+ 0.97% |
$149K - $163K
|
47.1K
$22.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
450New |
$149K - $163K
|
450
$218K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
449+ 0.41% |
$149K - $163K
|
111K
$53.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
449+ 7.25% |
$149K - $163K
|
6.64K
$3.22M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
443+ 7.35% |
$147K - $161K
|
6.47K
$3.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
441+ 4.61% |
$146K - $160K
|
10K
$4.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
438+ 4.72% |
$145K - $159K
|
9.71K
$4.71M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
438+ 5.59% |
$145K - $159K
|
8.28K
$4.02M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
437New |
$145K - $158K
|
437
$212K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
433+ 7.45% |
$144K - $157K
|
6.25K
$3.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
433+ 54.47% |
$144K - $157K
|
1.23K
$596K
|