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 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
426+ 5.05% |
$141K - $155K
|
8.86K
$4.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
423+ 3.95% |
$140K - $153K
|
11.1K
$5.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
422+ 1.19% |
$140K - $153K
|
35.8K
$17.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
422+ 34.53% |
$140K - $153K
|
1.64K
$797K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
420+ 15.19% |
$139K - $152K
|
3.19K
$1.54M
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
419+ 0.84% |
$139K - $152K
|
50.6K
$24.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
417New |
$138K - $151K
|
417
$202K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
413+ 8.27% |
$137K - $150K
|
5.41K
$2.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
413+ 15.92% |
$137K - $150K
|
3.01K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
412+ 3.25% |
$137K - $149K
|
13.1K
$6.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
411+ 2.75% |
$136K - $149K
|
15.4K
$7.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
410+ 11.11% |
$136K - $149K
|
4.1K
$1.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
409+ 1.45% |
$136K - $148K
|
28.6K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
409+ 3.84% |
$136K - $148K
|
11.1K
$5.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
408+ 1.57% |
$135K - $148K
|
26.3K
$12.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
408+ 18.28% |
$135K - $148K
|
2.64K
$1.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
405+ 1.01% |
$134K - $147K
|
40.6K
$19.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
404+ 26.77% |
$134K - $147K
|
1.91K
$928K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
403+ 1.72% |
$134K - $146K
|
23.8K
$11.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
403+ 3.06% |
$134K - $146K
|
13.6K
$6.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
402+ 2.09% |
$133K - $146K
|
19.7K
$9.54M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
401+ 6.07% |
$133K - $145K
|
7.01K
$3.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
401+ 57.04% |
$133K - $145K
|
1.1K
$535K
|
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
400+ 41.28% |
$133K - $145K
|
1.37K
$664K
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
400+ 8.48% |
$133K - $145K
|
5.12K
$2.48M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
400+ 25.76% |
$133K - $145K
|
1.95K
$947K
|
|
|
Apr 04, 2025
Q4 2023
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
400+ 7.73% |
$133K - $145K
|
5.57K
$2.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
399+ 3.77% |
$132K - $145K
|
11K
$5.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
398New |
$132K - $144K
|
398
$193K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
397New |
$132K - $144K
|
397
$193K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
395+ 4.11% |
$131K - $143K
|
10K
$4.85M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
394+ 5.66% |
$131K - $143K
|
7.35K
$3.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
394+ 0.46% |
$131K - $143K
|
85.7K
$41.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
391+ 11.58% |
$130K - $142K
|
3.77K
$1.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
389+ 21.27% |
$129K - $141K
|
2.22K
$1.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
388+ 3.13% |
$129K - $141K
|
12.8K
$6.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
384+ 1.91% |
$127K - $139K
|
20.4K
$9.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
381+ 0.42% |
$126K - $138K
|
91.5K
$44.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
381+ 5.11% |
$126K - $138K
|
7.84K
$3.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
380+ 4.94% |
$126K - $138K
|
8.07K
$3.91M
|
|
|
Feb 02, 2024
Q4 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
380+ 2.64% |
$126K - $138K
|
14.8K
$7.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
376+ 0.58% |
$125K - $136K
|
64.8K
$31.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
375+ 5.67% |
$124K - $136K
|
6.99K
$3.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
373+ 1.48% |
$124K - $135K
|
25.6K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
373+ 61.65% |
$124K - $135K
|
978
$474K
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
372+ 1.83% |
$123K - $135K
|
20.7K
$10M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
371+ 6.98% |
$123K - $135K
|
5.69K
$2.76M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
370+ 11.51% |
$123K - $134K
|
3.58K
$1.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
365+ 3.86% |
$121K - $132K
|
9.81K
$4.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
365+ 1.48% |
$121K - $132K
|
25K
$12.1M
|