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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
243+ 0.67% |
$80.6K - $88.1K
|
36.7K
$17.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
241+ 1.02% |
$79.9K - $87.4K
|
23.8K
$11.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
240+ 1.96% |
$79.6K - $87K
|
12.5K
$5.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
240+ 1.48% |
$79.6K - $87K
|
16.4K
$7.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
240+ 2.49% |
$79.6K - $87K
|
9.9K
$4.74M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
239+ 3.76% |
$79.3K - $86.7K
|
6.6K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
238+ 11.27% |
$78.9K - $86.3K
|
2.35K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
237+ 7.15% |
$78.6K - $86K
|
3.55K
$1.7M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
234+ 5.56% |
$77.6K - $84.9K
|
4.44K
$2.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
234+ 5.52% |
$77.6K - $84.9K
|
4.47K
$2.14M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
234+ 1.04% |
$77.6K - $84.9K
|
22.8K
$10.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
232+ 2.0% |
$77K - $84.1K
|
11.8K
$5.67M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
232+ 5.98% |
$77K - $84.1K
|
4.11K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
BUY
|
- |
232+ 1.48% |
$77K - $84.1K
|
16K
$7.64M
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
232+ 1.61% |
$77K - $84.1K
|
14.6K
$7.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
231+ 2.65% |
$76.6K - $83.8K
|
8.95K
$4.28M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
229+ 0.65% |
$76K - $83.1K
|
35.5K
$17M
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
228+ 0.79% |
$75.6K - $82.7K
|
28.9K
$13.9M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
227+ 1.4% |
$75.3K - $82.3K
|
16.5K
$7.89M
|
|
|
Jan 11, 2024
Q4 2023
|
Ervin Investment Management, LLC
|
BUY
|
- |
226+ 0.24% |
$75K - $82K
|
95K
$45.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
225+ 20.04% |
$74.6K - $81.6K
|
1.35K
$645K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
225+ 2.68% |
$74.6K - $81.6K
|
8.62K
$4.12M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
224+ 1.13% |
$74.3K - $81.2K
|
20.1K
$9.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
223+ 0.26% |
$74K - $80.9K
|
86.7K
$41.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
222+ 1.26% |
$73.6K - $80.5K
|
17.8K
$8.52M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
220+ 2.8% |
$73K - $79.8K
|
8.08K
$3.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
219+ 2.53% |
$72.6K - $79.4K
|
8.87K
$4.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
217New |
$72K - $78.7K
|
217
$104K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
215+ 0.99% |
$71.3K - $78K
|
21.8K
$10.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
215+ 0.41% |
$71.3K - $78K
|
53.2K
$25.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
214+ 7.07% |
$71K - $77.6K
|
3.24K
$1.55M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
213+ 1.68% |
$70.7K - $77.3K
|
12.9K
$6.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
212+ 2.38% |
$70.3K - $76.9K
|
9.14K
$4.37M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
211+ 12.94% |
$70K - $76.5K
|
1.84K
$882K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
209+ 1.97% |
$69.3K - $75.8K
|
10.8K
$5.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
209+ 27.72% |
$69.3K - $75.8K
|
963
$461K
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
BUY
|
- |
208+ 13.28% |
$69K - $75.4K
|
1.77K
$849K
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
206+ 11.24% |
$68.3K - $74.7K
|
2.04K
$976K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
205+ 10.73% |
$68K - $74.3K
|
2.12K
$1.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
205+ 31.54% |
$68K - $74.3K
|
855
$409K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
205+ 3.99% |
$68K - $74.3K
|
5.34K
$2.56M
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
202+ 0.65% |
$67K - $73.3K
|
31K
$14.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
202+ 0.13% |
$67K - $73.3K
|
151K
$72.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
201+ 18.96% |
$66.7K - $72.9K
|
1.26K
$604K
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
201+ 4.83% |
$66.7K - $72.9K
|
4.36K
$2.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
200+ 3.15% |
$66.3K - $72.5K
|
6.54K
$3.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
200+ 29.85% |
$66.3K - $72.5K
|
870
$417K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
200New |
$66.3K - $72.5K
|
200
$95.7K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
197+ 1.84% |
$65.3K - $71.4K
|
10.9K
$5.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
196+ 8.22% |
$65K - $71.1K
|
2.58K
$1.23M
|