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 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
194+ 0.34% |
$64.4K - $70.4K
|
57.2K
$27.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
194+ 0.22% |
$64.4K - $70.4K
|
89K
$42.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
193+ 21.86% |
$64K - $70K
|
1.08K
$515K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
193+ 2.93% |
$64K - $70K
|
6.79K
$3.25M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
193+ 7.39% |
$64K - $70K
|
2.81K
$1.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
192+ 0.73% |
$63.7K - $69.6K
|
26.6K
$12.7M
|
|
|
Jan 04, 2024
Q4 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
191+ 2.36% |
$63.4K - $69.3K
|
8.3K
$3.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
191+ 1.38% |
$63.4K - $69.3K
|
14K
$6.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
190+ 7.25% |
$63K - $68.9K
|
2.81K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
190+ 19.53% |
$63K - $68.9K
|
1.16K
$557K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
190+ 0.9% |
$63K - $68.9K
|
21.4K
$10.2M
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
190+ 16.48% |
$63K - $68.9K
|
1.34K
$643K
|
|
|
Feb 13, 2024
Q4 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
188+ 1.95% |
$62.4K - $68.2K
|
9.84K
$4.71M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
187+ 22.32% |
$62K - $67.8K
|
1.03K
$491K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
187New |
$62K - $67.8K
|
187
$89.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
186+ 12.69% |
$61.7K - $67.5K
|
1.65K
$791K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
185+ 3.79% |
$61.4K - $67.1K
|
5.07K
$2.43M
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
185+ 5.64% |
$61.4K - $67.1K
|
3.47K
$1.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
185New |
$61.4K - $67.1K
|
185
$88.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
183+ 25.03% |
$60.7K - $66.4K
|
914
$438K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
183+ 5.53% |
$60.7K - $66.4K
|
3.49K
$1.67M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
182+ 23.18% |
$60.4K - $66K
|
967
$463K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
182+ 2.25% |
$60.4K - $66K
|
8.27K
$3.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
182+ 5.49% |
$60.4K - $66K
|
3.5K
$1.68M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
182+ 2.72% |
$60.4K - $66K
|
6.87K
$3.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
181+ 2.19% |
$60K - $65.6K
|
8.46K
$4.05M
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
181+ 2.49% |
$60K - $65.6K
|
7.45K
$3.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
180+ 8.22% |
$59.7K - $65.3K
|
2.37K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
179+ 7.74% |
$59.4K - $64.9K
|
2.49K
$1.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
177+ 0.12% |
$58.7K - $64.2K
|
150K
$71.8M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
177+ 4.05% |
$58.7K - $64.2K
|
4.55K
$2.18M
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
175+ 4.61% |
$58K - $63.5K
|
3.97K
$1.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
175+ 5.03% |
$58K - $63.5K
|
3.65K
$1.75M
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
175+ 7.39% |
$58K - $63.5K
|
2.54K
$1.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
175+ 23.33% |
$58K - $63.5K
|
925
$443K
|
|
|
Feb 01, 2024
Q4 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
174+ 0.75% |
$57.7K - $63.1K
|
23.4K
$11.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
174New |
$57.7K - $63.1K
|
174
$83.3K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
174+ 1.14% |
$57.7K - $63.1K
|
15.4K
$7.36M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
174+ 0.87% |
$57.7K - $63.1K
|
20.3K
$9.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
173+ 1.37% |
$57.4K - $62.7K
|
12.8K
$6.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
173+ 24.96% |
$57.4K - $62.7K
|
866
$415K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
173New |
$57.4K - $62.7K
|
173
$82.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
171+ 0.03% |
$56.7K - $62K
|
523K
$250M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
171+ 1.87% |
$56.7K - $62K
|
9.3K
$4.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
171+ 0.16% |
$56.7K - $62K
|
108K
$51.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
170+ 1.9% |
$56.4K - $61.7K
|
9.14K
$4.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
170+ 1.32% |
$56.4K - $61.7K
|
13.1K
$6.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
170+ 9.14% |
$56.4K - $61.7K
|
2.03K
$971K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
170+ 3.2% |
$56.4K - $61.7K
|
5.48K
$2.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
168+ 0.47% |
$55.7K - $60.9K
|
35.6K
$17M
|