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
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
171+ 1.87% |
$56.7K - $62K
|
9.3K
$4.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
171+ 0.16% |
$56.7K - $62K
|
108K
$52.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
170+ 1.9% |
$56.4K - $61.7K
|
9.14K
$4.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
170+ 1.32% |
$56.4K - $61.7K
|
13.1K
$6.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
170+ 9.14% |
$56.4K - $61.7K
|
2.03K
$984K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
170+ 3.2% |
$56.4K - $61.7K
|
5.48K
$2.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
168+ 0.47% |
$55.7K - $60.9K
|
35.6K
$17.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
167+ 0.52% |
$55.4K - $60.6K
|
32.1K
$15.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
166+ 3.83% |
$55.1K - $60.2K
|
4.5K
$2.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
164+ 0.71% |
$54.4K - $59.5K
|
23.4K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
162+ 3.86% |
$53.7K - $58.8K
|
4.36K
$2.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
157+ 6.84% |
$52.1K - $56.9K
|
2.45K
$1.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
156+ 0.61% |
$51.7K - $56.6K
|
25.8K
$12.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Triad Investment Management
|
BUY
|
- |
154+ 5.76% |
$51.1K - $55.9K
|
2.83K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
154+ 0.34% |
$51.1K - $55.9K
|
45.9K
$22.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
153+ 6.26% |
$50.8K - $55.5K
|
2.6K
$1.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
153+ 1.99% |
$50.8K - $55.5K
|
7.86K
$3.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
153+ 0.27% |
$50.8K - $55.5K
|
57.2K
$27.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
152+ 1.85% |
$50.4K - $55.1K
|
8.38K
$4.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
151+ 10.27% |
$50.1K - $54.8K
|
1.62K
$786K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
151+ 0.76% |
$50.1K - $54.8K
|
20.1K
$9.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
150+ 2.17% |
$49.8K - $54.4K
|
7.06K
$3.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
150+ 1.83% |
$49.8K - $54.4K
|
8.37K
$4.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
150+ 3.94% |
$49.8K - $54.4K
|
3.96K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
150+ 21.68% |
$49.8K - $54.4K
|
842
$408K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
149+ 10.53% |
$49.4K - $54K
|
1.56K
$759K
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
149+ 1.68% |
$49.4K - $54K
|
9.03K
$4.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
149+ 6.34% |
$49.4K - $54K
|
2.5K
$1.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
147+ 4.71% |
$48.8K - $53.3K
|
3.27K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
147+ 12.77% |
$48.8K - $53.3K
|
1.3K
$630K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
147+ 4.18% |
$48.8K - $53.3K
|
3.66K
$1.78M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
146+ 4.65% |
$48.4K - $53K
|
3.29K
$1.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
146+ 4.9% |
$48.4K - $53K
|
3.13K
$1.52M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
145+ 5.28% |
$48.1K - $52.6K
|
2.89K
$1.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
145+ 5.16% |
$48.1K - $52.6K
|
2.96K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
145+ 0.62% |
$48.1K - $52.6K
|
23.5K
$11.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
143+ 6.68% |
$47.4K - $51.9K
|
2.28K
$1.11M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
BUY
|
- |
141+ 0.74% |
$46.8K - $51.1K
|
19.2K
$9.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
141+ 4.34% |
$46.8K - $51.1K
|
3.39K
$1.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
141+ 4.76% |
$46.8K - $51.1K
|
3.11K
$1.51M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
141+ 4.36% |
$46.8K - $51.1K
|
3.37K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
139+ 0.81% |
$46.1K - $50.4K
|
17.2K
$8.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
138+ 6.38% |
$45.8K - $50K
|
2.3K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
137+ 11.16% |
$45.4K - $49.7K
|
1.37K
$662K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
137New |
$45.4K - $49.7K
|
137
$66.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
135+ 0.91% |
$44.8K - $49K
|
15K
$7.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
134+ 10.37% |
$44.4K - $48.6K
|
1.43K
$692K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
132+ 6.23% |
$43.8K - $47.9K
|
2.25K
$1.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
132+ 3.95% |
$43.8K - $47.9K
|
3.47K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
132+ 2.58% |
$43.8K - $47.9K
|
5.24K
$2.54M
|