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 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
27+ 2.13% |
$8.96K - $9.79K
|
1.29K
$619K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
27+ 1.36% |
$8.96K - $9.79K
|
2.01K
$964K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.27% |
$8.62K - $9.43K
|
9.78K
$4.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
26+ 2.76% |
$8.62K - $9.43K
|
969
$464K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
26+ 0.52% |
$8.62K - $9.43K
|
5K
$2.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
25+ 0.77% |
$8.29K - $9.07K
|
3.27K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
25+ 2.8% |
$8.29K - $9.07K
|
919
$440K
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
24+ 1.68% |
$7.96K - $8.7K
|
1.45K
$694K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
24+ 1.66% |
$7.96K - $8.7K
|
1.47K
$703K
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
24+ 1.87% |
$7.96K - $8.7K
|
1.31K
$626K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
23+ 1.12% |
$7.63K - $8.34K
|
2.07K
$990K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
23+ 0.4% |
$7.63K - $8.34K
|
5.82K
$2.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
23+ 0.26% |
$7.63K - $8.34K
|
8.72K
$4.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
23+ 0.29% |
$7.63K - $8.34K
|
7.89K
$3.78M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
22+ 1.09% |
$7.3K - $7.98K
|
2.04K
$977K
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
22+ 0.34% |
$7.3K - $7.98K
|
6.51K
$3.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
22+ 0.93% |
$7.3K - $7.98K
|
2.39K
$1.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
22+ 0.57% |
$7.3K - $7.98K
|
3.86K
$1.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
22+ 0.34% |
$7.3K - $7.98K
|
6.51K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
22+ 0.79% |
$7.3K - $7.98K
|
2.8K
$1.34M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
21+ 3.35% |
$6.97K - $7.62K
|
648
$310K
|
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
21+ 0.25% |
$6.97K - $7.62K
|
8.31K
$3.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
21+ 1.96% |
$6.97K - $7.62K
|
1.09K
$522K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
21+ 0.77% |
$6.97K - $7.62K
|
2.74K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
21+ 1.49% |
$6.97K - $7.62K
|
1.43K
$685K
|
|
|
Jan 09, 2024
Q4 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
20+ 2.26% |
$6.63K - $7.25K
|
905
$433K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
20+ 1.39% |
$6.63K - $7.25K
|
1.46K
$699K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
20+ 1.2% |
$6.63K - $7.25K
|
1.69K
$809K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
20+ 0.05% |
$6.63K - $7.25K
|
37.6K
$18M
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
20+ 0.25% |
$6.63K - $7.25K
|
8.02K
$3.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
20+ 0.2% |
$6.63K - $7.25K
|
9.81K
$4.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
20+ 0.81% |
$6.63K - $7.25K
|
2.5K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
20+ 0.16% |
$6.63K - $7.25K
|
12.7K
$6.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
20+ 1.02% |
$6.63K - $7.25K
|
1.99K
$951K
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
19+ 0.26% |
$6.3K - $6.89K
|
7.44K
$3.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
19+ 0.12% |
$6.3K - $6.89K
|
16.1K
$7.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
19+ 0.21% |
$6.3K - $6.89K
|
9.21K
$4.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
19+ 0.28% |
$6.3K - $6.89K
|
6.91K
$3.31M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
19+ 1.13% |
$6.3K - $6.89K
|
1.7K
$811K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
18+ 0.74% |
$5.97K - $6.53K
|
2.45K
$1.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Tamar Securities, LLC
|
BUY
|
- |
18+ 1.9% |
$5.97K - $6.53K
|
965
$462K
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
18+ 0.17% |
$5.97K - $6.53K
|
10.5K
$5.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
18+ 0.19% |
$5.97K - $6.53K
|
9.4K
$4.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
17+ 0.75% |
$5.64K - $6.17K
|
2.29K
$1.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
17+ 0.27% |
$5.64K - $6.17K
|
6.41K
$3.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
17+ 1.24% |
$5.64K - $6.17K
|
1.38K
$662K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
17+ 0.02% |
$5.64K - $6.17K
|
88.6K
$42.4M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
16+ 5.08% |
$5.31K - $5.8K
|
331
$158K
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
16+ 1.02% |
$5.31K - $5.8K
|
1.59K
$761K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
16+ 0.38% |
$5.31K - $5.8K
|
4.19K
$2.01M
|