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 24, 2024
Q4 2023
|
Brickley Wealth Management
|
BUY
|
- |
16+ 1.66% |
$5.31K - $5.8K
|
979
$469K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
16+ 0.53% |
$5.31K - $5.8K
|
3.02K
$1.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
16+ 2.01% |
$5.31K - $5.8K
|
813
$389K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
15+ 0.08% |
$4.98K - $5.44K
|
18K
$8.62M
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
15+ 0.22% |
$4.98K - $5.44K
|
6.71K
$3.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
15+ 1.03% |
$4.98K - $5.44K
|
1.47K
$703K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
15+ 0.51% |
$4.98K - $5.44K
|
2.94K
$1.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
15+ 0.84% |
$4.98K - $5.44K
|
1.8K
$862K
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
15+ 0.7% |
$4.98K - $5.44K
|
2.17K
$1.04M
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
15+ 2.24% |
$4.98K - $5.44K
|
684
$327K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
14+ 5.71% |
$4.64K - $5.08K
|
259
$124K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
14+ 0.27% |
$4.64K - $5.08K
|
5.26K
$2.52M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
14+ 4.24% |
$4.64K - $5.08K
|
344
$165K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
14+ 2.17% |
$4.64K - $5.08K
|
658
$315K
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
14+ 0.66% |
$4.64K - $5.08K
|
2.15K
$1.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
14+ 0.35% |
$4.64K - $5.08K
|
3.97K
$1.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
14+ 1.21% |
$4.64K - $5.08K
|
1.17K
$559K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
14+ 1.73% |
$4.64K - $5.08K
|
821
$393K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
14New |
$4.64K - $5.08K
|
14
$6.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
13+ 0.35% |
$4.31K - $4.71K
|
3.71K
$1.78M
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
13+ 0.18% |
$4.31K - $4.71K
|
7.34K
$3.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
13New |
$4.31K - $4.71K
|
13
$6.22K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
13+ 0.86% |
$4.31K - $4.71K
|
1.52K
$727K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
13+ 0.15% |
$4.31K - $4.71K
|
8.53K
$4.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12+ 3.08% |
$3.98K - $4.35K
|
402
$192K
|
|
|
Jan 17, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
11+ 0.12% |
$3.65K - $3.99K
|
9K
$4.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
11+ 0.1% |
$3.65K - $3.99K
|
10.8K
$5.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
11+ 1.34% |
$3.65K - $3.99K
|
829
$397K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11+ 0.06% |
$3.65K - $3.99K
|
19.1K
$9.13M
|
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
11+ 0.12% |
$3.65K - $3.99K
|
9K
$4.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
10+ 0.91% |
$3.32K - $3.63K
|
1.11K
$529K
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
10+ 0.17% |
$3.32K - $3.63K
|
5.79K
$2.77M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
10+ 1.25% |
$3.32K - $3.63K
|
810
$388K
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
10+ 1.62% |
$3.32K - $3.63K
|
629
$301K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
10+ 0.08% |
$3.32K - $3.63K
|
12.5K
$6.01M
|
|
|
Feb 05, 2024
Q4 2023
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
10New |
$3.32K - $3.63K
|
10
$4.79K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
10+ 0.74% |
$3.32K - $3.63K
|
1.37K
$654K
|
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
10+ 0.83% |
$3.32K - $3.63K
|
1.22K
$582K
|
|
|
Feb 14, 2024
Q4 2023
|
Epacria Capital Partners, LLC
Boulder, CO |
BUY
|
- |
10+ 0.03% |
$3.32K - $3.63K
|
38.8K
$18.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
9+ 0.84% |
$2.99K - $3.26K
|
1.08K
$517K
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
9+ 0.72% |
$2.99K - $3.26K
|
1.26K
$603K
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
9+ 0.49% |
$2.99K - $3.26K
|
1.84K
$882K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
9+ 0.12% |
$2.99K - $3.26K
|
7.38K
$3.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
9+ 7.69% |
$2.99K - $3.26K
|
126
$60.3K
|
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
9+ 0.32% |
$2.99K - $3.26K
|
2.81K
$1.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.07% |
$2.65K - $2.9K
|
10.8K
$5.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
8+ 0.61% |
$2.65K - $2.9K
|
1.32K
$630K
|
|
|
Jan 19, 2024
Q4 2023
|
James Hambro & Partners
|
BUY
|
- |
8+ 0.12% |
$2.65K - $2.9K
|
6.76K
$3.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Chico Wealth Ria
|
BUY
|
- |
8+ 0.76% |
$2.65K - $2.9K
|
1.06K
$507K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
8+ 0.28% |
$2.65K - $2.9K
|
2.84K
$1.36M
|