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 05, 2024
Q4 2023
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
11.1KNew |
$3.69M - $4.03M
|
11.1K
$5.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
BUY
|
- |
10.9K+ 59.81% |
$3.63M - $3.97M
|
29.2K
$13.7M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
10.9K+ 1544.77% |
$3.63M - $3.97M
|
11.6K
$5.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10.8K+ 7.78% |
$3.59M - $3.93M
|
150K
$70.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
10.8KNew |
$3.59M - $3.92M
|
10.8K
$5.09M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
10.8KNew |
$3.58M - $3.92M
|
10.8K
$5.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
10.7KNew |
$3.56M - $3.89M
|
10.7K
$5.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
10.7KNew |
$3.54M - $3.87M
|
10.7K
$5.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
10.6KNew |
$3.52M - $3.85M
|
10.6K
$4.99M
|
|
|
Jan 05, 2024
Q4 2023
|
Metropolis Capital LTD
|
BUY
|
- |
10.6K+ 1.46% |
$3.51M - $3.84M
|
738K
$347M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
10.5K+ 10.68% |
$3.49M - $3.81M
|
109K
$51.3M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
10.4K+ 0.47% |
$3.44M - $3.76M
|
2.21M
$1.04B
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.3K+ 235.54% |
$3.42M - $3.74M
|
14.7K
$6.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
10.3KNew |
$3.41M - $3.73M
|
10.3K
$4.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
10.1K+ 13.92% |
$3.35M - $3.66M
|
82.6K
$38.9M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
10.1KNew |
$3.35M - $3.66M
|
10.1K
$4.75M
|
|
|
Jan 12, 2024
Q4 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
10.1K+ 553.6% |
$3.34M - $3.65M
|
11.9K
$5.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
10KNew |
$3.33M - $3.64M
|
10K
$4.72M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
9.96KNew |
$3.3M - $3.61M
|
9.96K
$4.68M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
9.89KNew |
$3.28M - $3.59M
|
9.89K
$4.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
9.8K+ 55.69% |
$3.25M - $3.56M
|
27.4K
$12.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
9.78K+ 493.44% |
$3.24M - $3.55M
|
11.8K
$5.53M
|
|
|
Feb 13, 2024
Q4 2023
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
9.76KNew |
$3.24M - $3.54M
|
9.76K
$4.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.75K+ 2.69% |
$3.24M - $3.54M
|
372K
$175M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
9.75KNew |
$3.23M - $3.54M
|
9.75K
$4.59M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
9.74KNew |
$3.23M - $3.53M
|
9.74K
$4.58M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
9.74K+ 7.9% |
$3.23M - $3.53M
|
133K
$62.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
9.66KNew |
$3.2M - $3.5M
|
9.66K
$4.54M
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
9.61KNew |
$3.19M - $3.48M
|
9.61K
$4.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
9.49KNew |
$3.15M - $3.44M
|
9.49K
$4.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.4KNew |
$3.12M - $3.41M
|
9.4K
$4.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
9.31KNew |
$3.09M - $3.38M
|
9.31K
$4.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
9.29KNew |
$3.08M - $3.37M
|
9.29K
$4.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
9.07K+ 4.18% |
$3.01M - $3.29M
|
226K
$106M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
8.83K+ 853.53% |
$2.93M - $3.2M
|
9.87K
$4.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.69K+ 15.67% |
$2.88M - $3.15M
|
64.1K
$30.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
8.64KNew |
$2.87M - $3.13M
|
8.64K
$4.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.54K+ 42.26% |
$2.83M - $3.1M
|
28.7K
$13.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.5K+ 40.22% |
$2.82M - $3.08M
|
29.6K
$13.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
8.47K+ 5.86% |
$2.81M - $3.07M
|
153K
$71.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
8.44KNew |
$2.8M - $3.06M
|
8.44K
$3.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
8.43K+ 48.48% |
$2.79M - $3.06M
|
25.8K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
8.31K+ 0.66% |
$2.75M - $3.01M
|
1.27M
$597M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
8.31KNew |
$2.75M - $3.01M
|
8.31K
$3.9M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
8.25KNew |
$2.74M - $2.99M
|
8.25K
$3.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.21K+ 24.99% |
$2.72M - $2.98M
|
41K
$19.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
8.16K+ 1.78% |
$2.71M - $2.96M
|
467K
$220M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
8.04K+ 8.95% |
$2.67M - $2.92M
|
98K
$46.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
7.98KNew |
$2.65M - $2.89M
|
7.98K
$3.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
7.91KNew |
$2.62M - $2.87M
|
7.91K
$3.72M
|