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
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
4.67KNew |
$1.55M - $1.7M
|
4.67K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.65K+ 32.39% |
$1.54M - $1.69M
|
19K
$8.94M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.61K+ 2.84% |
$1.53M - $1.67M
|
167K
$78.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.58K+ 121.64% |
$1.52M - $1.66M
|
8.35K
$3.92M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.56K+ 12.0% |
$1.51M - $1.65M
|
42.6K
$20M
|
|
|
Feb 08, 2024
Q4 2023
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
4.49KNew |
$1.49M - $1.63M
|
4.49K
$2.11M
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
4.46KNew |
$1.48M - $1.62M
|
4.46K
$2.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4.46K+ 22.34% |
$1.48M - $1.62M
|
24.4K
$11.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.45K+ 3.25% |
$1.48M - $1.62M
|
141K
$66.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.45K+ 531.18% |
$1.47M - $1.61M
|
5.28K
$2.48M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
4.45KNew |
$1.47M - $1.61M
|
4.45K
$2.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.42KNew |
$1.47M - $1.6M
|
4.42K
$2.08M
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.42KNew |
$1.47M - $1.6M
|
4.42K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.42KNew |
$1.47M - $1.6M
|
4.42K
$2.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.41KNew |
$1.46M - $1.6M
|
4.41K
$2.07M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
4.41K+ 4.28% |
$1.46M - $1.6M
|
107K
$50.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.39K+ 3.62% |
$1.46M - $1.59M
|
126K
$59M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
4.36KNew |
$1.45M - $1.58M
|
4.36K
$2.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.34K+ 3.78% |
$1.44M - $1.58M
|
119K
$56.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.34K+ 6.94% |
$1.44M - $1.57M
|
66.8K
$31.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.27K+ 11.79% |
$1.42M - $1.55M
|
40.5K
$19M
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
4.19K+ 40.86% |
$1.39M - $1.52M
|
14.4K
$6.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
4.17K+ 3.54% |
$1.38M - $1.51M
|
122K
$57.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4.15K+ 0.44% |
$1.37M - $1.5M
|
941K
$443M
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
4.11K+ 10.07% |
$1.36M - $1.49M
|
44.9K
$21.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.1K+ 2.18% |
$1.36M - $1.49M
|
192K
$90.5M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
4.09K+ 8.54% |
$1.36M - $1.48M
|
52K
$24.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.09K+ 2.31% |
$1.36M - $1.48M
|
182K
$85.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
4.03K+ 11.44% |
$1.34M - $1.46M
|
39.3K
$18.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
4.02KNew |
$1.33M - $1.46M
|
4.02K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
4.01KNew |
$1.33M - $1.46M
|
4.01K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4.01K+ 35.44% |
$1.33M - $1.45M
|
15.3K
$7.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
4K+ 28542.86% |
$1.33M - $1.45M
|
4.01K
$1.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.99K+ 1.69% |
$1.32M - $1.45M
|
240K
$113M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.96K+ 27.7% |
$1.31M - $1.44M
|
18.2K
$8.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
3.95K+ 2.24% |
$1.31M - $1.43M
|
180K
$84.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.92K+ 108.21% |
$1.3M - $1.42M
|
7.54K
$3.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
3.92K+ 25.31% |
$1.3M - $1.42M
|
19.4K
$9.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
3.91K+ 6.96% |
$1.3M - $1.42M
|
60.1K
$28.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.91K+ 34.48% |
$1.3M - $1.42M
|
15.2K
$7.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
3.9K+ 118.06% |
$1.29M - $1.41M
|
7.2K
$3.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
3.89K+ 664.16% |
$1.29M - $1.41M
|
4.48K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.84K+ 14.4% |
$1.27M - $1.39M
|
30.5K
$14.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3.83K+ 9.58% |
$1.27M - $1.39M
|
43.8K
$20.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.81K+ 31.74% |
$1.26M - $1.38M
|
15.8K
$7.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.81KNew |
$1.26M - $1.38M
|
3.81K
$1.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
3.75K+ 27.57% |
$1.24M - $1.36M
|
17.4K
$8.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.73K+ 26.46% |
$1.24M - $1.35M
|
17.8K
$8.37M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.71KNew |
$1.23M - $1.34M
|
3.71K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
3.7KNew |
$1.23M - $1.34M
|
3.7K
$1.74M
|