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 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.55KNew |
$845K - $923K
|
2.55K
$1.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.53KNew |
$841K - $919K
|
2.53K
$1.21M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.53K+ 12.6% |
$838K - $916K
|
22.6K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.53K+ 21.41% |
$838K - $916K
|
14.3K
$6.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
2.51K+ 34.18% |
$831K - $909K
|
9.83K
$4.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.5K+ 6.62% |
$830K - $907K
|
40.3K
$19.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.5K+ 0.1% |
$829K - $906K
|
2.44M
$1.17B
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.48K+ 6.16% |
$822K - $898K
|
42.7K
$20.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.45K+ 0.21% |
$813K - $889K
|
1.19M
$570M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.45K+ 5.21% |
$813K - $889K
|
49.4K
$23.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.45K+ 26.21% |
$811K - $887K
|
11.8K
$5.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.43K+ 10.15% |
$807K - $882K
|
26.4K
$12.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.43K+ 0.16% |
$807K - $882K
|
1.48M
$708M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.4K+ 23.59% |
$796K - $870K
|
12.6K
$6.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.39K+ 232.72% |
$793K - $867K
|
3.42K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.39KNew |
$792K - $866K
|
2.39K
$1.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.38K+ 165.53% |
$788K - $862K
|
3.81K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.38K+ 6.48% |
$788K - $862K
|
39K
$18.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.37KNew |
$787K - $861K
|
2.37K
$1.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
2.36K+ 10.76% |
$783K - $856K
|
24.3K
$11.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.35K+ 13.5% |
$779K - $852K
|
19.7K
$9.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
2.35K+ 8.36% |
$779K - $852K
|
30.4K
$14.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.34K+ 7.31% |
$776K - $849K
|
34.4K
$16.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.33K+ 3.55% |
$773K - $845K
|
68K
$32.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.32KNew |
$770K - $842K
|
2.32K
$1.11M
|
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
2.31KNew |
$765K - $836K
|
2.31K
$1.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
2.29KNew |
$760K - $831K
|
2.29K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.29K+ 3.07% |
$758K - $829K
|
76.7K
$36.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.27KNew |
$753K - $823K
|
2.27K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Nitorum Capital, L.P.
New York, NY |
BUY
|
- |
2.24K+ 2.07% |
$743K - $812K
|
110K
$52.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
2.24K+ 9.96% |
$742K - $811K
|
24.7K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2.23K+ 46.38% |
$739K - $808K
|
7.04K
$3.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2.23KNew |
$738K - $807K
|
2.23K
$1.06M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.19K+ 12.28% |
$727K - $795K
|
20K
$9.59M
|
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
2.18KNew |
$724K - $792K
|
2.18K
$1.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
2.18K+ 32.22% |
$724K - $791K
|
8.96K
$4.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2.17K+ 25.92% |
$718K - $785K
|
10.5K
$5.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.16K+ 53.33% |
$716K - $783K
|
6.21K
$2.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.16KNew |
$715K - $782K
|
2.16K
$1.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.15K+ 37.71% |
$714K - $780K
|
7.86K
$3.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.13KNew |
$707K - $773K
|
2.13K
$1.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.13K+ 5.16% |
$706K - $772K
|
43.4K
$20.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
2.12K+ 5.68% |
$703K - $769K
|
39.4K
$18.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.12KNew |
$703K - $768K
|
2.12K
$1.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.12K+ 113.81% |
$703K - $768K
|
3.98K
$1.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
2.11K+ 16.63% |
$701K - $767K
|
14.8K
$7.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
2.1K+ 110.68% |
$698K - $763K
|
4.01K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
2.1K+ 9.13% |
$697K - $762K
|
25.1K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.1KNew |
$695K - $760K
|
2.1K
$1M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
2.09K+ 22.7% |
$692K - $757K
|
11.3K
$5.4M
|