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 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
2.08K+ 1.23% |
$689K - $754K
|
171K
$82M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.08K+ 18.88% |
$688K - $753K
|
13.1K
$6.25M
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
2.06K+ 3.49% |
$684K - $748K
|
61.1K
$29.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.06KNew |
$684K - $747K
|
2.06K
$986K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
2.06K+ 1.12% |
$682K - $746K
|
186K
$88.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
2.06KNew |
$682K - $746K
|
2.06K
$984K
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.05KNew |
$681K - $744K
|
2.05K
$982K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.05K+ 1.59% |
$680K - $744K
|
131K
$62.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
2.05K+ 37.24% |
$680K - $743K
|
7.55K
$3.61M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
2.04K+ 24.17% |
$678K - $741K
|
10.5K
$5.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
BUY
|
- |
2.02K+ 1199.4% |
$668K - $731K
|
2.18K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
2.01K+ 0.87% |
$667K - $730K
|
234K
$112M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
2.01K+ 3.91% |
$666K - $728K
|
53.3K
$25.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
2KNew |
$665K - $727K
|
2K
$959K
|
|
|
Feb 14, 2024
Q4 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2K+ 109.64% |
$664K - $726K
|
3.83K
$1.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
2KNew |
$663K - $725K
|
2K
$957K
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.98K+ 32.22% |
$655K - $716K
|
8.1K
$3.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.96K+ 78.85% |
$650K - $711K
|
4.45K
$2.13M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.96KNew |
$650K - $711K
|
1.96K
$938K
|
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.95K+ 0.26% |
$648K - $709K
|
740K
$354M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.94K+ 0.82% |
$642K - $702K
|
237K
$113M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.94K+ 2.02% |
$642K - $702K
|
97.6K
$46.7M
|
|
|
Apr 02, 2024
Q4 2023
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1.93KNew |
$640K - $700K
|
1.93K
$923K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.93KNew |
$639K - $699K
|
1.93K
$922K
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.92K+ 33.9% |
$637K - $697K
|
7.59K
$3.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
1.92KNew |
$637K - $697K
|
1.92K
$919K
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.92KNew |
$635K - $695K
|
1.92K
$916K
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
1.91K+ 11.36% |
$632K - $691K
|
18.7K
$8.94M
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.91K+ 15.99% |
$632K - $691K
|
13.8K
$6.61M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.91KNew |
$632K - $691K
|
1.91K
$912K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.9K+ 9.26% |
$630K - $689K
|
22.4K
$10.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
1.9K+ 9.55% |
$630K - $689K
|
21.8K
$10.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.9KNew |
$630K - $688K
|
1.9K
$908K
|
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1.89KNew |
$627K - $685K
|
1.89K
$904K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.89KNew |
$626K - $684K
|
1.89K
$903K
|
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
1.88K+ 50.43% |
$623K - $681K
|
5.6K
$2.68M
|
|
|
Nov 05, 2024
Q4 2023
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
1.87K+ 3.46% |
$620K - $678K
|
55.9K
$26.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.86K+ 8.58% |
$618K - $675K
|
23.6K
$11.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.85K+ 1.98% |
$615K - $672K
|
95.4K
$45.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.85KNew |
$615K - $672K
|
1.85K
$887K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.85K+ 10.68% |
$613K - $671K
|
19.2K
$9.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.83K+ 100.49% |
$607K - $664K
|
3.65K
$1.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.82K+ 59.07% |
$604K - $660K
|
4.9K
$2.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
1.8K+ 4.81% |
$598K - $654K
|
39.3K
$18.8M
|
|
|
Feb 08, 2024
Q4 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
1.8K+ 17970.0% |
$596K - $652K
|
1.81K
$865K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
1.8K+ 0.82% |
$596K - $652K
|
221K
$106M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.79K+ 13.93% |
$593K - $649K
|
14.6K
$7M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.78K+ 107.95% |
$590K - $645K
|
3.43K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.78K+ 19.54% |
$589K - $644K
|
10.9K
$5.2M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.77KNew |
$587K - $642K
|
1.77K
$847K
|