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
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.17K+ 0.83% |
$389K - $426K
|
142K
$68.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.17K+ 9.19% |
$389K - $425K
|
13.9K
$6.67M
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.17KNew |
$389K - $425K
|
1.17K
$561K
|
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
1.17KNew |
$388K - $424K
|
1.17K
$560K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.16K+ 9.45% |
$385K - $421K
|
13.4K
$6.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.16K+ 2.67% |
$384K - $420K
|
44.5K
$21.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.16KNew |
$383K - $419K
|
1.16K
$553K
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.16K+ 1.14% |
$383K - $419K
|
102K
$48.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.15K+ 49.44% |
$381K - $417K
|
3.47K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.14K+ 1.4% |
$379K - $414K
|
82.6K
$39.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.14KNew |
$379K - $414K
|
1.14K
$547K
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
1.14KNew |
$378K - $414K
|
1.14K
$546K
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
1.14K+ 96.77% |
$377K - $413K
|
2.31K
$1.11M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.14KNew |
$377K - $413K
|
1.14K
$545K
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.14K+ 5.5% |
$377K - $412K
|
21.8K
$10.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.13KNew |
$375K - $410K
|
1.13K
$541K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.13KNew |
$374K - $409K
|
1.13K
$539K
|
|
|
Feb 09, 2024
Q4 2023
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
1.13K+ 6.86% |
$373K - $408K
|
17.5K
$8.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
1.12K+ 4.24% |
$373K - $408K
|
27.6K
$13.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.12KNew |
$372K - $407K
|
1.12K
$537K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.12K+ 15.4% |
$372K - $406K
|
8.39K
$4.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
BUY
|
- |
1.12K+ 8.08% |
$370K - $405K
|
14.9K
$7.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.12K+ 17.34% |
$370K - $405K
|
7.55K
$3.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.11K+ 7.16% |
$369K - $404K
|
16.7K
$7.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
1.11K+ 4.93% |
$368K - $402K
|
23.6K
$11.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
1.1K+ 3.25% |
$364K - $398K
|
34.9K
$16.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.1K+ 5.49% |
$364K - $397K
|
21K
$10.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
1.09K+ 2.7% |
$363K - $396K
|
41.6K
$19.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
BUY
|
- |
1.09K+ 4.81% |
$362K - $395K
|
23.7K
$11.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
1.09KNew |
$361K - $395K
|
1.09K
$521K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.08K+ 34.82% |
$358K - $391K
|
4.17K
$2M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.07K+ 51.12% |
$356K - $390K
|
3.18K
$1.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.07K+ 11.55% |
$356K - $389K
|
10.4K
$4.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.07K+ 428.92% |
$354K - $387K
|
1.32K
$630K
|
|
|
May 02, 2024
Q4 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
1.06K+ 45.73% |
$352K - $385K
|
3.38K
$1.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.06KNew |
$350K - $383K
|
1.06K
$505K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.05K+ 2.29% |
$349K - $382K
|
47K
$22.5M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.05KNew |
$349K - $382K
|
1.05K
$504K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.05KNew |
$349K - $382K
|
1.05K
$503K
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
1.05KNew |
$348K - $381K
|
1.05K
$502K
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.05KNew |
$348K - $380K
|
1.05K
$502K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.05K+ 65.56% |
$347K - $379K
|
2.64K
$1.26M
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
1.04K+ 1.99% |
$346K - $378K
|
53.6K
$25.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.04K+ 33.48% |
$346K - $378K
|
4.16K
$1.99M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.04K+ 60.72% |
$345K - $377K
|
2.75K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Caxton Corp
Princeton, NJ |
BUY
|
- |
1.04KNew |
$343K - $375K
|
1.04K
$495K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
1.03K+ 1.07% |
$340K - $372K
|
96.7K
$46.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.03KNew |
$340K - $372K
|
1.03K
$491K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.02K+ 13.92% |
$339K - $371K
|
8.37K
$4.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.02K+ 25.42% |
$338K - $370K
|
5.03K
$2.41M
|