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 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
1.02K+ 6.13% |
$338K - $370K
|
17.6K
$8.52M
|
|
Feb 02, 2024
Q4 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
1.02K+ 14.57% |
$337K - $368K
|
7.98K
$3.85M
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.02K+ 8.33% |
$337K - $368K
|
13.2K
$6.38M
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.01K+ 4.66% |
$335K - $367K
|
22.7K
$11M
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1K+ 8.82% |
$332K - $363K
|
12.4K
$5.97M
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
1K+ 4.29% |
$332K - $363K
|
24.3K
$11.7M
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
994+ 0.91% |
$330K - $361K
|
111K
$53.5M
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
994+ 11.05% |
$330K - $361K
|
9.99K
$4.83M
|
|
Feb 13, 2024
Q4 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
994+ 75.19% |
$330K - $361K
|
2.32K
$1.12M
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
988+ 16.7% |
$328K - $358K
|
6.9K
$3.33M
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
979+ 2.73% |
$325K - $355K
|
36.9K
$17.8M
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
964+ 8.72% |
$320K - $350K
|
12K
$5.81M
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
960+ 19.14% |
$318K - $348K
|
5.98K
$2.89M
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
958+ 20.51% |
$318K - $347K
|
5.63K
$2.72M
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
957+ 2.61% |
$317K - $347K
|
37.6K
$18.2M
|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
957New |
$317K - $347K
|
957
$462K
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
956New |
$317K - $347K
|
956
$462K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
950+ 3.74% |
$315K - $345K
|
26.3K
$12.7M
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
949+ 6.79% |
$315K - $344K
|
14.9K
$7.21M
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
949+ 5.51% |
$315K - $344K
|
18.2K
$8.78M
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
948New |
$314K - $344K
|
948
$458K
|
|
Jan 12, 2024
Q4 2023
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
947New |
$314K - $343K
|
947
$457K
|
|
Feb 26, 2024
Q4 2023
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
943New |
$313K - $342K
|
943
$455K
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
940+ 28.3% |
$312K - $341K
|
4.26K
$2.06M
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
938+ 6.58% |
$311K - $340K
|
15.2K
$7.34M
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
938New |
$311K - $340K
|
938
$453K
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
938+ 0.96% |
$311K - $340K
|
98.6K
$47.6M
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
934New |
$310K - $339K
|
934
$451K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
933+ 6.45% |
$309K - $338K
|
15.4K
$7.44M
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
925+ 131.02% |
$307K - $335K
|
1.63K
$788K
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
917+ 4.7% |
$304K - $333K
|
20.4K
$9.86M
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
916+ 1.34% |
$304K - $332K
|
69.1K
$33.4M
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
914+ 13.75% |
$303K - $331K
|
7.56K
$3.65M
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
907New |
$301K - $329K
|
907
$438K
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
903New |
$300K - $328K
|
903
$436K
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
902+ 16.6% |
$299K - $327K
|
6.34K
$3.06M
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
900+ 0.3% |
$299K - $326K
|
301K
$145M
|
|
Feb 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
900New |
$299K - $326K
|
900
$435K
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
895+ 2.42% |
$297K - $325K
|
37.9K
$18.3M
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
893+ 2.1% |
$296K - $324K
|
43.4K
$21M
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
893+ 3.8% |
$296K - $324K
|
24.4K
$11.8M
|
|
Feb 13, 2024
Q4 2023
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
890+ 11.94% |
$295K - $323K
|
8.35K
$4.03M
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
884+ 5.61% |
$293K - $321K
|
16.6K
$8.04M
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
881+ 143.49% |
$292K - $320K
|
1.5K
$722K
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
878+ 1.19% |
$291K - $318K
|
74.7K
$36.1M
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
878New |
$291K - $318K
|
878
$424K
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
876+ 3.77% |
$291K - $318K
|
24.1K
$11.6M
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
872+ 1.59% |
$289K - $316K
|
55.5K
$26.8M
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
868+ 4.1% |
$288K - $315K
|
22.1K
$10.7M
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
865New |
$287K - $314K
|
865
$418K
|