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 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
858+ 98.28% |
$285K - $311K
|
1.73K
$828K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
854+ 23.07% |
$283K - $310K
|
4.56K
$2.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
851New |
$282K - $309K
|
851
$407K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
848New |
$281K - $308K
|
848
$406K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
843+ 3.31% |
$280K - $306K
|
26.3K
$12.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
841+ 1.26% |
$279K - $305K
|
67.4K
$32.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Community Bank Of Raymore
|
BUY
|
- |
835+ 36.46% |
$277K - $303K
|
3.13K
$1.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
835+ 7.72% |
$277K - $303K
|
11.6K
$5.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
830+ 4.52% |
$275K - $301K
|
19.2K
$9.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
829+ 1.38% |
$275K - $301K
|
61K
$29.2M
|
|
|
Sep 30, 2024
Q4 2023
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
826New |
$274K - $300K
|
826
$395K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
825New |
$274K - $299K
|
825
$395K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
824+ 4.14% |
$273K - $299K
|
20.7K
$9.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
819+ 6.24% |
$272K - $297K
|
13.9K
$6.67M
|
|
|
Mar 14, 2024
Q4 2023
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
819New |
$272K - $297K
|
819
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
818+ 62.11% |
$271K - $297K
|
2.14K
$1.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
817+ 0.12% |
$271K - $296K
|
705K
$337M
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
814+ 7.9% |
$270K - $295K
|
11.1K
$5.32M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
809+ 17.77% |
$268K - $293K
|
5.36K
$2.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
806+ 3.58% |
$267K - $292K
|
23.3K
$11.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
804+ 18.05% |
$267K - $292K
|
5.26K
$2.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
800+ 15.69% |
$265K - $290K
|
5.9K
$2.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Maren Capital LLC
Chicago, IL |
BUY
|
- |
800New |
$265K - $290K
|
800
$383K
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
800+ 24.32% |
$265K - $290K
|
4.09K
$1.96M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
798+ 25.84% |
$265K - $289K
|
3.89K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
793+ 14.8% |
$263K - $288K
|
6.15K
$2.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
792+ 3.79% |
$263K - $287K
|
21.7K
$10.4M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
791New |
$262K - $287K
|
791
$379K
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
790New |
$262K - $287K
|
790
$378K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
788New |
$261K - $286K
|
788
$377K
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
787New |
$261K - $285K
|
787
$377K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
781+ 1.35% |
$259K - $283K
|
58.6K
$28.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
775New |
$257K - $281K
|
775
$371K
|
|
|
Feb 07, 2024
Q4 2023
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
775+ 0.44% |
$257K - $281K
|
179K
$85.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
773+ 6.26% |
$256K - $280K
|
13.1K
$6.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
766New |
$254K - $278K
|
766
$367K
|
|
|
Feb 07, 2024
Q4 2023
|
Shayne & Co., LLC
|
BUY
|
- |
766+ 0.26% |
$254K - $278K
|
293K
$140M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
764+ 1.59% |
$253K - $277K
|
48.7K
$23.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
759+ 1.59% |
$252K - $275K
|
48.5K
$23.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
758+ 53.64% |
$251K - $275K
|
2.17K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
758+ 9.05% |
$251K - $275K
|
9.14K
$4.37M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
758+ 9.05% |
$251K - $275K
|
9.14K
$4.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
BUY
|
- |
757+ 4.07% |
$251K - $275K
|
19.4K
$9.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
BUY
|
- |
755+ 4.62% |
$250K - $274K
|
17.1K
$8.19M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
752+ 9.54% |
$249K - $273K
|
8.63K
$4.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
BUY
|
- |
748New |
$248K - $271K
|
748
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
748+ 5.97% |
$248K - $271K
|
13.3K
$6.36M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
747+ 10.39% |
$248K - $271K
|
7.94K
$3.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
747New |
$248K - $271K
|
747
$357K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
740+ 3.75% |
$245K - $268K
|
20.5K
$9.8M
|