Purchases and Sales Made in Q4 2023 in Berkshire Hathaway Inc Class B (BRK-B)

BRK-B Quotes by TradingView

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 16, 2024 Q4 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
740
New
$245K - $268K
740 $354K
Jan 17, 2024 Q4 2023
High Note Wealth, LLC

Deephaven, MN
BUY
 -
733
+ 4.95%
$243K - $266K
15.6K $7.44M
Feb 09, 2024 Q4 2023
Aigen Investment Management, LP

BUY
 -
733
New
$243K - $266K
733 $351K
Feb 12, 2024 Q4 2023
Maxwell Wealth Strategies Inc.

Pleasanton, CA
BUY
 -
733
New
$243K - $266K
733 $351K
Feb 07, 2024 Q4 2023
Alpha Star Capital Management, LLC

BUY
 -
732
+ 21.52%
$243K - $265K
4.13K $1.98M
Feb 01, 2024 Q4 2023
Monument Group Wealth Advisors, LLC

Concord, MA
BUY
 -
731
New
$242K - $265K
731 $350K
Feb 14, 2024 Q4 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
730
+ 2.08%
$242K - $265K
35.8K $17.1M
Feb 14, 2024 Q4 2023
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
728
+ 68.23%
$241K - $264K
1.8K $859K
Jan 09, 2024 Q4 2023
Bnc Wealth Management, LLC

BUY
 -
726
+ 5.1%
$241K - $263K
15K $7.15M
Feb 07, 2024 Q4 2023
Wambolt & Associates, LLC

BUY
 -
720
+ 6.98%
$239K - $261K
11K $5.28M
Jan 30, 2024 Q4 2023
Suncoast Equity Management

BUY
 -
714
+ 1.47%
$237K - $259K
49.2K $23.5M
Apr 09, 2024 Q4 2023
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
714
New
$237K - $259K
714 $342K
Jan 18, 2024 Q4 2023
Precedent Wealth Partners, LLC

Houston, TX
BUY
 -
713
New
$237K - $259K
713 $341K
Feb 06, 2024 Q4 2023
Provence Wealth Management Group

BUY
 -
709
+ 13.26%
$235K - $257K
6.05K $2.9M
Feb 14, 2024 Q4 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
709
New
$235K - $257K
709 $339K
Jan 12, 2024 Q4 2023
Sterling Group Wealth Management, LLC

Pasadena, CA
BUY
 -
705
New
$234K - $256K
705 $337K
Feb 08, 2024 Q4 2023
Harmony Asset Management LLC

Scottsdale, AZ
BUY
 -
705
New
$234K - $256K
705 $337K
Feb 09, 2024 Q4 2023
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
705
+ 15.44%
$234K - $256K
5.27K $2.52M
Feb 12, 2024 Q4 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
700
+ 4.08%
$232K - $254K
17.9K $8.54M
Feb 12, 2024 Q4 2023
Cloverfields Capital Group, LP

Minneapolis, MN
BUY
 -
699
+ 5.41%
$232K - $254K
13.6K $6.52M
Feb 22, 2024 Q4 2023
Peterson Wealth Management

BUY
 -
697
+ 20.52%
$231K - $253K
4.09K $1.96M
Feb 08, 2024 Q4 2023
Drexel Morgan & Co.

Radnor, PA
BUY
 -
693
New
$230K - $251K
693 $332K
Feb 08, 2024 Q4 2023
Oxbow Advisors, LLC

Corpus Christi, TX
BUY
 -
692
+ 29.41%
$230K - $251K
3.05K $1.46M
Jan 17, 2024 Q4 2023
Threadgill Financial, LLC

BUY
 -
691
New
$229K - $251K
691 $331K
Feb 06, 2024 Q4 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
687
+ 1.37%
$228K - $249K
50.9K $24.4M
Feb 08, 2024 Q4 2023
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
687
New
$228K - $249K
687 $329K
Feb 08, 2024 Q4 2023
Hoge Financial Services, LLC

Canonsburg, PA
BUY
 -
687
New
$228K - $249K
687 $329K
Feb 02, 2024 Q4 2023
Xr Securities LLC

BUY
 -
686
+ 59.91%
$228K - $249K
1.83K $876K
Jan 16, 2024 Q4 2023
Acropolis Investment Management, LLC

BUY
 -
685
+ 7.79%
$227K - $248K
9.48K $4.54M
Jan 30, 2024 Q4 2023
Bear Mountain Capital, Inc.

Seattle, WA
BUY
 -
677
New
$225K - $246K
677 $324K
Feb 14, 2024 Q4 2023
Shelton Wealth Management, LLC

BUY
 -
676
+ 30.7%
$224K - $245K
2.88K $1.38M
Feb 07, 2024 Q4 2023
Fagan Associates, Inc.

BUY
 -
675
+ 3.59%
$224K - $245K
19.5K $9.32M
Jan 26, 2024 Q4 2023
Aspiriant, LLC

BUY
 -
670
+ 0.97%
$222K - $243K
69.4K $33.2M
Feb 05, 2024 Q4 2023
St. Louis Trust CO

BUY
 -
666
+ 8.95%
$221K - $242K
8.1K $3.88M
Jan 10, 2024 Q4 2023
Wealth Alliance Advisory Group, LLC

BUY
 -
665
+ 9.25%
$221K - $241K
7.86K $3.76M
Jan 31, 2024 Q4 2023
Arista Wealth Management, LLC

Las Vegas, NV
BUY
 -
665
New
$221K - $241K
665 $318K
Jan 31, 2024 Q4 2023
Flynn Zito Capital Management, LLC

BUY
 -
665
+ 29.56%
$221K - $241K
2.92K $1.4M
Feb 14, 2024 Q4 2023
Heritage Wealth Management, Inc. /Ca/

San Diego, Ca, CA
BUY
 -
665
New
$221K - $241K
665 $318K
Jan 25, 2024 Q4 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
660
+ 9.54%
$219K - $239K
7.58K $3.63M
May 14, 2024 Q4 2023
Mowery & Schoenfeld Wealth Management, LLC

Lincolnshire, IL
BUY
 -
658
New
$218K - $239K
658 $315K
Jan 18, 2024 Q4 2023
Symphony Financial, Ltd. Co.

BUY
 -
656
+ 11.21%
$218K - $238K
6.51K $3.12M
Feb 14, 2024 Q4 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
655
+ 1.99%
$217K - $238K
33.6K $16.1M
Jan 18, 2024 Q4 2023
Peak Financial Management, Inc.

BUY
 -
653
New
$217K - $237K
653 $312K
Jan 30, 2024 Q4 2023
Members Trust CO

BUY
 -
649
+ 34.0%
$215K - $235K
2.56K $1.22M
Feb 02, 2024 Q4 2023
Meritage Portfolio Management

BUY
 -
647
+ 2.95%
$215K - $235K
22.6K $10.8M
Jan 29, 2024 Q4 2023
Simplicity Wealth,Llc

BUY
 -
646
New
$214K - $234K
646 $309K
Feb 01, 2024 Q4 2023
Smith Chas P & Associates Pa Cpas

BUY
 -
646
+ 0.35%
$214K - $234K
184K $88.2M
Feb 16, 2024 Q4 2023
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
646
New
$214K - $234K
646 $309K
Jan 12, 2024 Q4 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
642
+ 14.89%
$213K - $233K
4.95K $2.37M

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