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 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
469+ 1.12% |
$156K - $170K
|
42.5K
$20.3M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
468+ 0.37% |
$155K - $170K
|
126K
$60.3M
|
|
|
Jan 05, 2024
Q4 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
468+ 1.97% |
$155K - $170K
|
24.2K
$11.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
468+ 18.65% |
$155K - $170K
|
2.98K
$1.43M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
468+ 2.58% |
$155K - $170K
|
18.6K
$8.91M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
467+ 37.69% |
$155K - $169K
|
1.71K
$816K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
467+ 34.01% |
$155K - $169K
|
1.84K
$881K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
467+ 4.62% |
$155K - $169K
|
10.6K
$5.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
466+ 0.18% |
$155K - $169K
|
253K
$121M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
465+ 43.1% |
$154K - $169K
|
1.54K
$739K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
464+ 3.4% |
$154K - $168K
|
14.1K
$6.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
463+ 3.78% |
$154K - $168K
|
12.7K
$6.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
463+ 4.98% |
$154K - $168K
|
9.76K
$4.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
461+ 0.48% |
$153K - $167K
|
96.1K
$46M
|
|
|
Feb 14, 2024
Q4 2023
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
460+ 9.4% |
$153K - $167K
|
5.35K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
458+ 4.88% |
$152K - $166K
|
9.84K
$4.71M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
456+ 4.74% |
$151K - $165K
|
10.1K
$4.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
454+ 1.09% |
$151K - $165K
|
41.9K
$20.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
454+ 3.45% |
$151K - $165K
|
13.6K
$6.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
454+ 1.35% |
$151K - $165K
|
34.2K
$16.4M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
454+ 3.58% |
$151K - $165K
|
13.1K
$6.29M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
454+ 0.99% |
$151K - $165K
|
46.2K
$22.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
452+ 2.56% |
$150K - $164K
|
18.1K
$8.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
451+ 3.02% |
$150K - $164K
|
15.4K
$7.36M
|
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
BUY
|
- |
450+ 0.97% |
$149K - $163K
|
47.1K
$22.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
450New |
$149K - $163K
|
450
$215K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
449+ 0.41% |
$149K - $163K
|
111K
$52.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
449+ 7.25% |
$149K - $163K
|
6.64K
$3.18M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
443+ 7.35% |
$147K - $161K
|
6.47K
$3.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
441+ 4.61% |
$146K - $160K
|
10K
$4.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
438+ 4.72% |
$145K - $159K
|
9.71K
$4.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
438+ 5.59% |
$145K - $159K
|
8.28K
$3.96M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
437New |
$145K - $158K
|
437
$209K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
433+ 7.45% |
$144K - $157K
|
6.25K
$2.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
433+ 54.47% |
$144K - $157K
|
1.23K
$588K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
426+ 5.05% |
$141K - $155K
|
8.86K
$4.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
423+ 3.95% |
$140K - $153K
|
11.1K
$5.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
422+ 1.19% |
$140K - $153K
|
35.8K
$17.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
422+ 34.53% |
$140K - $153K
|
1.64K
$787K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
420+ 15.19% |
$139K - $152K
|
3.19K
$1.52M
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
419+ 0.84% |
$139K - $152K
|
50.6K
$24.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
417New |
$138K - $151K
|
417
$200K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
413+ 8.27% |
$137K - $150K
|
5.41K
$2.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
413+ 15.92% |
$137K - $150K
|
3.01K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
412+ 3.25% |
$137K - $149K
|
13.1K
$6.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
411+ 2.75% |
$136K - $149K
|
15.4K
$7.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
410+ 11.11% |
$136K - $149K
|
4.1K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
409+ 1.45% |
$136K - $148K
|
28.6K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
409+ 3.84% |
$136K - $148K
|
11.1K
$5.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
408+ 1.57% |
$135K - $148K
|
26.3K
$12.6M
|