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 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
338+ 5.54% |
$112K - $123K
|
6.44K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
337+ 0.5% |
$112K - $122K
|
67.3K
$32.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Udine Wealth Management, Inc.
|
BUY
|
- |
336+ 2.43% |
$111K - $122K
|
14.2K
$6.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
334+ 4.05% |
$111K - $121K
|
8.58K
$4.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
333+ 30.47% |
$110K - $121K
|
1.43K
$682K
|
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
332+ 2.26% |
$110K - $120K
|
15K
$7.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
330+ 1.07% |
$109K - $120K
|
31.2K
$14.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
328+ 8.45% |
$109K - $119K
|
4.21K
$2.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
326+ 1.86% |
$108K - $118K
|
17.8K
$8.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
326+ 8.64% |
$108K - $118K
|
4.1K
$1.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
325+ 3.61% |
$108K - $118K
|
9.34K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
325+ 5.11% |
$108K - $118K
|
6.69K
$3.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
324+ 2.61% |
$107K - $118K
|
12.7K
$6.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
323+ 11.05% |
$107K - $117K
|
3.25K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
322+ 15.05% |
$107K - $117K
|
2.46K
$1.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
319+ 4.49% |
$106K - $116K
|
7.43K
$3.55M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
317+ 0.29% |
$105K - $115K
|
108K
$51.7M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
317+ 26.96% |
$105K - $115K
|
1.49K
$714K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
316New |
$105K - $115K
|
316
$151K
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
316+ 50.0% |
$105K - $115K
|
948
$454K
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
315+ 29.63% |
$104K - $114K
|
1.38K
$659K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
315+ 3.07% |
$104K - $114K
|
10.6K
$5.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
314+ 4.32% |
$104K - $114K
|
7.58K
$3.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
314+ 1.27% |
$104K - $114K
|
25K
$12M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
314+ 4.32% |
$104K - $114K
|
7.58K
$3.63M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
312+ 13.28% |
$103K - $113K
|
2.66K
$1.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
312+ 3.24% |
$103K - $113K
|
9.95K
$4.76M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
311+ 0.52% |
$103K - $113K
|
59.6K
$28.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
310+ 3.57% |
$103K - $112K
|
8.98K
$4.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
310+ 1.48% |
$103K - $112K
|
21.2K
$10.1M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
310+ 3.66% |
$103K - $112K
|
8.78K
$4.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
307+ 9.1% |
$102K - $111K
|
3.68K
$1.76M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
306+ 2.55% |
$102K - $111K
|
12.3K
$5.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
303+ 1.59% |
$101K - $110K
|
19.4K
$9.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
302+ 2.16% |
$100K - $110K
|
14.3K
$6.83M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
300+ 7.02% |
$99.5K - $109K
|
4.58K
$2.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
300+ 3.89% |
$99.5K - $109K
|
8.02K
$3.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
300+ 30.86% |
$99.5K - $109K
|
1.27K
$609K
|
|
|
Nov 14, 2024
Q4 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
300+ 33.78% |
$99.5K - $109K
|
1.19K
$569K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
296+ 23.83% |
$98.2K - $107K
|
1.54K
$736K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
296+ 0.21% |
$98.2K - $107K
|
140K
$66.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
296+ 1.36% |
$98.2K - $107K
|
22.1K
$10.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
294+ 33.72% |
$97.5K - $107K
|
1.17K
$558K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
290+ 0.89% |
$96.2K - $105K
|
32.8K
$15.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
290+ 26.29% |
$96.2K - $105K
|
1.39K
$667K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
290New |
$96.2K - $105K
|
290
$139K
|
|
|
Jan 08, 2024
Q4 2023
|
Muhlenkamp & CO Inc
|
BUY
|
- |
289+ 0.77% |
$95.9K - $105K
|
37.8K
$18.1M
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
289+ 3.76% |
$95.9K - $105K
|
7.97K
$3.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
288+ 3.03% |
$95.5K - $104K
|
9.79K
$4.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
288+ 0.78% |
$95.5K - $104K
|
37.2K
$17.8M
|