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
Jan 25, 2024 Q4 2023
Valley National Advisers Inc

BUY
 -
287
+ 2.88%
$95.2K - $104K
10.3K $4.95M
Feb 12, 2024 Q4 2023
Stone X Group Inc.

BUY
 -
286
+ 2.54%
$94.9K - $104K
11.6K $5.58M
Apr 01, 2024 Q4 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
286
+ 23.56%
$94.9K - $104K
1.5K $725K
Feb 01, 2024 Q4 2023
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
283
+ 27.29%
$93.9K - $103K
1.32K $638K
Feb 06, 2024 Q4 2023
Legacy Financial Advisors, Inc.

BUY
 -
283
+ 5.32%
$93.9K - $103K
5.61K $2.71M
Jan 12, 2024 Q4 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
282
+ 4.88%
$93.5K - $102K
6.06K $2.93M
Feb 13, 2024 Q4 2023
Norinchukin Bank, The

Tokyo, M0
BUY
 -
281
+ 0.47%
$93.2K - $102K
59.6K $28.8M
Jan 10, 2024 Q4 2023
Falcon Wealth Planning

BUY
 -
280
+ 18.34%
$92.9K - $102K
1.81K $873K
Feb 14, 2024 Q4 2023
Jackson Wealth Management, LLC

BUY
 -
280
+ 3.51%
$92.9K - $102K
8.26K $3.99M
Jan 08, 2024 Q4 2023
Bennett Selby Investments LP

BUY
 -
275
+ 1.24%
$91.2K - $99.7K
22.5K $10.9M
Jan 25, 2024 Q4 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
274
+ 1.49%
$90.9K - $99.4K
18.7K $9.03M
Jan 16, 2024 Q4 2023
Security Financial Services, Inc.

BUY
 -
273
+ 9.37%
$90.6K - $99K
3.19K $1.54M
Jan 24, 2024 Q4 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
272
+ 0.99%
$90.2K - $98.6K
27.6K $13.4M
Jan 31, 2024 Q4 2023
Redmont Wealth Advisors LLC

Chicago, IL
BUY
 -
270
+ 10.31%
$89.6K - $97.9K
2.89K $1.4M
Feb 13, 2024 Q4 2023
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
270
+ 15.45%
$89.6K - $97.9K
2.02K $975K
Jan 18, 2024 Q4 2023
Ritholtz Wealth Management

BUY
 -
268
+ 0.79%
$88.9K - $97.2K
34.1K $16.5M
Jan 12, 2024 Q4 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
266
+ 3.7%
$88.2K - $96.5K
7.45K $3.6M
Jan 30, 2024 Q4 2023
Buffington Mohr Mc Neal

BUY
 -
266
+ 6.43%
$88.2K - $96.5K
4.4K $2.13M
Feb 01, 2024 Q4 2023
Stockman Wealth Management, Inc.

BUY
 -
266
+ 0.7%
$88.2K - $96.5K
38.2K $18.4M
May 10, 2024 Q4 2023
Evernest Financial Advisors, LLC

Carmel, IN
BUY
 -
266
+ 6.35%
$88.2K - $96.5K
4.45K $2.15M
Jan 16, 2024 Q4 2023
Lbmc Investment Advisors, LLC

BUY
 -
265
+ 2.65%
$87.9K - $96.1K
10.3K $4.95M
Feb 07, 2024 Q4 2023
Edgemoor Investment Advisors, Inc.

BUY
 -
263
+ 0.16%
$87.2K - $95.4K
169K $81.7M
Feb 12, 2024 Q4 2023
Capital Planning Advisors, LLC

Sacramento, CA
BUY
 -
263
+ 3.32%
$87.2K - $95.4K
8.19K $3.96M
Jan 10, 2024 Q4 2023
Clarity Wealth Advisors, LLC

BUY
 -
261
+ 1.48%
$86.6K - $94.7K
17.8K $8.62M
Jan 19, 2024 Q4 2023
Culbertson A N & CO Inc

BUY
 -
261
+ 0.24%
$86.6K - $94.7K
107K $51.8M
Feb 13, 2024 Q4 2023
Baker Avenue Asset Management, LP

BUY
 -
259
+ 5.1%
$85.9K - $93.9K
5.34K $2.58M
Feb 02, 2024 Q4 2023
Lyell Wealth Management, LP

BUY
 -
257
+ 4.11%
$85.2K - $93.2K
6.52K $3.15M
Jan 11, 2024 Q4 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
251
+ 3.08%
$83.3K - $91K
8.41K $4.06M
Feb 08, 2024 Q4 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
251
+ 4.64%
$83.3K - $91K
5.66K $2.73M
Jan 11, 2024 Q4 2023
Resource Consulting Group Inc

BUY
 -
250
+ 12.28%
$82.9K - $90.7K
2.29K $1.1M
Feb 02, 2024 Q4 2023
Evolution Advisers, Inc.

BUY
 -
250
+ 38.17%
$82.9K - $90.7K
905 $437K
Feb 09, 2024 Q4 2023
Cbiz Investment Advisory Services, LLC

BUY
 -
250
+ 25.38%
$82.9K - $90.7K
1.24K $597K
Jan 30, 2024 Q4 2023
Guerra Pan Advisors, LLC

Montclair, NJ
BUY
 -
246
+ 7.5%
$81.6K - $89.2K
3.52K $1.7M
Jan 23, 2024 Q4 2023
Washburn Capital Management, Inc.

BUY
 -
245
+ 14.16%
$81.3K - $88.9K
1.98K $954K
Feb 13, 2024 Q4 2023
Dynamic Wealth Strategies, LLC

Granite Bay, CA
BUY
 -
245
New
$81.3K - $88.9K
245 $118K
Jan 24, 2024 Q4 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
244
+ 1.61%
$80.9K - $88.5K
15.4K $7.44M
Jan 31, 2024 Q4 2023
Echo45 Advisors LLC

BUY
 -
244
+ 30.73%
$80.9K - $88.5K
1.04K $501K
Feb 12, 2024 Q4 2023
Eaton Financial Holdings Company, LLC

Coral Springs, FL
BUY
 -
244
+ 2.5%
$80.9K - $88.5K
10K $4.83M
Jan 31, 2024 Q4 2023
Annapolis Financial Services, LLC

BUY
 -
243
+ 11.02%
$80.6K - $88.1K
2.45K $1.18M
Feb 14, 2024 Q4 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
243
+ 0.67%
$80.6K - $88.1K
36.7K $17.7M
Feb 07, 2024 Q4 2023
Goelzer Investment Management, Inc.

BUY
 -
241
+ 1.02%
$79.9K - $87.4K
23.8K $11.5M
Jan 10, 2024 Q4 2023
Cornerstone Wealth Management, LLC

BUY
 -
240
+ 1.96%
$79.6K - $87K
12.5K $6.03M
Feb 05, 2024 Q4 2023
Little House Capital LLC

Braintree, MA
BUY
 -
240
+ 1.48%
$79.6K - $87K
16.4K $7.94M
Feb 08, 2024 Q4 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
240
+ 2.49%
$79.6K - $87K
9.9K $4.78M
Jan 17, 2024 Q4 2023
Tectonic Advisors LLC

Plano, TX
BUY
 -
239
+ 3.76%
$79.3K - $86.7K
6.6K $3.19M
Feb 14, 2024 Q4 2023
Concorde Asset Management, LLC

BUY
 -
238
+ 11.27%
$78.9K - $86.3K
2.35K $1.13M
Feb 07, 2024 Q4 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
237
+ 7.15%
$78.6K - $86K
3.55K $1.72M
Jan 04, 2024 Q4 2023
In Track Investment Management Inc

BUY
 -
234
+ 5.56%
$77.6K - $84.9K
4.44K $2.14M
Jan 22, 2024 Q4 2023
Claro Advisors LLC

Boston, MA
BUY
 -
234
+ 5.52%
$77.6K - $84.9K
4.47K $2.16M

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