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 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
152+ 1.85% |
$50.4K - $55.1K
|
8.38K
$4.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
151+ 10.27% |
$50.1K - $54.8K
|
1.62K
$776K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
151+ 0.76% |
$50.1K - $54.8K
|
20.1K
$9.63M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
150+ 2.17% |
$49.8K - $54.4K
|
7.06K
$3.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
150+ 1.83% |
$49.8K - $54.4K
|
8.37K
$4M
|
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
150+ 3.94% |
$49.8K - $54.4K
|
3.96K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
150+ 21.68% |
$49.8K - $54.4K
|
842
$403K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
149+ 10.53% |
$49.4K - $54K
|
1.56K
$748K
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
149+ 1.68% |
$49.4K - $54K
|
9.03K
$4.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
149+ 6.34% |
$49.4K - $54K
|
2.5K
$1.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
147+ 4.71% |
$48.8K - $53.3K
|
3.27K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
147+ 12.77% |
$48.8K - $53.3K
|
1.3K
$621K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
147+ 4.18% |
$48.8K - $53.3K
|
3.66K
$1.75M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
146+ 4.65% |
$48.4K - $53K
|
3.29K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
146+ 4.9% |
$48.4K - $53K
|
3.13K
$1.5M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
145+ 5.28% |
$48.1K - $52.6K
|
2.89K
$1.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
145+ 5.16% |
$48.1K - $52.6K
|
2.96K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
145+ 0.62% |
$48.1K - $52.6K
|
23.5K
$11.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
143+ 6.68% |
$47.4K - $51.9K
|
2.28K
$1.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
BUY
|
- |
141+ 0.74% |
$46.8K - $51.1K
|
19.2K
$9.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
141+ 4.34% |
$46.8K - $51.1K
|
3.39K
$1.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
141+ 4.76% |
$46.8K - $51.1K
|
3.11K
$1.49M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
141+ 4.36% |
$46.8K - $51.1K
|
3.37K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
139+ 0.81% |
$46.1K - $50.4K
|
17.2K
$8.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
138+ 6.38% |
$45.8K - $50K
|
2.3K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
137+ 11.16% |
$45.4K - $49.7K
|
1.37K
$653K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
135+ 0.91% |
$44.8K - $49K
|
15K
$7.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
134+ 10.37% |
$44.4K - $48.6K
|
1.43K
$682K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
132+ 6.23% |
$43.8K - $47.9K
|
2.25K
$1.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
132+ 3.95% |
$43.8K - $47.9K
|
3.47K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
132+ 2.58% |
$43.8K - $47.9K
|
5.24K
$2.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
131+ 2.25% |
$43.5K - $47.5K
|
5.97K
$2.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
131+ 0.41% |
$43.5K - $47.5K
|
31.8K
$15.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
131+ 5.64% |
$43.5K - $47.5K
|
2.45K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
130+ 6.24% |
$43.1K - $47.1K
|
2.22K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
130+ 0.23% |
$43.1K - $47.1K
|
56.7K
$27.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
129+ 2.08% |
$42.8K - $46.8K
|
6.34K
$3.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
129+ 0.38% |
$42.8K - $46.8K
|
33.8K
$16.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
128+ 1.6% |
$42.5K - $46.4K
|
8.13K
$3.89M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
127+ 2.81% |
$42.1K - $46.1K
|
4.65K
$2.23M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
126+ 3.67% |
$41.8K - $45.7K
|
3.56K
$1.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
126+ 3.46% |
$41.8K - $45.7K
|
3.77K
$1.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
126New |
$41.8K - $45.7K
|
126
$60.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
BUY
|
- |
125+ 0.92% |
$41.5K - $45.3K
|
13.8K
$6.59M
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
125+ 0.95% |
$41.5K - $45.3K
|
13.3K
$6.36M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
125+ 3.56% |
$41.5K - $45.3K
|
3.64K
$1.74M
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
125+ 8.28% |
$41.5K - $45.3K
|
1.64K
$782K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
124+ 4.18% |
$41.1K - $45K
|
3.09K
$1.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
124+ 0.18% |
$41.1K - $45K
|
70.3K
$33.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
124+ 10.92% |
$41.1K - $45K
|
1.26K
$603K
|