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 13, 2024 Q4 2023
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
124
New
$41.1K - $45K
124 $59.3K
Jan 23, 2024 Q4 2023
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
123
+ 1.26%
$40.8K - $44.6K
9.92K $4.75M
Feb 07, 2024 Q4 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
122
+ 1.3%
$40.5K - $44.2K
9.51K $4.55M
Jan 22, 2024 Q4 2023
Wendell David Associates Inc

BUY
 -
120
+ 0.85%
$39.8K - $43.5K
14.2K $6.8M
Jan 24, 2024 Q4 2023
Arvest Trust CO N A

Rogers, AR
BUY
 -
120
+ 14.39%
$39.8K - $43.5K
954 $457K
Jan 31, 2024 Q4 2023
Strid Group, LLC

BUY
 -
120
+ 4.34%
$39.8K - $43.5K
2.89K $1.38M
Jan 04, 2024 Q4 2023
Baron Wealth Management LLC

Troy, MI
BUY
 -
119
+ 10.8%
$39.5K - $43.2K
1.22K $584K
Feb 13, 2024 Q4 2023
Personal Cfo Solutions, LLC

BUY
 -
119
+ 1.32%
$39.5K - $43.2K
9.13K $4.37M
Feb 13, 2024 Q4 2023
Angeles Investment Advisors, LLC

BUY
 -
119
+ 9.78%
$39.5K - $43.2K
1.34K $639K
Jan 23, 2024 Q4 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
117
+ 0.78%
$38.8K - $42.4K
15.1K $7.23M
Feb 05, 2024 Q4 2023
Greatmark Investment Partners, Inc.

BUY
 -
117
+ 3.96%
$38.8K - $42.4K
3.07K $1.47M
Jan 30, 2024 Q4 2023
Archer Investment Corp

BUY
 -
116
+ 2.76%
$38.5K - $42.1K
4.32K $2.07M
Jan 18, 2024 Q4 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
115
+ 5.55%
$38.1K - $41.7K
2.19K $1.05M
Feb 13, 2024 Q4 2023
Pinnacle West Asset Management, Inc.

Casper, WY
BUY
 -
115
+ 4.14%
$38.1K - $41.7K
2.9K $1.39M
Feb 08, 2024 Q4 2023
Novare Capital Management LLC

BUY
 -
114
+ 0.21%
$37.8K - $41.3K
54.2K $25.9M
Feb 06, 2024 Q4 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
113
+ 3.63%
$37.5K - $41K
3.23K $1.55M
Jan 22, 2024 Q4 2023
Princeton Global Asset Management LLC

BUY
 -
112
+ 0.49%
$37.2K - $40.6K
23.1K $11M
Feb 05, 2024 Q4 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
112
+ 0.92%
$37.2K - $40.6K
12.3K $5.89M
Feb 14, 2024 Q4 2023
Hollencrest Capital Management

BUY
 -
112
+ 0.31%
$37.2K - $40.6K
35.9K $17.2M
Jan 11, 2024 Q4 2023
626 Financial, LLC

BUY
 -
111
+ 5.16%
$36.8K - $40.3K
2.26K $1.08M
Jan 19, 2024 Q4 2023
A.P. Gilfoyle & Co., L.P.

San Francisco, CA
BUY
 -
111
New
$36.8K - $40.3K
111 $53.1K
Jan 23, 2024 Q4 2023
Gilfoyle & CO LLC

New York, NY
BUY
 -
111
New
$36.8K - $40.3K
111 $53.1K
Feb 06, 2024 Q4 2023
Meadow Brook Investment Advisors LLC

Livonia, MI
BUY
 -
111
New
$36.8K - $40.3K
111 $53.1K
Feb 09, 2024 Q4 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
111
+ 0.6%
$36.8K - $40.3K
18.6K $8.88M
Feb 13, 2024 Q4 2023
Fin Trust Capital Advisors, LLC

BUY
 -
111
+ 5.96%
$36.8K - $40.3K
1.97K $945K
Jan 22, 2024 Q4 2023
Nvest Financial, LLC

BUY
 -
110
+ 0.81%
$36.5K - $39.9K
13.7K $6.55M
Jan 30, 2024 Q4 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
110
+ 8.06%
$36.5K - $39.9K
1.47K $705K
Feb 05, 2024 Q4 2023
Field & Main Bank

BUY
 -
110
+ 1.54%
$36.5K - $39.9K
7.25K $3.47M
Feb 15, 2024 Q4 2023
Coastal Bridge Advisors, LLC

BUY
 -
110
+ 1.57%
$36.5K - $39.9K
7.12K $3.41M
Jan 23, 2024 Q4 2023
Strateg Iq Financial Group, LLC

BUY
 -
109
+ 1.74%
$36.2K - $39.5K
6.39K $3.06M
Apr 16, 2024 Q4 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
109
+ 3.02%
$36.2K - $39.5K
3.72K $1.78M
Feb 01, 2024 Q4 2023
North Star Asset Management Inc

BUY
 -
108
+ 2.09%
$35.8K - $39.2K
5.27K $2.52M
Feb 02, 2024 Q4 2023
Channing Global Advisors, LLC

BUY
 -
108
+ 1.41%
$35.8K - $39.2K
7.79K $3.73M
Feb 09, 2024 Q4 2023
Wellington Shields & Co., LLC

New York, NY
BUY
 -
108
+ 1.61%
$35.8K - $39.2K
6.8K $3.25M
Feb 02, 2024 Q4 2023
Iag Wealth Partners, LLC

BUY
 -
106
+ 8.07%
$35.2K - $38.4K
1.42K $680K
Feb 14, 2024 Q4 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
106
+ 25.42%
$35.2K - $38.4K
523 $250K
Jan 17, 2024 Q4 2023
Centennial Wealth Advisory LLC

BUY
 -
105
+ 4.92%
$34.8K - $38.1K
2.24K $1.07M
Jan 23, 2024 Q4 2023
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
103
+ 7.29%
$34.2K - $37.4K
1.52K $725K
Feb 13, 2024 Q4 2023
Advanced Research Investment Solutions, LLC

BUY
 -
103
+ 17.17%
$34.2K - $37.4K
703 $336K
Jan 09, 2024 Q4 2023
Central Bank & Trust CO

BUY
 -
102
+ 14.49%
$33.8K - $37K
806 $386K
Jan 11, 2024 Q4 2023
Asio Capital, LLC

BUY
 -
101
+ 13.69%
$33.5K - $36.6K
839 $402K
Jan 12, 2024 Q4 2023
Hixon Zuercher, LLC

BUY
 -
101
+ 0.97%
$33.5K - $36.6K
10.5K $5.01M
Jan 23, 2024 Q4 2023
Crown Wealth Group, LLC

BUY
 -
101
+ 2.91%
$33.5K - $36.6K
3.58K $1.71M
Jan 23, 2024 Q4 2023
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
100
+ 3.84%
$33.2K - $36.3K
2.7K $1.29M
Jan 29, 2024 Q4 2023
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
100
+ 12.36%
$33.2K - $36.3K
909 $435K
Feb 06, 2024 Q4 2023
Charles Carroll Financial Partners, LLC

BUY
 -
100
+ 2.04%
$33.2K - $36.3K
5K $2.39M
Feb 08, 2024 Q4 2023
Pegasus Asset Management, Inc.

BUY
 -
100
+ 0.66%
$33.2K - $36.3K
15.2K $7.28M
Feb 09, 2024 Q4 2023
Blankinship & Foster, LLC

Solana Beach, CA
BUY
 -
100
+ 1.86%
$33.2K - $36.3K
5.47K $2.62M
Feb 12, 2024 Q4 2023
Black Diamond Financial, LLC

BUY
 -
100
+ 2.28%
$33.2K - $36.3K
4.48K $2.14M

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