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 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
100New |
$33.2K - $36.3K
|
100
$47.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
100+ 2.23% |
$33.2K - $36.3K
|
4.59K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
100+ 6.34% |
$33.2K - $36.3K
|
1.68K
$803K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
100+ 1.56% |
$33.2K - $36.3K
|
6.5K
$3.11M
|
|
|
Jan 09, 2024
Q4 2023
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
99+ 0.22% |
$32.8K - $35.9K
|
45.6K
$21.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
BUY
|
- |
99+ 17.34% |
$32.8K - $35.9K
|
670
$321K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
99+ 1.38% |
$32.8K - $35.9K
|
7.29K
$3.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
97+ 3.34% |
$32.2K - $35.2K
|
3K
$1.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
97+ 0.61% |
$32.2K - $35.2K
|
16K
$7.66M
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
96+ 3.83% |
$31.8K - $34.8K
|
2.6K
$1.24M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
95+ 1.9% |
$31.5K - $34.5K
|
5.08K
$2.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
95+ 3.38% |
$31.5K - $34.5K
|
2.9K
$1.39M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
94New |
$31.2K - $34.1K
|
94
$45K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
94+ 0.61% |
$31.2K - $34.1K
|
15.6K
$7.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
94+ 0.15% |
$31.2K - $34.1K
|
64.1K
$30.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
94+ 10.25% |
$31.2K - $34.1K
|
1.01K
$484K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
94+ 2.41% |
$31.2K - $34.1K
|
3.99K
$1.91M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
93+ 3.32% |
$30.8K - $33.7K
|
2.89K
$1.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
93+ 3.59% |
$30.8K - $33.7K
|
2.69K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
93+ 0.55% |
$30.8K - $33.7K
|
17.1K
$8.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
93+ 5.09% |
$30.8K - $33.7K
|
1.92K
$918K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
93+ 0.58% |
$30.8K - $33.7K
|
16.1K
$7.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
92+ 2.68% |
$30.5K - $33.4K
|
3.53K
$1.69M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
92+ 1.9% |
$30.5K - $33.4K
|
4.94K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
92+ 2.31% |
$30.5K - $33.4K
|
4.07K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
92+ 3.04% |
$30.5K - $33.4K
|
3.12K
$1.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
91+ 3.62% |
$30.2K - $33K
|
2.6K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
91+ 12.15% |
$30.2K - $33K
|
840
$402K
|
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
91+ 9.96% |
$30.2K - $33K
|
1.01K
$481K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
90+ 8.53% |
$29.9K - $32.6K
|
1.15K
$548K
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
90+ 2.74% |
$29.9K - $32.6K
|
3.38K
$1.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
90+ 4.45% |
$29.9K - $32.6K
|
2.11K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
90+ 3.86% |
$29.9K - $32.6K
|
2.42K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
90+ 0.09% |
$29.9K - $32.6K
|
96.4K
$46.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
89+ 1.5% |
$29.5K - $32.3K
|
6.04K
$2.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
89+ 2.0% |
$29.5K - $32.3K
|
4.55K
$2.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
89+ 1.11% |
$29.5K - $32.3K
|
8.1K
$3.87M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
88+ 4.01% |
$29.2K - $31.9K
|
2.28K
$1.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
86+ 0.04% |
$28.5K - $31.2K
|
235K
$112M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
86+ 1.39% |
$28.5K - $31.2K
|
6.27K
$3M
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
85+ 6.62% |
$28.2K - $30.8K
|
1.37K
$655K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
84+ 0.71% |
$27.9K - $30.5K
|
11.9K
$5.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
BUY
|
- |
84+ 0.21% |
$27.9K - $30.5K
|
40.2K
$19.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
84+ 0.33% |
$27.9K - $30.5K
|
25.3K
$12.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
84+ 0.24% |
$27.9K - $30.5K
|
35.7K
$17.1M
|
|
|
Feb 13, 2024
Q4 2023
|
William Allan, LLC
|
BUY
|
- |
84+ 5.03% |
$27.9K - $30.5K
|
1.75K
$839K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
83+ 2.7% |
$27.5K - $30.1K
|
3.16K
$1.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
83+ 0.42% |
$27.5K - $30.1K
|
19.8K
$9.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
83+ 0.56% |
$27.5K - $30.1K
|
15K
$7.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
82+ 0.38% |
$27.2K - $29.7K
|
21.5K
$10.3M
|