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 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
65+ 8.93% |
$21.6K - $23.6K
|
793
$379K
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
64+ 1.51% |
$21.2K - $23.2K
|
4.32K
$2.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
64+ 1.15% |
$21.2K - $23.2K
|
5.65K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
64+ 1.51% |
$21.2K - $23.2K
|
4.3K
$2.06M
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
63+ 4.75% |
$20.9K - $22.8K
|
1.39K
$665K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
63+ 0.15% |
$20.9K - $22.8K
|
42.5K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
63+ 0.59% |
$20.9K - $22.8K
|
10.7K
$5.13M
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
62+ 0.65% |
$20.6K - $22.5K
|
9.66K
$4.62M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
61+ 0.51% |
$20.2K - $22.1K
|
12K
$5.75M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
61+ 0.16% |
$20.2K - $22.1K
|
39.3K
$18.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
60+ 5.64% |
$19.9K - $21.8K
|
1.12K
$538K
|
|
|
Feb 05, 2024
Q4 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
60+ 0.19% |
$19.9K - $21.8K
|
31.7K
$15.2M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
59+ 0.48% |
$19.6K - $21.4K
|
12.5K
$5.96M
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
58+ 2.08% |
$19.2K - $21K
|
2.85K
$1.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
57+ 3.35% |
$18.9K - $20.7K
|
1.76K
$841K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
57+ 11.0% |
$18.9K - $20.7K
|
575
$275K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
55+ 3.23% |
$18.2K - $19.9K
|
1.76K
$841K
|
|
|
Jan 22, 2024
Q4 2023
|
Coerente Capital Management
|
BUY
|
- |
55+ 3.57% |
$18.2K - $19.9K
|
1.6K
$764K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
55+ 0.85% |
$18.2K - $19.9K
|
6.53K
$3.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
55+ 1.76% |
$18.2K - $19.9K
|
3.18K
$1.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
54+ 2.75% |
$17.9K - $19.6K
|
2.02K
$964K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
54+ 1.15% |
$17.9K - $19.6K
|
4.75K
$2.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
54+ 0.75% |
$17.9K - $19.6K
|
7.29K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
54+ 5.01% |
$17.9K - $19.6K
|
1.13K
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
54New |
$17.9K - $19.6K
|
54
$25.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
53+ 1.86% |
$17.6K - $19.2K
|
2.9K
$1.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
53+ 2.58% |
$17.6K - $19.2K
|
2.11K
$1.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
53+ 1.74% |
$17.6K - $19.2K
|
3.1K
$1.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
53+ 0.6% |
$17.6K - $19.2K
|
8.88K
$4.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
53New |
$17.6K - $19.2K
|
53
$25.4K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
53+ 1.07% |
$17.6K - $19.2K
|
4.99K
$2.39M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
BUY
|
- |
52+ 0.4% |
$17.2K - $18.9K
|
13K
$6.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
52+ 4.22% |
$17.2K - $18.9K
|
1.28K
$614K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
52+ 3.64% |
$17.2K - $18.9K
|
1.48K
$709K
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
52+ 6.51% |
$17.2K - $18.9K
|
851
$407K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
52+ 3.43% |
$17.2K - $18.9K
|
1.57K
$749K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
51+ 1.16% |
$16.9K - $18.5K
|
4.43K
$2.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
51+ 0.74% |
$16.9K - $18.5K
|
6.98K
$3.34M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
51New |
$16.9K - $18.5K
|
51
$24.4K
|
|
|
Jan 02, 2024
Q4 2023
|
Wyrmwood Management LLC
New York, NY |
BUY
|
- |
50New |
$16.6K - $18.1K
|
50
$23.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
50+ 7.81% |
$16.6K - $18.1K
|
690
$330K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
50+ 0.57% |
$16.6K - $18.1K
|
8.84K
$4.23M
|
|
|
Jan 19, 2024
Q4 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
50+ 1.27% |
$16.6K - $18.1K
|
3.98K
$1.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
50+ 0.37% |
$16.6K - $18.1K
|
13.6K
$6.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
50+ 0.68% |
$16.6K - $18.1K
|
7.45K
$3.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
50+ 1.8% |
$16.6K - $18.1K
|
2.83K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
50+ 3.41% |
$16.6K - $18.1K
|
1.52K
$725K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
50+ 2.57% |
$16.6K - $18.1K
|
2K
$955K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
50New |
$16.6K - $18.1K
|
50
$23.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
49+ 0.19% |
$16.3K - $17.8K
|
25.4K
$12.2M
|