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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
72+ 3.65% |
$23.9K - $26.1K
|
2.04K
$976K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
71+ 1.44% |
$23.6K - $25.8K
|
4.99K
$2.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
71+ 2.99% |
$23.6K - $25.8K
|
2.45K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
71+ 4.92% |
$23.6K - $25.8K
|
1.51K
$723K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
71+ 36.6% |
$23.6K - $25.8K
|
265
$127K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
71+ 11.83% |
$23.6K - $25.8K
|
671
$321K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
70+ 0.39% |
$23.2K - $25.4K
|
18K
$8.6M
|
|
|
Feb 20, 2025
Q4 2023
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
70+ 1.01% |
$23.2K - $25.4K
|
7.03K
$3.36M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
69+ 2.59% |
$22.9K - $25K
|
2.73K
$1.31M
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
69+ 1.3% |
$22.9K - $25K
|
5.37K
$2.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
68+ 0.58% |
$22.6K - $24.7K
|
11.9K
$5.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
68+ 2.05% |
$22.6K - $24.7K
|
3.39K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
68+ 0.41% |
$22.6K - $24.7K
|
16.8K
$8.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
68+ 7.11% |
$22.6K - $24.7K
|
1.03K
$490K
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
67+ 8.38% |
$22.2K - $24.3K
|
867
$415K
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
67+ 0.55% |
$22.2K - $24.3K
|
12.2K
$5.83M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
66+ 1.77% |
$21.9K - $23.9K
|
3.79K
$1.81M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
66+ 2.53% |
$21.9K - $23.9K
|
2.67K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
66+ 0.08% |
$21.9K - $23.9K
|
79.6K
$38.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
65+ 8.58% |
$21.6K - $23.6K
|
823
$394K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
65+ 0.35% |
$21.6K - $23.6K
|
18.4K
$8.82M
|
|
|
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
$2.06M
|
|
|
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
$664K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
63+ 0.15% |
$20.9K - $22.8K
|
42.5K
$20.3M
|
|
|
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 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
62+ 3.49% |
$20.6K - $22.5K
|
1.84K
$879K
|
|
|
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
$537K
|
|
|
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
$840K
|
|
|
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
$3.12M
|
|
|
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
$963K
|
|
|
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
|