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 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
49+ 0.97% |
$16.3K - $17.8K
|
5.12K
$2.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
49+ 7.9% |
$16.3K - $17.8K
|
669
$320K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
48+ 1.1% |
$15.9K - $17.4K
|
4.41K
$2.11M
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
48+ 3.4% |
$15.9K - $17.4K
|
1.46K
$699K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
48+ 5.53% |
$15.9K - $17.4K
|
916
$438K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
47+ 0.71% |
$15.6K - $17K
|
6.67K
$3.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
47+ 4.88% |
$15.6K - $17K
|
1.01K
$483K
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
46+ 2.84% |
$15.3K - $16.7K
|
1.67K
$798K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
45+ 0.48% |
$14.9K - $16.3K
|
9.4K
$4.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
45+ 5.93% |
$14.9K - $16.3K
|
804
$385K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
44+ 0.22% |
$14.6K - $16K
|
20.3K
$9.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
44+ 1.9% |
$14.6K - $16K
|
2.36K
$1.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
44+ 3.7% |
$14.6K - $16K
|
1.23K
$590K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
43+ 0.65% |
$14.3K - $15.6K
|
6.64K
$3.18M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
43+ 1.6% |
$14.3K - $15.6K
|
2.73K
$1.31M
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
43+ 3.76% |
$14.3K - $15.6K
|
1.19K
$569K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
43+ 0.72% |
$14.3K - $15.6K
|
5.99K
$2.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Sam Advisors, LLC
|
BUY
|
- |
43+ 0.2% |
$14.3K - $15.6K
|
21.1K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
43+ 0.19% |
$14.3K - $15.6K
|
22.2K
$10.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
42+ 2.23% |
$13.9K - $15.2K
|
1.93K
$923K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
42+ 3.22% |
$13.9K - $15.2K
|
1.35K
$644K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
42+ 3.39% |
$13.9K - $15.2K
|
1.28K
$614K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
41+ 1.07% |
$13.6K - $14.9K
|
3.87K
$1.85M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
40+ 0.52% |
$13.3K - $14.5K
|
7.8K
$3.73M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
40+ 5.52% |
$13.3K - $14.5K
|
764
$366K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
40+ 1.04% |
$13.3K - $14.5K
|
3.87K
$1.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
40+ 2.65% |
$13.3K - $14.5K
|
1.55K
$742K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
40+ 1.55% |
$13.3K - $14.5K
|
2.62K
$1.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
40+ 0.63% |
$13.3K - $14.5K
|
6.36K
$3.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
40+ 0.16% |
$13.3K - $14.5K
|
24.6K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
40+ 0.14% |
$13.3K - $14.5K
|
27.8K
$13.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
39+ 0.4% |
$12.9K - $14.1K
|
9.75K
$4.67M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
39+ 0.18% |
$12.9K - $14.1K
|
21.6K
$10.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
39+ 0.17% |
$12.9K - $14.1K
|
22.4K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
39+ 2.15% |
$12.9K - $14.1K
|
1.86K
$889K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
39+ 0.74% |
$12.9K - $14.1K
|
5.32K
$2.54M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
38+ 0.89% |
$12.6K - $13.8K
|
4.3K
$2.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
38+ 0.19% |
$12.6K - $13.8K
|
19.6K
$9.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
37+ 0.59% |
$12.3K - $13.4K
|
6.32K
$3.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
37+ 1.01% |
$12.3K - $13.4K
|
3.69K
$1.76M
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
37+ 5.23% |
$12.3K - $13.4K
|
745
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
36+ 1.21% |
$11.9K - $13.1K
|
3K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
36+ 5.4% |
$11.9K - $13.1K
|
703
$336K
|
|
|
Jan 04, 2024
Q4 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
35+ 4.25% |
$11.6K - $12.7K
|
859
$411K
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
35+ 0.71% |
$11.6K - $12.7K
|
4.94K
$2.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
35+ 2.1% |
$11.6K - $12.7K
|
1.7K
$813K
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
35+ 1.64% |
$11.6K - $12.7K
|
2.17K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
35+ 0.61% |
$11.6K - $12.7K
|
5.74K
$2.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
34+ 0.8% |
$11.3K - $12.3K
|
4.31K
$2.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
34+ 3.13% |
$11.3K - $12.3K
|
1.12K
$536K
|