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 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
$4.66M
|
|
|
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
$888K
|
|
|
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
$9.39M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
37+ 0.59% |
$12.3K - $13.4K
|
6.32K
$3.02M
|
|
|
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
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
36+ 1.21% |
$11.9K - $13.1K
|
3K
$1.43M
|
|
|
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
$812K
|
|
|
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
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
34+ 1.18% |
$11.3K - $12.3K
|
2.91K
$1.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
32+ 0.46% |
$10.6K - $11.6K
|
7.03K
$3.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
32+ 3.1% |
$10.6K - $11.6K
|
1.06K
$509K
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
BUY
|
- |
32+ 3.94% |
$10.6K - $11.6K
|
844
$404K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
32+ 3.07% |
$10.6K - $11.6K
|
1.08K
$514K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
32+ 2.9% |
$10.6K - $11.6K
|
1.14K
$543K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
31+ 0.51% |
$10.3K - $11.2K
|
6.07K
$2.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
31+ 3.4% |
$10.3K - $11.2K
|
944
$451K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
31+ 1.05% |
$10.3K - $11.2K
|
2.98K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
31+ 0.56% |
$10.3K - $11.2K
|
5.54K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
30+ 1.28% |
$9.95K - $10.9K
|
2.37K
$1.13M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
30+ 4.88% |
$9.95K - $10.9K
|
645
$308K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
30+ 2.87% |
$9.95K - $10.9K
|
1.08K
$514K
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
30+ 0.37% |
$9.95K - $10.9K
|
8.08K
$3.87M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
30+ 2.09% |
$9.95K - $10.9K
|
1.47K
$702K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
30+ 0.82% |
$9.95K - $10.9K
|
3.71K
$1.77M
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
30+ 1.11% |
$9.95K - $10.9K
|
2.74K
$1.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
30+ 0.58% |
$9.95K - $10.9K
|
5.2K
$2.49M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
30+ 3.5% |
$9.95K - $10.9K
|
886
$424K
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
30+ 0.04% |
$9.95K - $10.9K
|
73.5K
$35.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
30+ 0.16% |
$9.95K - $10.9K
|
18.8K
$8.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
30+ 0.95% |
$9.95K - $10.9K
|
3.18K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
30+ 0.05% |
$9.95K - $10.9K
|
57.6K
$27.5M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
30+ 3.12% |
$9.95K - $10.9K
|
991
$474K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
29+ 0.26% |
$9.62K - $10.5K
|
11.2K
$5.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
29+ 3.02% |
$9.62K - $10.5K
|
989
$473K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
29+ 0.4% |
$9.62K - $10.5K
|
7.29K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
29+ 0.15% |
$9.62K - $10.5K
|
19.6K
$9.38M
|