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
|
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
$515K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
32+ 2.9% |
$10.6K - $11.6K
|
1.14K
$544K
|
|
|
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
$452K
|
|
|
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
$1.14M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
30+ 4.88% |
$9.95K - $10.9K
|
645
$309K
|
|
|
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
$703K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
30+ 0.82% |
$9.95K - $10.9K
|
3.71K
$1.78M
|
|
|
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
$35.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
30+ 0.16% |
$9.95K - $10.9K
|
18.8K
$8.98M
|
|
|
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
$27.6M
|
|
|
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
$5.35M
|
|
|
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
$9.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
29New |
$9.62K - $10.5K
|
29
$13.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
28+ 2.27% |
$9.29K - $10.2K
|
1.26K
$603K
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
28+ 0.99% |
$9.29K - $10.2K
|
2.85K
$1.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
28+ 4.77% |
$9.29K - $10.2K
|
615
$294K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
28+ 0.27% |
$9.29K - $10.2K
|
10.3K
$4.93M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
28+ 0.46% |
$9.29K - $10.2K
|
6.1K
$2.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
28+ 2.4% |
$9.29K - $10.2K
|
1.2K
$572K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
27+ 3.35% |
$8.96K - $9.79K
|
832
$398K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
27+ 2.13% |
$8.96K - $9.79K
|
1.29K
$619K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
27+ 1.36% |
$8.96K - $9.79K
|
2.01K
$964K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.27% |
$8.62K - $9.43K
|
9.78K
$4.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
26+ 2.76% |
$8.62K - $9.43K
|
969
$464K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
26+ 0.52% |
$8.62K - $9.43K
|
5K
$2.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
25+ 0.77% |
$8.29K - $9.07K
|
3.27K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
25+ 2.8% |
$8.29K - $9.07K
|
919
$440K
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
24+ 1.68% |
$7.96K - $8.7K
|
1.45K
$694K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
24+ 1.66% |
$7.96K - $8.7K
|
1.47K
$703K
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
24+ 1.87% |
$7.96K - $8.7K
|
1.31K
$626K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
23+ 1.12% |
$7.63K - $8.34K
|
2.07K
$990K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
23+ 0.4% |
$7.63K - $8.34K
|
5.82K
$2.78M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
23+ 0.26% |
$7.63K - $8.34K
|
8.72K
$4.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
23+ 0.29% |
$7.63K - $8.34K
|
7.89K
$3.78M
|