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 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
15.9K+ 10.8% |
$5.28M - $5.77M
|
163K
$77.1M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
15.6KNew |
$5.18M - $5.67M
|
15.6K
$7.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
15.6K+ 25.82% |
$5.18M - $5.66M
|
76K
$35.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
15.6K+ 63.92% |
$5.17M - $5.65M
|
40K
$18.9M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
15.6KNew |
$5.16M - $5.64M
|
15.6K
$7.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
15.5K+ 404.2% |
$5.14M - $5.62M
|
19.3K
$9.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
15.4KNew |
$5.11M - $5.59M
|
15.4K
$7.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.4K+ 4.76% |
$5.1M - $5.58M
|
338K
$160M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.1KNew |
$5M - $5.47M
|
15.1K
$7.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.7K+ 1.83% |
$4.88M - $5.33M
|
817K
$386M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
14.6KNew |
$4.85M - $5.3M
|
14.6K
$6.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
14.5KNew |
$4.81M - $5.26M
|
14.5K
$6.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
14.5K+ 28.61% |
$4.81M - $5.25M
|
65.1K
$30.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.3K+ 28.54% |
$4.73M - $5.17M
|
64.3K
$30.3M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
14.2K+ 9.19% |
$4.72M - $5.16M
|
169K
$79.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.2K+ 10.37% |
$4.7M - $5.14M
|
151K
$71.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
14K+ 3.11% |
$4.65M - $5.09M
|
465K
$220M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14K+ 315.83% |
$4.63M - $5.06M
|
18.4K
$8.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
13.9K+ 19.52% |
$4.62M - $5.05M
|
85.2K
$40.2M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
13.9KNew |
$4.61M - $5.04M
|
13.9K
$6.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.8K+ 9.52% |
$4.59M - $5.02M
|
159K
$75.1M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
13.6K+ 9.44% |
$4.52M - $4.95M
|
158K
$74.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
13.5K+ 3.78% |
$4.49M - $4.91M
|
372K
$176M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
13.5K+ 5.01% |
$4.47M - $4.89M
|
282K
$133M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
13.4K+ 2.22% |
$4.43M - $4.85M
|
616K
$291M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
13.3KNew |
$4.42M - $4.83M
|
13.3K
$6.29M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
13.3KNew |
$4.4M - $4.82M
|
13.3K
$6.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.2K+ 1.48% |
$4.39M - $4.8M
|
907K
$428M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
13.2K+ 5.43% |
$4.38M - $4.79M
|
256K
$121M
|
|
|
Jan 18, 2024
Q4 2023
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
13K+ 18.72% |
$4.31M - $4.71M
|
82.4K
$38.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
12.9K+ 20.58% |
$4.28M - $4.68M
|
75.6K
$35.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
12.8KNew |
$4.26M - $4.66M
|
12.8K
$6.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
12.8K+ 33.38% |
$4.26M - $4.65M
|
51.3K
$24.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
12.8K+ 4.94% |
$4.24M - $4.63M
|
271K
$128M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
12.7K+ 25.12% |
$4.22M - $4.62M
|
63.4K
$29.9M
|
|
|
Feb 14, 2024
Q4 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
12.6K+ 4.08% |
$4.19M - $4.58M
|
322K
$152M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.6K+ 8.21% |
$4.17M - $4.55M
|
165K
$78.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
12.3K+ 4.68% |
$4.07M - $4.46M
|
275K
$130M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
12.2KNew |
$4.04M - $4.41M
|
12.2K
$5.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.1K+ 1.02% |
$4.02M - $4.39M
|
1.2M
$567M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
12.1K+ 2.64% |
$4.02M - $4.39M
|
471K
$223M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
12.1KNew |
$4M - $4.37M
|
12.1K
$5.69M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
12K+ 0.01% |
$3.99M - $4.36M
|
146M
$68.7B
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
11.8KNew |
$3.92M - $4.29M
|
11.8K
$5.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
11.8K+ 2.04% |
$3.92M - $4.28M
|
592K
$279M
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
11.5KNew |
$3.82M - $4.18M
|
11.5K
$5.44M
|
|
|
Apr 30, 2024
Q4 2023
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
11.4KNew |
$3.78M - $4.14M
|
11.4K
$5.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
11.3KNew |
$3.76M - $4.11M
|
11.3K
$5.35M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Capital Management, LLC
|
BUY
|
- |
11.3KNew |
$3.74M - $4.09M
|
11.3K
$5.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11.2K+ 33.78% |
$3.72M - $4.06M
|
44.4K
$20.9M
|