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 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
7.9KNew |
$2.62M - $2.86M
|
7.9K
$3.78M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
7.87KNew |
$2.61M - $2.85M
|
7.87K
$3.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
7.87K+ 2.09% |
$2.61M - $2.85M
|
384K
$184M
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
7.84KNew |
$2.6M - $2.84M
|
7.84K
$3.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
7.82KNew |
$2.59M - $2.84M
|
7.82K
$3.74M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
7.8KNew |
$2.59M - $2.83M
|
7.8K
$3.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
7.76KNew |
$2.57M - $2.81M
|
7.76K
$3.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.75K+ 10.23% |
$2.57M - $2.81M
|
83.5K
$39.9M
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
7.74KNew |
$2.57M - $2.81M
|
7.74K
$3.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
7.71K+ 10.71% |
$2.56M - $2.8M
|
79.7K
$38.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7.6KNew |
$2.52M - $2.75M
|
7.6K
$3.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
7.58KNew |
$2.51M - $2.75M
|
7.58K
$3.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
7.57K+ 1.59% |
$2.51M - $2.74M
|
484K
$232M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
7.54K+ 293.3% |
$2.5M - $2.73M
|
10.1K
$4.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.53K+ 2.82% |
$2.5M - $2.73M
|
275K
$132M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
7.53K+ 2.73% |
$2.5M - $2.73M
|
284K
$136M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
7.33K+ 12.21% |
$2.43M - $2.66M
|
67.4K
$32.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
7.29KNew |
$2.42M - $2.64M
|
7.29K
$3.49M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
7.24K+ 19.77% |
$2.4M - $2.63M
|
43.9K
$21M
|
|
|
Feb 08, 2024
Q4 2023
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
7.2KNew |
$2.39M - $2.61M
|
7.2K
$3.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
7.2K+ 1.48% |
$2.39M - $2.61M
|
495K
$237M
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
BUY
|
- |
7.08K+ 10.3% |
$2.35M - $2.57M
|
75.9K
$36.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
7.08K+ 121.19% |
$2.35M - $2.57M
|
12.9K
$6.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.01KNew |
$2.33M - $2.54M
|
7.01K
$3.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
6.99K+ 15.7% |
$2.32M - $2.54M
|
51.5K
$24.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
6.95K+ 16.96% |
$2.31M - $2.52M
|
48K
$22.9M
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.91K+ 709.76% |
$2.29M - $2.5M
|
7.88K
$3.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
6.9KNew |
$2.29M - $2.5M
|
6.9K
$3.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
6.87K+ 64.69% |
$2.28M - $2.49M
|
17.5K
$8.37M
|
|
|
Sep 20, 2024
Q4 2023
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
6.86KNew |
$2.27M - $2.49M
|
6.86K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
6.84K+ 89.07% |
$2.27M - $2.48M
|
14.5K
$6.94M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.82K+ 4.06% |
$2.26M - $2.47M
|
175K
$83.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
6.79KNew |
$2.25M - $2.46M
|
6.79K
$3.25M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
6.61KNew |
$2.19M - $2.4M
|
6.61K
$3.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
6.61K+ 32.27% |
$2.19M - $2.4M
|
27.1K
$13M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
6.56K+ 95.02% |
$2.18M - $2.38M
|
13.5K
$6.45M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
6.56KNew |
$2.18M - $2.38M
|
6.56K
$3.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
6.54KNew |
$2.17M - $2.37M
|
6.54K
$3.13M
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
6.51KNew |
$2.16M - $2.36M
|
6.51K
$3.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6.48KNew |
$2.15M - $2.35M
|
6.48K
$3.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.47K+ 2.09% |
$2.15M - $2.35M
|
316K
$151M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
6.45K+ 16.22% |
$2.14M - $2.34M
|
46.2K
$22.1M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
6.45KNew |
$2.14M - $2.34M
|
6.45K
$3.08M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.4K+ 107.4% |
$2.12M - $2.32M
|
12.4K
$5.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
6.39KNew |
$2.12M - $2.32M
|
6.39K
$3.06M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.36K+ 68.68% |
$2.11M - $2.31M
|
15.6K
$7.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.34K+ 246.43% |
$2.1M - $2.3M
|
8.92K
$4.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
6.29K+ 2.86% |
$2.09M - $2.28M
|
227K
$108M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
6.21K+ 7.81% |
$2.06M - $2.25M
|
85.7K
$41M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
6.13K+ 14.05% |
$2.03M - $2.22M
|
49.8K
$23.8M
|