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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
6.05K+ 281.56% |
$2.01M - $2.19M
|
8.2K
$3.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
6.03KNew |
$2M - $2.19M
|
6.03K
$2.88M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
6KNew |
$1.99M - $2.18M
|
6K
$2.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
5.96KNew |
$1.98M - $2.16M
|
5.96K
$2.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
5.95K+ 2.18% |
$1.97M - $2.16M
|
279K
$133M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
5.94K+ 81.92% |
$1.97M - $2.16M
|
13.2K
$6.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
5.86K+ 18.98% |
$1.94M - $2.12M
|
36.7K
$17.6M
|
|
|
Sep 23, 2024
Q4 2023
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
5.81KNew |
$1.93M - $2.11M
|
5.81K
$2.78M
|
|
|
Jan 10, 2024
Q4 2023
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
5.78K+ 1.65% |
$1.92M - $2.1M
|
356K
$170M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
5.74K+ 5.29% |
$1.9M - $2.08M
|
114K
$54.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
5.73K+ 2.37% |
$1.9M - $2.08M
|
248K
$119M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.64K+ 654.41% |
$1.87M - $2.05M
|
6.5K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
5.57K+ 26.91% |
$1.85M - $2.02M
|
26.3K
$12.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
5.55K+ 2.19% |
$1.84M - $2.01M
|
259K
$124M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
5.54KNew |
$1.84M - $2.01M
|
5.54K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
5.51K+ 297.46% |
$1.83M - $2M
|
7.36K
$3.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
5.49K+ 7.36% |
$1.82M - $1.99M
|
80K
$38.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.47KNew |
$1.81M - $1.98M
|
5.47K
$2.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
5.45KNew |
$1.81M - $1.98M
|
5.45K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
5.43KNew |
$1.8M - $1.97M
|
5.43K
$2.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.42K+ 3.95% |
$1.8M - $1.96M
|
143K
$68.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
5.41KNew |
$1.79M - $1.96M
|
5.41K
$2.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
5.4K+ 5.23% |
$1.79M - $1.96M
|
109K
$52M
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
BUY
|
- |
5.39KNew |
$1.79M - $1.95M
|
5.39K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
5.33K+ 3.69% |
$1.77M - $1.93M
|
150K
$71.8M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
5.27K+ 10.76% |
$1.75M - $1.91M
|
54.3K
$26M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
5.26KNew |
$1.75M - $1.91M
|
5.26K
$2.52M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
5.26K+ 84.13% |
$1.74M - $1.91M
|
11.5K
$5.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.25K+ 14.39% |
$1.74M - $1.91M
|
41.8K
$20M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
5.11K+ 23.78% |
$1.69M - $1.85M
|
26.6K
$12.7M
|
|
|
Apr 17, 2024
Q4 2023
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
5.1KNew |
$1.69M - $1.85M
|
5.1K
$2.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
5.03KNew |
$1.67M - $1.82M
|
5.03K
$2.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Bronte Capital Management Pty Ltd.
|
BUY
|
- |
5.02K+ 1.23% |
$1.67M - $1.82M
|
415K
$198M
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5KNew |
$1.66M - $1.81M
|
5K
$2.39M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.98KNew |
$1.65M - $1.81M
|
4.98K
$2.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
4.97K+ 111.43% |
$1.65M - $1.8M
|
9.43K
$4.51M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
4.97K+ 111.43% |
$1.65M - $1.8M
|
9.43K
$4.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.84K+ 1.7% |
$1.61M - $1.76M
|
290K
$139M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
4.81K+ 6594.52% |
$1.6M - $1.75M
|
4.89K
$2.34M
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
4.81KNew |
$1.6M - $1.74M
|
4.81K
$2.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
4.8K+ 51.99% |
$1.59M - $1.74M
|
14K
$6.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
4.8K+ 3.07% |
$1.59M - $1.74M
|
161K
$77.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.77K+ 514.46% |
$1.58M - $1.73M
|
5.7K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Unigestion Holding Sa
|
BUY
|
- |
4.77K+ 4.78% |
$1.58M - $1.73M
|
104K
$50M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
4.76K+ 36.03% |
$1.58M - $1.73M
|
18K
$8.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
4.76KNew |
$1.58M - $1.73M
|
4.76K
$2.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.74KNew |
$1.57M - $1.72M
|
4.74K
$2.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
4.74KNew |
$1.57M - $1.72M
|
4.74K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
4.7K+ 153.73% |
$1.56M - $1.71M
|
7.76K
$3.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
4.69K+ 331.26% |
$1.56M - $1.7M
|
6.11K
$2.92M
|