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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
86+ 1.39% |
$28.5K - $31.2K
|
6.27K
$3M
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
85+ 6.62% |
$28.2K - $30.8K
|
1.37K
$655K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
84+ 0.71% |
$27.9K - $30.5K
|
11.9K
$5.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
BUY
|
- |
84+ 0.21% |
$27.9K - $30.5K
|
40.2K
$19.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
84+ 0.33% |
$27.9K - $30.5K
|
25.3K
$12.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
84+ 0.24% |
$27.9K - $30.5K
|
35.7K
$17.1M
|
|
|
Feb 13, 2024
Q4 2023
|
William Allan, LLC
|
BUY
|
- |
84+ 5.03% |
$27.9K - $30.5K
|
1.75K
$839K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
83+ 2.7% |
$27.5K - $30.1K
|
3.16K
$1.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
83+ 0.42% |
$27.5K - $30.1K
|
19.8K
$9.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
83+ 0.56% |
$27.5K - $30.1K
|
15K
$7.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
82+ 0.38% |
$27.2K - $29.7K
|
21.5K
$10.3M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
82+ 0.71% |
$27.2K - $29.7K
|
11.7K
$5.59M
|
|
|
Jan 25, 2024
Q4 2023
|
Brown Financial Advisory
|
BUY
|
- |
80+ 2.04% |
$26.5K - $29K
|
4.01K
$1.92M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
80+ 3.69% |
$26.5K - $29K
|
2.25K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
80+ 2.17% |
$26.5K - $29K
|
3.77K
$1.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
80+ 10.83% |
$26.5K - $29K
|
819
$392K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
80+ 11.58% |
$26.5K - $29K
|
771
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
79+ 0.53% |
$26.2K - $28.7K
|
14.9K
$7.15M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
78+ 4.71% |
$25.9K - $28.3K
|
1.73K
$830K
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
78+ 2.61% |
$25.9K - $28.3K
|
3.06K
$1.47M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
78+ 2.14% |
$25.9K - $28.3K
|
3.73K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
78+ 1.21% |
$25.9K - $28.3K
|
6.51K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
78+ 0.42% |
$25.9K - $28.3K
|
18.8K
$9.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
77+ 0.57% |
$25.5K - $27.9K
|
13.7K
$6.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Galibier Capital Management Ltd.
|
BUY
|
- |
77+ 2.19% |
$25.5K - $27.9K
|
3.59K
$1.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Harvey Investment CO LLC
|
BUY
|
- |
77+ 0.07% |
$25.5K - $27.9K
|
116K
$55.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
77+ 8.02% |
$25.5K - $27.9K
|
1.04K
$496K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
76+ 1.82% |
$25.2K - $27.6K
|
4.25K
$2.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
76+ 1.24% |
$25.2K - $27.6K
|
6.2K
$2.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
76+ 1.65% |
$25.2K - $27.6K
|
4.67K
$2.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
76+ 1.92% |
$25.2K - $27.6K
|
4.04K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
76+ 4.12% |
$25.2K - $27.6K
|
1.92K
$920K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
75+ 0.39% |
$24.9K - $27.2K
|
19.3K
$9.25M
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
74+ 6.06% |
$24.5K - $26.8K
|
1.3K
$620K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
74+ 2.06% |
$24.5K - $26.8K
|
3.66K
$1.75M
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
73+ 3.32% |
$24.2K - $26.5K
|
2.27K
$1.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
73+ 1.01% |
$24.2K - $26.5K
|
7.3K
$3.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
73+ 2.11% |
$24.2K - $26.5K
|
3.53K
$1.69M
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
73+ 1.68% |
$24.2K - $26.5K
|
4.43K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
73+ 2.36% |
$24.2K - $26.5K
|
3.17K
$1.52M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
72+ 3.57% |
$23.9K - $26.1K
|
2.09K
$1M
|
|
|
Jan 12, 2024
Q4 2023
|
Tlw Wealth Management, LLC
|
BUY
|
- |
72+ 0.17% |
$23.9K - $26.1K
|
43.3K
$20.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
72+ 3.65% |
$23.9K - $26.1K
|
2.04K
$978K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
71+ 1.44% |
$23.6K - $25.8K
|
4.99K
$2.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
71+ 2.99% |
$23.6K - $25.8K
|
2.45K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
71+ 4.92% |
$23.6K - $25.8K
|
1.51K
$724K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
71+ 36.6% |
$23.6K - $25.8K
|
265
$127K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
71+ 11.83% |
$23.6K - $25.8K
|
671
$321K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
70+ 0.39% |
$23.2K - $25.4K
|
18K
$8.61M
|
|
|
Feb 20, 2025
Q4 2023
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
70+ 1.01% |
$23.2K - $25.4K
|
7.03K
$3.37M
|