Purchases and Sales Made in Q4 2023 in Berkshire Hathaway Inc Class B (BRK-B)

BRK-B Quotes by TradingView

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 08, 2024 Q4 2023
Mc Lean Asset Management Corp

BUY
 -
69
+ 2.59%
$22.9K - $25K
2.73K $1.31M
Jan 11, 2024 Q4 2023
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
69
+ 1.3%
$22.9K - $25K
5.37K $2.57M
Jan 24, 2024 Q4 2023
Private Trust CO Na

BUY
 -
68
+ 0.58%
$22.6K - $24.7K
11.9K $5.69M
Jan 30, 2024 Q4 2023
Grove Bank & Trust

BUY
 -
68
+ 2.05%
$22.6K - $24.7K
3.39K $1.62M
Feb 13, 2024 Q4 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
68
+ 0.41%
$22.6K - $24.7K
16.8K $8.05M
Feb 14, 2024 Q4 2023
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
BUY
 -
68
+ 7.11%
$22.6K - $24.7K
1.03K $491K
Jan 11, 2024 Q4 2023
17 Capital Partners, LLC

BUY
 -
67
+ 8.38%
$22.2K - $24.3K
867 $415K
Feb 06, 2024 Q4 2023
Capital Performance Advisors LLP

BUY
 -
67
+ 0.55%
$22.2K - $24.3K
12.2K $5.84M
Jan 23, 2024 Q4 2023
Tsfg, LLC

BUY
 -
66
+ 1.77%
$21.9K - $23.9K
3.79K $1.82M
Jan 25, 2024 Q4 2023
Eastern Bank

BUY
 -
66
+ 2.53%
$21.9K - $23.9K
2.67K $1.28M
Jan 09, 2024 Q4 2023
Columbia Advisory Partners LLC

BUY
 -
65
+ 8.58%
$21.6K - $23.6K
823 $394K
Jan 17, 2024 Q4 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
65
+ 0.35%
$21.6K - $23.6K
18.4K $8.83M
Feb 14, 2024 Q4 2023
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
65
+ 8.93%
$21.6K - $23.6K
793 $380K
Feb 05, 2024 Q4 2023
Kapstone Financial Advisors LLC

Dayton, OH
BUY
 -
64
+ 1.51%
$21.2K - $23.2K
4.32K $2.07M
Feb 13, 2024 Q4 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
64
+ 1.15%
$21.2K - $23.2K
5.65K $2.7M
Feb 14, 2024 Q4 2023
Gilder Gagnon Howe & CO LLC

New York, NY
BUY
 -
64
+ 1.51%
$21.2K - $23.2K
4.3K $2.06M
Jan 05, 2024 Q4 2023
Red Spruce Capital, LLC

BUY
 -
63
+ 4.75%
$20.9K - $22.8K
1.39K $665K
Jan 08, 2024 Q4 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
63
+ 0.15%
$20.9K - $22.8K
42.5K $20.4M
Feb 14, 2024 Q4 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
63
+ 0.59%
$20.9K - $22.8K
10.7K $5.13M
Sep 17, 2024 Q4 2023
Taylor Financial Group, Inc.

Roanoke, VA
BUY
 -
62
+ 0.65%
$20.6K - $22.5K
9.66K $4.62M
Jan 15, 2025 Q4 2023
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
62
+ 3.49%
$20.6K - $22.5K
1.84K $880K
Jan 09, 2024 Q4 2023
Vickerman Investment Advisors, Inc.

Spokane, WA
BUY
 -
61
+ 0.51%
$20.2K - $22.1K
12K $5.75M
Jan 17, 2024 Q4 2023
Bar Harbor Wealth Management

Concord, NH
BUY
 -
61
+ 0.16%
$20.2K - $22.1K
39.3K $18.8M
Jan 25, 2024 Q4 2023
Bernardo Wealth Planning LLC

BUY
 -
60
+ 5.64%
$19.9K - $21.8K
1.12K $538K
Feb 05, 2024 Q4 2023
Phraction Management LLC

Stamford, CT
BUY
 -
60
+ 0.19%
$19.9K - $21.8K
31.7K $15.2M
Feb 12, 2024 Q4 2023
American Investment Services, Inc.

BUY
 -
59
+ 0.48%
$19.6K - $21.4K
12.5K $5.97M
Jan 30, 2024 Q4 2023
Klcm Advisors, Inc.

BUY
 -
58
+ 2.08%
$19.2K - $21K
2.85K $1.36M
Jan 30, 2024 Q4 2023
Duncker Streett & CO Inc

BUY
 -
57
+ 3.35%
$18.9K - $20.7K
1.76K $841K
Feb 05, 2024 Q4 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
57
+ 11.0%
$18.9K - $20.7K
575 $275K
Jan 11, 2024 Q4 2023
Exchange Bank

Santa Rosa, CA
BUY
 -
55
+ 3.23%
$18.2K - $19.9K
1.76K $842K
Jan 22, 2024 Q4 2023
Coerente Capital Management

BUY
 -
55
+ 3.57%
$18.2K - $19.9K
1.6K $765K
Jan 30, 2024 Q4 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
55
+ 0.85%
$18.2K - $19.9K
6.53K $3.13M
Feb 12, 2024 Q4 2023
Lumbard & Kellner, LLC

Hollis, NH
BUY
 -
55
+ 1.76%
$18.2K - $19.9K
3.18K $1.52M
Jan 12, 2024 Q4 2023
Kure Advisory, LLC

Plymouth, MN
BUY
 -
54
+ 2.75%
$17.9K - $19.6K
2.02K $965K
Jan 23, 2024 Q4 2023
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
54
+ 1.15%
$17.9K - $19.6K
4.75K $2.27M
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
54
+ 0.75%
$17.9K - $19.6K
7.29K $3.49M
Feb 14, 2024 Q4 2023
Slocum, Gordon & CO LLP

Newport, RI
BUY
 -
54
+ 5.01%
$17.9K - $19.6K
1.13K $541K
Feb 14, 2024 Q4 2023
Entry Point Capital, LLC

New York, NY
BUY
 -
54
New
$17.9K - $19.6K
54 $25.9K
Jan 10, 2024 Q4 2023
Pasadena Private Wealth, LLC

Pasadena, CA
BUY
 -
53
+ 1.86%
$17.6K - $19.2K
2.9K $1.39M
Jan 18, 2024 Q4 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
53
+ 2.58%
$17.6K - $19.2K
2.11K $1.01M
Jan 19, 2024 Q4 2023
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
53
+ 1.74%
$17.6K - $19.2K
3.1K $1.48M
Jan 22, 2024 Q4 2023
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
53
+ 0.6%
$17.6K - $19.2K
8.88K $4.25M
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
53
New
$17.6K - $19.2K
53 $25.4K
Feb 07, 2024 Q4 2023
First Western Trust Bank

Denver, CO
BUY
 -
53
+ 1.07%
$17.6K - $19.2K
4.99K $2.39M
Jan 08, 2024 Q4 2023
Lynch & Associates

BUY
 -
52
+ 0.4%
$17.2K - $18.9K
13K $6.24M
Jan 10, 2024 Q4 2023
Omega Financial Group, LLC

BUY
 -
52
+ 4.22%
$17.2K - $18.9K
1.28K $615K
Jan 23, 2024 Q4 2023
Benchmark Financial Wealth Advisors, LLC

BUY
 -
52
+ 3.64%
$17.2K - $18.9K
1.48K $709K
Jan 29, 2024 Q4 2023
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
52
+ 6.51%
$17.2K - $18.9K
851 $407K
Feb 05, 2024 Q4 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
52
+ 3.43%
$17.2K - $18.9K
1.57K $750K

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