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 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.79K+ 13.93% |
$593K - $649K
|
14.6K
$7.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.78K+ 107.95% |
$590K - $645K
|
3.43K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.78K+ 19.54% |
$589K - $644K
|
10.9K
$5.21M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.77KNew |
$587K - $642K
|
1.77K
$849K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.76KNew |
$583K - $638K
|
1.76K
$844K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.76K+ 7.41% |
$583K - $638K
|
25.5K
$12.2M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.75KNew |
$581K - $636K
|
1.75K
$841K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.75KNew |
$580K - $634K
|
1.75K
$838K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.75KNew |
$579K - $633K
|
1.75K
$837K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.74K+ 0.42% |
$579K - $633K
|
417K
$200M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.74K+ 0.42% |
$579K - $633K
|
417K
$200M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.74K+ 13.78% |
$578K - $631K
|
14.4K
$6.89M
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1.74KNew |
$576K - $630K
|
1.74K
$833K
|
|
|
Feb 12, 2024
Q4 2023
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
1.74KNew |
$576K - $629K
|
1.74K
$832K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
1.74KNew |
$576K - $629K
|
1.74K
$832K
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
BUY
|
- |
1.73K+ 70.59% |
$575K - $629K
|
4.19K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.73K+ 0.65% |
$575K - $629K
|
268K
$129M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.73KNew |
$574K - $627K
|
1.73K
$830K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.72K+ 6.64% |
$571K - $624K
|
27.6K
$13.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.71K+ 6.3% |
$568K - $621K
|
28.9K
$13.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.71K+ 9.04% |
$566K - $619K
|
20.6K
$9.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.7K+ 8.96% |
$565K - $618K
|
20.7K
$9.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.7K+ 5.39% |
$564K - $617K
|
33.2K
$15.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.7K+ 44.28% |
$563K - $615K
|
5.53K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.69K+ 1.07% |
$562K - $614K
|
160K
$76.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.68K+ 6.97% |
$557K - $609K
|
25.7K
$12.3M
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.68KNew |
$556K - $608K
|
1.68K
$804K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.67K+ 185.78% |
$555K - $606K
|
2.57K
$1.23M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.66KNew |
$552K - $603K
|
1.66K
$798K
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.66KNew |
$552K - $603K
|
1.66K
$798K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.66KNew |
$551K - $603K
|
1.66K
$797K
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
1.66KNew |
$551K - $602K
|
1.66K
$797K
|
|
|
Feb 08, 2024
Q4 2023
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
1.65KNew |
$547K - $598K
|
1.65K
$791K
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.65KNew |
$547K - $598K
|
1.65K
$791K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
1.65KNew |
$547K - $598K
|
1.65K
$791K
|
|
|
Feb 13, 2024
Q4 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
1.64K+ 26.83% |
$545K - $596K
|
7.77K
$3.72M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.64K+ 33.06% |
$544K - $595K
|
6.61K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.64KNew |
$542K - $593K
|
1.64K
$784K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.63KNew |
$540K - $590K
|
1.63K
$781K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.62K+ 44.36% |
$539K - $589K
|
5.29K
$2.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Baskin Financial Services Inc.
|
BUY
|
- |
1.62K+ 2.05% |
$537K - $587K
|
80.5K
$38.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.61K+ 14.16% |
$534K - $584K
|
13K
$6.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.6KNew |
$531K - $581K
|
1.6K
$768K
|
|
|
Jan 29, 2024
Q4 2023
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
1.6K+ 44.44% |
$531K - $580K
|
5.2K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
1.6K+ 5.86% |
$531K - $580K
|
28.9K
$13.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.6K+ 14.76% |
$530K - $579K
|
12.4K
$5.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.59KNew |
$529K - $578K
|
1.59K
$764K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.58K+ 0.71% |
$525K - $574K
|
224K
$108M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.58K+ 2.47% |
$524K - $573K
|
65.5K
$31.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
1.58KNew |
$522K - $571K
|
1.58K
$755K
|