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 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.56K+ 111.02% |
$518K - $566K
|
2.97K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.56KNew |
$516K - $564K
|
1.56K
$734K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.56K+ 7.49% |
$516K - $564K
|
22.3K
$10.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.55K+ 20.46% |
$515K - $563K
|
9.14K
$4.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.55K+ 144.36% |
$514K - $562K
|
2.62K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
1.55KNew |
$513K - $561K
|
1.55K
$729K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.55K+ 3.63% |
$512K - $560K
|
44.2K
$20.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.54K+ 10.23% |
$511K - $559K
|
16.6K
$7.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
1.54KNew |
$511K - $559K
|
1.54K
$727K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.54KNew |
$511K - $559K
|
1.54K
$727K
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.54K+ 18.05% |
$511K - $558K
|
10.1K
$4.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.53K+ 5.3% |
$509K - $556K
|
30.5K
$14.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.52K+ 11.99% |
$506K - $553K
|
14.2K
$6.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.52K+ 61.42% |
$505K - $552K
|
4K
$1.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.52KNew |
$504K - $551K
|
1.52K
$717K
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.51KNew |
$502K - $548K
|
1.51K
$713K
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.5KNew |
$498K - $545K
|
1.5K
$709K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.5K+ 11.86% |
$498K - $544K
|
14.2K
$6.68M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.5K+ 20.55% |
$498K - $544K
|
8.8K
$4.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.5K+ 53.65% |
$498K - $544K
|
4.3K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.5K+ 18.19% |
$498K - $544K
|
9.75K
$4.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.5K+ 7.07% |
$496K - $542K
|
22.7K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.49K+ 0.86% |
$496K - $542K
|
175K
$82.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
1.49K+ 6.95% |
$494K - $540K
|
22.9K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.49K+ 1.9% |
$494K - $540K
|
79.7K
$37.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.49K+ 148.85% |
$493K - $539K
|
2.49K
$1.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.49K+ 17.98% |
$493K - $539K
|
9.75K
$4.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.48K+ 2.67% |
$492K - $537K
|
57K
$26.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
BUY
|
- |
1.47K+ 20.11% |
$489K - $534K
|
8.8K
$4.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.47K+ 14.4% |
$488K - $533K
|
11.7K
$5.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.46K+ 0.56% |
$486K - $531K
|
264K
$124M
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.46KNew |
$486K - $531K
|
1.46K
$691K
|
|
|
Feb 06, 2024
Q4 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
1.46K+ 2.88% |
$484K - $530K
|
52.1K
$24.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.45K+ 15.75% |
$481K - $526K
|
10.7K
$5.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.45KNew |
$479K - $524K
|
1.45K
$682K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.44KNew |
$477K - $522K
|
1.44K
$679K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.44KNew |
$476K - $521K
|
1.44K
$677K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.43K+ 2.42% |
$476K - $520K
|
60.7K
$28.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.42KNew |
$471K - $515K
|
1.42K
$670K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.42K+ 5.74% |
$470K - $514K
|
26.1K
$12.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.42K+ 14.02% |
$470K - $514K
|
11.5K
$5.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.41K+ 2.35% |
$466K - $510K
|
61.2K
$28.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Dantai Capital LTD
Hong Kong, K3 |
BUY
|
- |
1.4K+ 56.0% |
$464K - $508K
|
3.9K
$1.84M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1.4K+ 208.64% |
$464K - $508K
|
2.07K
$977K
|
|
|
Oct 30, 2024
Q4 2023
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
1.4KNew |
$464K - $508K
|
1.4K
$660K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.4KNew |
$464K - $507K
|
1.4K
$659K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1.39K+ 7.23% |
$460K - $503K
|
20.6K
$9.71M
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.39K+ 59.44% |
$459K - $502K
|
3.72K
$1.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.38K+ 2.22% |
$457K - $500K
|
63.5K
$30M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.38K+ 15.85% |
$456K - $499K
|
10.1K
$4.74M
|