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 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.38K+ 1.61% |
$456K - $499K
|
86.9K
$41M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.37K+ 2.45% |
$453K - $496K
|
57.1K
$26.9M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.36KNew |
$452K - $495K
|
1.36K
$643K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.36KNew |
$452K - $494K
|
1.36K
$643K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.36K+ 83.16% |
$450K - $493K
|
2.99K
$1.41M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
1.36K+ 0.72% |
$450K - $493K
|
190K
$89.8M
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.35K+ 104.31% |
$449K - $491K
|
2.65K
$1.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.34KNew |
$444K - $486K
|
1.34K
$632K
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.34K+ 4.13% |
$443K - $485K
|
33.7K
$15.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
1.33K+ 1.88% |
$443K - $484K
|
72.4K
$34.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.33KNew |
$442K - $483K
|
1.33K
$628K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.33K+ 27.69% |
$441K - $482K
|
6.13K
$2.89M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
1.33KNew |
$441K - $482K
|
1.33K
$626K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.33K+ 2.0% |
$441K - $482K
|
67.7K
$31.9M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.33KNew |
$440K - $481K
|
1.33K
$626K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.32K+ 36.23% |
$438K - $478K
|
4.96K
$2.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.32K+ 0.94% |
$437K - $478K
|
142K
$67.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.31K+ 58.44% |
$435K - $476K
|
3.56K
$1.68M
|
|
|
Jan 31, 2024
Q4 2023
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
1.31K+ 0.71% |
$434K - $474K
|
186K
$87.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.3KNew |
$431K - $471K
|
1.3K
$612K
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
1.3K+ 5.78% |
$431K - $471K
|
23.8K
$11.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.29KNew |
$428K - $468K
|
1.29K
$609K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.28K+ 8.33% |
$426K - $466K
|
16.7K
$7.88M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.28K+ 16.09% |
$424K - $463K
|
9.21K
$4.35M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.28K+ 4.97% |
$423K - $463K
|
26.9K
$12.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
1.27K+ 15.26% |
$421K - $460K
|
9.58K
$4.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.27K+ 2.35% |
$421K - $460K
|
55.1K
$26M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.27KNew |
$420K - $460K
|
1.27K
$598K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.26K+ 53.2% |
$419K - $458K
|
3.63K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.26K+ 19.59% |
$418K - $457K
|
7.69K
$3.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.25K+ 18.28% |
$415K - $454K
|
8.1K
$3.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Independent Family Office, LLC
|
BUY
|
- |
1.25K+ 23.71% |
$414K - $452K
|
6.51K
$3.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.24K+ 13.95% |
$411K - $450K
|
10.1K
$4.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.24K+ 60.93% |
$411K - $450K
|
3.28K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.24K+ 0.86% |
$411K - $449K
|
146K
$68.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.24K+ 5.45% |
$410K - $449K
|
23.9K
$11.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.23K+ 129.1% |
$408K - $446K
|
2.18K
$1.03M
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.22K+ 26.75% |
$406K - $444K
|
5.8K
$2.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1.22K+ 7.96% |
$403K - $441K
|
16.5K
$7.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.22K+ 1.99% |
$403K - $441K
|
62.4K
$29.4M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.21K+ 0.32% |
$403K - $440K
|
384K
$181M
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.21KNew |
$402K - $440K
|
1.21K
$572K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
1.21KNew |
$402K - $440K
|
1.21K
$572K
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
1.21K+ 23.77% |
$400K - $437K
|
6.27K
$2.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Puzo Michael J
|
BUY
|
- |
1.21K+ 37.72% |
$400K - $437K
|
4.4K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.2K+ 10.35% |
$397K - $434K
|
12.8K
$6.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.2KNew |
$396K - $433K
|
1.2K
$564K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
1.2K+ 2.24% |
$396K - $433K
|
54.6K
$25.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.19KNew |
$395K - $432K
|
1.19K
$562K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
1.19K+ 0.32% |
$395K - $432K
|
368K
$174M
|