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 29, 2024 Q4 2023
Philip James Wealth Mangement, LLC

Milton, GA
BUY
 -
878
New
$291K - $318K
878 $414K
Jan 10, 2024 Q4 2023
Kmg Fiduciary Partners, LLC

BUY
 -
876
+ 3.77%
$291K - $318K
24.1K $11.4M
Feb 12, 2024 Q4 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
872
+ 1.59%
$289K - $316K
55.5K $26.2M
Jan 25, 2024 Q4 2023
Bristlecone Advisors, LLC

BUY
 -
868
+ 4.1%
$288K - $315K
22.1K $10.4M
Mar 19, 2024 Q4 2023
M3 Advisory Group, LLC

Needham Heights, MA
BUY
 -
865
New
$287K - $314K
865 $408K
Feb 06, 2024 Q4 2023
Gds Wealth Management

BUY
 -
858
+ 98.28%
$285K - $311K
1.73K $817K
Jan 12, 2024 Q4 2023
Independent Wealth Network Inc.

BUY
 -
854
+ 23.07%
$283K - $310K
4.56K $2.15M
Feb 07, 2024 Q4 2023
Northwest Financial Advisors

Herndon, VA
BUY
 -
851
New
$282K - $309K
851 $401K
Feb 13, 2024 Q4 2023
Xtx Topco LTD

London, X0
BUY
 -
848
New
$281K - $308K
848 $400K
Feb 07, 2024 Q4 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
843
+ 3.31%
$280K - $306K
26.3K $12.4M
Jan 10, 2024 Q4 2023
Community Bank Of Raymore

BUY
 -
835
+ 36.46%
$277K - $303K
3.13K $1.47M
Feb 01, 2024 Q4 2023
Capital Investment Advisory Services, LLC

BUY
 -
835
+ 7.72%
$277K - $303K
11.6K $5.49M
Feb 05, 2024 Q4 2023
Sargent Investment Group, LLC

BUY
 -
830
+ 4.52%
$275K - $301K
19.2K $9.05M
Jan 30, 2024 Q4 2023
Dakota Wealth Management

BUY
 -
829
+ 1.38%
$275K - $301K
61K $28.8M
Sep 30, 2024 Q4 2023
Mirabaud & Cie Sa

Geneva, V8
BUY
 -
826
New
$274K - $300K
826 $390K
Feb 13, 2024 Q4 2023
Ehrlich Financial Group

Laguna Niguel, CA
BUY
 -
825
New
$274K - $299K
825 $389K
Jan 24, 2024 Q4 2023
Stratos Wealth Advisors, LLC

BUY
 -
824
+ 4.14%
$273K - $299K
20.7K $9.77M
Feb 14, 2024 Q4 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
819
+ 6.24%
$272K - $297K
13.9K $6.57M
Mar 14, 2024 Q4 2023
Golden Road Advisors LLC

Tampa, FL
BUY
 -
819
New
$272K - $297K
819 $386K
Feb 14, 2024 Q4 2023
Corton Capital Inc.

Carrying Place, A6
BUY
 -
818
+ 62.11%
$271K - $297K
2.14K $1.01M
Jan 18, 2024 Q4 2023
Everett Harris & CO

BUY
 -
817
+ 0.12%
$271K - $296K
705K $333M
Feb 07, 2024 Q4 2023
Core Wealth Partners LLC

Santa Rosa, CA
BUY
 -
814
+ 7.9%
$270K - $295K
11.1K $5.25M
Jan 25, 2024 Q4 2023
Firethorn Wealth Partners, LLC

BUY
 -
809
+ 17.77%
$268K - $293K
5.36K $2.53M
Jan 12, 2024 Q4 2023
Mezzasalma Advisors, LLC

BUY
 -
806
+ 3.58%
$267K - $292K
23.3K $11M
Feb 07, 2024 Q4 2023
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
804
+ 18.05%
$267K - $292K
5.26K $2.48M
Jan 18, 2024 Q4 2023
Ballast, Inc.

BUY
 -
800
+ 15.69%
$265K - $290K
5.9K $2.78M
Feb 13, 2024 Q4 2023
Maren Capital LLC

Chicago, IL
BUY
 -
800
New
$265K - $290K
800 $377K
Feb 13, 2024 Q4 2023
Fuller & Thaler Asset Management, Inc.

San Mateo, CA
BUY
 -
800
+ 24.32%
$265K - $290K
4.09K $1.93M
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

BUY
 -
798
+ 25.84%
$265K - $289K
3.89K $1.83M
Feb 14, 2024 Q4 2023
Aureus Asset Management, LLC

Boston, MA
BUY
 -
793
+ 14.8%
$263K - $288K
6.15K $2.9M
Feb 01, 2024 Q4 2023
Hartline Investment Corp

Winnetka, IL
BUY
 -
792
+ 3.79%
$263K - $287K
21.7K $10.2M
Feb 20, 2024 Q4 2023
Clarity Capital Partners LLC

Newport Beach, CA
BUY
 -
791
New
$262K - $287K
791 $373K
Feb 13, 2024 Q4 2023
Balanced Rock Investment Advisor

Roslindale, MA
BUY
 -
790
New
$262K - $287K
790 $373K
Feb 12, 2024 Q4 2023
Plato Investment Management LTD

Sydney, C3
BUY
 -
788
New
$261K - $286K
788 $372K
Feb 12, 2024 Q4 2023
Elevatus Welath Management

Victor, NY
BUY
 -
787
New
$261K - $285K
787 $371K
Jan 31, 2024 Q4 2023
Knights Of Columbus Asset Advisors LLC

New Haven, CT
BUY
 -
781
+ 1.35%
$259K - $283K
58.6K $27.7M
Jan 31, 2024 Q4 2023
Grunden Financial Advisory, Inc.

Denton, TX
BUY
 -
775
New
$257K - $281K
775 $366K
Feb 07, 2024 Q4 2023
Canoe Financial LP

Calgary, A0
BUY
 -
775
+ 0.44%
$257K - $281K
179K $84.3M
Jan 10, 2024 Q4 2023
Patten Group, Inc.

BUY
 -
773
+ 6.26%
$256K - $280K
13.1K $6.19M
Feb 05, 2024 Q4 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
766
New
$254K - $278K
766 $361K
Feb 07, 2024 Q4 2023
Shayne & Co., LLC

BUY
 -
766
+ 0.26%
$254K - $278K
293K $138M
Jan 22, 2024 Q4 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
764
+ 1.59%
$253K - $277K
48.7K $23M
Jan 18, 2024 Q4 2023
Franklin Street Advisors Inc

BUY
 -
759
+ 1.59%
$252K - $275K
48.5K $22.9M
Jan 11, 2024 Q4 2023
Consilio Wealth Advisors, LLC

BUY
 -
758
+ 53.64%
$251K - $275K
2.17K $1.02M
Feb 08, 2024 Q4 2023
Prestige Wealth Management Group LLC

BUY
 -
758
+ 9.05%
$251K - $275K
9.14K $4.31M
Apr 26, 2024 Q4 2023
Prestige Wealth Management Group LLC

BUY
 -
758
+ 9.05%
$251K - $275K
9.14K $4.31M
Feb 06, 2024 Q4 2023
Montis Financial, LLC

BUY
 -
757
+ 4.07%
$251K - $275K
19.4K $9.14M
Jan 10, 2024 Q4 2023
Birinyi Associates Inc

BUY
 -
755
+ 4.62%
$250K - $274K
17.1K $8.07M
Apr 12, 2024 Q4 2023
Game Plan Financial Advisors, LLC

BUY
 -
752
+ 9.54%
$249K - $273K
8.63K $4.07M

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