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 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
574New |
$190K - $208K
|
574
$271K
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
570New |
$189K - $207K
|
570
$269K
|
|
|
Jan 17, 2024
Q4 2023
|
Brewster Financial Planning LLC
|
BUY
|
- |
570New |
$189K - $207K
|
570
$269K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
566+ 3.49% |
$188K - $205K
|
16.8K
$7.92M
|
|
|
Mar 15, 2024
Q4 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
565New |
$187K - $205K
|
565
$267K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
563+ 17.35% |
$187K - $204K
|
3.81K
$1.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
563+ 25.31% |
$187K - $204K
|
2.79K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
563New |
$187K - $204K
|
563
$266K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
562+ 1.99% |
$186K - $204K
|
28.8K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
562+ 7.97% |
$186K - $204K
|
7.61K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
562+ 2.1% |
$186K - $204K
|
27.4K
$12.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Touchstone Capital, Inc.
|
BUY
|
- |
561New |
$186K - $203K
|
561
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
557+ 8.94% |
$185K - $202K
|
6.79K
$3.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
556+ 5.31% |
$184K - $202K
|
11K
$5.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
554New |
$184K - $201K
|
554
$261K
|
|
|
Jan 26, 2024
Q4 2023
|
Sather Financial Group Inc
|
BUY
|
- |
552+ 0.15% |
$183K - $200K
|
364K
$172M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
552+ 6.77% |
$183K - $200K
|
8.7K
$4.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
551+ 20.01% |
$183K - $200K
|
3.3K
$1.56M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
551+ 100.0% |
$183K - $200K
|
1.1K
$520K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
550+ 53.24% |
$182K - $199K
|
1.58K
$747K
|
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
546+ 66.99% |
$181K - $198K
|
1.36K
$642K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
544+ 9.22% |
$180K - $197K
|
6.45K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
535+ 18.1% |
$177K - $194K
|
3.49K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
532+ 6.82% |
$176K - $193K
|
8.34K
$3.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
530+ 3.81% |
$176K - $192K
|
14.4K
$6.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
530+ 5.06% |
$176K - $192K
|
11K
$5.19M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
526+ 1.08% |
$174K - $191K
|
49.3K
$23.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
526+ 11.47% |
$174K - $191K
|
5.11K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
523+ 0.41% |
$173K - $190K
|
128K
$60.6M
|
|
|
May 20, 2024
Q4 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
514+ 6.77% |
$170K - $186K
|
8.11K
$3.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
511+ 2.74% |
$170K - $185K
|
19.1K
$9.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
510New |
$169K - $185K
|
510
$241K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
508+ 15.91% |
$169K - $184K
|
3.7K
$1.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
508+ 2.38% |
$169K - $184K
|
21.9K
$10.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
505+ 6.25% |
$168K - $183K
|
8.58K
$4.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
505+ 2.71% |
$168K - $183K
|
19.1K
$9.03M
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
505+ 1.17% |
$168K - $183K
|
43.7K
$20.6M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
504+ 13.02% |
$167K - $183K
|
4.37K
$2.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
503+ 5.7% |
$167K - $182K
|
9.32K
$4.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
503+ 19.43% |
$167K - $182K
|
3.09K
$1.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
501+ 11.06% |
$166K - $182K
|
5.03K
$2.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
500+ 103.09% |
$166K - $181K
|
985
$465K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
500+ 47.21% |
$166K - $181K
|
1.56K
$735K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
500+ 6.0% |
$166K - $181K
|
8.83K
$4.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
500+ 2500.0% |
$166K - $181K
|
520
$245K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
499+ 6.52% |
$166K - $181K
|
8.15K
$3.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
497+ 3.19% |
$165K - $180K
|
16.1K
$7.58M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
490+ 1.37% |
$163K - $178K
|
36.3K
$17.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
490+ 2.23% |
$163K - $178K
|
22.5K
$10.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
483+ 46.22% |
$160K - $175K
|
1.53K
$721K
|