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 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
413+ 15.92% |
$137K - $150K
|
3.01K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
412+ 3.25% |
$137K - $149K
|
13.1K
$6.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
411+ 2.75% |
$136K - $149K
|
15.4K
$7.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
410+ 11.11% |
$136K - $149K
|
4.1K
$1.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
409+ 1.45% |
$136K - $148K
|
28.6K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
409+ 3.84% |
$136K - $148K
|
11.1K
$5.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
408+ 1.57% |
$135K - $148K
|
26.3K
$12.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
408+ 18.28% |
$135K - $148K
|
2.64K
$1.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
405+ 1.01% |
$134K - $147K
|
40.6K
$19.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
404+ 26.77% |
$134K - $147K
|
1.91K
$902K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
403+ 1.72% |
$134K - $146K
|
23.8K
$11.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
403+ 3.06% |
$134K - $146K
|
13.6K
$6.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
402+ 2.09% |
$133K - $146K
|
19.7K
$9.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
401+ 6.07% |
$133K - $145K
|
7.01K
$3.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
401+ 57.04% |
$133K - $145K
|
1.1K
$521K
|
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
400+ 41.28% |
$133K - $145K
|
1.37K
$646K
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
400+ 8.48% |
$133K - $145K
|
5.12K
$2.41M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
400+ 25.76% |
$133K - $145K
|
1.95K
$921K
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
399+ 3.77% |
$132K - $145K
|
11K
$5.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
398New |
$132K - $144K
|
398
$188K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
397New |
$132K - $144K
|
397
$187K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
395+ 4.11% |
$131K - $143K
|
10K
$4.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
394+ 5.66% |
$131K - $143K
|
7.35K
$3.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
394+ 0.46% |
$131K - $143K
|
85.7K
$40.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
391+ 11.58% |
$130K - $142K
|
3.77K
$1.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
389+ 21.27% |
$129K - $141K
|
2.22K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
388+ 3.13% |
$129K - $141K
|
12.8K
$6.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
384+ 1.91% |
$127K - $139K
|
20.4K
$9.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
381+ 0.42% |
$126K - $138K
|
91.5K
$43.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
381+ 5.11% |
$126K - $138K
|
7.84K
$3.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
380+ 4.94% |
$126K - $138K
|
8.07K
$3.81M
|
|
|
Feb 02, 2024
Q4 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
380+ 2.64% |
$126K - $138K
|
14.8K
$6.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
376+ 0.58% |
$125K - $136K
|
64.8K
$30.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
375+ 5.67% |
$124K - $136K
|
6.99K
$3.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
373+ 1.48% |
$124K - $135K
|
25.6K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
373+ 61.65% |
$124K - $135K
|
978
$461K
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
372+ 1.83% |
$123K - $135K
|
20.7K
$9.77M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
371+ 6.98% |
$123K - $135K
|
5.69K
$2.68M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
370+ 11.51% |
$123K - $134K
|
3.58K
$1.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
365+ 3.86% |
$121K - $132K
|
9.81K
$4.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
365+ 1.48% |
$121K - $132K
|
25K
$11.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
363+ 3.36% |
$120K - $132K
|
11.2K
$5.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
361+ 8.75% |
$120K - $131K
|
4.49K
$2.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
361+ 2.74% |
$120K - $131K
|
13.6K
$6.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
359+ 1.51% |
$119K - $130K
|
24.1K
$11.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
358New |
$119K - $130K
|
358
$169K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
357+ 9.07% |
$118K - $129K
|
4.29K
$2.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
357New |
$118K - $129K
|
357
$168K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
353+ 8.82% |
$117K - $128K
|
4.36K
$2.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
351+ 2.99% |
$116K - $127K
|
12.1K
$5.71M
|