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
Feb 05, 2024 Q4 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
290
+ 0.89%
$96.2K - $105K
32.8K $15.5M
Feb 09, 2024 Q4 2023
Cottonwood Capital Advisors, LLC

BUY
 -
290
+ 26.29%
$96.2K - $105K
1.39K $657K
Feb 13, 2024 Q4 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
290
New
$96.2K - $105K
290 $137K
Jan 08, 2024 Q4 2023
Muhlenkamp & CO Inc

BUY
 -
289
+ 0.77%
$95.9K - $105K
37.8K $17.9M
Jan 12, 2024 Q4 2023
David R. Rahn & Associates Inc.

BUY
 -
289
+ 3.76%
$95.9K - $105K
7.97K $3.76M
Feb 12, 2024 Q4 2023
Uni Super Management Pty LTD

Melbourne, Victoria, C3
BUY
 -
288
+ 3.03%
$95.5K - $104K
9.79K $4.62M
Feb 14, 2024 Q4 2023
Xml Financial, LLC

BUY
 -
288
+ 0.78%
$95.5K - $104K
37.2K $17.6M
Jan 25, 2024 Q4 2023
Valley National Advisers Inc

BUY
 -
287
+ 2.88%
$95.2K - $104K
10.3K $4.84M
Feb 12, 2024 Q4 2023
Stone X Group Inc.

BUY
 -
286
+ 2.54%
$94.9K - $104K
11.6K $5.45M
Apr 01, 2024 Q4 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
286
+ 23.56%
$94.9K - $104K
1.5K $708K
Feb 06, 2024 Q4 2023
Legacy Financial Advisors, Inc.

BUY
 -
283
+ 5.32%
$93.9K - $103K
5.61K $2.64M
Jan 12, 2024 Q4 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
282
+ 4.88%
$93.5K - $102K
6.06K $2.86M
Feb 13, 2024 Q4 2023
Norinchukin Bank, The

Tokyo, M0
BUY
 -
281
+ 0.47%
$93.2K - $102K
59.6K $28.1M
Jan 10, 2024 Q4 2023
Falcon Wealth Planning

BUY
 -
280
+ 18.34%
$92.9K - $102K
1.81K $852K
Feb 14, 2024 Q4 2023
Jackson Wealth Management, LLC

BUY
 -
280
+ 3.51%
$92.9K - $102K
8.26K $3.9M
Jan 08, 2024 Q4 2023
Bennett Selby Investments LP

BUY
 -
275
+ 1.24%
$91.2K - $99.7K
22.5K $10.6M
Jan 25, 2024 Q4 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
275
+ 18.81%
$91.2K - $99.7K
1.74K $819K
Jan 25, 2024 Q4 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
274
+ 1.49%
$90.9K - $99.4K
18.7K $8.82M
Jan 16, 2024 Q4 2023
Security Financial Services, Inc.

BUY
 -
273
+ 9.37%
$90.6K - $99K
3.19K $1.5M
Jan 24, 2024 Q4 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
272
+ 0.99%
$90.2K - $98.6K
27.6K $13M
Jan 31, 2024 Q4 2023
Redmont Wealth Advisors LLC

Chicago, IL
BUY
 -
270
+ 10.31%
$89.6K - $97.9K
2.89K $1.36M
Feb 13, 2024 Q4 2023
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
270
+ 15.45%
$89.6K - $97.9K
2.02K $952K
Jan 18, 2024 Q4 2023
Ritholtz Wealth Management

BUY
 -
268
+ 0.79%
$88.9K - $97.2K
34.1K $16.1M
Jan 12, 2024 Q4 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
266
+ 3.7%
$88.2K - $96.5K
7.45K $3.51M
Jan 30, 2024 Q4 2023
Buffington Mohr Mc Neal

BUY
 -
266
+ 6.43%
$88.2K - $96.5K
4.4K $2.08M
Feb 01, 2024 Q4 2023
Stockman Wealth Management, Inc.

BUY
 -
266
+ 0.7%
$88.2K - $96.5K
38.2K $18M
May 10, 2024 Q4 2023
Evernest Financial Advisors, LLC

Carmel, IN
BUY
 -
266
+ 6.35%
$88.2K - $96.5K
4.45K $2.1M
Jan 16, 2024 Q4 2023
Lbmc Investment Advisors, LLC

BUY
 -
265
+ 2.65%
$87.9K - $96.1K
10.3K $4.84M
Feb 07, 2024 Q4 2023
Edgemoor Investment Advisors, Inc.

BUY
 -
263
+ 0.16%
$87.2K - $95.4K
169K $79.8M
Feb 12, 2024 Q4 2023
Capital Planning Advisors, LLC

Sacramento, CA
BUY
 -
263
+ 3.32%
$87.2K - $95.4K
8.19K $3.86M
Jan 10, 2024 Q4 2023
Clarity Wealth Advisors, LLC

BUY
 -
261
+ 1.48%
$86.6K - $94.7K
17.8K $8.42M
Jan 19, 2024 Q4 2023
Culbertson A N & CO Inc

BUY
 -
261
+ 0.24%
$86.6K - $94.7K
107K $50.6M
Feb 13, 2024 Q4 2023
Baker Avenue Asset Management, LP

BUY
 -
259
+ 5.1%
$85.9K - $93.9K
5.34K $2.52M
Feb 02, 2024 Q4 2023
Lyell Wealth Management, LP

BUY
 -
257
+ 4.11%
$85.2K - $93.2K
6.52K $3.07M
Jan 11, 2024 Q4 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
251
+ 3.08%
$83.3K - $91K
8.41K $3.97M
Feb 08, 2024 Q4 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
251
+ 4.64%
$83.3K - $91K
5.66K $2.67M
Jan 11, 2024 Q4 2023
Resource Consulting Group Inc

BUY
 -
250
+ 12.28%
$82.9K - $90.7K
2.29K $1.08M
Feb 02, 2024 Q4 2023
Evolution Advisers, Inc.

BUY
 -
250
+ 38.17%
$82.9K - $90.7K
905 $427K
Feb 09, 2024 Q4 2023
Cbiz Investment Advisory Services, LLC

BUY
 -
250
+ 25.38%
$82.9K - $90.7K
1.24K $583K
Jan 30, 2024 Q4 2023
Guerra Pan Advisors, LLC

Montclair, NJ
BUY
 -
246
+ 7.5%
$81.6K - $89.2K
3.52K $1.66M
Jan 23, 2024 Q4 2023
Washburn Capital Management, Inc.

BUY
 -
245
+ 14.16%
$81.3K - $88.9K
1.98K $932K
Feb 13, 2024 Q4 2023
Dynamic Wealth Strategies, LLC

Granite Bay, CA
BUY
 -
245
New
$81.3K - $88.9K
245 $116K
Jan 24, 2024 Q4 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
244
+ 1.61%
$80.9K - $88.5K
15.4K $7.26M
Jan 31, 2024 Q4 2023
Echo45 Advisors LLC

BUY
 -
244
+ 30.73%
$80.9K - $88.5K
1.04K $490K
Feb 12, 2024 Q4 2023
Eaton Financial Holdings Company, LLC

Coral Springs, FL
BUY
 -
244
+ 2.5%
$80.9K - $88.5K
10K $4.72M
Jan 31, 2024 Q4 2023
Annapolis Financial Services, LLC

BUY
 -
243
+ 11.02%
$80.6K - $88.1K
2.45K $1.16M
Feb 14, 2024 Q4 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
243
+ 0.67%
$80.6K - $88.1K
36.7K $17.3M
Feb 07, 2024 Q4 2023
Goelzer Investment Management, Inc.

BUY
 -
241
+ 1.02%
$79.9K - $87.4K
23.8K $11.2M
Jan 10, 2024 Q4 2023
Cornerstone Wealth Management, LLC

BUY
 -
240
+ 1.96%
$79.6K - $87K
12.5K $5.89M

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