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 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
126New |
$41.8K - $45.7K
|
126
$59.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
BUY
|
- |
125+ 0.92% |
$41.5K - $45.3K
|
13.8K
$6.51M
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
125+ 0.95% |
$41.5K - $45.3K
|
13.3K
$6.28M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
125+ 3.56% |
$41.5K - $45.3K
|
3.64K
$1.72M
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
125+ 8.28% |
$41.5K - $45.3K
|
1.64K
$773K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
124+ 4.18% |
$41.1K - $45K
|
3.09K
$1.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
124+ 0.18% |
$41.1K - $45K
|
70.3K
$33.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
124+ 10.92% |
$41.1K - $45K
|
1.26K
$595K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
124New |
$41.1K - $45K
|
124
$58.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
123+ 1.26% |
$40.8K - $44.6K
|
9.92K
$4.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
122+ 1.3% |
$40.5K - $44.2K
|
9.51K
$4.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
BUY
|
- |
120+ 0.85% |
$39.8K - $43.5K
|
14.2K
$6.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
120+ 14.39% |
$39.8K - $43.5K
|
954
$451K
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
120+ 4.34% |
$39.8K - $43.5K
|
2.89K
$1.36M
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
119+ 10.8% |
$39.5K - $43.2K
|
1.22K
$577K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
119+ 1.32% |
$39.5K - $43.2K
|
9.13K
$4.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
119+ 9.78% |
$39.5K - $43.2K
|
1.34K
$631K
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
117+ 0.78% |
$38.8K - $42.4K
|
15.1K
$7.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
117+ 14.7% |
$38.8K - $42.4K
|
913
$431K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
117+ 3.96% |
$38.8K - $42.4K
|
3.07K
$1.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
116+ 2.76% |
$38.5K - $42.1K
|
4.32K
$2.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
115+ 5.55% |
$38.1K - $41.7K
|
2.19K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
115+ 4.14% |
$38.1K - $41.7K
|
2.9K
$1.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
114+ 0.21% |
$37.8K - $41.3K
|
54.2K
$25.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
113+ 3.63% |
$37.5K - $41K
|
3.23K
$1.53M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
112+ 0.49% |
$37.2K - $40.6K
|
23.1K
$10.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
112+ 0.92% |
$37.2K - $40.6K
|
12.3K
$5.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
112+ 0.31% |
$37.2K - $40.6K
|
35.9K
$17M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
BUY
|
- |
111+ 5.16% |
$36.8K - $40.3K
|
2.26K
$1.07M
|
|
|
Jan 19, 2024
Q4 2023
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
BUY
|
- |
111New |
$36.8K - $40.3K
|
111
$52.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Gilfoyle & CO LLC
New York, NY |
BUY
|
- |
111New |
$36.8K - $40.3K
|
111
$52.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
111New |
$36.8K - $40.3K
|
111
$52.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
111+ 0.6% |
$36.8K - $40.3K
|
18.6K
$8.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
111+ 5.96% |
$36.8K - $40.3K
|
1.97K
$933K
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
110+ 0.81% |
$36.5K - $39.9K
|
13.7K
$6.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
110+ 8.06% |
$36.5K - $39.9K
|
1.47K
$697K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
110+ 1.54% |
$36.5K - $39.9K
|
7.25K
$3.43M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
110+ 1.57% |
$36.5K - $39.9K
|
7.12K
$3.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
109+ 1.74% |
$36.2K - $39.5K
|
6.39K
$3.02M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
109+ 3.02% |
$36.2K - $39.5K
|
3.72K
$1.76M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
108+ 2.09% |
$35.8K - $39.2K
|
5.27K
$2.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Channing Global Advisors, LLC
|
BUY
|
- |
108+ 1.41% |
$35.8K - $39.2K
|
7.79K
$3.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
108+ 1.61% |
$35.8K - $39.2K
|
6.8K
$3.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
106+ 8.07% |
$35.2K - $38.4K
|
1.42K
$671K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
106+ 25.42% |
$35.2K - $38.4K
|
523
$247K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
105+ 4.92% |
$34.8K - $38.1K
|
2.24K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
103+ 7.29% |
$34.2K - $37.4K
|
1.52K
$716K
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
103+ 17.17% |
$34.2K - $37.4K
|
703
$332K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
102+ 14.49% |
$33.8K - $37K
|
806
$381K
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
101+ 13.69% |
$33.5K - $36.6K
|
839
$397K
|