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 12, 2024 Q4 2023
Hixon Zuercher, LLC

BUY
 -
101
+ 0.97%
$33.5K - $36.6K
10.5K $4.95M
Jan 23, 2024 Q4 2023
Crown Wealth Group, LLC

BUY
 -
101
+ 2.91%
$33.5K - $36.6K
3.58K $1.69M
Jan 23, 2024 Q4 2023
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
100
+ 3.84%
$33.2K - $36.3K
2.7K $1.28M
Jan 29, 2024 Q4 2023
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
100
+ 12.36%
$33.2K - $36.3K
909 $430K
Feb 06, 2024 Q4 2023
Charles Carroll Financial Partners, LLC

BUY
 -
100
+ 2.04%
$33.2K - $36.3K
5K $2.36M
Feb 08, 2024 Q4 2023
Pegasus Asset Management, Inc.

BUY
 -
100
+ 0.66%
$33.2K - $36.3K
15.2K $7.19M
Feb 09, 2024 Q4 2023
Blankinship & Foster, LLC

Solana Beach, CA
BUY
 -
100
+ 1.86%
$33.2K - $36.3K
5.47K $2.59M
Feb 12, 2024 Q4 2023
Black Diamond Financial, LLC

BUY
 -
100
+ 2.28%
$33.2K - $36.3K
4.48K $2.12M
Feb 12, 2024 Q4 2023
Richardson Capital Management LLC

Menomonee Falls, WI
BUY
 -
100
New
$33.2K - $36.3K
100 $47.3K
Feb 14, 2024 Q4 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
100
+ 2.23%
$33.2K - $36.3K
4.59K $2.17M
Feb 14, 2024 Q4 2023
Alps Advisors Inc

Denver, CO
BUY
 -
100
+ 1.56%
$33.2K - $36.3K
6.5K $3.07M
Jan 09, 2024 Q4 2023
Banyan Capital Management, Inc.

Atlanta, GA
BUY
 -
99
+ 0.22%
$32.8K - $35.9K
45.6K $21.5M
Jan 17, 2024 Q4 2023
Jvl Associates LLC

BUY
 -
99
+ 17.34%
$32.8K - $35.9K
670 $317K
Jan 19, 2024 Q4 2023
Atlas Private Wealth Management

BUY
 -
99
+ 1.38%
$32.8K - $35.9K
7.29K $3.44M
Jan 30, 2024 Q4 2023
Ergawealth Advisors, Inc.

Oak Brook, IL
BUY
 -
97
+ 3.34%
$32.2K - $35.2K
3K $1.42M
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
97
+ 0.61%
$32.2K - $35.2K
16K $7.57M
Feb 23, 2024 Q4 2023
Arkansas Financial Group, Inc.

BUY
 -
96
+ 3.83%
$31.8K - $34.8K
2.6K $1.23M
Jan 24, 2024 Q4 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
95
+ 1.9%
$31.5K - $34.5K
5.08K $2.4M
Feb 12, 2024 Q4 2023
Charter Research & Investment Group, Inc.

Southport, CT
BUY
 -
95
+ 3.38%
$31.5K - $34.5K
2.9K $1.37M
Jan 05, 2024 Q4 2023
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
94
New
$31.2K - $34.1K
94 $44.4K
Feb 09, 2024 Q4 2023
Plancorp, LLC

BUY
 -
94
+ 0.61%
$31.2K - $34.1K
15.6K $7.35M
Feb 13, 2024 Q4 2023
Poehling Capital Management, Inc.

Madison, WI
BUY
 -
94
+ 0.15%
$31.2K - $34.1K
64.1K $30.3M
Feb 13, 2024 Q4 2023
Arbor Capital Management Inc

Anchorage, AK
BUY
 -
94
+ 10.25%
$31.2K - $34.1K
1.01K $478K
Feb 13, 2024 Q4 2023
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
94
+ 2.41%
$31.2K - $34.1K
3.99K $1.89M
Jan 17, 2024 Q4 2023
First Pacific Financial

BUY
 -
93
+ 3.32%
$30.8K - $33.7K
2.89K $1.37M
Jan 24, 2024 Q4 2023
Jacobsen Capital Management

BUY
 -
93
+ 3.59%
$30.8K - $33.7K
2.69K $1.27M
Feb 09, 2024 Q4 2023
Avantax Planning Partners, Inc.

BUY
 -
93
+ 0.55%
$30.8K - $33.7K
17.1K $8.06M
Feb 12, 2024 Q4 2023
Keb Asset Management, LLC

Springfield, IL
BUY
 -
93
+ 5.09%
$30.8K - $33.7K
1.92K $907K
Jun 26, 2024 Q4 2023
Old Port Advisors

BUY
 -
93
+ 0.58%
$30.8K - $33.7K
16.1K $7.6M
Jan 12, 2024 Q4 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
92
+ 2.68%
$30.5K - $33.4K
3.53K $1.67M
Jan 17, 2024 Q4 2023
Keystone Wealth Services, LLC

BUY
 -
92
+ 1.9%
$30.5K - $33.4K
4.94K $2.33M
Feb 14, 2024 Q4 2023
Aspen Grove Capital, LLC

Avon, CO
BUY
 -
92
+ 2.31%
$30.5K - $33.4K
4.07K $1.93M
Feb 14, 2024 Q4 2023
Geller Advisors LLC

New York, NY
BUY
 -
92
+ 3.04%
$30.5K - $33.4K
3.12K $1.47M
Jan 22, 2024 Q4 2023
Veracity Capital LLC

BUY
 -
91
+ 3.62%
$30.2K - $33K
2.6K $1.23M
Feb 06, 2024 Q4 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
91
+ 12.15%
$30.2K - $33K
840 $397K
Feb 07, 2024 Q4 2023
Zevin Asset Management LLC

BUY
 -
91
+ 9.96%
$30.2K - $33K
1.01K $475K
Jan 18, 2024 Q4 2023
Ballew Advisors, Inc

BUY
 -
90
+ 8.53%
$29.9K - $32.6K
1.15K $541K
Jan 29, 2024 Q4 2023
Howard Capital Management Inc.

BUY
 -
90
+ 2.74%
$29.9K - $32.6K
3.38K $1.6M
Feb 05, 2024 Q4 2023
Vanguard Capital Wealth Advisors

BUY
 -
90
+ 4.45%
$29.9K - $32.6K
2.11K $999K
Feb 06, 2024 Q4 2023
Lwmg, LLC

Lake Elmo, MN
BUY
 -
90
+ 3.86%
$29.9K - $32.6K
2.42K $1.15M
Feb 09, 2024 Q4 2023
Prospector Partners LLC

Guilford, CT
BUY
 -
90
+ 0.09%
$29.9K - $32.6K
96.4K $45.6M
Jan 25, 2024 Q4 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
89
+ 1.5%
$29.5K - $32.3K
6.04K $2.85M
Jan 29, 2024 Q4 2023
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
89
+ 2.0%
$29.5K - $32.3K
4.55K $2.15M
Feb 08, 2024 Q4 2023
Bcgm Wealth Management, LLC

BUY
 -
89
+ 1.11%
$29.5K - $32.3K
8.1K $3.83M
Jan 17, 2024 Q4 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
88
+ 4.01%
$29.2K - $31.9K
2.28K $1.08M
Jan 10, 2024 Q4 2023
Northstar Group, Inc.

BUY
 -
86
+ 0.04%
$28.5K - $31.2K
235K $111M
May 14, 2024 Q4 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
86
+ 1.39%
$28.5K - $31.2K
6.27K $2.96M
Jan 23, 2024 Q4 2023
Aj Advisors, LLC

Nashville, TN
BUY
 -
85
+ 6.62%
$28.2K - $30.8K
1.37K $647K
Jan 05, 2024 Q4 2023
Apella Capital, LLC

BUY
 -
84
+ 0.71%
$27.9K - $30.5K
11.9K $5.62M

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