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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
50+ 7.81% |
$16.6K - $18.1K
|
690
$326K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
50+ 0.57% |
$16.6K - $18.1K
|
8.84K
$4.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
50+ 1.27% |
$16.6K - $18.1K
|
3.98K
$1.88M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
50+ 0.37% |
$16.6K - $18.1K
|
13.6K
$6.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
50+ 0.68% |
$16.6K - $18.1K
|
7.45K
$3.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
50+ 1.8% |
$16.6K - $18.1K
|
2.83K
$1.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
50+ 3.41% |
$16.6K - $18.1K
|
1.52K
$716K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
50+ 2.57% |
$16.6K - $18.1K
|
2K
$943K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
50New |
$16.6K - $18.1K
|
50
$23.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
49+ 0.19% |
$16.3K - $17.8K
|
25.4K
$12M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
49+ 0.97% |
$16.3K - $17.8K
|
5.12K
$2.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
49+ 7.9% |
$16.3K - $17.8K
|
669
$316K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
48+ 1.1% |
$15.9K - $17.4K
|
4.41K
$2.08M
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
48+ 3.4% |
$15.9K - $17.4K
|
1.46K
$690K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
48+ 5.53% |
$15.9K - $17.4K
|
916
$433K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
47+ 0.71% |
$15.6K - $17K
|
6.67K
$3.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
47+ 4.88% |
$15.6K - $17K
|
1.01K
$477K
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
46+ 2.84% |
$15.3K - $16.7K
|
1.67K
$788K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
45+ 0.48% |
$14.9K - $16.3K
|
9.4K
$4.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
45+ 5.93% |
$14.9K - $16.3K
|
804
$380K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
44+ 0.22% |
$14.6K - $16K
|
20.3K
$9.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
44+ 1.9% |
$14.6K - $16K
|
2.36K
$1.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
44+ 3.7% |
$14.6K - $16K
|
1.23K
$583K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
43+ 0.65% |
$14.3K - $15.6K
|
6.64K
$3.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
43+ 1.6% |
$14.3K - $15.6K
|
2.73K
$1.29M
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
43+ 3.76% |
$14.3K - $15.6K
|
1.19K
$561K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
43+ 0.72% |
$14.3K - $15.6K
|
5.99K
$2.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Sam Advisors, LLC
|
BUY
|
- |
43+ 0.2% |
$14.3K - $15.6K
|
21.1K
$9.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
43+ 0.19% |
$14.3K - $15.6K
|
22.2K
$10.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
42+ 2.23% |
$13.9K - $15.2K
|
1.93K
$911K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
42+ 3.22% |
$13.9K - $15.2K
|
1.35K
$636K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
42+ 3.39% |
$13.9K - $15.2K
|
1.28K
$606K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
41+ 1.07% |
$13.6K - $14.9K
|
3.87K
$1.83M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
40+ 0.52% |
$13.3K - $14.5K
|
7.8K
$3.68M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
40+ 5.52% |
$13.3K - $14.5K
|
764
$361K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
40+ 1.04% |
$13.3K - $14.5K
|
3.87K
$1.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
40+ 2.65% |
$13.3K - $14.5K
|
1.55K
$733K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
40+ 1.55% |
$13.3K - $14.5K
|
2.62K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
40+ 0.63% |
$13.3K - $14.5K
|
6.36K
$3M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
40+ 0.16% |
$13.3K - $14.5K
|
24.6K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
40+ 0.14% |
$13.3K - $14.5K
|
27.8K
$13.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
39+ 0.4% |
$12.9K - $14.1K
|
9.75K
$4.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
39+ 0.18% |
$12.9K - $14.1K
|
21.6K
$10.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
39+ 0.17% |
$12.9K - $14.1K
|
22.4K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
39+ 2.15% |
$12.9K - $14.1K
|
1.86K
$878K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
39+ 0.74% |
$12.9K - $14.1K
|
5.32K
$2.51M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
38+ 0.89% |
$12.6K - $13.8K
|
4.3K
$2.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
38+ 0.19% |
$12.6K - $13.8K
|
19.6K
$9.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
37+ 0.59% |
$12.3K - $13.4K
|
6.32K
$2.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
37+ 1.01% |
$12.3K - $13.4K
|
3.69K
$1.74M
|