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 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
9+ 0.32% |
$2.99K - $3.26K
|
2.81K
$1.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.07% |
$2.65K - $2.9K
|
10.8K
$5.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
8+ 0.61% |
$2.65K - $2.9K
|
1.32K
$682K
|
|
|
Jan 19, 2024
Q4 2023
|
James Hambro & Partners
|
BUY
|
- |
8+ 0.12% |
$2.65K - $2.9K
|
6.76K
$3.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Chico Wealth Ria
|
BUY
|
- |
8+ 0.76% |
$2.65K - $2.9K
|
1.06K
$548K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
8+ 0.28% |
$2.65K - $2.9K
|
2.84K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
8+ 0.94% |
$2.65K - $2.9K
|
860
$446K
|
|
|
Feb 13, 2024
Q4 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
8+ 0.12% |
$2.65K - $2.9K
|
6.9K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
8+ 0.09% |
$2.65K - $2.9K
|
9.08K
$4.71M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
7+ 0.3% |
$2.32K - $2.54K
|
2.33K
$1.21M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
7+ 0.42% |
$2.32K - $2.54K
|
1.67K
$864K
|
|
|
Jan 10, 2024
Q4 2023
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
7+ 0.59% |
$2.32K - $2.54K
|
1.2K
$623K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
7+ 0.15% |
$2.32K - $2.54K
|
4.77K
$2.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
7+ 0.24% |
$2.32K - $2.54K
|
2.94K
$1.52M
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
BUY
|
- |
7+ 0.2% |
$2.32K - $2.54K
|
3.54K
$1.83M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
7+ 0.14% |
$2.32K - $2.54K
|
4.9K
$2.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
BUY
|
- |
7+ 0.97% |
$2.32K - $2.54K
|
731
$379K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
BUY
|
- |
7+ 1.13% |
$2.32K - $2.54K
|
628
$325K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
7+ 0.37% |
$2.32K - $2.54K
|
1.88K
$974K
|
|
|
Jan 10, 2024
Q4 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
6+ 0.86% |
$1.99K - $2.18K
|
701
$363K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
6+ 0.01% |
$1.99K - $2.18K
|
63.4K
$32.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
6+ 0.14% |
$1.99K - $2.18K
|
4.3K
$2.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
6+ 0.79% |
$1.99K - $2.18K
|
765
$396K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
6+ 1.66% |
$1.99K - $2.18K
|
368
$191K
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
6+ 0.07% |
$1.99K - $2.18K
|
8.25K
$4.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
6+ 0.41% |
$1.99K - $2.18K
|
1.46K
$759K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
6+ 0.52% |
$1.99K - $2.18K
|
1.16K
$600K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
5+ 0.45% |
$1.66K - $1.81K
|
1.11K
$574K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$1.66K - $1.81K
|
24.1K
$12.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
5+ 0.63% |
$1.66K - $1.81K
|
800
$415K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5+ 0.52% |
$1.66K - $1.81K
|
975
$505K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 1.27% |
$1.66K - $1.81K
|
399
$207K
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
5+ 0.06% |
$1.66K - $1.81K
|
8.33K
$4.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
BUY
|
- |
5+ 0.29% |
$1.66K - $1.81K
|
1.73K
$898K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.15% |
$1.66K - $1.81K
|
3.27K
$1.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
5+ 0.09% |
$1.66K - $1.81K
|
5.51K
$2.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
5+ 0.97% |
$1.66K - $1.81K
|
518
$268K
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.03% |
$1.66K - $1.81K
|
18.1K
$9.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 0.25% |
$1.66K - $1.81K
|
2.02K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
5+ 0.26% |
$1.66K - $1.81K
|
1.89K
$980K
|
|
|
Feb 16, 2024
Q4 2023
|
Winslow Asset Management Inc
|
BUY
|
- |
5+ 0.26% |
$1.66K - $1.81K
|
1.92K
$997K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
4+ 0.02% |
$1.33K - $1.45K
|
20.4K
$10.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$1.33K - $1.45K
|
3.5K
$1.81M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
4+ 0.19% |
$1.33K - $1.45K
|
2.15K
$1.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
4+ 0.35% |
$1.33K - $1.45K
|
1.15K
$596K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
4+ 0.68% |
$1.33K - $1.45K
|
591
$306K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
4+ 0.53% |
$1.33K - $1.45K
|
762
$395K
|
|
|
Feb 07, 2024
Q4 2023
|
Fortune 45 LLC
|
BUY
|
- |
4+ 0.15% |
$1.33K - $1.45K
|
2.67K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
4+ 0.25% |
$1.33K - $1.45K
|
1.63K
$846K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.45% |
$995 - $1.09K
|
673
$349K
|