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Berkshire Hathaway shares owned by Sheaff Brock Investment Advisors

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Sheaff Brock Investment Advisors from 13F filings

Historical chart of Sheaff Brock Investment Advisors investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Sheaff Brock Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Sheaff Brock Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.5M 9.9k 356.66
2023-09-30 $3.4M 9.7k 350.30
2023-06-30 $3.6M 11k 341.00
2023-03-31 $4.0M 13k 308.77
2022-12-31 $4.0M 13k 308.90
2022-09-30 $3.5M 13k 267.05
2022-06-30 $3.6M 13k 273.05
2022-03-31 $5.1M 15k 352.88
2021-12-31 $4.4M 15k 298.96
2021-09-30 $3.9M 14k 272.87
2021-06-30 $4.0M 14k 278.01
2021-03-31 $3.9M 15k 255.45
2020-12-31 $3.7M 16k 231.90
2020-09-30 $3.6M 17k 212.96
2020-06-30 $3.1M 17k 178.53
2020-03-31 $3.1M 17k 182.84
2019-12-31 $3.7M 17k 226.48
2019-09-30 $3.6M 17k 207.99
2019-06-30 $3.7M 18k 213.15
2019-03-31 $3.9M 20k 200.89
2018-12-31 $4.0M 19k 204.18
2018-09-30 $4.1M 19k 214.12
2018-06-30 $3.6M 19k 186.63
2018-03-31 $3.6M 18k 199.46
2017-12-31 $3.6M 18k 198.23
2017-09-30 $3.6M 20k 183.33
2017-06-30 $3.3M 20k 169.36
2017-03-31 $3.3M 20k 166.69
2016-12-31 $3.2M 20k 162.98
2016-09-30 $2.9M 20k 144.43
2016-06-30 $3.2M 22k 144.74
2016-03-31 $3.3M 23k 141.90
2015-12-31 $3.7M 28k 132.02

More positions owned by Sheaff Brock Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Listed Fd Tr Dividend Perfmrs (IPDP)
Cisco Systems (CSCO)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Put Put Option (Principal) (QQQ)
Oracle Corporation (ORCL)
Cme (CME)
Kla Corp Com New (KLAC)
Iron Mountain (IRM)

View all positions for Sheaff Brock Investment Advisors

Top funds holding Berkshire Hathaway

Vanguard Group
Bill & Melinda Gates Foundation Trust
Bank of New York Mellon
Norges Bank Investment Management
T. Rowe Price Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Legal & General Group
Goldman Sachs Group
Dimensional Fund Advisors
Barclays
Flossbach Von Storch
UBS Group

View all funds holding Berkshire Hathaway