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 07, 2024
Q4 2023
|
Fortune 45 LLC
|
BUY
|
- |
4+ 0.15% |
$1.33K - $1.45K
|
2.67K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
4+ 0.25% |
$1.33K - $1.45K
|
1.63K
$792K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.45% |
$995 - $1.09K
|
673
$326K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
3+ 0.06% |
$995 - $1.09K
|
5.02K
$2.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
3+ 0.26% |
$995 - $1.09K
|
1.14K
$551K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3+ 0.13% |
$995 - $1.09K
|
2.37K
$1.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.25% |
$995 - $1.09K
|
1.23K
$595K
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
2+ 0.05% |
$663 - $725
|
4.08K
$1.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2+ 0.06% |
$663 - $725
|
3.15K
$1.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
2+ 0.2% |
$663 - $725
|
1.01K
$490K
|
|
|
Jan 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
2+ 0.33% |
$663 - $725
|
609
$295K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2+ 0.08% |
$663 - $725
|
2.61K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.15% |
$663 - $725
|
1.37K
$662K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
2+ 0.11% |
$663 - $725
|
1.78K
$861K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1+ 0.08% |
$332 - $363
|
1.24K
$601K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 0.04% |
$332 - $363
|
2.69K
$1.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1+ 0.14% |
$332 - $363
|
703
$341K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 2.56% |
$332 - $363
|
40
$19.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
1+ 0.1% |
$332 - $363
|
964
$468K
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2024
Q4 2023
|
American Asset Management Inc.
|
SELL
|
- |
-1- 0.1% |
$332 - $363
|
1.05K
$510K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-1- 0.01% |
$332 - $363
|
7.13K
$3.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-1- 0.03% |
$332 - $363
|
3.42K
$1.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1- 0.06% |
$332 - $363
|
1.64K
$797K
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-1- 0.01% |
$332 - $363
|
11.3K
$5.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1- 0.05% |
$332 - $363
|
1.85K
$899K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.24% |
$332 - $363
|
417
$202K
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1- 0.06% |
$332 - $363
|
1.73K
$838K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2- 0.05% |
$663 - $725
|
3.87K
$1.88M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-2- 0.01% |
$663 - $725
|
17.7K
$8.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2- 0.25% |
$663 - $725
|
797
$387K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2- 0.25% |
$663 - $725
|
789
$383K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2- 0.12% |
$663 - $725
|
1.63K
$791K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2- 0.17% |
$663 - $725
|
1.19K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-2- 0.04% |
$663 - $725
|
4.52K
$2.19M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-3- 0.04% |
$995 - $1.09K
|
7.33K
$3.56M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-3- 0.41% |
$995 - $1.09K
|
729
$354K
|
|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
SELL
|
- |
-3- 0.1% |
$995 - $1.09K
|
3.04K
$1.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-3- 0.02% |
$995 - $1.09K
|
14.2K
$6.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-3- 4.0% |
$995 - $1.09K
|
72
$34.9K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-3- 0.35% |
$995 - $1.09K
|
865
$420K
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-4- 0.1% |
$1.33K - $1.45K
|
4.12K
$2M
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-4- 0.07% |
$1.33K - $1.45K
|
5.74K
$2.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-4- 0.09% |
$1.33K - $1.45K
|
4.5K
$2.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-4- 0.12% |
$1.33K - $1.45K
|
3.43K
$1.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-4- 0.12% |
$1.33K - $1.45K
|
3.37K
$1.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4- 0.18% |
$1.33K - $1.45K
|
2.2K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-4- 0.02% |
$1.33K - $1.45K
|
21.2K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4- 0.12% |
$1.33K - $1.45K
|
3.3K
$1.6M
|
|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-4- 0.47% |
$1.33K - $1.45K
|
842
$408K
|