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 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-41- 2.32% |
$13.6K - $14.9K
|
1.73K
$838K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-41- 2.67% |
$13.6K - $14.9K
|
1.49K
$724K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-41- 0.49% |
$13.6K - $14.9K
|
8.25K
$4M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-42- 0.64% |
$13.9K - $15.2K
|
6.5K
$3.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-42- 0.79% |
$13.9K - $15.2K
|
5.3K
$2.57M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-43- 0.83% |
$14.3K - $15.6K
|
5.12K
$2.48M
|
|
|
Jan 16, 2024
Q4 2023
|
Searcy Financial Services Inc
|
SELL
|
- |
-44- 0.17% |
$14.6K - $16K
|
25.2K
$12.2M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-44- 0.29% |
$14.6K - $16K
|
15.1K
$7.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-45- 0.09% |
$14.9K - $16.3K
|
51.7K
$25.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-45- 0.33% |
$14.9K - $16.3K
|
13.8K
$6.68M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-46- 0.14% |
$15.3K - $16.7K
|
32K
$15.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-46- 0.81% |
$15.3K - $16.7K
|
5.6K
$2.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-46- 1.33% |
$15.3K - $16.7K
|
3.41K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-46- 2.89% |
$15.3K - $16.7K
|
1.55K
$751K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-47- 5.68% |
$15.6K - $17K
|
780
$378K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-47- 4.54% |
$15.6K - $17K
|
989
$480K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-48- 0.51% |
$15.9K - $17.4K
|
9.31K
$4.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-48- 0.12% |
$15.9K - $17.4K
|
41.5K
$20.1M
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-48- 0.12% |
$15.9K - $17.4K
|
41.5K
$20.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-49- 2.11% |
$16.3K - $17.8K
|
2.27K
$1.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-49- 2.63% |
$16.3K - $17.8K
|
1.82K
$881K
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-49- 2.14% |
$16.3K - $17.8K
|
2.24K
$1.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-50- 3.63% |
$16.6K - $18.1K
|
1.33K
$644K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-50- 1.65% |
$16.6K - $18.1K
|
2.99K
$1.45M
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-50- 4.76% |
$16.6K - $18.1K
|
1K
$485K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-50- 1.8% |
$16.6K - $18.1K
|
2.73K
$1.32M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-50- 2.81% |
$16.6K - $18.1K
|
1.73K
$840K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-50- 4.03% |
$16.6K - $18.1K
|
1.19K
$577K
|
|
|
Jan 29, 2024
Q4 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-50- 0.25% |
$16.6K - $18.1K
|
20.3K
$9.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-50- 0.38% |
$16.6K - $18.1K
|
13K
$6.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-50- 3.41% |
$16.6K - $18.1K
|
1.42K
$686K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 2.0% |
$16.6K - $18.1K
|
2.46K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-50- 2.93% |
$16.6K - $18.1K
|
1.66K
$804K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-50- 0.52% |
$16.6K - $18.1K
|
9.58K
$4.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-50- 1.2% |
$16.6K - $18.1K
|
4.1K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-50- 3.96% |
$16.6K - $18.1K
|
1.21K
$589K
|
|
|
Mar 05, 2024
Q4 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-50- 0.4% |
$16.6K - $18.1K
|
12.4K
$6.03M
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-50- 10.1% |
$16.6K - $18.1K
|
445
$216K
|
|
|
Feb 26, 2025
Q4 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-50- 3.09% |
$16.6K - $18.1K
|
1.57K
$760K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-51- 0.16% |
$16.9K - $18.5K
|
32.7K
$15.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-51- 0.35% |
$16.9K - $18.5K
|
14.5K
$7.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-51- 1.38% |
$16.9K - $18.5K
|
3.65K
$1.77M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-52- 4.42% |
$17.2K - $18.9K
|
1.12K
$545K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-52- 0.25% |
$17.2K - $18.9K
|
21.1K
$10.3M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-52- 1.05% |
$17.2K - $18.9K
|
4.89K
$2.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-53- 2.71% |
$17.6K - $19.2K
|
1.9K
$923K
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-53- 3.76% |
$17.6K - $19.2K
|
1.36K
$658K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-53- 2.3% |
$17.6K - $19.2K
|
2.25K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-53- 2.53% |
$17.6K - $19.2K
|
2.04K
$988K
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-53- 1.17% |
$17.6K - $19.2K
|
4.49K
$2.18M
|