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 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-54- 0.48% |
$17.9K - $19.6K
|
11.1K
$5.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-55- 1.17% |
$18.2K - $19.9K
|
4.65K
$2.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-55- 4.44% |
$18.2K - $19.9K
|
1.19K
$575K
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-55- 1.83% |
$18.2K - $19.9K
|
2.94K
$1.43M
|
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-56- 1.02% |
$18.6K - $20.3K
|
5.45K
$2.64M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-56- 3.54% |
$18.6K - $20.3K
|
1.53K
$740K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-56- 0.31% |
$18.6K - $20.3K
|
17.8K
$8.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-57- 6.68% |
$18.9K - $20.7K
|
796
$386K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-57- 2.29% |
$18.9K - $20.7K
|
2.43K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-57- 0.49% |
$18.9K - $20.7K
|
11.6K
$5.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-58- 3.54% |
$19.2K - $21K
|
1.58K
$767K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-58- 2.21% |
$19.2K - $21K
|
2.56K
$1.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-59- 0.31% |
$19.6K - $21.4K
|
19.1K
$9.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-59- 0.63% |
$19.6K - $21.4K
|
9.29K
$4.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-60- 2.77% |
$19.9K - $21.8K
|
2.1K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-60- 0.3% |
$19.9K - $21.8K
|
19.7K
$9.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-60- 1.04% |
$19.9K - $21.8K
|
5.72K
$2.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-60- 1.03% |
$19.9K - $21.8K
|
5.76K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-60- 0.72% |
$19.9K - $21.8K
|
8.28K
$4.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-61- 0.06% |
$20.2K - $22.1K
|
108K
$52.3M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-61- 3.36% |
$20.2K - $22.1K
|
1.76K
$852K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-62- 2.16% |
$20.6K - $22.5K
|
2.81K
$1.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-62- 3.49% |
$20.6K - $22.5K
|
1.71K
$830K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-62- 2.11% |
$20.6K - $22.5K
|
2.88K
$1.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-62- 5.62% |
$20.6K - $22.5K
|
1.04K
$505K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-63- 0.59% |
$20.9K - $22.8K
|
10.7K
$5.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-64- 0.52% |
$21.2K - $23.2K
|
12.3K
$5.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-64- 4.82% |
$21.2K - $23.2K
|
1.26K
$613K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-64- 0.36% |
$21.2K - $23.2K
|
17.9K
$8.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-65- 1.39% |
$21.6K - $23.6K
|
4.6K
$2.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-65- 4.41% |
$21.6K - $23.6K
|
1.41K
$683K
|
|
|
Feb 15, 2024
Q4 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-65- 1.42% |
$21.6K - $23.6K
|
4.51K
$2.19M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-65- 0.66% |
$21.6K - $23.6K
|
9.82K
$4.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-67- 1.95% |
$22.2K - $24.3K
|
3.37K
$1.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
SELL
|
- |
-68- 0.71% |
$22.6K - $24.7K
|
9.56K
$4.64M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-69- 1.96% |
$22.9K - $25K
|
3.45K
$1.67M
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-69- 0.4% |
$22.9K - $25K
|
17.2K
$8.33M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-69- 0.47% |
$22.9K - $25K
|
14.6K
$7.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-70- 0.98% |
$23.2K - $25.4K
|
7.09K
$3.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-70- 8.89% |
$23.2K - $25.4K
|
717
$348K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-70- 0.36% |
$23.2K - $25.4K
|
19.6K
$9.53M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-72- 1.87% |
$23.9K - $26.1K
|
3.78K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-72- 4.87% |
$23.9K - $26.1K
|
1.41K
$681K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-73- 1.99% |
$24.2K - $26.5K
|
3.6K
$1.75M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-74- 1.91% |
$24.5K - $26.8K
|
3.79K
$1.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-74- 4.24% |
$24.5K - $26.8K
|
1.67K
$810K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-75- 2.18% |
$24.9K - $27.2K
|
3.36K
$1.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Beddow Capital Management Inc
|
SELL
|
- |
-75- 0.44% |
$24.9K - $27.2K
|
16.8K
$8.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-75- 0.11% |
$24.9K - $27.2K
|
69K
$33.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
SELL
|
- |
-75- 1.79% |
$24.9K - $27.2K
|
4.12K
$2M
|