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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-75- 1.31% |
$24.9K - $27.2K
|
5.65K
$2.74M
|
|
|
May 19, 2025
Q4 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-75- 3.18% |
$24.9K - $27.2K
|
2.28K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-77- 0.96% |
$25.5K - $27.9K
|
7.95K
$3.85M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-78- 6.7% |
$25.9K - $28.3K
|
1.09K
$527K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-78- 0.61% |
$25.9K - $28.3K
|
12.7K
$6.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-78- 0.57% |
$25.9K - $28.3K
|
13.7K
$6.64M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-78- 1.0% |
$25.9K - $28.3K
|
7.69K
$3.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-78- 0.64% |
$25.9K - $28.3K
|
12.1K
$5.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-78- 0.26% |
$25.9K - $28.3K
|
29.4K
$14.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-79- 4.51% |
$26.2K - $28.7K
|
1.67K
$812K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-79- 1.87% |
$26.2K - $28.7K
|
4.14K
$2.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-79- 5.58% |
$26.2K - $28.7K
|
1.34K
$649K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-80- 2.08% |
$26.5K - $29K
|
3.77K
$1.83M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-80- 0.54% |
$26.5K - $29K
|
14.8K
$7.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-81- 8.24% |
$26.9K - $29.4K
|
902
$437K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-81- 2.2% |
$26.9K - $29.4K
|
3.6K
$1.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-81- 3.73% |
$26.9K - $29.4K
|
2.09K
$1.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-81- 0.33% |
$26.9K - $29.4K
|
24.1K
$11.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-82- 0.79% |
$27.2K - $29.7K
|
10.2K
$4.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-82- 2.23% |
$27.2K - $29.7K
|
3.59K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-82- 8.41% |
$27.2K - $29.7K
|
893
$433K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-83- 3.95% |
$27.5K - $30.1K
|
2.02K
$978K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-83- 7.53% |
$27.5K - $30.1K
|
1.02K
$494K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-84- 1.65% |
$27.9K - $30.5K
|
5.02K
$2.43M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-85- 2.17% |
$28.2K - $30.8K
|
3.83K
$1.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-85- 2.32% |
$28.2K - $30.8K
|
3.59K
$1.74M
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-85- 0.71% |
$28.2K - $30.8K
|
11.9K
$5.77M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-85- 1.45% |
$28.2K - $30.8K
|
5.8K
$2.81M
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-85- 1.07% |
$28.2K - $30.8K
|
7.89K
$3.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-85- 0.16% |
$28.2K - $30.8K
|
53.9K
$26.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-86- 3.0% |
$28.5K - $31.2K
|
2.78K
$1.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-86- 0.1% |
$28.5K - $31.2K
|
84.5K
$41M
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-86- 2.4% |
$28.5K - $31.2K
|
3.5K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-86- 1.08% |
$28.5K - $31.2K
|
7.89K
$3.82M
|
|
|
Jan 22, 2024
Q4 2023
|
Tenret CO LLC
|
SELL
|
- |
-87- 12.38% |
$28.9K - $31.6K
|
616
$299K
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-87- 0.8% |
$28.9K - $31.6K
|
10.8K
$5.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-88- 8.03% |
$29.2K - $31.9K
|
1.01K
$489K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-89- 0.66% |
$29.5K - $32.3K
|
13.4K
$6.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-89- 2.38% |
$29.5K - $32.3K
|
3.66K
$1.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-90- 6.02% |
$29.9K - $32.6K
|
1.4K
$681K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-90- 1.39% |
$29.9K - $32.6K
|
6.4K
$3.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-90- 1.07% |
$29.9K - $32.6K
|
8.33K
$4.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-90- 0.19% |
$29.9K - $32.6K
|
46.3K
$22.4M
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-90- 5.62% |
$29.9K - $32.6K
|
1.51K
$733K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-91- 0.98% |
$30.2K - $33K
|
9.21K
$4.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-91- 0.73% |
$30.2K - $33K
|
12.5K
$6.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-92- 12.42% |
$30.5K - $33.4K
|
649
$315K
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-92- 3.23% |
$30.5K - $33.4K
|
2.75K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-92- 0.47% |
$30.5K - $33.4K
|
19.3K
$9.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-95- 1.04% |
$31.5K - $34.5K
|
9.03K
$4.38M
|