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 13, 2024
Q4 2023
|
Dempze Nancy E
|
SELL
|
- |
-95- 5.01% |
$31.5K - $34.5K
|
1.8K
$873K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-96- 4.28% |
$31.8K - $34.8K
|
2.15K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-98- 3.94% |
$32.5K - $35.5K
|
2.39K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-98- 2.91% |
$32.5K - $35.5K
|
3.27K
$1.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-99- 1.53% |
$32.8K - $35.9K
|
6.37K
$3.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-100- 5.67% |
$33.2K - $36.3K
|
1.66K
$807K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-100- 12.35% |
$33.2K - $36.3K
|
710
$344K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-100- 2.68% |
$33.2K - $36.3K
|
3.63K
$1.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-100- 6.65% |
$33.2K - $36.3K
|
1.4K
$680K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-100- 0.73% |
$33.2K - $36.3K
|
13.6K
$6.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-100- 0.87% |
$33.2K - $36.3K
|
11.4K
$5.53M
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-100- 5.1% |
$33.2K - $36.3K
|
1.86K
$902K
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-100- 1.98% |
$33.2K - $36.3K
|
4.94K
$2.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-100- 1.81% |
$33.2K - $36.3K
|
5.44K
$2.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 1.83% |
$33.2K - $36.3K
|
5.36K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Quaker Capital Investments, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 17.54% |
$33.2K - $36.3K
|
470
$228K
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-100- 2.73% |
$33.2K - $36.3K
|
3.56K
$1.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-104- 0.94% |
$34.5K - $37.7K
|
11K
$5.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-104- 1.65% |
$34.5K - $37.7K
|
6.2K
$3.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-104- 1.38% |
$34.5K - $37.7K
|
7.41K
$3.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-104- 1.92% |
$34.5K - $37.7K
|
5.31K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-104- 0.1% |
$34.5K - $37.7K
|
104K
$50.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-106- 4.37% |
$35.2K - $38.4K
|
2.32K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-106- 0.17% |
$35.2K - $38.4K
|
61.8K
$30M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-107- 2.22% |
$35.5K - $38.8K
|
4.7K
$2.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-107- 3.49% |
$35.5K - $38.8K
|
2.96K
$1.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-107- 0.25% |
$35.5K - $38.8K
|
43.5K
$21.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-107- 0.96% |
$35.5K - $38.8K
|
11K
$5.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-107- 11.11% |
$35.5K - $38.8K
|
856
$415K
|
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-108- 1.08% |
$35.8K - $39.2K
|
9.93K
$4.82M
|
|
|
Feb 26, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-108- 0.68% |
$35.8K - $39.2K
|
15.7K
$7.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-109- 0.51% |
$36.2K - $39.5K
|
21.4K
$10.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-109- 1.41% |
$36.2K - $39.5K
|
7.63K
$3.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-110- 6.52% |
$36.5K - $39.9K
|
1.58K
$765K
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-111- 1.09% |
$36.8K - $40.3K
|
10K
$4.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-112- 1.73% |
$37.2K - $40.6K
|
6.37K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-112- 3.99% |
$37.2K - $40.6K
|
2.69K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-113- 0.15% |
$37.5K - $41K
|
74.7K
$36.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-113- 3.54% |
$37.5K - $41K
|
3.08K
$1.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-115- 9.06% |
$38.1K - $41.7K
|
1.16K
$560K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-115- 2.03% |
$38.1K - $41.7K
|
5.55K
$2.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-115- 1.26% |
$38.1K - $41.7K
|
9.03K
$4.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-115- 2.25% |
$38.1K - $41.7K
|
5K
$2.42M
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-116- 2.43% |
$38.5K - $42.1K
|
4.65K
$2.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-116- 3.07% |
$38.5K - $42.1K
|
3.67K
$1.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-118- 0.67% |
$39.1K - $42.8K
|
17.4K
$8.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-118- 1.33% |
$39.1K - $42.8K
|
8.75K
$4.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-118- 2.88% |
$39.1K - $42.8K
|
3.98K
$1.93M
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-118- 5.3% |
$39.1K - $42.8K
|
2.11K
$1.02M
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-118- 2.19% |
$39.1K - $42.8K
|
5.27K
$2.55M
|