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 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-126- 0.52% |
$41.8K - $45.7K
|
24.2K
$11.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-127- 16.08% |
$42.1K - $46.1K
|
663
$317K
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-128- 33.51% |
$42.5K - $46.4K
|
254
$122K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-128- 0.53% |
$42.5K - $46.4K
|
24.1K
$11.5M
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-128- 0.51% |
$42.5K - $46.4K
|
25.1K
$12M
|
|
|
Feb 07, 2024
Q4 2023
|
Reaves W H & CO Inc
|
SELL
|
- |
-129- 0.56% |
$42.8K - $46.8K
|
22.8K
$10.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-130- 1.29% |
$43.1K - $47.1K
|
9.94K
$4.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-130- 17.91% |
$43.1K - $47.1K
|
596
$285K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-130- 1.51% |
$43.1K - $47.1K
|
8.5K
$4.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-132- 0.12% |
$43.8K - $47.9K
|
111K
$53.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-133- 1.64% |
$44.1K - $48.2K
|
7.98K
$3.82M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-134- 7.81% |
$44.4K - $48.6K
|
1.58K
$757K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-134- 7.65% |
$44.4K - $48.6K
|
1.62K
$775K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-135- 0.34% |
$44.8K - $49K
|
39.7K
$19M
|
|
|
Feb 13, 2024
Q4 2023
|
Permit Capital, LLC
West Conshohocken, PA |
SELL
|
- |
-135- 6.89% |
$44.8K - $49K
|
1.83K
$874K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-135- 0.67% |
$44.8K - $49K
|
20.1K
$9.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-136- 11.06% |
$45.1K - $49.3K
|
1.09K
$524K
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-136- 8.99% |
$45.1K - $49.3K
|
1.38K
$659K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-137- 2.27% |
$45.4K - $49.7K
|
5.89K
$2.82M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-137- 1.23% |
$45.4K - $49.7K
|
11K
$5.29M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-137- 3.12% |
$45.4K - $49.7K
|
4.25K
$2.04M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-140- 1.83% |
$46.4K - $50.8K
|
7.52K
$3.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-140- 2.48% |
$46.4K - $50.8K
|
5.5K
$2.63M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-140- 6.37% |
$46.4K - $50.8K
|
2.06K
$985K
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-140- 8.46% |
$46.4K - $50.8K
|
1.51K
$725K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-140- 2.35% |
$46.4K - $50.8K
|
5.83K
$2.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-141- 1.9% |
$46.8K - $51.1K
|
7.28K
$3.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-142- 9.6% |
$47.1K - $51.5K
|
1.34K
$640K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-143- 4.48% |
$47.4K - $51.9K
|
3.05K
$1.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-145- 13.27% |
$48.1K - $52.6K
|
948
$454K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-146- 0.63% |
$48.4K - $53K
|
22.9K
$10.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-146- 0.6% |
$48.4K - $53K
|
24.1K
$11.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-147- 0.93% |
$48.8K - $53.3K
|
15.7K
$7.51M
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-150- 5.9% |
$49.8K - $54.4K
|
2.39K
$1.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-150- 0.36% |
$49.8K - $54.4K
|
41.7K
$20M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-150- 6.4% |
$49.8K - $54.4K
|
2.2K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-151- 6.8% |
$50.1K - $54.8K
|
2.07K
$990K
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-152- 13.83% |
$50.4K - $55.1K
|
947
$453K
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-152- 1.35% |
$50.4K - $55.1K
|
11.1K
$5.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-152- 1.81% |
$50.4K - $55.1K
|
8.25K
$3.95M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-153- 0.86% |
$50.8K - $55.5K
|
17.7K
$8.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-153- 2.58% |
$50.8K - $55.5K
|
5.78K
$2.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-155- 0.66% |
$51.4K - $56.2K
|
23.3K
$11.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-155- 11.01% |
$51.4K - $56.2K
|
1.25K
$600K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-155- 0.77% |
$51.4K - $56.2K
|
19.9K
$9.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-157- 1.33% |
$52.1K - $56.9K
|
11.7K
$5.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-159- 0.87% |
$52.7K - $57.7K
|
18.2K
$8.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-159- 15.74% |
$52.7K - $57.7K
|
851
$407K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-161- 14.2% |
$53.4K - $58.4K
|
973
$466K
|
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-161- 0.99% |
$53.4K - $58.4K
|
16.1K
$7.71M
|