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 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-120- 1.31% |
$39.8K - $43.5K
|
9.07K
$4.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-121- 3.53% |
$40.1K - $43.9K
|
3.31K
$1.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-122- 3.9% |
$40.5K - $44.2K
|
3.01K
$1.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-123- 1.17% |
$40.8K - $44.6K
|
10.4K
$5.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-124- 1.04% |
$41.1K - $45K
|
11.8K
$5.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-125- 3.61% |
$41.5K - $45.3K
|
3.34K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-125- 2.74% |
$41.5K - $45.3K
|
4.44K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-125- 0.84% |
$41.5K - $45.3K
|
14.7K
$7.15M
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-126- 3.42% |
$41.8K - $45.7K
|
3.56K
$1.73M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-126- 0.92% |
$41.8K - $45.7K
|
13.6K
$6.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-126- 9.05% |
$41.8K - $45.7K
|
1.27K
$614K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-126- 0.52% |
$41.8K - $45.7K
|
24.2K
$11.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-127- 16.08% |
$42.1K - $46.1K
|
663
$322K
|
|
|
May 28, 2025
Q4 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-127- 2.55% |
$42.1K - $46.1K
|
4.84K
$2.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-128- 33.51% |
$42.5K - $46.4K
|
254
$123K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-128- 0.53% |
$42.5K - $46.4K
|
24.1K
$11.7M
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-128- 0.51% |
$42.5K - $46.4K
|
25.1K
$12.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Reaves W H & CO Inc
|
SELL
|
- |
-129- 0.56% |
$42.8K - $46.8K
|
22.8K
$11.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-130- 1.29% |
$43.1K - $47.1K
|
9.94K
$4.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-130- 17.91% |
$43.1K - $47.1K
|
596
$289K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-130- 1.51% |
$43.1K - $47.1K
|
8.5K
$4.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-132- 0.12% |
$43.8K - $47.9K
|
111K
$53.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-133- 1.64% |
$44.1K - $48.2K
|
7.98K
$3.87M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-134- 7.81% |
$44.4K - $48.6K
|
1.58K
$767K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-134- 7.65% |
$44.4K - $48.6K
|
1.62K
$785K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-135- 0.34% |
$44.8K - $49K
|
39.7K
$19.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Permit Capital, LLC
West Conshohocken, PA |
SELL
|
- |
-135- 6.89% |
$44.8K - $49K
|
1.83K
$885K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-135- 0.67% |
$44.8K - $49K
|
20.1K
$9.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-136- 11.06% |
$45.1K - $49.3K
|
1.09K
$531K
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-136- 8.99% |
$45.1K - $49.3K
|
1.38K
$668K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-137- 2.27% |
$45.4K - $49.7K
|
5.89K
$2.86M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-137- 1.23% |
$45.4K - $49.7K
|
11K
$5.36M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-137- 3.12% |
$45.4K - $49.7K
|
4.25K
$2.06M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-140- 1.83% |
$46.4K - $50.8K
|
7.52K
$3.64M
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-140- 2.48% |
$46.4K - $50.8K
|
5.5K
$2.67M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-140- 6.37% |
$46.4K - $50.8K
|
2.06K
$998K
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-140- 8.46% |
$46.4K - $50.8K
|
1.51K
$734K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-140- 2.35% |
$46.4K - $50.8K
|
5.83K
$2.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-141- 1.9% |
$46.8K - $51.1K
|
7.28K
$3.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-142- 9.6% |
$47.1K - $51.5K
|
1.34K
$648K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-143- 4.48% |
$47.4K - $51.9K
|
3.05K
$1.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-145- 13.27% |
$48.1K - $52.6K
|
948
$460K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-146- 0.63% |
$48.4K - $53K
|
22.9K
$11.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-146- 0.6% |
$48.4K - $53K
|
24.1K
$11.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-147- 0.93% |
$48.8K - $53.3K
|
15.7K
$7.61M
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-150- 5.9% |
$49.8K - $54.4K
|
2.39K
$1.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-150- 0.36% |
$49.8K - $54.4K
|
41.7K
$20.2M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-150- 6.4% |
$49.8K - $54.4K
|
2.2K
$1.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-151- 6.8% |
$50.1K - $54.8K
|
2.07K
$1M
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-152- 13.83% |
$50.4K - $55.1K
|
947
$459K
|