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
|
Epiq Partners, LLC
|
SELL
|
- |
-152- 1.35% |
$50.4K - $55.1K
|
11.1K
$5.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-152- 1.81% |
$50.4K - $55.1K
|
8.25K
$4M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-153- 0.86% |
$50.8K - $55.5K
|
17.7K
$8.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-153- 2.58% |
$50.8K - $55.5K
|
5.78K
$2.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-155- 0.66% |
$51.4K - $56.2K
|
23.3K
$11.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-155- 11.01% |
$51.4K - $56.2K
|
1.25K
$608K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-155- 0.77% |
$51.4K - $56.2K
|
19.9K
$9.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-157- 1.33% |
$52.1K - $56.9K
|
11.7K
$5.66M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-159- 0.87% |
$52.7K - $57.7K
|
18.2K
$8.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-159- 15.74% |
$52.7K - $57.7K
|
851
$413K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-161- 14.2% |
$53.4K - $58.4K
|
973
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-161- 0.99% |
$53.4K - $58.4K
|
16.1K
$7.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-162- 1.34% |
$53.7K - $58.8K
|
11.9K
$5.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-162- 2.71% |
$53.7K - $58.8K
|
5.81K
$2.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-162- 1.04% |
$53.7K - $58.8K
|
15.4K
$7.47M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-162- 1.34% |
$53.7K - $58.8K
|
11.9K
$5.76M
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
SELL
|
- |
-164- 0.2% |
$54.4K - $59.5K
|
80.6K
$39.1M
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-165- 0.5% |
$54.7K - $59.8K
|
32.7K
$15.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-165- 1.47% |
$54.7K - $59.8K
|
11.1K
$5.36M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-166- 0.33% |
$55.1K - $60.2K
|
50.4K
$24.4M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-167- 3.28% |
$55.4K - $60.6K
|
4.93K
$2.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-170- 1.19% |
$56.4K - $61.7K
|
14.2K
$6.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-170- 4.08% |
$56.4K - $61.7K
|
3.99K
$1.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-170- 2.01% |
$56.4K - $61.7K
|
8.28K
$4.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-171- 1.57% |
$56.7K - $62K
|
10.7K
$5.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-172- 5.28% |
$57.1K - $62.4K
|
3.09K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-173- 1.38% |
$57.4K - $62.7K
|
12.4K
$6M
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
SELL
|
- |
-175- 0.48% |
$58K - $63.5K
|
36.3K
$17.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-175- 0.27% |
$58K - $63.5K
|
63.8K
$31M
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-177- 1.41% |
$58.7K - $64.2K
|
12.4K
$6M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-178- 1.07% |
$59K - $64.6K
|
16.5K
$7.98M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-179- 4.13% |
$59.4K - $64.9K
|
4.16K
$2.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-179- 1.5% |
$59.4K - $64.9K
|
11.7K
$5.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-179- 50.71% |
$59.4K - $64.9K
|
174
$84.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-180- 23.08% |
$59.7K - $65.3K
|
600
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-180- 1.61% |
$59.7K - $65.3K
|
11K
$5.33M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-181- 1.43% |
$60K - $65.6K
|
12.5K
$6.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-181- 2.17% |
$60K - $65.6K
|
8.17K
$3.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-181- 8.97% |
$60K - $65.6K
|
1.84K
$890K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-182- 4.86% |
$60.4K - $66K
|
3.56K
$1.73M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-184- 4.64% |
$61K - $66.7K
|
3.78K
$1.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
SELL
|
- |
-184- 24.15% |
$61K - $66.7K
|
578
$280K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-185- 4.71% |
$61.4K - $67.1K
|
3.74K
$1.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-185- 1.75% |
$61.4K - $67.1K
|
10.4K
$5.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-185- 0.42% |
$61.4K - $67.1K
|
43.4K
$21.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Capitol Family Office, Inc.
|
SELL
|
- |
-186- 2.06% |
$61.7K - $67.5K
|
8.84K
$4.29M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-186- 3.01% |
$61.7K - $67.5K
|
6K
$2.91M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-187- 0.98% |
$62K - $67.8K
|
18.8K
$9.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-187- 0.46% |
$62K - $67.8K
|
40.2K
$19.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-191- 2.31% |
$63.4K - $69.3K
|
8.09K
$3.92M
|