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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-191- 6.63% |
$63.4K - $69.3K
|
2.69K
$1.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-195- 2.76% |
$64.7K - $70.7K
|
6.86K
$3.33M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-195- 1.03% |
$64.7K - $70.7K
|
18.7K
$9.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-196- 1.05% |
$65K - $71.1K
|
18.4K
$8.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-197- 4.63% |
$65.3K - $71.4K
|
4.06K
$1.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-198- 1.59% |
$65.7K - $71.8K
|
12.3K
$5.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-198- 0.54% |
$65.7K - $71.8K
|
36.8K
$17.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-198- 0.47% |
$65.7K - $71.8K
|
42K
$20.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-199- 3.22% |
$66K - $72.2K
|
5.99K
$2.9M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-200- 6.34% |
$66.3K - $72.5K
|
2.96K
$1.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-200- 95.24% |
$66.3K - $72.5K
|
10
$4.85K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-200- 21.05% |
$66.3K - $72.5K
|
750
$364K
|
|
|
Jan 24, 2024
Q4 2023
|
Gouws Capital LLC
|
SELL
|
- |
-200- 11.11% |
$66.3K - $72.5K
|
1.6K
$776K
|
|
|
Jan 26, 2024
Q4 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-200- 4.43% |
$66.3K - $72.5K
|
4.32K
$2.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-200- 7.38% |
$66.3K - $72.5K
|
2.51K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-200- 11.76% |
$66.3K - $72.5K
|
1.5K
$728K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-200- 3.21% |
$66.3K - $72.5K
|
6.02K
$2.92M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-201- 7.75% |
$66.7K - $72.9K
|
2.39K
$1.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-202- 0.39% |
$67K - $73.3K
|
52K
$25.2M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-202- 3.47% |
$67K - $73.3K
|
5.62K
$2.73M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-203- 7.0% |
$67.3K - $73.6K
|
2.7K
$1.31M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-203- 3.16% |
$67.3K - $73.6K
|
6.23K
$3.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-203- 5.12% |
$67.3K - $73.6K
|
3.76K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-203- 4.44% |
$67.3K - $73.6K
|
4.37K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-203- 2.75% |
$67.3K - $73.6K
|
7.18K
$3.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-206- 50.74% |
$68.3K - $74.7K
|
200
$97K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-206- 7.97% |
$68.3K - $74.7K
|
2.38K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-206- 0.58% |
$68.3K - $74.7K
|
35.4K
$17.2M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-210- 6.23% |
$69.7K - $76.2K
|
3.16K
$1.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-212- 0.22% |
$70.3K - $76.9K
|
97.2K
$47.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-212- 7.11% |
$70.3K - $76.9K
|
2.77K
$1.34M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-214- 0.54% |
$71K - $77.6K
|
39.5K
$19.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-214- 1.92% |
$71K - $77.6K
|
10.9K
$5.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-215- 4.9% |
$71.3K - $78K
|
4.17K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-215- 0.1% |
$71.3K - $78K
|
214K
$104M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-216- 4.61% |
$71.6K - $78.3K
|
4.47K
$2.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-218- 8.97% |
$72.3K - $79.1K
|
2.21K
$1.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-219- 2.27% |
$72.6K - $79.4K
|
9.44K
$4.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-222- 11.07% |
$73.6K - $80.5K
|
1.78K
$865K
|
|
|
Feb 09, 2024
Q4 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-222- 1.56% |
$73.6K - $80.5K
|
14.1K
$6.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-222- 0.79% |
$73.6K - $80.5K
|
27.8K
$13.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-230- 0.99% |
$76.3K - $83.4K
|
23.1K
$11.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-230- 5.32% |
$76.3K - $83.4K
|
4.09K
$1.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-230- 0.35% |
$76.3K - $83.4K
|
66K
$32M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-231- 1.49% |
$76.6K - $83.8K
|
15.3K
$7.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-231- 0.75% |
$76.6K - $83.8K
|
30.4K
$14.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-232- 3.35% |
$77K - $84.1K
|
6.69K
$3.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-233- 1.15% |
$77.3K - $84.5K
|
20K
$9.68M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-235- 2.43% |
$78K - $85.2K
|
9.45K
$4.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-236- 9.4% |
$78.3K - $85.6K
|
2.27K
$1.1M
|