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 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-236- 5.3% |
$78.3K - $85.6K
|
4.22K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-237- 1.39% |
$78.6K - $86K
|
16.9K
$8.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Ycg, LLC
|
SELL
|
- |
-239- 0.29% |
$79.3K - $86.7K
|
81.8K
$39.7M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-239- 1.74% |
$79.3K - $86.7K
|
13.5K
$6.55M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-240- 1.61% |
$79.6K - $87K
|
14.7K
$7.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-240- 29.38% |
$79.6K - $87K
|
577
$280K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-240- 4.71% |
$79.6K - $87K
|
4.86K
$2.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Kidder Stephen W
|
SELL
|
- |
-240- 5.1% |
$79.6K - $87K
|
4.46K
$2.16M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-241- 2.68% |
$79.9K - $87.4K
|
8.76K
$4.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-243- 0.52% |
$80.6K - $88.1K
|
46.9K
$22.7M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-244- 1.09% |
$80.9K - $88.5K
|
22K
$10.7M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-245- 2.98% |
$81.3K - $88.9K
|
7.98K
$3.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-247- 0.73% |
$81.9K - $89.6K
|
33.5K
$16.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-248- 9.47% |
$82.3K - $89.9K
|
2.37K
$1.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-248- 3.99% |
$82.3K - $89.9K
|
5.97K
$2.89M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-248- 2.96% |
$82.3K - $89.9K
|
8.12K
$3.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Qv Investors Inc.
|
SELL
|
- |
-250- 2.25% |
$82.9K - $90.7K
|
10.9K
$5.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-250- 21.44% |
$82.9K - $90.7K
|
916
$444K
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-250- 11.74% |
$82.9K - $90.7K
|
1.88K
$912K
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-251- 20.78% |
$83.3K - $91K
|
957
$464K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-252- 11.15% |
$83.6K - $91.4K
|
2.01K
$974K
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-252- 3.23% |
$83.6K - $91.4K
|
7.54K
$3.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-254- 1.52% |
$84.3K - $92.1K
|
16.4K
$7.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-254- 0.48% |
$84.3K - $92.1K
|
53K
$25.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-255- 18.46% |
$84.6K - $92.5K
|
1.13K
$546K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-257- 8.09% |
$85.2K - $93.2K
|
2.92K
$1.42M
|
|
|
Jul 09, 2025
Q4 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-257- 1.95% |
$85.2K - $93.2K
|
12.9K
$6.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-260- 4.58% |
$86.2K - $94.3K
|
5.42K
$2.63M
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-261- 3.41% |
$86.6K - $94.7K
|
7.38K
$3.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-262- 1.92% |
$86.9K - $95K
|
13.4K
$6.48M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-263- 11.64% |
$87.2K - $95.4K
|
2K
$968K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-264- 0.27% |
$87.6K - $95.7K
|
97.1K
$47.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-264- 0.7% |
$87.6K - $95.7K
|
37.4K
$18.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-264- 1.41% |
$87.6K - $95.7K
|
18.5K
$8.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-266- 1.93% |
$88.2K - $96.5K
|
13.5K
$6.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-268- 1.74% |
$88.9K - $97.2K
|
15.1K
$7.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-268- 1.02% |
$88.9K - $97.2K
|
25.9K
$12.6M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-269- 2.55% |
$89.2K - $97.6K
|
10.3K
$4.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-269- 4.75% |
$89.2K - $97.6K
|
5.4K
$2.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-271- 11.31% |
$89.9K - $98.3K
|
2.13K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-272- 3.47% |
$90.2K - $98.6K
|
7.58K
$3.67M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-273- 2.61% |
$90.6K - $99K
|
10.2K
$4.94M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-276- 2.92% |
$91.6K - $100K
|
9.17K
$4.45M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-276- 4.41% |
$91.6K - $100K
|
5.98K
$2.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-276- 1.5% |
$91.6K - $100K
|
18.1K
$8.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-277- 0.36% |
$91.9K - $100K
|
76.1K
$36.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-277- 29.63% |
$91.9K - $100K
|
658
$319K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-279- 3.45% |
$92.5K - $101K
|
7.81K
$3.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-279- 6.27% |
$92.5K - $101K
|
4.17K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-280- 0.29% |
$92.9K - $102K
|
96K
$46.6M
|