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 09, 2024
Q4 2023
|
Sl Advisors, LLC
|
SELL
|
- |
-289- 5.49% |
$95.9K - $105K
|
4.98K
$2.38M
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
SELL
|
- |
-289- 0.13% |
$95.9K - $105K
|
217K
$104M
|
|
Feb 02, 2024
Q4 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-290- 0.92% |
$96.2K - $105K
|
31.2K
$14.9M
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-290- 4.94% |
$96.2K - $105K
|
5.58K
$2.67M
|
|
Feb 13, 2024
Q4 2023
|
Page Arthur B
|
SELL
|
- |
-290- 18.65% |
$96.2K - $105K
|
1.27K
$606K
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-291- 14.33% |
$96.5K - $106K
|
1.74K
$833K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-292- 2.21% |
$96.9K - $106K
|
12.9K
$6.19M
|
|
Feb 13, 2024
Q4 2023
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-292- 4.46% |
$96.9K - $106K
|
6.25K
$2.99M
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-293- 1.49% |
$97.2K - $106K
|
19.4K
$9.27M
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-293- 3.61% |
$97.2K - $106K
|
7.83K
$3.75M
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-294- 0.45% |
$97.5K - $107K
|
64.5K
$30.9M
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-294- 9.58% |
$97.5K - $107K
|
2.78K
$1.33M
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-295- 13.68% |
$97.9K - $107K
|
1.86K
$891K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-296- 87.06% |
$98.2K - $107K
|
44
$21.1K
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-296- 0.88% |
$98.2K - $107K
|
33.2K
$15.9M
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-296- 76.29% |
$98.2K - $107K
|
92
$44K
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-297- 2.55% |
$98.5K - $108K
|
11.3K
$5.43M
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-297- 1.65% |
$98.5K - $108K
|
17.7K
$8.47M
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-298- 5.77% |
$98.8K - $108K
|
4.87K
$2.33M
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-299- 4.27% |
$99.2K - $108K
|
6.7K
$3.21M
|
|
Jan 30, 2024
Q4 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-300- 0.95% |
$99.5K - $109K
|
31.2K
$14.9M
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-300- 3.67% |
$99.5K - $109K
|
7.87K
$3.77M
|
|
Feb 14, 2024
Q4 2023
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-300- 19.95% |
$99.5K - $109K
|
1.2K
$576K
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-300- 83.57% |
$99.5K - $109K
|
59
$28.2K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-300- 32.86% |
$99.5K - $109K
|
613
$293K
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-300- 20.69% |
$99.5K - $109K
|
1.15K
$551K
|
|
Feb 05, 2024
Q4 2023
|
Arnhold LLC
|
SELL
|
- |
-303- 0.8% |
$101K - $110K
|
37.7K
$18.1M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-303- 0.91% |
$101K - $110K
|
33K
$15.8M
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-305- 0.53% |
$101K - $111K
|
56.7K
$27.2M
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-305- 10.62% |
$101K - $111K
|
2.57K
$1.23M
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-305- 48.64% |
$101K - $111K
|
322
$154K
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-306- 2.28% |
$102K - $111K
|
13.1K
$6.27M
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-307- 0.92% |
$102K - $111K
|
33K
$15.8M
|
|
Feb 09, 2024
Q4 2023
|
Investment Management Associates Inc
|
SELL
|
- |
-308- 2.72% |
$102K - $112K
|
11K
$5.28M
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-310- 4.23% |
$103K - $112K
|
7.03K
$3.36M
|
|
Jan 24, 2024
Q4 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-311- 34.52% |
$103K - $113K
|
590
$282K
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-312- 5.01% |
$103K - $113K
|
5.91K
$2.83M
|
|
Feb 12, 2024
Q4 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-315- 5.93% |
$104K - $114K
|
5K
$2.39M
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-317- 3.33% |
$105K - $115K
|
9.19K
$4.4M
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-320- 0.94% |
$106K - $116K
|
33.8K
$16.2M
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-321- 19.38% |
$106K - $116K
|
1.34K
$639K
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-322- 0.62% |
$107K - $117K
|
51.4K
$24.6M
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-322- 15.15% |
$107K - $117K
|
1.8K
$863K
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-323- 3.44% |
$107K - $117K
|
9.06K
$4.34M
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-325- 2.8% |
$108K - $118K
|
11.3K
$5.39M
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-330- 2.44% |
$109K - $120K
|
13.2K
$6.33M
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-330- 4.03% |
$109K - $120K
|
7.86K
$3.76M
|
|
Jan 09, 2024
Q4 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-332- 4.87% |
$110K - $120K
|
6.49K
$3.11M
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-335- 5.24% |
$111K - $121K
|
6.06K
$2.9M
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-335- 1.59% |
$111K - $121K
|
20.8K
$9.94M
|