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 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-281- 32.15% |
$93.2K - $102K
|
593
$288K
|
|
|
Jan 16, 2024
Q4 2023
|
Penbrook Management LLC
|
SELL
|
- |
-282- 7.07% |
$93.5K - $102K
|
3.71K
$1.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-283- 2.8% |
$93.9K - $103K
|
9.83K
$4.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-284- 0.83% |
$94.2K - $103K
|
33.7K
$16.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-285- 0.75% |
$94.5K - $103K
|
37.8K
$18.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-285- 1.4% |
$94.5K - $103K
|
20.1K
$9.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-285- 1.09% |
$94.5K - $103K
|
25.8K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-285- 0.32% |
$94.5K - $103K
|
90K
$43.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-286- 1.25% |
$94.9K - $104K
|
22.6K
$11M
|
|
|
Jan 18, 2024
Q4 2023
|
Weybosset Research & Management LLC
|
SELL
|
- |
-286- 0.72% |
$94.9K - $104K
|
39.2K
$19M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-286- 1.88% |
$94.9K - $104K
|
14.9K
$7.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-286- 6.92% |
$94.9K - $104K
|
3.85K
$1.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-288- 1.43% |
$95.5K - $104K
|
19.9K
$9.64M
|
|
|
Jan 09, 2024
Q4 2023
|
Sl Advisors, LLC
|
SELL
|
- |
-289- 5.49% |
$95.9K - $105K
|
4.98K
$2.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
SELL
|
- |
-289- 0.13% |
$95.9K - $105K
|
217K
$105M
|
|
|
Feb 02, 2024
Q4 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-290- 0.92% |
$96.2K - $105K
|
31.2K
$15.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-290- 4.94% |
$96.2K - $105K
|
5.58K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Page Arthur B
|
SELL
|
- |
-290- 18.65% |
$96.2K - $105K
|
1.27K
$614K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-291- 14.33% |
$96.5K - $106K
|
1.74K
$844K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-292- 2.21% |
$96.9K - $106K
|
12.9K
$6.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-292- 4.46% |
$96.9K - $106K
|
6.25K
$3.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-293- 1.49% |
$97.2K - $106K
|
19.4K
$9.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-293- 3.61% |
$97.2K - $106K
|
7.83K
$3.8M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-294- 0.45% |
$97.5K - $107K
|
64.5K
$31.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-294- 9.58% |
$97.5K - $107K
|
2.78K
$1.35M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-295- 13.68% |
$97.9K - $107K
|
1.86K
$903K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-296- 87.06% |
$98.2K - $107K
|
44
$21.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-296- 0.88% |
$98.2K - $107K
|
33.2K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-296- 76.29% |
$98.2K - $107K
|
92
$44.6K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-297- 2.55% |
$98.5K - $108K
|
11.3K
$5.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-297- 1.65% |
$98.5K - $108K
|
17.7K
$8.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-298- 5.77% |
$98.8K - $108K
|
4.87K
$2.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-299- 4.27% |
$99.2K - $108K
|
6.7K
$3.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-300- 0.95% |
$99.5K - $109K
|
31.2K
$15.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-300- 3.67% |
$99.5K - $109K
|
7.87K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-300- 19.95% |
$99.5K - $109K
|
1.2K
$584K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-300- 83.57% |
$99.5K - $109K
|
59
$28.6K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-300- 32.86% |
$99.5K - $109K
|
613
$297K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-300- 20.69% |
$99.5K - $109K
|
1.15K
$558K
|
|
|
Feb 05, 2024
Q4 2023
|
Arnhold LLC
|
SELL
|
- |
-303- 0.8% |
$101K - $110K
|
37.7K
$18.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-303- 0.91% |
$101K - $110K
|
33K
$16M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-305- 0.53% |
$101K - $111K
|
56.7K
$27.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-305- 10.62% |
$101K - $111K
|
2.57K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-305- 48.64% |
$101K - $111K
|
322
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-306- 2.28% |
$102K - $111K
|
13.1K
$6.35M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-307- 0.92% |
$102K - $111K
|
33K
$16M
|
|
|
Feb 09, 2024
Q4 2023
|
Investment Management Associates Inc
|
SELL
|
- |
-308- 2.72% |
$102K - $112K
|
11K
$5.35M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-310- 4.23% |
$103K - $112K
|
7.03K
$3.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-311- 34.52% |
$103K - $113K
|
590
$286K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-312- 5.01% |
$103K - $113K
|
5.91K
$2.87M
|