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 12, 2024
Q4 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-315- 5.93% |
$104K - $114K
|
5K
$2.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-317- 3.33% |
$105K - $115K
|
9.19K
$4.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-320- 0.94% |
$106K - $116K
|
33.8K
$16.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-321- 19.38% |
$106K - $116K
|
1.34K
$647K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-322- 0.62% |
$107K - $117K
|
51.4K
$24.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-322- 15.15% |
$107K - $117K
|
1.8K
$874K
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-323- 3.44% |
$107K - $117K
|
9.06K
$4.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-325- 2.8% |
$108K - $118K
|
11.3K
$5.46M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-330- 2.44% |
$109K - $120K
|
13.2K
$6.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-330- 4.03% |
$109K - $120K
|
7.86K
$3.81M
|
|
|
Jan 09, 2024
Q4 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-332- 4.87% |
$110K - $120K
|
6.49K
$3.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-335- 5.24% |
$111K - $121K
|
6.06K
$2.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-335- 1.59% |
$111K - $121K
|
20.8K
$10.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-337- 0.48% |
$112K - $122K
|
69.2K
$33.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-338- 6.08% |
$112K - $123K
|
5.23K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-339- 0.2% |
$112K - $123K
|
170K
$82.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-340- 3.29% |
$113K - $123K
|
10K
$4.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-341- 3.78% |
$113K - $124K
|
8.68K
$4.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-343- 1.31% |
$114K - $124K
|
25.7K
$12.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-344- 0.59% |
$114K - $125K
|
57.6K
$27.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-344- 9.64% |
$114K - $125K
|
3.23K
$1.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-346- 5.61% |
$115K - $125K
|
5.82K
$2.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-347- 0.66% |
$115K - $126K
|
52K
$25.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-350- 12.62% |
$116K - $127K
|
2.42K
$1.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-350- 23.51% |
$116K - $127K
|
1.14K
$552K
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
SELL
|
- |
-350- 3.71% |
$116K - $127K
|
9.08K
$4.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-351- 13.26% |
$116K - $127K
|
2.3K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-351- 3.41% |
$116K - $127K
|
9.93K
$4.82M
|
|
|
Feb 12, 2024
Q4 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-353- 2.83% |
$117K - $128K
|
12.1K
$5.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-361- 1.93% |
$120K - $131K
|
18.3K
$8.88M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-365- 7.67% |
$121K - $132K
|
4.39K
$2.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-370- 10.89% |
$123K - $134K
|
3.03K
$1.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-370- 1.52% |
$123K - $134K
|
23.9K
$11.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-372- 1.04% |
$123K - $135K
|
35.3K
$17.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-378- 4.36% |
$125K - $137K
|
8.28K
$4.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-378- 1.53% |
$125K - $137K
|
24.3K
$11.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-379- 1.47% |
$126K - $137K
|
25.4K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-380- 2.86% |
$126K - $138K
|
12.9K
$6.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-381- 0.27% |
$126K - $138K
|
139K
$67.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-381- 5.35% |
$126K - $138K
|
6.75K
$3.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-381- 1.82% |
$126K - $138K
|
20.6K
$9.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-385- 0.3% |
$128K - $140K
|
127K
$61.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-388- 0.37% |
$129K - $141K
|
103K
$50.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-389- 0.95% |
$129K - $141K
|
40.7K
$19.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-391- 2.42% |
$130K - $142K
|
15.8K
$7.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-392- 41.09% |
$130K - $142K
|
562
$273K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-394- 14.9% |
$131K - $143K
|
2.25K
$1.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-396- 2.13% |
$131K - $144K
|
18.2K
$8.82M
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
SELL
|
- |
-400- 11.11% |
$133K - $145K
|
3.2K
$1.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-400- 15.68% |
$133K - $145K
|
2.15K
$1.04M
|