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
|
Guardian Investment Management
|
SELL
|
- |
-400- 5.57% |
$133K - $145K
|
6.79K
$3.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-404- 1.01% |
$134K - $147K
|
39.4K
$19.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-405- 0.97% |
$134K - $147K
|
41.4K
$20.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-409- 0.4% |
$136K - $148K
|
101K
$49.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-410- 5.21% |
$136K - $149K
|
7.47K
$3.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-411- 2.51% |
$136K - $149K
|
16K
$7.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-412- 5.37% |
$137K - $149K
|
7.26K
$3.52M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-415- 14.32% |
$138K - $151K
|
2.48K
$1.2M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-417- 4.5% |
$138K - $151K
|
8.86K
$4.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-417- 16.14% |
$138K - $151K
|
2.17K
$1.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-420- 10.37% |
$139K - $152K
|
3.63K
$1.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-420- 1.48% |
$139K - $152K
|
28K
$13.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-424- 15.68% |
$141K - $154K
|
2.28K
$1.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
SELL
|
- |
-425- 28.52% |
$141K - $154K
|
1.07K
$517K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-425- 0.42% |
$141K - $154K
|
102K
$49.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Xxec, Inc.
|
SELL
|
- |
-425- 3.51% |
$141K - $154K
|
11.7K
$5.66M
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-425- 36.67% |
$141K - $154K
|
734
$356K
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-425- 19.42% |
$141K - $154K
|
1.76K
$856K
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-426- 27.99% |
$141K - $155K
|
1.1K
$532K
|
|
|
Aug 07, 2024
Q4 2023
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-426- 5.71% |
$141K - $155K
|
7.04K
$3.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-428- 0.67% |
$142K - $155K
|
63.8K
$30.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-429- 3.13% |
$142K - $156K
|
13.3K
$6.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-430- 2.3% |
$143K - $156K
|
18.3K
$8.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-432- 1.08% |
$143K - $157K
|
39.4K
$19.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-440- 9.44% |
$146K - $160K
|
4.22K
$2.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-441- 5.12% |
$146K - $160K
|
8.18K
$3.96M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-444- 3.4% |
$147K - $161K
|
12.6K
$6.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-448- 2.27% |
$149K - $162K
|
19.3K
$9.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-450- 4.82% |
$149K - $163K
|
8.89K
$4.31M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-452- 4.66% |
$150K - $164K
|
9.25K
$4.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-453- 0.17% |
$150K - $164K
|
264K
$128M
|
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-454- 0.59% |
$151K - $165K
|
76.3K
$37M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-455- 27.08% |
$151K - $165K
|
1.23K
$594K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-457- 4.83% |
$152K - $166K
|
9K
$4.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-461- 1.51% |
$153K - $167K
|
30.1K
$14.6M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-465- 1.29% |
$154K - $169K
|
35.7K
$17.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-465- 1.08% |
$154K - $169K
|
42.6K
$20.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-467- 12.76% |
$155K - $169K
|
3.19K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-470- 76.55% |
$156K - $170K
|
144
$69.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-471- 3.62% |
$156K - $171K
|
12.6K
$6.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-471- 1.13% |
$156K - $171K
|
41.3K
$20M
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-475- 1.46% |
$158K - $172K
|
32K
$15.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-476- 3.37% |
$158K - $173K
|
13.6K
$6.61M
|
|
|
Dec 11, 2024
Q4 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-479- 41.98% |
$159K - $174K
|
662
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-480- 2.82% |
$159K - $174K
|
16.5K
$8.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-481- 0.5% |
$160K - $174K
|
95.3K
$46.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-484- 7.19% |
$161K - $176K
|
6.25K
$3.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-485- 2.2% |
$161K - $176K
|
21.6K
$10.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-487- 30.3% |
$162K - $177K
|
1.12K
$543K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-489- 1.49% |
$162K - $177K
|
32.3K
$15.6M
|