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 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-581- 8.54% |
$193K - $211K
|
6.22K
$3.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-582- 11.26% |
$193K - $211K
|
4.59K
$2.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-582- 1.53% |
$193K - $211K
|
37.4K
$18.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-583- 18.1% |
$193K - $211K
|
2.64K
$1.28M
|
|
|
Jan 26, 2024
Q4 2023
|
Asset Management Advisors, LLC
|
SELL
|
- |
-587- 0.51% |
$195K - $213K
|
114K
$55.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-588- 2.16% |
$195K - $213K
|
26.6K
$12.9M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-589- 5.23% |
$195K - $214K
|
10.7K
$5.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-597- 6.0% |
$198K - $217K
|
9.36K
$4.54M
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-600- 22.2% |
$199K - $218K
|
2.1K
$1.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-600- 18.02% |
$199K - $218K
|
2.73K
$1.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-600- 0.84% |
$199K - $218K
|
70.6K
$34.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-600- 5.07% |
$199K - $218K
|
11.2K
$5.45M
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-600- 18.02% |
$199K - $218K
|
2.73K
$1.32M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-601- 3.53% |
$199K - $218K
|
16.4K
$7.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-621- 0.31% |
$206K - $225K
|
200K
$97.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-622- 0.61% |
$206K - $226K
|
101K
$49.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-623- 0.63% |
$207K - $226K
|
97.7K
$47.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-624- 1.36% |
$207K - $226K
|
45.3K
$22M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-627- 5.88% |
$208K - $227K
|
10K
$4.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-628- 0.56% |
$208K - $228K
|
112K
$54.4M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-635- 5.03% |
$211K - $230K
|
12K
$5.82M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-637- 19.89% |
$211K - $231K
|
2.57K
$1.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-637- 8.88% |
$211K - $231K
|
6.54K
$3.17M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-643- 8.48% |
$213K - $233K
|
6.94K
$3.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-646- 5.45% |
$214K - $234K
|
11.2K
$5.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-650- 1.55% |
$216K - $236K
|
41.3K
$20M
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-650- 18.68% |
$216K - $236K
|
2.83K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-650- 1.37% |
$216K - $236K
|
46.8K
$22.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-651- 11.11% |
$216K - $236K
|
5.21K
$2.52M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-651- 1.93% |
$216K - $236K
|
33K
$16M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-660- 2.33% |
$219K - $239K
|
27.7K
$13.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-663- 0.51% |
$220K - $240K
|
129K
$62.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Saybrook Capital
|
SELL
|
- |
-664- 0.59% |
$220K - $241K
|
112K
$54.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-664- 2.15% |
$220K - $241K
|
30.2K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-664- 4.34% |
$220K - $241K
|
14.6K
$7.09M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-664- 19.68% |
$220K - $241K
|
2.71K
$1.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-665- 3.68% |
$221K - $241K
|
17.4K
$8.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-668- 16.4% |
$222K - $242K
|
3.4K
$1.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-673- 1.29% |
$223K - $244K
|
51.5K
$25M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-673- 12.79% |
$223K - $244K
|
4.59K
$2.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-674- 1.97% |
$224K - $244K
|
33.5K
$16.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-677- 1.9% |
$225K - $246K
|
35K
$17M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-679- 0.14% |
$225K - $246K
|
497K
$241M
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-679- 1.21% |
$225K - $246K
|
55.3K
$26.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-680- 5.58% |
$226K - $247K
|
11.5K
$5.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-680- 65.01% |
$226K - $247K
|
366
$178K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-680- 13.44% |
$226K - $247K
|
4.38K
$2.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-689- 19.33% |
$229K - $250K
|
2.88K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-690- 45.39% |
$229K - $250K
|
830
$403K
|
|
|
Dec 02, 2024
Q4 2023
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-690- 6.69% |
$229K - $250K
|
9.63K
$4.67M
|