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 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-696- 2.75% |
$231K - $252K
|
24.6K
$11.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-696- 19.51% |
$231K - $252K
|
2.87K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-700- 43.75% |
$232K - $254K
|
900
$437K
|
|
|
Feb 08, 2024
Q4 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-701- 4.54% |
$233K - $254K
|
14.7K
$7.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-718- 4.93% |
$238K - $260K
|
13.8K
$6.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-720- 3.1% |
$239K - $261K
|
22.5K
$10.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-730- 0.71% |
$242K - $265K
|
103K
$49.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-733- 1.37% |
$243K - $266K
|
52.9K
$25.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-734- 0.98% |
$243K - $266K
|
74.4K
$36.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-734- 14.8% |
$243K - $266K
|
4.23K
$2.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-738- 3.49% |
$245K - $268K
|
20.4K
$9.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-741- 21.98% |
$246K - $269K
|
2.63K
$1.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-746- 34.52% |
$247K - $271K
|
1.42K
$686K
|
|
|
Feb 02, 2024
Q4 2023
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-750- 4.69% |
$249K - $272K
|
15.3K
$7.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-751- 0.31% |
$249K - $272K
|
240K
$116M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-752- 7.7% |
$249K - $273K
|
9.01K
$4.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Soditic Asset Management LLP
London, X0 |
SELL
|
- |
-756- 6.92% |
$251K - $274K
|
10.2K
$4.93M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-758- 1.12% |
$251K - $275K
|
67.1K
$32.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-760- 12.64% |
$252K - $276K
|
5.25K
$2.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-760- 6.73% |
$252K - $276K
|
10.5K
$5.11M
|
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-760- 1.7% |
$252K - $276K
|
43.8K
$21.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-761- 6.5% |
$252K - $276K
|
10.9K
$5.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Hendley & CO Inc
|
SELL
|
- |
-763- 1.25% |
$253K - $277K
|
60.1K
$29.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
SELL
|
- |
-765- 20.06% |
$254K - $277K
|
3.05K
$1.48M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-777- 37.55% |
$258K - $282K
|
1.29K
$627K
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-783- 12.19% |
$260K - $284K
|
5.64K
$2.74M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-784- 6.07% |
$260K - $284K
|
12.1K
$5.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-785- 1.49% |
$260K - $285K
|
52K
$25.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-785- 0.81% |
$260K - $285K
|
96.3K
$46.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-788- 6.32% |
$261K - $286K
|
11.7K
$5.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-791- 2.13% |
$262K - $287K
|
36.4K
$17.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-800- 13.89% |
$265K - $290K
|
4.96K
$2.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-803- 4.25% |
$266K - $291K
|
18.1K
$8.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-804- 22.0% |
$267K - $292K
|
2.85K
$1.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-805- 3.81% |
$267K - $292K
|
20.3K
$9.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-810- 3.03% |
$269K - $294K
|
25.9K
$12.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-811- 1.74% |
$269K - $294K
|
45.9K
$22.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-814- 6.1% |
$270K - $295K
|
12.5K
$6.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-821- 1.62% |
$272K - $298K
|
49.7K
$24.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-831- 3.82% |
$276K - $301K
|
20.9K
$10.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-840- 3.24% |
$279K - $305K
|
25.1K
$12.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-841- 3.7% |
$279K - $305K
|
21.9K
$10.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-847- 6.17% |
$281K - $307K
|
12.9K
$6.25M
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-860- 10.19% |
$285K - $312K
|
7.58K
$3.68M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-860- 9.48% |
$285K - $312K
|
8.21K
$3.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-871- 27.87% |
$289K - $316K
|
2.25K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-889- 44.63% |
$295K - $322K
|
1.1K
$535K
|
|
|
Feb 06, 2024
Q4 2023
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-891- 0.15% |
$296K - $323K
|
603K
$292M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-894- 15.14% |
$297K - $324K
|
5.01K
$2.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-895- 2.55% |
$297K - $325K
|
34.2K
$16.6M
|