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 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-896- 1.04% |
$297K - $325K
|
85.4K
$41.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-900- 7.53% |
$299K - $326K
|
11K
$5.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-908- 14.23% |
$301K - $329K
|
5.47K
$2.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-910- 1.84% |
$302K - $330K
|
48.5K
$23.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-911- 5.76% |
$302K - $330K
|
14.9K
$7.23M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-924- 4.98% |
$307K - $335K
|
17.6K
$8.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-927- 34.01% |
$307K - $336K
|
1.8K
$873K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-929- 67.96% |
$308K - $337K
|
438
$212K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-934- 0.85% |
$310K - $339K
|
109K
$52.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-935- 24.78% |
$310K - $339K
|
2.84K
$1.38M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-937- 1.36% |
$311K - $340K
|
68K
$33M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-944- 16.19% |
$313K - $342K
|
4.89K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-947- 7.88% |
$314K - $343K
|
11.1K
$5.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-971- 1.38% |
$322K - $352K
|
69.4K
$33.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-973- 0.49% |
$323K - $353K
|
196K
$95.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-979- 40.09% |
$325K - $355K
|
1.46K
$710K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-980- 5.04% |
$325K - $355K
|
18.5K
$8.96M
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-983- 12.52% |
$326K - $357K
|
6.87K
$3.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
SELL
|
- |
-985- 0.64% |
$327K - $357K
|
154K
$74.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-986- 1.42% |
$327K - $358K
|
68.7K
$33.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-990- 2.04% |
$328K - $359K
|
47.5K
$23M
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-993- 2.03% |
$329K - $360K
|
47.9K
$23.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-994- 25.47% |
$330K - $361K
|
2.91K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-995- 0.37% |
$330K - $361K
|
270K
$131M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-996- 2.68% |
$330K - $361K
|
36.1K
$17.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-999- 3.58% |
$331K - $362K
|
26.9K
$13M
|
|
|
Feb 07, 2024
Q4 2023
|
Keystone Investors Pte LTD
Singapore, U0 |
SELL
|
- |
-1K- 14.45% |
$333K - $364K
|
5.95K
$2.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-1.01K- 1.25% |
$336K - $367K
|
80.2K
$38.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.02K- 0.34% |
$337K - $368K
|
294K
$142M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.03K- 6.42% |
$340K - $372K
|
15K
$7.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.03K- 0.7% |
$341K - $373K
|
145K
$70.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
SELL
|
- |
-1.03K- 19.15% |
$342K - $374K
|
4.36K
$2.11M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1.05K- 9.22% |
$347K - $379K
|
10.3K
$4.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.05K- 0.44% |
$347K - $379K
|
237K
$115M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 1.72% |
$348K - $380K
|
59.8K
$29M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.07K- 12.01% |
$353K - $386K
|
7.8K
$3.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.07K- 1.69% |
$354K - $387K
|
62.1K
$30.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.07K- 1.83% |
$354K - $387K
|
57.1K
$27.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-1.07K- 4.84% |
$356K - $389K
|
21.1K
$10.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-1.08K- 63.57% |
$357K - $390K
|
616
$299K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-1.08K- 2.56% |
$359K - $392K
|
41.1K
$19.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.09K- 8.17% |
$360K - $394K
|
12.2K
$5.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-1.09K- 3.82% |
$363K - $397K
|
27.6K
$13.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-1.1K- 37.14% |
$364K - $397K
|
1.86K
$900K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.1K- 0.1% |
$364K - $398K
|
1.07M
$517M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.11K- 3.56% |
$367K - $401K
|
30K
$14.6M
|
|
|
Jan 05, 2024
Q4 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-1.12K- 0.98% |
$370K - $404K
|
112K
$54.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.12K- 42.57% |
$371K - $405K
|
1.51K
$731K
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.12K- 2.59% |
$371K - $405K
|
42K
$20.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-1.12K- 1.55% |
$372K - $406K
|
70.9K
$34.4M
|