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 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.24K- 4.68% |
$412K - $451K
|
25.3K
$11.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Clio Asset Management LLC
Charlottesville, VA |
SELL
|
- |
-1.26K- 4.66% |
$417K - $456K
|
25.7K
$12.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.26K- 9.6% |
$418K - $457K
|
11.9K
$5.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.27K- 13.29% |
$421K - $460K
|
8.28K
$3.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.27K- 3.68% |
$422K - $462K
|
33.3K
$15.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-1.27K- 4.81% |
$423K - $462K
|
25.2K
$11.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.29K- 0.71% |
$426K - $466K
|
181K
$85.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.29K- 2.54% |
$428K - $468K
|
49.6K
$23.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-1.29K- 0.82% |
$428K - $468K
|
157K
$73.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.34K- 1.11% |
$443K - $485K
|
119K
$56.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-1.34K- 24.72% |
$444K - $486K
|
4.08K
$1.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.34K- 6.02% |
$445K - $487K
|
20.9K
$9.85M
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.35K- 4.87% |
$448K - $490K
|
26.4K
$12.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.36K- 1.85% |
$451K - $494K
|
72K
$33.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Waverton Investment Management LTD
|
SELL
|
- |
-1.37K- 1.59% |
$453K - $496K
|
84.4K
$39.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.38K- 0.56% |
$456K - $499K
|
243K
$114M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.4K- 1.85% |
$463K - $506K
|
74.1K
$34.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-1.41K- 6.14% |
$467K - $511K
|
21.5K
$10.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-1.42K- 0.7% |
$470K - $514K
|
202K
$94.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.43K- 50.71% |
$474K - $519K
|
1.39K
$654K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.45K- 8.53% |
$482K - $527K
|
15.6K
$7.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.45K- 9.39% |
$482K - $527K
|
14K
$6.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-1.46K- 2.94% |
$484K - $530K
|
48.2K
$22.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.48K- 2.12% |
$492K - $538K
|
68.6K
$32.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-1.5K- 2.43% |
$497K - $543K
|
60.1K
$28.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
SELL
|
- |
-1.5K- 44.2% |
$498K - $544K
|
1.89K
$891K
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-1.5K- 3.24% |
$498K - $544K
|
44.8K
$21.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.54K- 0.87% |
$512K - $560K
|
176K
$82.7M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.57K- 1.74% |
$519K - $568K
|
88.3K
$41.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
SELL
|
- |
-1.59K- 51.14% |
$527K - $576K
|
1.52K
$713K
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-1.6K- 0.81% |
$531K - $580K
|
196K
$92.1M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-1.61K- 1.72% |
$534K - $584K
|
92K
$43.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.62K- 0.91% |
$538K - $588K
|
176K
$82.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-1.64K- 1.16% |
$543K - $594K
|
139K
$65.6M
|
|
|
Feb 14, 2024
Q4 2023
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-1.64K- 4.5% |
$545K - $596K
|
34.9K
$16.4M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.66K- 14.03% |
$550K - $602K
|
10.2K
$4.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.66K- 4.77% |
$551K - $602K
|
33.2K
$15.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.68K- 0.85% |
$557K - $609K
|
195K
$91.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-1.69K- 1.36% |
$561K - $614K
|
123K
$57.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-1.7K- 6.43% |
$565K - $618K
|
24.8K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-1.7K- 1.66% |
$565K - $618K
|
101K
$47.5M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.71K- 4.43% |
$567K - $620K
|
36.9K
$17.3M
|
|
|
Jan 19, 2024
Q4 2023
|
New Capital Management LP
|
SELL
|
- |
-1.71K- 1.54% |
$567K - $620K
|
109K
$51.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.74K- 2.97% |
$576K - $630K
|
56.7K
$26.6M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.74K- 29.11% |
$577K - $630K
|
4.23K
$1.99M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-1.74K- 19.22% |
$577K - $631K
|
7.31K
$3.44M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.74K- 3.6% |
$577K - $631K
|
46.6K
$21.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.76K- 12.95% |
$585K - $640K
|
11.9K
$5.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.77K- 18.94% |
$588K - $643K
|
7.59K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.78K- 12.3% |
$590K - $645K
|
12.7K
$5.96M
|