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
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.45K- 9.39% |
$482K - $527K
|
14K
$6.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-1.46K- 2.94% |
$484K - $530K
|
48.2K
$23.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.48K- 2.12% |
$492K - $538K
|
68.6K
$33.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-1.5K- 2.43% |
$497K - $543K
|
60.1K
$29.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
SELL
|
- |
-1.5K- 44.2% |
$498K - $544K
|
1.89K
$919K
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-1.5K- 3.24% |
$498K - $544K
|
44.8K
$21.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.54K- 0.87% |
$512K - $560K
|
176K
$85.3M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.57K- 1.74% |
$519K - $568K
|
88.3K
$42.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
SELL
|
- |
-1.59K- 51.14% |
$527K - $576K
|
1.52K
$736K
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-1.6K- 0.81% |
$531K - $580K
|
196K
$95M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.61K- 10.93% |
$533K - $582K
|
13.1K
$6.35M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-1.61K- 1.72% |
$534K - $584K
|
92K
$44.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.62K- 0.91% |
$538K - $588K
|
176K
$85.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-1.64K- 1.16% |
$543K - $594K
|
139K
$67.6M
|
|
|
Feb 14, 2024
Q4 2023
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-1.64K- 4.5% |
$545K - $596K
|
34.9K
$16.9M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.66K- 14.03% |
$550K - $602K
|
10.2K
$4.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.66K- 4.77% |
$551K - $602K
|
33.2K
$16.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.68K- 0.85% |
$557K - $609K
|
195K
$94.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-1.69K- 1.36% |
$561K - $614K
|
123K
$59.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-1.7K- 6.43% |
$565K - $618K
|
24.8K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-1.7K- 1.66% |
$565K - $618K
|
101K
$49M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.71K- 4.43% |
$567K - $620K
|
36.9K
$17.9M
|
|
|
Jan 19, 2024
Q4 2023
|
New Capital Management LP
|
SELL
|
- |
-1.71K- 1.54% |
$567K - $620K
|
109K
$53M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.74K- 2.97% |
$576K - $630K
|
56.7K
$27.5M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.74K- 29.11% |
$577K - $630K
|
4.23K
$2.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-1.74K- 19.22% |
$577K - $631K
|
7.31K
$3.55M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.74K- 3.6% |
$577K - $631K
|
46.6K
$22.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.76K- 12.95% |
$585K - $640K
|
11.9K
$5.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.77K- 18.94% |
$588K - $643K
|
7.59K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.78K- 12.3% |
$590K - $645K
|
12.7K
$6.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.79K- 17.55% |
$595K - $651K
|
8.43K
$4.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.82K- 12.08% |
$603K - $659K
|
13.2K
$6.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.82K- 60.09% |
$604K - $661K
|
1.21K
$587K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.83K- 7.09% |
$606K - $662K
|
23.9K
$11.6M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.84K- 2.36% |
$611K - $668K
|
76.1K
$36.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.85K- 0.29% |
$614K - $671K
|
633K
$307M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.87K- 5.32% |
$619K - $677K
|
33.2K
$16.1M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.87K- 3.39% |
$620K - $678K
|
53.2K
$25.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.88K- 3.36% |
$623K - $681K
|
54K
$26.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.9K- 6.56% |
$631K - $689K
|
27.1K
$13.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
SELL
|
- |
-1.91K- 11.78% |
$632K - $691K
|
14.3K
$6.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-1.92K- 9.69% |
$637K - $696K
|
17.9K
$8.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-1.94K- 6.86% |
$644K - $704K
|
26.3K
$12.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.95K- 24.11% |
$646K - $706K
|
6.13K
$2.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-1.96K- 55.11% |
$651K - $712K
|
1.6K
$775K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.97K- 1.17% |
$652K - $713K
|
166K
$80.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-1.98K- 11.69% |
$658K - $720K
|
15K
$7.27M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.99K- 4.35% |
$660K - $722K
|
43.8K
$21.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-2K- 12.31% |
$663K - $725K
|
14.2K
$6.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-2K- 1.27% |
$663K - $725K
|
156K
$75.6M
|