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 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2K- 40.0% |
$663K - $725K
|
3K
$1.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Account Management LLC
|
SELL
|
- |
-2K- 3.62% |
$663K - $725K
|
53.2K
$25.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Ruffer LLP
|
SELL
|
- |
-2.01K- 3.69% |
$665K - $727K
|
52.3K
$25.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-2.01K- 1.69% |
$665K - $728K
|
117K
$56.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-2.02K- 1.97% |
$670K - $733K
|
101K
$48.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Stack Financial Management, Inc
|
SELL
|
- |
-2.03K- 1.59% |
$672K - $735K
|
125K
$60.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.04K- 2.81% |
$677K - $740K
|
70.5K
$34.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.06K- 6.35% |
$684K - $747K
|
30.4K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-2.06K- 1.32% |
$685K - $749K
|
155K
$75.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-2.07K- 26.07% |
$687K - $751K
|
5.87K
$2.85M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-2.1K- 11.87% |
$696K - $761K
|
15.6K
$7.56M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-2.11K- 9.68% |
$699K - $765K
|
19.7K
$9.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.11K- 2.67% |
$700K - $766K
|
76.8K
$37.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.12K- 10.85% |
$703K - $769K
|
17.4K
$8.45M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.14K- 4.57% |
$709K - $775K
|
44.6K
$21.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-2.15K- 12.67% |
$712K - $778K
|
14.8K
$7.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-2.16K- 0.24% |
$716K - $783K
|
900K
$437M
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-2.17K- 2.77% |
$721K - $788K
|
76.4K
$37M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.18K- 3.81% |
$723K - $791K
|
55.1K
$26.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.19K- 27.37% |
$726K - $794K
|
5.81K
$2.82M
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-2.21K- 10.84% |
$732K - $800K
|
18.2K
$8.8M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.21K- 11.95% |
$734K - $802K
|
16.3K
$7.91M
|
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-2.24K- 3.3% |
$744K - $814K
|
65.7K
$31.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-2.27K- 4.59% |
$752K - $822K
|
47.1K
$22.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.28K- 37.44% |
$757K - $828K
|
3.81K
$1.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.3K- 24.22% |
$761K - $832K
|
7.18K
$3.48M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.3K- 24.22% |
$761K - $832K
|
7.18K
$3.48M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.34K- 19.53% |
$777K - $849K
|
9.65K
$4.68M
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-2.37K- 5.7% |
$786K - $860K
|
39.2K
$19M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-2.41K- 17.15% |
$798K - $873K
|
11.6K
$5.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Foundation Resource Management Inc
|
SELL
|
- |
-2.41K- 2.34% |
$800K - $875K
|
101K
$48.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.42K- 2.67% |
$802K - $877K
|
88K
$42.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.44K- 2.15% |
$810K - $886K
|
111K
$53.9M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.44K- 2.15% |
$810K - $886K
|
111K
$53.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.45K- 21.73% |
$812K - $888K
|
8.82K
$4.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-2.46K- 8.34% |
$814K - $890K
|
27K
$13.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-2.46K- 2.24% |
$816K - $892K
|
108K
$52.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.47K- 46.59% |
$820K - $896K
|
2.83K
$1.37M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.5K- 0.96% |
$829K - $906K
|
256K
$124M
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-2.53K- 33.24% |
$839K - $917K
|
5.08K
$2.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.54K- 10.54% |
$842K - $920K
|
21.5K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Menlo Advisors LLC
|
SELL
|
- |
-2.55K- 3.69% |
$844K - $923K
|
66.4K
$32.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.59KClosed |
$860K - $940K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-2.63K- 1.59% |
$872K - $954K
|
162K
$78.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.63K- 10.89% |
$873K - $955K
|
21.5K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-2.63K- 9.77% |
$873K - $955K
|
24.3K
$11.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-2.64K- 11.15% |
$876K - $958K
|
21.1K
$10.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.66K- 45.24% |
$883K - $965K
|
3.22K
$1.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.67K- 1.85% |
$885K - $967K
|
142K
$68.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Steginsky Capital LLC
|
SELL
|
- |
-2.67K- 3.78% |
$885K - $967K
|
67.9K
$32.9M
|