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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-3.42K- 58.75% |
$1.13M - $1.24M
|
2.4K
$1.13M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3.43K- 89.13% |
$1.14M - $1.24M
|
418
$197K
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.44K- 81.99% |
$1.14M - $1.25M
|
755
$355K
|
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
SELL
|
- |
-3.45K- 67.51% |
$1.14M - $1.25M
|
1.66K
$781K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.54K- 18.94% |
$1.17M - $1.28M
|
15.2K
$7.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-3.54K- 1.26% |
$1.17M - $1.28M
|
277K
$130M
|
|
|
Jan 17, 2024
Q4 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-3.6K- 1.4% |
$1.19M - $1.31M
|
254K
$119M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-3.63K- 1.44% |
$1.2M - $1.32M
|
248K
$117M
|
|
|
Sep 30, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-3.63K- 21.3% |
$1.2M - $1.32M
|
13.4K
$6.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-3.64K- 91.07% |
$1.21M - $1.32M
|
357
$168K
|
|
|
Jan 24, 2024
Q4 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-3.75K- 50.0% |
$1.24M - $1.36M
|
3.75K
$1.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-3.76K- 1.29% |
$1.25M - $1.36M
|
288K
$135M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.82K- 5.01% |
$1.27M - $1.39M
|
72.4K
$34M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.89K- 4.23% |
$1.29M - $1.41M
|
88.1K
$41.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-3.97K- 2.78% |
$1.32M - $1.44M
|
139K
$65.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-4.06K- 1.69% |
$1.35M - $1.47M
|
236K
$111M
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-4.1K- 21.7% |
$1.36M - $1.49M
|
14.8K
$6.96M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-4.1K- 3.38% |
$1.36M - $1.49M
|
117K
$55.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.15K- 4.19% |
$1.38M - $1.5M
|
94.7K
$44.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-4.15K- 22.51% |
$1.38M - $1.5M
|
14.3K
$6.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-4.2K- 1.28% |
$1.39M - $1.52M
|
325K
$153M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.25K- 6.98% |
$1.41M - $1.54M
|
56.6K
$26.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-4.28K- 12.93% |
$1.42M - $1.55M
|
28.8K
$13.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
SELL
|
- |
-4.28K- 5.65% |
$1.42M - $1.55M
|
71.6K
$33.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-4.39K- 1.28% |
$1.46M - $1.59M
|
337K
$159M
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-4.45K- 1.35% |
$1.48M - $1.61M
|
324K
$152M
|
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-4.48K- 62.72% |
$1.49M - $1.63M
|
2.66K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.51K- 15.5% |
$1.5M - $1.63M
|
24.6K
$11.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4.53K- 99.26% |
$1.5M - $1.64M
|
34
$16K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-4.62K- 3.46% |
$1.53M - $1.68M
|
129K
$60.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-4.62K- 2.33% |
$1.53M - $1.68M
|
193K
$90.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-4.73K- 22.0% |
$1.57M - $1.72M
|
16.8K
$7.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-4.8K- 77.04% |
$1.59M - $1.74M
|
1.43K
$672K
|
|
|
Jan 30, 2024
Q4 2023
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-4.82K- 1.29% |
$1.6M - $1.75M
|
367K
$173M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.82K- 9.36% |
$1.6M - $1.75M
|
46.7K
$21.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-5K- 1.68% |
$1.66M - $1.81M
|
293K
$138M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-5.03K- 1.08% |
$1.67M - $1.83M
|
462K
$217M
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-5.05K- 4.05% |
$1.68M - $1.83M
|
120K
$56.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-5.11K- 70.35% |
$1.7M - $1.85M
|
2.15K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-5.12K- 62.38% |
$1.7M - $1.86M
|
3.09K
$1.45M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.17K- 6.64% |
$1.72M - $1.88M
|
72.7K
$34.2M
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-5.22K- 3.67% |
$1.73M - $1.89M
|
137K
$64.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-5.26K- 6.6% |
$1.74M - $1.91M
|
74.4K
$35M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5.31K- 3.14% |
$1.76M - $1.93M
|
164K
$77.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-5.37K- 75.65% |
$1.78M - $1.95M
|
1.73K
$813K
|
|
|
Jan 29, 2024
Q4 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-5.5K- 69.5% |
$1.82M - $1.99M
|
2.41K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-5.53K- 6.99% |
$1.83M - $2.01M
|
73.6K
$34.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-5.61K- 2.63% |
$1.86M - $2.03M
|
207K
$97.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-5.66K- 21.16% |
$1.88M - $2.05M
|
21.1K
$9.91M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-5.7K- 4.79% |
$1.89M - $2.07M
|
113K
$53.2M
|