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 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6.73K- 6.84% |
$2.23M - $2.44M
|
91.7K
$44.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.74K- 1.72% |
$2.23M - $2.44M
|
385K
$187M
|
|
|
Feb 14, 2024
Q4 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-6.74K- 2.59% |
$2.24M - $2.44M
|
253K
$123M
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-6.84K- 84.09% |
$2.27M - $2.48M
|
1.3K
$628K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-6.9K- 64.01% |
$2.29M - $2.5M
|
3.88K
$1.88M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-6.95K- 18.35% |
$2.31M - $2.52M
|
31K
$15M
|
|
|
Jan 29, 2024
Q4 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-7.04K- 99.9% |
$2.33M - $2.55M
|
7
$3.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.16K- 10.88% |
$2.37M - $2.6M
|
58.7K
$28.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-7.16K- 0.95% |
$2.38M - $2.6M
|
747K
$362M
|
|
|
Feb 14, 2024
Q4 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-7.29K- 74.7% |
$2.42M - $2.64M
|
2.47K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-7.31K- 71.09% |
$2.43M - $2.65M
|
2.97K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-7.39K- 18.88% |
$2.45M - $2.68M
|
31.8K
$15.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-7.48K- 2.54% |
$2.48M - $2.71M
|
287K
$139M
|
|
|
Feb 12, 2024
Q4 2023
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-7.5K- 2.07% |
$2.49M - $2.72M
|
354K
$172M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7.52K- 62.69% |
$2.49M - $2.73M
|
4.47K
$2.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-7.66K- 21.29% |
$2.54M - $2.78M
|
28.3K
$13.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-7.69K- 2.46% |
$2.55M - $2.79M
|
304K
$148M
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-7.76K- 48.14% |
$2.57M - $2.82M
|
8.36K
$4.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-7.77K- 18.59% |
$2.58M - $2.82M
|
34K
$16.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-7.81K- 2.95% |
$2.59M - $2.83M
|
257K
$125M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.35K- 15.19% |
$2.77M - $3.03M
|
46.6K
$22.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-8.43K- 3.2% |
$2.8M - $3.06M
|
255K
$124M
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-8.55K- 0.17% |
$2.84M - $3.1M
|
5.04M
$2.44B
|
|
|
Feb 07, 2024
Q4 2023
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-8.55K- 57.6% |
$2.84M - $3.1M
|
6.3K
$3.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-8.64K- 0.63% |
$2.87M - $3.13M
|
1.36M
$658M
|
|
|
Feb 08, 2024
Q4 2023
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-8.68K- 5.34% |
$2.88M - $3.15M
|
154K
$74.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-8.77K- 32.35% |
$2.91M - $3.18M
|
18.3K
$8.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-8.84K- 32.4% |
$2.93M - $3.21M
|
18.4K
$8.95M
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-8.86K- 63.71% |
$2.94M - $3.21M
|
5.05K
$2.45M
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-9.16K- 90.85% |
$3.04M - $3.32M
|
922
$447K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-9.2K- 4.55% |
$3.05M - $3.33M
|
193K
$93.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-9.25K- 28.97% |
$3.07M - $3.35M
|
22.7K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-9.32K- 2.07% |
$3.09M - $3.38M
|
442K
$214M
|
|
|
Feb 02, 2024
Q4 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-9.32K- 1.34% |
$3.09M - $3.38M
|
684K
$332M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-9.57K- 8.04% |
$3.17M - $3.47M
|
109K
$53.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-9.57K- 93.35% |
$3.18M - $3.47M
|
682
$331K
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-9.7K- 58.13% |
$3.22M - $3.52M
|
6.99K
$3.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-9.87K- 5.5% |
$3.27M - $3.58M
|
170K
$82.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.4K- 21.3% |
$3.45M - $3.78M
|
38.5K
$18.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-10.6K- 44.53% |
$3.51M - $3.83M
|
13.2K
$6.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-10.7K- 3.86% |
$3.55M - $3.88M
|
266K
$129M
|
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-10.9K- 3.23% |
$3.6M - $3.94M
|
326K
$158M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-11K- 94.06% |
$3.63M - $3.97M
|
692
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
Hosking Partners LLP
|
SELL
|
- |
-11K- 6.91% |
$3.64M - $3.98M
|
148K
$71.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-11.3K- 4.22% |
$3.73M - $4.08M
|
256K
$124M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.3K- 22.76% |
$3.73M - $4.08M
|
38.2K
$18.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-11.4K- 1.32% |
$3.77M - $4.12M
|
847K
$411M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.4K- 17.5% |
$3.78M - $4.14M
|
53.8K
$26.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-11.5K- 1.15% |
$3.8M - $4.15M
|
985K
$478M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-11.7K- 4.59% |
$3.89M - $4.25M
|
243K
$118M
|