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
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1- 0.06% |
$332 - $363
|
1.64K
$786K
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-1- 0.01% |
$332 - $363
|
11.3K
$5.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1- 0.05% |
$332 - $363
|
1.85K
$887K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.24% |
$332 - $363
|
417
$200K
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1- 0.06% |
$332 - $363
|
1.73K
$826K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2- 0.05% |
$663 - $725
|
3.87K
$1.85M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-2- 0.01% |
$663 - $725
|
17.7K
$8.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2- 0.25% |
$663 - $725
|
797
$381K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2- 0.25% |
$663 - $725
|
789
$378K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2- 0.12% |
$663 - $725
|
1.63K
$780K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2- 0.17% |
$663 - $725
|
1.19K
$569K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-2- 0.04% |
$663 - $725
|
4.52K
$2.16M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-3- 0.04% |
$995 - $1.09K
|
7.33K
$3.51M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-3- 0.41% |
$995 - $1.09K
|
729
$349K
|
|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
SELL
|
- |
-3- 0.1% |
$995 - $1.09K
|
3.04K
$1.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-3- 0.02% |
$995 - $1.09K
|
14.2K
$6.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-3- 4.0% |
$995 - $1.09K
|
72
$34.5K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-3- 0.35% |
$995 - $1.09K
|
865
$414K
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-4- 0.1% |
$1.33K - $1.45K
|
4.12K
$1.97M
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-4- 0.07% |
$1.33K - $1.45K
|
5.74K
$2.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-4- 0.09% |
$1.33K - $1.45K
|
4.5K
$2.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-4- 0.12% |
$1.33K - $1.45K
|
3.43K
$1.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-4- 0.12% |
$1.33K - $1.45K
|
3.37K
$1.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4- 0.18% |
$1.33K - $1.45K
|
2.2K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-4- 0.02% |
$1.33K - $1.45K
|
21.2K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4- 0.12% |
$1.33K - $1.45K
|
3.3K
$1.58M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-5- 0.2% |
$1.66K - $1.81K
|
2.45K
$1.17M
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-5- 0.2% |
$1.66K - $1.81K
|
2.55K
$1.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-5- 0.01% |
$1.66K - $1.81K
|
62.6K
$30M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-5- 0.06% |
$1.66K - $1.81K
|
7.82K
$3.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-5- 0.15% |
$1.66K - $1.81K
|
3.24K
$1.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-5- 0.2% |
$1.66K - $1.81K
|
2.44K
$1.17M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-5- 0.08% |
$1.66K - $1.81K
|
5.89K
$2.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
SELL
|
- |
-5- 0.44% |
$1.66K - $1.81K
|
1.12K
$536K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-5- 0.76% |
$1.66K - $1.81K
|
649
$311K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-5- 0.1% |
$1.66K - $1.81K
|
5.14K
$2.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-5- 0.63% |
$1.66K - $1.81K
|
791
$379K
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-6- 0.07% |
$1.99K - $2.18K
|
8.17K
$3.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-6- 0.03% |
$1.99K - $2.18K
|
17.8K
$8.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-6- 0.18% |
$1.99K - $2.18K
|
3.35K
$1.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.3% |
$1.99K - $2.18K
|
2.01K
$960K
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-6- 0.17% |
$1.99K - $2.18K
|
3.5K
$1.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-6- 0.47% |
$1.99K - $2.18K
|
1.26K
$604K
|
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-6- 0.38% |
$1.99K - $2.18K
|
1.58K
$757K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-6- 0.01% |
$1.99K - $2.18K
|
59.3K
$28.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Bruni J V & CO
|
SELL
|
- |
-6- 0.17% |
$1.99K - $2.18K
|
3.49K
$1.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-6- 0.05% |
$1.99K - $2.18K
|
11.2K
$5.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-6- 0.2% |
$1.99K - $2.18K
|
2.94K
$1.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-6- 0.79% |
$1.99K - $2.18K
|
755
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-6- 0.85% |
$1.99K - $2.18K
|
698
$334K
|