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 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-7- 0.38% |
$2.32K - $2.54K
|
1.81K
$867K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7- -0.0% |
$2.32K - $2.54K
|
146K
$69.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-7- 0.42% |
$2.32K - $2.54K
|
1.67K
$801K
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-7- 0.02% |
$2.32K - $2.54K
|
44.7K
$21.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-7- 0.28% |
$2.32K - $2.54K
|
2.47K
$1.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-8- 0.52% |
$2.65K - $2.9K
|
1.53K
$730K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-8- 0.08% |
$2.65K - $2.9K
|
9.77K
$4.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-8- 0.49% |
$2.65K - $2.9K
|
1.62K
$776K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-8- 0.03% |
$2.65K - $2.9K
|
28.2K
$13.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8- 0.29% |
$2.65K - $2.9K
|
2.73K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-8- 0.13% |
$2.65K - $2.9K
|
5.93K
$2.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-9- 0.44% |
$2.99K - $3.26K
|
2.03K
$973K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-9- 0.07% |
$2.99K - $3.26K
|
13.7K
$6.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-9- 0.25% |
$2.99K - $3.26K
|
3.62K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-9- 0.69% |
$2.99K - $3.26K
|
1.3K
$623K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-10- 0.25% |
$3.32K - $3.63K
|
3.93K
$1.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-10- 0.16% |
$3.32K - $3.63K
|
6.42K
$3.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-10- 0.1% |
$3.32K - $3.63K
|
10.3K
$4.92M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-10- 0.36% |
$3.32K - $3.63K
|
2.79K
$1.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-10- 1.58% |
$3.32K - $3.63K
|
624
$299K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
SELL
|
- |
-10- 1.23% |
$3.32K - $3.63K
|
800
$383K
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-10- 0.68% |
$3.32K - $3.63K
|
1.46K
$697K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-10- 2.96% |
$3.32K - $3.63K
|
328
$157K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-10- 0.39% |
$3.32K - $3.63K
|
2.58K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-10- 0.93% |
$3.32K - $3.63K
|
1.07K
$512K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-10- 0.08% |
$3.32K - $3.63K
|
12.1K
$5.81M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-10- 1.23% |
$3.32K - $3.63K
|
803
$384K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-11- 4.3% |
$3.65K - $3.99K
|
245
$117K
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-11- 0.31% |
$3.65K - $3.99K
|
3.59K
$1.72M
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-11- 0.19% |
$3.65K - $3.99K
|
5.89K
$2.82M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-11- 1.62% |
$3.65K - $3.99K
|
666
$319K
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-11- 0.87% |
$3.65K - $3.99K
|
1.25K
$599K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-11- 0.76% |
$3.65K - $3.99K
|
1.44K
$687K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-11- 0.24% |
$3.65K - $3.99K
|
4.54K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-11- 4.51% |
$3.65K - $3.99K
|
233
$112K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-12- 0.41% |
$3.98K - $4.35K
|
2.93K
$1.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-12- 2.99% |
$3.98K - $4.35K
|
389
$186K
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-12- 0.65% |
$3.98K - $4.35K
|
1.83K
$877K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-12- 0.17% |
$3.98K - $4.35K
|
7.21K
$3.45M
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-12- 0.66% |
$3.98K - $4.35K
|
1.81K
$866K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-13- 0.07% |
$4.31K - $4.71K
|
18.4K
$8.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-13- 0.17% |
$4.31K - $4.71K
|
7.46K
$3.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Cortland Associates Inc
|
SELL
|
- |
-13- 0.17% |
$4.31K - $4.71K
|
7.48K
$3.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-13- 2.16% |
$4.31K - $4.71K
|
588
$281K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-14- 0.38% |
$4.64K - $5.08K
|
3.69K
$1.77M
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-14- 1.69% |
$4.64K - $5.08K
|
816
$391K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-14- 1.08% |
$4.64K - $5.08K
|
1.28K
$612K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-14- 0.48% |
$4.64K - $5.08K
|
2.89K
$1.38M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-15- 0.85% |
$4.98K - $5.44K
|
1.75K
$839K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-15- 0.67% |
$4.98K - $5.44K
|
2.24K
$1.07M
|