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
|
Bellwether Advisors, LLC
|
SELL
|
- |
-15- 0.11% |
$4.98K - $5.44K
|
13.1K
$6.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-15- 0.22% |
$4.98K - $5.44K
|
6.91K
$3.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-15- 0.15% |
$4.98K - $5.44K
|
9.92K
$4.75M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-15- 0.25% |
$4.98K - $5.44K
|
5.91K
$2.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-15- 0.55% |
$4.98K - $5.44K
|
2.7K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-15- 2.23% |
$4.98K - $5.44K
|
658
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-15- 1.0% |
$4.98K - $5.44K
|
1.49K
$711K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-15- 0.48% |
$4.98K - $5.44K
|
3.13K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-15- 0.93% |
$4.98K - $5.44K
|
1.6K
$767K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-15- 0.14% |
$4.98K - $5.44K
|
11K
$5.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-16- 0.37% |
$5.31K - $5.8K
|
4.36K
$2.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-16- 0.04% |
$5.31K - $5.8K
|
45.5K
$21.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-16- 0.1% |
$5.31K - $5.8K
|
15.4K
$7.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-16- 0.83% |
$5.31K - $5.8K
|
1.91K
$915K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-16- 0.04% |
$5.31K - $5.8K
|
45.5K
$21.8M
|
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-17- 1.5% |
$5.64K - $6.17K
|
1.11K
$533K
|
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-17- 1.96% |
$5.64K - $6.17K
|
850
$407K
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-17- 0.6% |
$5.64K - $6.17K
|
2.84K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-17- 0.29% |
$5.64K - $6.17K
|
5.76K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-17- 0.21% |
$5.64K - $6.17K
|
8.16K
$3.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-17- 1.47% |
$5.64K - $6.17K
|
1.14K
$544K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-18- 2.31% |
$5.97K - $6.53K
|
762
$365K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-18- 0.15% |
$5.97K - $6.53K
|
11.7K
$5.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-18- 2.32% |
$5.97K - $6.53K
|
758
$363K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-19- 0.9% |
$6.3K - $6.89K
|
2.09K
$1M
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-19- 1.02% |
$6.3K - $6.89K
|
1.84K
$882K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-19- 2.51% |
$6.3K - $6.89K
|
739
$354K
|
|
|
Jan 09, 2024
Q4 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-20- 0.22% |
$6.63K - $7.25K
|
8.99K
$4.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-20- 0.34% |
$6.63K - $7.25K
|
5.9K
$2.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-20- 0.62% |
$6.63K - $7.25K
|
3.2K
$1.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-20- 0.73% |
$6.63K - $7.25K
|
2.71K
$1.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-20- 0.13% |
$6.63K - $7.25K
|
15.3K
$7.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-20- 0.85% |
$6.63K - $7.25K
|
2.32K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-20- 1.67% |
$6.63K - $7.25K
|
1.18K
$562K
|
|
|
Feb 12, 2024
Q4 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-20- 0.11% |
$6.63K - $7.25K
|
17.7K
$8.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-20- 0.41% |
$6.63K - $7.25K
|
4.8K
$2.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-21- 0.69% |
$6.97K - $7.62K
|
3.02K
$1.45M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-21- 0.55% |
$6.97K - $7.62K
|
3.83K
$1.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-21- 2.09% |
$6.97K - $7.62K
|
985
$471K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-21- 2.45% |
$6.97K - $7.62K
|
837
$401K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-22- 0.2% |
$7.3K - $7.98K
|
11.1K
$5.33M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-22- 2.19% |
$7.3K - $7.98K
|
984
$471K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-22- 1.72% |
$7.3K - $7.98K
|
1.26K
$603K
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-22- 1.21% |
$7.3K - $7.98K
|
1.79K
$858K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-22- 0.82% |
$7.3K - $7.98K
|
2.67K
$1.28M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.32% |
$7.63K - $8.34K
|
7.2K
$3.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-23- 0.08% |
$7.63K - $8.34K
|
27.9K
$13.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-23- 0.71% |
$7.63K - $8.34K
|
3.2K
$1.53M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-24- 0.46% |
$7.96K - $8.7K
|
5.21K
$2.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-24- 0.02% |
$7.96K - $8.7K
|
108K
$51.8M
|