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 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-25- 0.01% |
$8.29K - $9.07K
|
319K
$153M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-25- 1.55% |
$8.29K - $9.07K
|
1.59K
$762K
|
|
|
Jan 18, 2024
Q4 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-25- 0.82% |
$8.29K - $9.07K
|
3.02K
$1.44M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-25- 1.71% |
$8.29K - $9.07K
|
1.44K
$690K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-25- 1.99% |
$8.29K - $9.07K
|
1.23K
$591K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-25- 1.52% |
$8.29K - $9.07K
|
1.62K
$774K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-25- 1.32% |
$8.29K - $9.07K
|
1.87K
$895K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-25- 0.16% |
$8.29K - $9.07K
|
15.6K
$7.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-25- 1.54% |
$8.29K - $9.07K
|
1.6K
$763K
|
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-25- 0.16% |
$8.29K - $9.07K
|
15.2K
$7.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-26- 1.9% |
$8.62K - $9.43K
|
1.35K
$644K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-26- 3.45% |
$8.62K - $9.43K
|
728
$348K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-26- 0.73% |
$8.62K - $9.43K
|
3.54K
$1.69M
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-26- 0.5% |
$8.62K - $9.43K
|
5.13K
$2.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-26- 0.78% |
$8.62K - $9.43K
|
3.29K
$1.57M
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-27- 1.31% |
$8.96K - $9.79K
|
2.04K
$974K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-27- 1.29% |
$8.96K - $9.79K
|
2.06K
$986K
|
|
|
Jan 11, 2024
Q4 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-27- 2.45% |
$8.96K - $9.79K
|
1.08K
$514K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-27- 1.71% |
$8.96K - $9.79K
|
1.55K
$741K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-27- 0.21% |
$8.96K - $9.79K
|
12.6K
$6.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-27- 0.84% |
$8.96K - $9.79K
|
3.2K
$1.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-28- 1.82% |
$9.29K - $10.2K
|
1.51K
$722K
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-28- 1.52% |
$9.29K - $10.2K
|
1.82K
$870K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-28- 0.15% |
$9.29K - $10.2K
|
18.6K
$8.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-28- 5.74% |
$9.29K - $10.2K
|
460
$220K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-29- 2.3% |
$9.62K - $10.5K
|
1.23K
$589K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-29- 0.49% |
$9.62K - $10.5K
|
5.88K
$2.81M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-29- 0.65% |
$9.62K - $10.5K
|
4.46K
$2.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-29- 0.53% |
$9.62K - $10.5K
|
5.4K
$2.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-30- 1.02% |
$9.95K - $10.9K
|
2.92K
$1.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-30- 0.7% |
$9.95K - $10.9K
|
4.28K
$2.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-30- 3.81% |
$9.95K - $10.9K
|
758
$363K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-30- 4.41% |
$9.95K - $10.9K
|
651
$312K
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-30- 4.83% |
$9.95K - $10.9K
|
591
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-30- 1.45% |
$9.95K - $10.9K
|
2.04K
$975K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-30- 0.19% |
$9.95K - $10.9K
|
15.4K
$7.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-31- 2.29% |
$10.3K - $11.2K
|
1.32K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-31- 0.23% |
$10.3K - $11.2K
|
13.6K
$6.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-32- 1.31% |
$10.6K - $11.6K
|
2.4K
$1.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-32- 1.43% |
$10.6K - $11.6K
|
2.2K
$1.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-32- 0.22% |
$10.6K - $11.6K
|
14.8K
$7.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-32- 0.1% |
$10.6K - $11.6K
|
31.7K
$15.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-32- 0.38% |
$10.6K - $11.6K
|
8.41K
$4.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-32- 0.18% |
$10.6K - $11.6K
|
17.9K
$8.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-32- 0.35% |
$10.6K - $11.6K
|
8.98K
$4.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-33- 2.45% |
$10.9K - $12K
|
1.32K
$629K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-33- 0.75% |
$10.9K - $12K
|
4.37K
$2.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-33- 0.89% |
$10.9K - $12K
|
3.68K
$1.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-33- 0.46% |
$10.9K - $12K
|
7.18K
$3.44M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-33- 1.03% |
$10.9K - $12K
|
3.16K
$1.51M
|