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
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-63- 0.59% |
$20.9K - $22.8K
|
10.7K
$5.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-64- 0.52% |
$21.2K - $23.2K
|
12.3K
$5.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-64- 4.82% |
$21.2K - $23.2K
|
1.26K
$605K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-64- 0.36% |
$21.2K - $23.2K
|
17.9K
$8.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-65- 1.39% |
$21.6K - $23.6K
|
4.6K
$2.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-65- 4.41% |
$21.6K - $23.6K
|
1.41K
$674K
|
|
|
Feb 15, 2024
Q4 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-65- 1.42% |
$21.6K - $23.6K
|
4.51K
$2.16M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-65- 0.66% |
$21.6K - $23.6K
|
9.82K
$4.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-67- 1.95% |
$22.2K - $24.3K
|
3.37K
$1.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
SELL
|
- |
-68- 0.71% |
$22.6K - $24.7K
|
9.56K
$4.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-69- 1.96% |
$22.9K - $25K
|
3.45K
$1.65M
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-69- 0.4% |
$22.9K - $25K
|
17.2K
$8.22M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-69- 0.47% |
$22.9K - $25K
|
14.6K
$7M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-70- 0.98% |
$23.2K - $25.4K
|
7.09K
$3.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-70- 8.89% |
$23.2K - $25.4K
|
717
$343K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-70- 0.36% |
$23.2K - $25.4K
|
19.6K
$9.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-72- 1.87% |
$23.9K - $26.1K
|
3.78K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-72- 4.87% |
$23.9K - $26.1K
|
1.41K
$672K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-73- 1.99% |
$24.2K - $26.5K
|
3.6K
$1.72M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-74- 1.91% |
$24.5K - $26.8K
|
3.79K
$1.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-74- 4.24% |
$24.5K - $26.8K
|
1.67K
$800K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-75- 2.18% |
$24.9K - $27.2K
|
3.36K
$1.61M
|
|
|
Jan 25, 2024
Q4 2023
|
Beddow Capital Management Inc
|
SELL
|
- |
-75- 0.44% |
$24.9K - $27.2K
|
16.8K
$8.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-75- 0.11% |
$24.9K - $27.2K
|
69K
$33M
|
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
SELL
|
- |
-75- 1.79% |
$24.9K - $27.2K
|
4.12K
$1.97M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-75- 1.31% |
$24.9K - $27.2K
|
5.65K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-77- 0.96% |
$25.5K - $27.9K
|
7.95K
$3.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-78- 6.7% |
$25.9K - $28.3K
|
1.09K
$520K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-78- 0.61% |
$25.9K - $28.3K
|
12.7K
$6.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-78- 0.57% |
$25.9K - $28.3K
|
13.7K
$6.55M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-78- 1.0% |
$25.9K - $28.3K
|
7.69K
$3.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-78- 0.64% |
$25.9K - $28.3K
|
12.1K
$5.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-78- 0.26% |
$25.9K - $28.3K
|
29.4K
$14.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-79- 4.51% |
$26.2K - $28.7K
|
1.67K
$801K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-79- 1.87% |
$26.2K - $28.7K
|
4.14K
$1.98M
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-79- 5.58% |
$26.2K - $28.7K
|
1.34K
$640K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-80- 2.08% |
$26.5K - $29K
|
3.77K
$1.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-80- 0.54% |
$26.5K - $29K
|
14.8K
$7.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-81- 8.24% |
$26.9K - $29.4K
|
902
$432K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-81- 2.2% |
$26.9K - $29.4K
|
3.6K
$1.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-81- 3.73% |
$26.9K - $29.4K
|
2.09K
$1M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-81- 0.33% |
$26.9K - $29.4K
|
24.1K
$11.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-82- 0.79% |
$27.2K - $29.7K
|
10.2K
$4.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-82- 2.23% |
$27.2K - $29.7K
|
3.59K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-82- 8.41% |
$27.2K - $29.7K
|
893
$427K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-83- 3.95% |
$27.5K - $30.1K
|
2.02K
$965K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-83- 7.53% |
$27.5K - $30.1K
|
1.02K
$488K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-84- 1.65% |
$27.9K - $30.5K
|
5.02K
$2.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-85- 2.17% |
$28.2K - $30.8K
|
3.83K
$1.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-85- 2.32% |
$28.2K - $30.8K
|
3.59K
$1.72M
|