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 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-85- 0.71% |
$28.2K - $30.8K
|
11.9K
$5.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-85- 1.45% |
$28.2K - $30.8K
|
5.8K
$2.8M
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-85- 1.07% |
$28.2K - $30.8K
|
7.89K
$3.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-85- 0.16% |
$28.2K - $30.8K
|
53.9K
$26M
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-86- 3.0% |
$28.5K - $31.2K
|
2.78K
$1.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-86- 0.1% |
$28.5K - $31.2K
|
84.5K
$40.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-86- 2.4% |
$28.5K - $31.2K
|
3.5K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-86- 1.08% |
$28.5K - $31.2K
|
7.89K
$3.81M
|
|
|
Jan 22, 2024
Q4 2023
|
Tenret CO LLC
|
SELL
|
- |
-87- 12.38% |
$28.9K - $31.6K
|
616
$298K
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-87- 0.8% |
$28.9K - $31.6K
|
10.8K
$5.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-88- 8.03% |
$29.2K - $31.9K
|
1.01K
$487K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-89- 0.66% |
$29.5K - $32.3K
|
13.4K
$6.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-89- 2.38% |
$29.5K - $32.3K
|
3.66K
$1.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-90- 6.02% |
$29.9K - $32.6K
|
1.4K
$678K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-90- 1.39% |
$29.9K - $32.6K
|
6.4K
$3.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-90- 1.07% |
$29.9K - $32.6K
|
8.33K
$4.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-90- 0.19% |
$29.9K - $32.6K
|
46.3K
$22.3M
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-90- 5.62% |
$29.9K - $32.6K
|
1.51K
$730K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-91- 0.98% |
$30.2K - $33K
|
9.21K
$4.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-91- 0.73% |
$30.2K - $33K
|
12.5K
$6.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-92- 12.42% |
$30.5K - $33.4K
|
649
$313K
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-92- 3.23% |
$30.5K - $33.4K
|
2.75K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-92- 0.47% |
$30.5K - $33.4K
|
19.3K
$9.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-95- 1.04% |
$31.5K - $34.5K
|
9.03K
$4.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Dempze Nancy E
|
SELL
|
- |
-95- 5.01% |
$31.5K - $34.5K
|
1.8K
$870K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-96- 4.28% |
$31.8K - $34.8K
|
2.15K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-98- 3.94% |
$32.5K - $35.5K
|
2.39K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-98- 2.91% |
$32.5K - $35.5K
|
3.27K
$1.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-99- 1.53% |
$32.8K - $35.9K
|
6.37K
$3.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-100- 5.67% |
$33.2K - $36.3K
|
1.66K
$804K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-100- 12.35% |
$33.2K - $36.3K
|
710
$343K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-100- 2.68% |
$33.2K - $36.3K
|
3.63K
$1.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-100- 6.65% |
$33.2K - $36.3K
|
1.4K
$678K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-100- 0.73% |
$33.2K - $36.3K
|
13.6K
$6.59M
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-100- 0.87% |
$33.2K - $36.3K
|
11.4K
$5.5M
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-100- 5.1% |
$33.2K - $36.3K
|
1.86K
$898K
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-100- 1.98% |
$33.2K - $36.3K
|
4.94K
$2.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-100- 1.81% |
$33.2K - $36.3K
|
5.44K
$2.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 1.83% |
$33.2K - $36.3K
|
5.36K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Quaker Capital Investments, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 17.54% |
$33.2K - $36.3K
|
470
$227K
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-100- 2.73% |
$33.2K - $36.3K
|
3.56K
$1.72M
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-104- 0.94% |
$34.5K - $37.7K
|
11K
$5.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-104- 1.65% |
$34.5K - $37.7K
|
6.2K
$2.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-104- 1.38% |
$34.5K - $37.7K
|
7.41K
$3.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-104- 1.92% |
$34.5K - $37.7K
|
5.31K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-104- 0.1% |
$34.5K - $37.7K
|
104K
$50.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-106- 4.37% |
$35.2K - $38.4K
|
2.32K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-106- 0.17% |
$35.2K - $38.4K
|
61.8K
$29.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-107- 2.22% |
$35.5K - $38.8K
|
4.7K
$2.27M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-107- 3.49% |
$35.5K - $38.8K
|
2.96K
$1.43M
|