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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-135- 0.67% |
$44.8K - $49K
|
20.1K
$9.72M
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-136- 11.06% |
$45.1K - $49.3K
|
1.09K
$528K
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-136- 8.99% |
$45.1K - $49.3K
|
1.38K
$665K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-137- 2.27% |
$45.4K - $49.7K
|
5.89K
$2.85M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-137- 1.23% |
$45.4K - $49.7K
|
11K
$5.33M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-137- 3.12% |
$45.4K - $49.7K
|
4.25K
$2.05M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-140- 1.83% |
$46.4K - $50.8K
|
7.52K
$3.63M
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-140- 2.48% |
$46.4K - $50.8K
|
5.5K
$2.66M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-140- 6.37% |
$46.4K - $50.8K
|
2.06K
$994K
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-140- 8.46% |
$46.4K - $50.8K
|
1.51K
$731K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-140- 2.35% |
$46.4K - $50.8K
|
5.83K
$2.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-141- 1.9% |
$46.8K - $51.1K
|
7.28K
$3.52M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-142- 9.6% |
$47.1K - $51.5K
|
1.34K
$646K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-143- 4.48% |
$47.4K - $51.9K
|
3.05K
$1.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-145- 13.27% |
$48.1K - $52.6K
|
948
$458K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-146- 0.63% |
$48.4K - $53K
|
22.9K
$11M
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-146- 0.6% |
$48.4K - $53K
|
24.1K
$11.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-147- 0.93% |
$48.8K - $53.3K
|
15.7K
$7.58M
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-150- 5.9% |
$49.8K - $54.4K
|
2.39K
$1.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-150- 0.36% |
$49.8K - $54.4K
|
41.7K
$20.1M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-150- 6.4% |
$49.8K - $54.4K
|
2.2K
$1.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-151- 6.8% |
$50.1K - $54.8K
|
2.07K
$999K
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-152- 13.83% |
$50.4K - $55.1K
|
947
$457K
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-152- 1.35% |
$50.4K - $55.1K
|
11.1K
$5.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-152- 1.81% |
$50.4K - $55.1K
|
8.25K
$3.98M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-153- 0.86% |
$50.8K - $55.5K
|
17.7K
$8.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-153- 2.58% |
$50.8K - $55.5K
|
5.78K
$2.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-155- 0.66% |
$51.4K - $56.2K
|
23.3K
$11.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-155- 11.01% |
$51.4K - $56.2K
|
1.25K
$605K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-155- 0.77% |
$51.4K - $56.2K
|
19.9K
$9.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-157- 1.33% |
$52.1K - $56.9K
|
11.7K
$5.64M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-159- 0.87% |
$52.7K - $57.7K
|
18.2K
$8.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-159- 15.74% |
$52.7K - $57.7K
|
851
$411K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-161- 14.2% |
$53.4K - $58.4K
|
973
$470K
|
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-161- 0.99% |
$53.4K - $58.4K
|
16.1K
$7.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-162- 1.34% |
$53.7K - $58.8K
|
11.9K
$5.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-162- 2.71% |
$53.7K - $58.8K
|
5.81K
$2.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-162- 1.04% |
$53.7K - $58.8K
|
15.4K
$7.44M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-162- 1.34% |
$53.7K - $58.8K
|
11.9K
$5.74M
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
SELL
|
- |
-164- 0.2% |
$54.4K - $59.5K
|
80.6K
$38.9M
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-165- 0.5% |
$54.7K - $59.8K
|
32.7K
$15.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-165- 1.47% |
$54.7K - $59.8K
|
11.1K
$5.34M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-166- 0.33% |
$55.1K - $60.2K
|
50.4K
$24.3M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-167- 3.28% |
$55.4K - $60.6K
|
4.93K
$2.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-170- 1.19% |
$56.4K - $61.7K
|
14.2K
$6.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-170- 4.08% |
$56.4K - $61.7K
|
3.99K
$1.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-170- 2.01% |
$56.4K - $61.7K
|
8.28K
$4M
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-171- 1.57% |
$56.7K - $62K
|
10.7K
$5.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-172- 5.28% |
$57.1K - $62.4K
|
3.09K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-173- 1.38% |
$57.4K - $62.7K
|
12.4K
$5.98M
|