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 16, 2024
Q4 2023
|
Churchill Management Corp
|
SELL
|
- |
-175- 0.48% |
$58K - $63.5K
|
36.3K
$17.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-175- 0.27% |
$58K - $63.5K
|
63.8K
$30.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-177- 1.41% |
$58.7K - $64.2K
|
12.4K
$5.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-178- 1.07% |
$59K - $64.6K
|
16.5K
$7.95M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-179- 4.13% |
$59.4K - $64.9K
|
4.16K
$2.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-179- 1.5% |
$59.4K - $64.9K
|
11.7K
$5.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-179- 50.71% |
$59.4K - $64.9K
|
174
$84K
|
|
|
Jan 19, 2024
Q4 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-180- 23.08% |
$59.7K - $65.3K
|
600
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-180- 1.61% |
$59.7K - $65.3K
|
11K
$5.31M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-181- 1.43% |
$60K - $65.6K
|
12.5K
$6.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-181- 2.17% |
$60K - $65.6K
|
8.17K
$3.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-181- 8.97% |
$60K - $65.6K
|
1.84K
$887K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-182- 4.86% |
$60.4K - $66K
|
3.56K
$1.72M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-184- 4.64% |
$61K - $66.7K
|
3.78K
$1.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
SELL
|
- |
-184- 24.15% |
$61K - $66.7K
|
578
$279K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-185- 4.71% |
$61.4K - $67.1K
|
3.74K
$1.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-185- 1.75% |
$61.4K - $67.1K
|
10.4K
$5.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-185- 0.42% |
$61.4K - $67.1K
|
43.4K
$21M
|
|
|
Jan 09, 2024
Q4 2023
|
Capitol Family Office, Inc.
|
SELL
|
- |
-186- 2.06% |
$61.7K - $67.5K
|
8.84K
$4.27M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-186- 3.01% |
$61.7K - $67.5K
|
6K
$2.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-187- 0.98% |
$62K - $67.8K
|
18.8K
$9.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-187- 0.46% |
$62K - $67.8K
|
40.2K
$19.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-191- 2.31% |
$63.4K - $69.3K
|
8.09K
$3.91M
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-191- 6.63% |
$63.4K - $69.3K
|
2.69K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-195- 2.76% |
$64.7K - $70.7K
|
6.86K
$3.31M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-195- 1.03% |
$64.7K - $70.7K
|
18.7K
$9.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-196- 1.05% |
$65K - $71.1K
|
18.4K
$8.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-197- 4.63% |
$65.3K - $71.4K
|
4.06K
$1.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-198- 1.59% |
$65.7K - $71.8K
|
12.3K
$5.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-198- 0.54% |
$65.7K - $71.8K
|
36.8K
$17.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-198- 0.47% |
$65.7K - $71.8K
|
42K
$20.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-199- 3.22% |
$66K - $72.2K
|
5.99K
$2.89M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-200- 6.34% |
$66.3K - $72.5K
|
2.96K
$1.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-200- 95.24% |
$66.3K - $72.5K
|
10
$4.83K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-200- 21.05% |
$66.3K - $72.5K
|
750
$362K
|
|
|
Jan 24, 2024
Q4 2023
|
Gouws Capital LLC
|
SELL
|
- |
-200- 11.11% |
$66.3K - $72.5K
|
1.6K
$773K
|
|
|
Jan 26, 2024
Q4 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-200- 4.43% |
$66.3K - $72.5K
|
4.32K
$2.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-200- 7.38% |
$66.3K - $72.5K
|
2.51K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-200- 11.76% |
$66.3K - $72.5K
|
1.5K
$725K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-200- 3.21% |
$66.3K - $72.5K
|
6.02K
$2.91M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-201- 7.75% |
$66.7K - $72.9K
|
2.39K
$1.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-202- 0.39% |
$67K - $73.3K
|
52K
$25.1M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-202- 3.47% |
$67K - $73.3K
|
5.62K
$2.72M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-203- 7.0% |
$67.3K - $73.6K
|
2.7K
$1.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-203- 3.16% |
$67.3K - $73.6K
|
6.23K
$3.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-203- 5.12% |
$67.3K - $73.6K
|
3.76K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-203- 4.44% |
$67.3K - $73.6K
|
4.37K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-203- 2.75% |
$67.3K - $73.6K
|
7.18K
$3.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-206- 50.74% |
$68.3K - $74.7K
|
200
$96.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-206- 7.97% |
$68.3K - $74.7K
|
2.38K
$1.15M
|