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 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-262- 1.92% |
$86.9K - $95K
|
13.4K
$6.4M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-263- 11.64% |
$87.2K - $95.4K
|
2K
$955K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-264- 0.27% |
$87.6K - $95.7K
|
97.1K
$46.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-264- 0.7% |
$87.6K - $95.7K
|
37.4K
$17.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-264- 1.41% |
$87.6K - $95.7K
|
18.5K
$8.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-266- 1.93% |
$88.2K - $96.5K
|
13.5K
$6.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-268- 1.74% |
$88.9K - $97.2K
|
15.1K
$7.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-268- 1.02% |
$88.9K - $97.2K
|
25.9K
$12.4M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-269- 2.55% |
$89.2K - $97.6K
|
10.3K
$4.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-269- 4.75% |
$89.2K - $97.6K
|
5.4K
$2.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-271- 11.31% |
$89.9K - $98.3K
|
2.13K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-272- 3.47% |
$90.2K - $98.6K
|
7.58K
$3.63M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-273- 2.61% |
$90.6K - $99K
|
10.2K
$4.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-276- 2.92% |
$91.6K - $100K
|
9.17K
$4.39M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-276- 4.41% |
$91.6K - $100K
|
5.98K
$2.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-276- 1.5% |
$91.6K - $100K
|
18.1K
$8.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-277- 0.36% |
$91.9K - $100K
|
76.1K
$36.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-277- 29.63% |
$91.9K - $100K
|
658
$315K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-279- 3.45% |
$92.5K - $101K
|
7.81K
$3.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-279- 6.27% |
$92.5K - $101K
|
4.17K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-280- 0.29% |
$92.9K - $102K
|
96K
$46M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-281- 32.15% |
$93.2K - $102K
|
593
$284K
|
|
|
Jan 16, 2024
Q4 2023
|
Penbrook Management LLC
|
SELL
|
- |
-282- 7.07% |
$93.5K - $102K
|
3.71K
$1.77M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-283- 2.8% |
$93.9K - $103K
|
9.83K
$4.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-284- 0.83% |
$94.2K - $103K
|
33.7K
$16.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-285- 0.75% |
$94.5K - $103K
|
37.8K
$18.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-285- 1.4% |
$94.5K - $103K
|
20.1K
$9.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-285- 1.09% |
$94.5K - $103K
|
25.8K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-285- 0.32% |
$94.5K - $103K
|
90K
$43.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-286- 1.25% |
$94.9K - $104K
|
22.6K
$10.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Weybosset Research & Management LLC
|
SELL
|
- |
-286- 0.72% |
$94.9K - $104K
|
39.2K
$18.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-286- 1.88% |
$94.9K - $104K
|
14.9K
$7.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-286- 6.92% |
$94.9K - $104K
|
3.85K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-288- 1.43% |
$95.5K - $104K
|
19.9K
$9.52M
|
|
|
Jan 09, 2024
Q4 2023
|
Sl Advisors, LLC
|
SELL
|
- |
-289- 5.49% |
$95.9K - $105K
|
4.98K
$2.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
SELL
|
- |
-289- 0.13% |
$95.9K - $105K
|
217K
$104M
|
|
|
Feb 02, 2024
Q4 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-290- 0.92% |
$96.2K - $105K
|
31.2K
$14.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-290- 4.94% |
$96.2K - $105K
|
5.58K
$2.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Page Arthur B
|
SELL
|
- |
-290- 18.65% |
$96.2K - $105K
|
1.27K
$605K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-291- 14.33% |
$96.5K - $106K
|
1.74K
$833K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-292- 2.21% |
$96.9K - $106K
|
12.9K
$6.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-292- 4.46% |
$96.9K - $106K
|
6.25K
$2.99M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-293- 1.49% |
$97.2K - $106K
|
19.4K
$9.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-293- 3.61% |
$97.2K - $106K
|
7.83K
$3.75M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-294- 0.45% |
$97.5K - $107K
|
64.5K
$30.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-294- 9.58% |
$97.5K - $107K
|
2.78K
$1.33M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-295- 13.68% |
$97.9K - $107K
|
1.86K
$891K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-296- 87.06% |
$98.2K - $107K
|
44
$21.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-296- 0.88% |
$98.2K - $107K
|
33.2K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-296- 76.29% |
$98.2K - $107K
|
92
$44K
|