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
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-297- 2.55% |
$98.5K - $108K
|
11.3K
$5.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-297- 1.65% |
$98.5K - $108K
|
17.7K
$8.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-298- 5.77% |
$98.8K - $108K
|
4.87K
$2.35M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-299- 4.27% |
$99.2K - $108K
|
6.7K
$3.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-300- 0.95% |
$99.5K - $109K
|
31.2K
$15.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-300- 3.67% |
$99.5K - $109K
|
7.87K
$3.8M
|
|
|
Feb 14, 2024
Q4 2023
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-300- 19.95% |
$99.5K - $109K
|
1.2K
$582K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-300- 83.57% |
$99.5K - $109K
|
59
$28.5K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-300- 32.86% |
$99.5K - $109K
|
613
$296K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-300- 20.69% |
$99.5K - $109K
|
1.15K
$555K
|
|
|
Feb 05, 2024
Q4 2023
|
Arnhold LLC
|
SELL
|
- |
-303- 0.8% |
$101K - $110K
|
37.7K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-303- 0.91% |
$101K - $110K
|
33K
$15.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-305- 0.53% |
$101K - $111K
|
56.7K
$27.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-305- 10.62% |
$101K - $111K
|
2.57K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-305- 48.64% |
$101K - $111K
|
322
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-306- 2.28% |
$102K - $111K
|
13.1K
$6.33M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-307- 0.92% |
$102K - $111K
|
33K
$15.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Investment Management Associates Inc
|
SELL
|
- |
-308- 2.72% |
$102K - $112K
|
11K
$5.33M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-310- 4.23% |
$103K - $112K
|
7.03K
$3.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-311- 34.52% |
$103K - $113K
|
590
$285K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-312- 5.01% |
$103K - $113K
|
5.91K
$2.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-315- 5.93% |
$104K - $114K
|
5K
$2.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-317- 3.33% |
$105K - $115K
|
9.19K
$4.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-320- 0.94% |
$106K - $116K
|
33.8K
$16.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-321- 19.38% |
$106K - $116K
|
1.34K
$645K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-322- 0.62% |
$107K - $117K
|
51.4K
$24.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-322- 15.15% |
$107K - $117K
|
1.8K
$871K
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-323- 3.44% |
$107K - $117K
|
9.06K
$4.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-325- 2.8% |
$108K - $118K
|
11.3K
$5.44M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-330- 2.44% |
$109K - $120K
|
13.2K
$6.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-330- 4.03% |
$109K - $120K
|
7.86K
$3.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-332- 4.87% |
$110K - $120K
|
6.49K
$3.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-335- 5.24% |
$111K - $121K
|
6.06K
$2.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-335- 1.59% |
$111K - $121K
|
20.8K
$10M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-337- 0.48% |
$112K - $122K
|
69.2K
$33.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-338- 6.08% |
$112K - $123K
|
5.23K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-339- 0.2% |
$112K - $123K
|
170K
$82.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-340- 3.29% |
$113K - $123K
|
10K
$4.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-341- 3.78% |
$113K - $124K
|
8.68K
$4.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-343- 1.31% |
$114K - $124K
|
25.7K
$12.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-344- 0.59% |
$114K - $125K
|
57.6K
$27.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-344- 9.64% |
$114K - $125K
|
3.23K
$1.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-346- 5.61% |
$115K - $125K
|
5.82K
$2.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-347- 0.66% |
$115K - $126K
|
52K
$25.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-350- 12.62% |
$116K - $127K
|
2.42K
$1.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-350- 23.51% |
$116K - $127K
|
1.14K
$550K
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
SELL
|
- |
-350- 3.71% |
$116K - $127K
|
9.08K
$4.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-351- 13.26% |
$116K - $127K
|
2.3K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-351- 3.41% |
$116K - $127K
|
9.93K
$4.8M
|
|
|
Feb 12, 2024
Q4 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-353- 2.83% |
$117K - $128K
|
12.1K
$5.85M
|