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 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-501- 17.32% |
$166K - $182K
|
2.39K
$1.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-505- 1.03% |
$168K - $183K
|
48.5K
$25.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-508- 13.52% |
$169K - $184K
|
3.25K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-508- 2.18% |
$169K - $184K
|
22.8K
$11.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-515- 25.22% |
$171K - $187K
|
1.53K
$797K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-516- 1.47% |
$171K - $187K
|
34.5K
$18M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-518- 0.84% |
$172K - $188K
|
61.1K
$31.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-521- 6.25% |
$173K - $189K
|
7.81K
$4.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-526- 0.91% |
$174K - $191K
|
57.1K
$29.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Marsico Capital Management LLC
Denver, CO |
SELL
|
- |
-527- 20.62% |
$175K - $191K
|
2.03K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-528- 0.37% |
$175K - $191K
|
143K
$74.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-529- 14.78% |
$175K - $192K
|
3.05K
$1.59M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-529- 6.38% |
$175K - $192K
|
7.76K
$4.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-530- 1.88% |
$176K - $192K
|
27.6K
$14.4M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-534- 8.11% |
$177K - $194K
|
6.05K
$3.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-540- 2.93% |
$179K - $196K
|
17.9K
$9.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-540- 4.91% |
$179K - $196K
|
10.5K
$5.46M
|
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-542- 0.33% |
$180K - $197K
|
166K
$86.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-543- 3.73% |
$180K - $197K
|
14K
$7.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-543- 0.32% |
$180K - $197K
|
168K
$87.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-547- 18.89% |
$181K - $198K
|
2.35K
$1.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-548- 1.79% |
$182K - $199K
|
30.1K
$15.7M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-548- 0.77% |
$182K - $199K
|
71.1K
$37.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-549- 18.9% |
$182K - $199K
|
2.36K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-549- 19.31% |
$182K - $199K
|
2.29K
$1.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-550- 6.08% |
$182K - $199K
|
8.5K
$4.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Chuck Akre
Akre Capital Management LLC | Middleburg, Va
|
SELL
|
- |
-550- 3.21% |
$182K - $199K
|
16.6K
$8.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-550- 4.72% |
$182K - $199K
|
11.1K
$5.79M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-555- 14.92% |
$184K - $201K
|
3.17K
$1.65M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-560- 5.15% |
$186K - $203K
|
10.3K
$5.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-560- 3.61% |
$186K - $203K
|
15K
$7.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-560- 23.48% |
$186K - $203K
|
1.83K
$952K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-563- 31.24% |
$187K - $204K
|
1.24K
$647K
|
|
|
Jan 29, 2024
Q4 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-565- 0.94% |
$187K - $205K
|
59.5K
$31M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-565- 2.09% |
$187K - $205K
|
26.5K
$13.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-566- 8.14% |
$188K - $205K
|
6.39K
$3.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-568- 11.37% |
$188K - $206K
|
4.43K
$2.31M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-570- 42.57% |
$189K - $207K
|
769
$401K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-571- 11.34% |
$189K - $207K
|
4.46K
$2.33M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-573- 13.37% |
$190K - $208K
|
3.71K
$1.94M
|
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-575- 6.28% |
$191K - $209K
|
8.58K
$4.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-579- 19.59% |
$192K - $210K
|
2.38K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-581- 8.54% |
$193K - $211K
|
6.22K
$3.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-582- 11.26% |
$193K - $211K
|
4.59K
$2.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-582- 1.53% |
$193K - $211K
|
37.4K
$19.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-583- 18.1% |
$193K - $211K
|
2.64K
$1.38M
|
|
|
Jan 26, 2024
Q4 2023
|
Asset Management Advisors, LLC
|
SELL
|
- |
-587- 0.51% |
$195K - $213K
|
114K
$59.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-588- 2.16% |
$195K - $213K
|
26.6K
$13.9M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-589- 5.23% |
$195K - $214K
|
10.7K
$5.57M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-597- 6.0% |
$198K - $217K
|
9.36K
$4.88M
|