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
|
Sciencast Management LP
|
SELL
|
- |
-1.03K- 19.15% |
$342K - $374K
|
4.36K
$2.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1.05K- 9.22% |
$347K - $379K
|
10.3K
$4.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.05K- 0.44% |
$347K - $379K
|
237K
$114M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 1.72% |
$348K - $380K
|
59.8K
$28.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.07K- 12.01% |
$353K - $386K
|
7.8K
$3.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.07K- 1.69% |
$354K - $387K
|
62.1K
$29.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.07K- 1.83% |
$354K - $387K
|
57.1K
$27.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-1.07K- 4.84% |
$356K - $389K
|
21.1K
$10.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-1.08K- 63.57% |
$357K - $390K
|
616
$295K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-1.08K- 2.56% |
$359K - $392K
|
41.1K
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.09K- 8.17% |
$360K - $394K
|
12.2K
$5.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-1.09K- 3.82% |
$363K - $397K
|
27.6K
$13.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-1.1K- 37.14% |
$364K - $397K
|
1.86K
$888K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.1K- 0.1% |
$364K - $398K
|
1.07M
$511M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.11K- 3.56% |
$367K - $401K
|
30K
$14.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-1.12K- 0.98% |
$370K - $404K
|
112K
$53.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.12K- 42.57% |
$371K - $405K
|
1.51K
$721K
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.12K- 2.59% |
$371K - $405K
|
42K
$20.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-1.12K- 1.55% |
$372K - $406K
|
70.9K
$33.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.12K- 5.63% |
$372K - $407K
|
18.8K
$8.99M
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.12K- 4.51% |
$373K - $408K
|
23.8K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.13K- 3.65% |
$373K - $408K
|
29.7K
$14.2M
|
|
|
Feb 27, 2024
Q4 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-1.15K- 6.45% |
$382K - $418K
|
16.7K
$8.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.15K- 8.5% |
$383K - $419K
|
12.4K
$5.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.16K- 0.31% |
$384K - $420K
|
376K
$180M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.16K- 57.53% |
$384K - $420K
|
855
$409K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.17K- 0.52% |
$387K - $423K
|
221K
$106M
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.17K- 50.49% |
$389K - $426K
|
1.15K
$551K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.19K- 12.9% |
$393K - $430K
|
8K
$3.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.19K- 39.93% |
$394K - $431K
|
1.79K
$855K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.19K- 0.15% |
$394K - $431K
|
796K
$381M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-1.19K- 59.67% |
$394K - $431K
|
803
$384K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.19K- 45.76% |
$395K - $432K
|
1.41K
$676K
|
|
|
Feb 13, 2024
Q4 2023
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-1.2K- 1.04% |
$397K - $434K
|
113K
$54.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenbrier Partners Capital Management, LLC
|
SELL
|
- |
-1.2K- 1.32% |
$398K - $435K
|
89.4K
$42.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-1.2K- 53.96% |
$398K - $435K
|
1.02K
$490K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-1.2K- 7.65% |
$398K - $435K
|
14.5K
$6.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.21K- 95.19% |
$400K - $438K
|
61
$29.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-1.21K- 0.21% |
$402K - $440K
|
575K
$275M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.22K- 18.26% |
$404K - $441K
|
5.45K
$2.61M
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-1.22K- 0.8% |
$405K - $442K
|
152K
$72.6M
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
SELL
|
- |
-1.22K- 2.51% |
$405K - $443K
|
47.5K
$22.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 5.7% |
$405K - $443K
|
20.2K
$9.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.23K- 8.21% |
$407K - $445K
|
13.7K
$6.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.23K- 4.11% |
$409K - $447K
|
28.8K
$13.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-1.23K- 14.78% |
$409K - $447K
|
7.1K
$3.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.24K- 54.58% |
$411K - $450K
|
1.03K
$494K
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
SELL
|
- |
-1.24K- 2.25% |
$412K - $451K
|
53.9K
$25.8M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.24K- 4.68% |
$412K - $451K
|
25.3K
$12.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Clio Asset Management LLC
Charlottesville, VA |
SELL
|
- |
-1.26K- 4.66% |
$417K - $456K
|
25.7K
$12.3M
|