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 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.66K- 14.03% |
$550K - $602K
|
10.2K
$4.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.66K- 4.77% |
$551K - $602K
|
33.2K
$15.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.68K- 0.85% |
$557K - $609K
|
195K
$93.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-1.69K- 1.36% |
$561K - $614K
|
123K
$58.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-1.7K- 6.43% |
$565K - $618K
|
24.8K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-1.7K- 1.66% |
$565K - $618K
|
101K
$48.5M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.71K- 4.43% |
$567K - $620K
|
36.9K
$17.7M
|
|
|
Jan 19, 2024
Q4 2023
|
New Capital Management LP
|
SELL
|
- |
-1.71K- 1.54% |
$567K - $620K
|
109K
$52.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.74K- 2.97% |
$576K - $630K
|
56.7K
$27.2M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.74K- 29.11% |
$577K - $630K
|
4.23K
$2.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-1.74K- 19.22% |
$577K - $631K
|
7.31K
$3.51M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.74K- 3.6% |
$577K - $631K
|
46.6K
$22.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.76K- 12.95% |
$585K - $640K
|
11.9K
$5.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.77K- 18.94% |
$588K - $643K
|
7.59K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.78K- 12.3% |
$590K - $645K
|
12.7K
$6.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.79K- 17.55% |
$595K - $651K
|
8.43K
$4.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.82K- 12.08% |
$603K - $659K
|
13.2K
$6.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.82K- 60.09% |
$604K - $661K
|
1.21K
$580K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.83K- 7.09% |
$606K - $662K
|
23.9K
$11.5M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.84K- 2.36% |
$611K - $668K
|
76.1K
$36.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.85K- 0.29% |
$614K - $671K
|
633K
$304M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.87K- 5.32% |
$619K - $677K
|
33.2K
$15.9M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.87K- 3.39% |
$620K - $678K
|
53.2K
$25.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.88K- 3.36% |
$623K - $681K
|
54K
$25.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.9K- 6.56% |
$631K - $689K
|
27.1K
$13M
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
SELL
|
- |
-1.91K- 11.78% |
$632K - $691K
|
14.3K
$6.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-1.92K- 9.69% |
$637K - $696K
|
17.9K
$8.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-1.94K- 6.86% |
$644K - $704K
|
26.3K
$12.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.95K- 24.11% |
$646K - $706K
|
6.13K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-1.96K- 55.11% |
$651K - $712K
|
1.6K
$766K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.97K- 1.17% |
$652K - $713K
|
166K
$79.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-1.98K- 11.69% |
$658K - $720K
|
15K
$7.19M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.99K- 4.35% |
$660K - $722K
|
43.8K
$21M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-2K- 12.31% |
$663K - $725K
|
14.2K
$6.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-2K- 1.27% |
$663K - $725K
|
156K
$74.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2K- 40.0% |
$663K - $725K
|
3K
$1.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Account Management LLC
|
SELL
|
- |
-2K- 3.62% |
$663K - $725K
|
53.2K
$25.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Ruffer LLP
|
SELL
|
- |
-2.01K- 3.69% |
$665K - $727K
|
52.3K
$25.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-2.01K- 1.69% |
$665K - $728K
|
117K
$55.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-2.02K- 1.97% |
$670K - $733K
|
101K
$48.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Stack Financial Management, Inc
|
SELL
|
- |
-2.03K- 1.59% |
$672K - $735K
|
125K
$60.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.04K- 2.81% |
$677K - $740K
|
70.5K
$33.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.06K- 6.35% |
$684K - $747K
|
30.4K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-2.06K- 1.32% |
$685K - $749K
|
155K
$74.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-2.07K- 26.07% |
$687K - $751K
|
5.87K
$2.82M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-2.1K- 11.87% |
$696K - $761K
|
15.6K
$7.47M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-2.11K- 9.68% |
$699K - $765K
|
19.7K
$9.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.11K- 2.67% |
$700K - $766K
|
76.8K
$36.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.12K- 10.85% |
$703K - $769K
|
17.4K
$8.36M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.14K- 4.57% |
$709K - $775K
|
44.6K
$21.4M
|