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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.44K- 2.15% |
$810K - $886K
|
111K
$53.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.45K- 21.73% |
$812K - $888K
|
8.82K
$4.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-2.46K- 8.34% |
$814K - $890K
|
27K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-2.46K- 2.24% |
$816K - $892K
|
108K
$51.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.47K- 46.59% |
$820K - $896K
|
2.83K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.5K- 0.96% |
$829K - $906K
|
256K
$123M
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-2.53K- 33.24% |
$839K - $917K
|
5.08K
$2.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.54K- 10.54% |
$842K - $920K
|
21.5K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Menlo Advisors LLC
|
SELL
|
- |
-2.55K- 3.69% |
$844K - $923K
|
66.4K
$31.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.59KClosed |
$860K - $940K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-2.63K- 1.59% |
$872K - $954K
|
162K
$77.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.63K- 10.89% |
$873K - $955K
|
21.5K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-2.63K- 9.77% |
$873K - $955K
|
24.3K
$11.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-2.64K- 11.15% |
$876K - $958K
|
21.1K
$10.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.66K- 45.24% |
$883K - $965K
|
3.22K
$1.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.67K- 1.85% |
$885K - $967K
|
142K
$67.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Steginsky Capital LLC
|
SELL
|
- |
-2.67K- 3.78% |
$885K - $967K
|
67.9K
$32.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.67K- 8.83% |
$887K - $969K
|
27.6K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.68K- 1.14% |
$890K - $973K
|
232K
$111M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.7K- 4.12% |
$895K - $978K
|
62.7K
$30M
|
|
|
Feb 05, 2024
Q4 2023
|
Brooktree Capital Management
|
SELL
|
- |
-2.72K- 10.48% |
$904K - $988K
|
23.3K
$11.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.74K- 1.0% |
$907K - $992K
|
271K
$130M
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-2.75K- 55.95% |
$911K - $996K
|
2.16K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-2.75K- 50.0% |
$912K - $997K
|
2.75K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.75K- 1.64% |
$913K - $998K
|
165K
$79M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.78K- 8.43% |
$922K - $1.01M
|
30.2K
$14.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.79K- 1.94% |
$924K - $1.01M
|
141K
$67.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.86K- 4.66% |
$949K - $1.04M
|
58.6K
$28M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.89K- 9.59% |
$958K - $1.05M
|
27.2K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
SELL
|
- |
-2.91K- 3.4% |
$966K - $1.06M
|
82.8K
$39.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.92K- 1.21% |
$970K - $1.06M
|
239K
$114M
|
|
|
Feb 13, 2024
Q4 2023
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-2.93K- 2.02% |
$973K - $1.06M
|
142K
$68.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.96K- 38.86% |
$981K - $1.07M
|
4.65K
$2.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-2.98K- 6.8% |
$988K - $1.08M
|
40.8K
$19.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3K- 2.65% |
$995K - $1.09M
|
110K
$52.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-3.02K- 31.84% |
$1M - $1.1M
|
6.47K
$3.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-3.03K- 30.09% |
$1.01M - $1.1M
|
7.04K
$3.37M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-3.1K- 0.84% |
$1.03M - $1.12M
|
365K
$175M
|
|
|
Feb 14, 2024
Q4 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-3.13K- 2.01% |
$1.04M - $1.13M
|
152K
$72.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-3.17K- 52.33% |
$1.05M - $1.15M
|
2.89K
$1.38M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.18K- 21.56% |
$1.05M - $1.15M
|
11.6K
$5.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.21K- 1.46% |
$1.06M - $1.16M
|
217K
$104M
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-3.24K- 4.14% |
$1.08M - $1.18M
|
75K
$35.9M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.28K- 25.32% |
$1.09M - $1.19M
|
9.68K
$4.63M
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-3.33K- 61.19% |
$1.1M - $1.21M
|
2.11K
$1.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.33K- 15.03% |
$1.11M - $1.21M
|
18.8K
$9.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
SELL
|
- |
-3.37K- 4.47% |
$1.12M - $1.22M
|
72K
$34.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-3.37K- 1.96% |
$1.12M - $1.22M
|
169K
$80.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-3.42K- 58.75% |
$1.13M - $1.24M
|
2.4K
$1.15M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3.43K- 89.13% |
$1.14M - $1.24M
|
418
$200K
|