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 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.83K- 1.26% |
$1.93M - $2.11M
|
455K
$218M
|
|
|
Feb 09, 2024
Q4 2023
|
Pacifica Capital Investments, LLC
|
SELL
|
- |
-5.88K- 2.61% |
$1.95M - $2.13M
|
219K
$105M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.91K- 11.03% |
$1.96M - $2.14M
|
47.7K
$22.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.92K- 14.2% |
$1.97M - $2.15M
|
35.8K
$17.1M
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-6.08K- 39.61% |
$2.02M - $2.2M
|
9.27K
$4.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-6.12K- 50.12% |
$2.03M - $2.22M
|
6.09K
$2.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-6.13K- 3.02% |
$2.03M - $2.22M
|
197K
$94.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.22K- 13.88% |
$2.06M - $2.25M
|
38.6K
$18.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.3K- 5.25% |
$2.09M - $2.29M
|
114K
$54.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-6.41K- 4.89% |
$2.13M - $2.32M
|
125K
$59.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-6.42K- 5.65% |
$2.13M - $2.33M
|
107K
$51.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-6.44K- 7.92% |
$2.14M - $2.33M
|
74.9K
$35.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-6.55K- 8.95% |
$2.17M - $2.38M
|
66.7K
$31.9M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-6.59K- 4.08% |
$2.19M - $2.39M
|
155K
$74.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-6.68K- 2.93% |
$2.22M - $2.42M
|
221K
$106M
|
|
|
Jan 23, 2024
Q4 2023
|
Defender Capital, Llc.
|
SELL
|
- |
-6.69K- 5.61% |
$2.22M - $2.42M
|
112K
$53.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6.73K- 6.84% |
$2.23M - $2.44M
|
91.7K
$43.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.74K- 1.72% |
$2.23M - $2.44M
|
385K
$184M
|
|
|
Feb 14, 2024
Q4 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-6.74K- 2.59% |
$2.24M - $2.44M
|
253K
$121M
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-6.84K- 84.09% |
$2.27M - $2.48M
|
1.3K
$620K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-6.9K- 64.01% |
$2.29M - $2.5M
|
3.88K
$1.86M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-6.95K- 18.35% |
$2.31M - $2.52M
|
31K
$14.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-7.04K- 99.9% |
$2.33M - $2.55M
|
7
$3.35K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.16K- 10.88% |
$2.37M - $2.6M
|
58.7K
$28.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-7.16K- 0.95% |
$2.38M - $2.6M
|
747K
$357M
|
|
|
Feb 14, 2024
Q4 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-7.29K- 74.7% |
$2.42M - $2.64M
|
2.47K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-7.31K- 71.09% |
$2.43M - $2.65M
|
2.97K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-7.39K- 18.88% |
$2.45M - $2.68M
|
31.8K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-7.48K- 2.54% |
$2.48M - $2.71M
|
287K
$137M
|
|
|
Feb 12, 2024
Q4 2023
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-7.5K- 2.07% |
$2.49M - $2.72M
|
354K
$170M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7.52K- 62.69% |
$2.49M - $2.73M
|
4.47K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-7.66K- 21.29% |
$2.54M - $2.78M
|
28.3K
$13.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-7.69K- 2.46% |
$2.55M - $2.79M
|
304K
$146M
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-7.76K- 48.14% |
$2.57M - $2.82M
|
8.36K
$4M
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-7.77K- 18.59% |
$2.58M - $2.82M
|
34K
$16.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-7.81K- 2.95% |
$2.59M - $2.83M
|
257K
$123M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.35K- 15.19% |
$2.77M - $3.03M
|
46.6K
$22.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-8.43K- 3.2% |
$2.8M - $3.06M
|
255K
$122M
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-8.55K- 0.17% |
$2.84M - $3.1M
|
5.04M
$2.41B
|
|
|
Feb 07, 2024
Q4 2023
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-8.55K- 57.6% |
$2.84M - $3.1M
|
6.3K
$3.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-8.64K- 0.63% |
$2.87M - $3.13M
|
1.36M
$649M
|
|
|
Feb 08, 2024
Q4 2023
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-8.68K- 5.34% |
$2.88M - $3.15M
|
154K
$73.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-8.77K- 32.35% |
$2.91M - $3.18M
|
18.3K
$8.78M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-8.84K- 32.4% |
$2.93M - $3.21M
|
18.4K
$8.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-8.86K- 63.71% |
$2.94M - $3.21M
|
5.05K
$2.42M
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-9.16K- 90.85% |
$3.04M - $3.32M
|
922
$441K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-9.2K- 4.55% |
$3.05M - $3.33M
|
193K
$92.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-9.25K- 28.97% |
$3.07M - $3.35M
|
22.7K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-9.32K- 2.07% |
$3.09M - $3.38M
|
442K
$211M
|
|
|
Feb 02, 2024
Q4 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-9.32K- 1.34% |
$3.09M - $3.38M
|
684K
$327M
|