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 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-5- 0.1% |
$1.66K - $1.81K
|
5.14K
$2.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-5- 0.63% |
$1.66K - $1.81K
|
791
$379K
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-6- 0.07% |
$1.99K - $2.18K
|
8.17K
$3.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-6- 0.03% |
$1.99K - $2.18K
|
17.8K
$8.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-6- 0.18% |
$1.99K - $2.18K
|
3.35K
$1.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.3% |
$1.99K - $2.18K
|
2.01K
$961K
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-6- 0.17% |
$1.99K - $2.18K
|
3.5K
$1.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-6- 0.47% |
$1.99K - $2.18K
|
1.26K
$604K
|
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-6- 0.38% |
$1.99K - $2.18K
|
1.58K
$757K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-6- 0.01% |
$1.99K - $2.18K
|
59.3K
$28.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Bruni J V & CO
|
SELL
|
- |
-6- 0.17% |
$1.99K - $2.18K
|
3.49K
$1.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-6- 0.05% |
$1.99K - $2.18K
|
11.2K
$5.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-6- 0.2% |
$1.99K - $2.18K
|
2.94K
$1.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-6- 0.79% |
$1.99K - $2.18K
|
755
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-6- 0.85% |
$1.99K - $2.18K
|
698
$334K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-7- 0.38% |
$2.32K - $2.54K
|
1.81K
$867K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7- -0.0% |
$2.32K - $2.54K
|
146K
$70M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-7- 0.42% |
$2.32K - $2.54K
|
1.67K
$801K
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-7- 0.02% |
$2.32K - $2.54K
|
44.7K
$21.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-7- 0.28% |
$2.32K - $2.54K
|
2.47K
$1.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-8- 0.52% |
$2.65K - $2.9K
|
1.53K
$731K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-8- 0.08% |
$2.65K - $2.9K
|
9.77K
$4.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-8- 0.49% |
$2.65K - $2.9K
|
1.62K
$777K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-8- 0.03% |
$2.65K - $2.9K
|
28.2K
$13.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8- 0.29% |
$2.65K - $2.9K
|
2.73K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-8- 0.13% |
$2.65K - $2.9K
|
5.93K
$2.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-9- 0.44% |
$2.99K - $3.26K
|
2.03K
$974K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-9- 0.07% |
$2.99K - $3.26K
|
13.7K
$6.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-9- 0.25% |
$2.99K - $3.26K
|
3.62K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-9- 0.69% |
$2.99K - $3.26K
|
1.3K
$623K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-10- 0.25% |
$3.32K - $3.63K
|
3.93K
$1.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-10- 0.16% |
$3.32K - $3.63K
|
6.42K
$3.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-10- 0.1% |
$3.32K - $3.63K
|
10.3K
$4.92M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-10- 0.36% |
$3.32K - $3.63K
|
2.79K
$1.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-10- 1.58% |
$3.32K - $3.63K
|
624
$299K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
SELL
|
- |
-10- 1.23% |
$3.32K - $3.63K
|
800
$383K
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-10- 0.68% |
$3.32K - $3.63K
|
1.46K
$698K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-10- 2.96% |
$3.32K - $3.63K
|
328
$157K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-10- 0.39% |
$3.32K - $3.63K
|
2.58K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-10- 0.93% |
$3.32K - $3.63K
|
1.07K
$512K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-10- 0.08% |
$3.32K - $3.63K
|
12.1K
$5.81M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-10- 1.23% |
$3.32K - $3.63K
|
803
$384K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-11- 4.3% |
$3.65K - $3.99K
|
245
$117K
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-11- 0.31% |
$3.65K - $3.99K
|
3.59K
$1.72M
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-11- 0.19% |
$3.65K - $3.99K
|
5.89K
$2.82M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-11- 1.62% |
$3.65K - $3.99K
|
666
$319K
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-11- 0.87% |
$3.65K - $3.99K
|
1.25K
$599K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-11- 0.76% |
$3.65K - $3.99K
|
1.44K
$687K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-11- 0.24% |
$3.65K - $3.99K
|
4.54K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-11- 4.51% |
$3.65K - $3.99K
|
233
$112K
|