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 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-58- 3.54% |
$19.2K - $21K
|
1.58K
$757K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-58- 2.21% |
$19.2K - $21K
|
2.56K
$1.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-59- 0.31% |
$19.6K - $21.4K
|
19.1K
$9.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-59- 0.63% |
$19.6K - $21.4K
|
9.29K
$4.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-60- 2.77% |
$19.9K - $21.8K
|
2.1K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-60- 0.3% |
$19.9K - $21.8K
|
19.7K
$9.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-60- 1.04% |
$19.9K - $21.8K
|
5.72K
$2.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-60- 1.03% |
$19.9K - $21.8K
|
5.76K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-60- 0.72% |
$19.9K - $21.8K
|
8.28K
$3.96M
|
|
|
Jan 23, 2024
Q4 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-61- 0.06% |
$20.2K - $22.1K
|
108K
$51.6M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-61- 3.36% |
$20.2K - $22.1K
|
1.76K
$841K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-62- 2.16% |
$20.6K - $22.5K
|
2.81K
$1.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-62- 3.49% |
$20.6K - $22.5K
|
1.71K
$820K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-62- 2.11% |
$20.6K - $22.5K
|
2.88K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-62- 5.62% |
$20.6K - $22.5K
|
1.04K
$498K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-63- 0.59% |
$20.9K - $22.8K
|
10.7K
$5.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-64- 0.52% |
$21.2K - $23.2K
|
12.3K
$5.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-64- 4.82% |
$21.2K - $23.2K
|
1.26K
$605K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-64- 0.36% |
$21.2K - $23.2K
|
17.9K
$8.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-65- 1.39% |
$21.6K - $23.6K
|
4.6K
$2.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-65- 4.41% |
$21.6K - $23.6K
|
1.41K
$674K
|
|
|
Feb 15, 2024
Q4 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-65- 1.42% |
$21.6K - $23.6K
|
4.51K
$2.16M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-65- 0.66% |
$21.6K - $23.6K
|
9.82K
$4.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-67- 1.95% |
$22.2K - $24.3K
|
3.37K
$1.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
SELL
|
- |
-68- 0.71% |
$22.6K - $24.7K
|
9.56K
$4.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-69- 1.96% |
$22.9K - $25K
|
3.45K
$1.65M
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-69- 0.4% |
$22.9K - $25K
|
17.2K
$8.23M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-69- 0.47% |
$22.9K - $25K
|
14.6K
$7M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-70- 0.98% |
$23.2K - $25.4K
|
7.09K
$3.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-70- 8.89% |
$23.2K - $25.4K
|
717
$343K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-70- 0.36% |
$23.2K - $25.4K
|
19.6K
$9.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-72- 1.87% |
$23.9K - $26.1K
|
3.78K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-72- 4.87% |
$23.9K - $26.1K
|
1.41K
$673K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-73- 1.99% |
$24.2K - $26.5K
|
3.6K
$1.72M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-74- 1.91% |
$24.5K - $26.8K
|
3.79K
$1.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-74- 4.24% |
$24.5K - $26.8K
|
1.67K
$800K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-75- 2.18% |
$24.9K - $27.2K
|
3.36K
$1.61M
|
|
|
Jan 25, 2024
Q4 2023
|
Beddow Capital Management Inc
|
SELL
|
- |
-75- 0.44% |
$24.9K - $27.2K
|
16.8K
$8.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-75- 0.11% |
$24.9K - $27.2K
|
69K
$33M
|
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
SELL
|
- |
-75- 1.79% |
$24.9K - $27.2K
|
4.12K
$1.97M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-75- 1.31% |
$24.9K - $27.2K
|
5.65K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-77- 0.96% |
$25.5K - $27.9K
|
7.95K
$3.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-78- 6.7% |
$25.9K - $28.3K
|
1.09K
$520K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-78- 0.61% |
$25.9K - $28.3K
|
12.7K
$6.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-78- 0.57% |
$25.9K - $28.3K
|
13.7K
$6.56M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-78- 1.0% |
$25.9K - $28.3K
|
7.69K
$3.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-78- 0.64% |
$25.9K - $28.3K
|
12.1K
$5.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-78- 0.26% |
$25.9K - $28.3K
|
29.4K
$14.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-79- 4.51% |
$26.2K - $28.7K
|
1.67K
$801K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-79- 1.87% |
$26.2K - $28.7K
|
4.14K
$1.98M
|