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 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-247- 0.73% |
$81.9K - $89.6K
|
33.5K
$16.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-248- 9.47% |
$82.3K - $89.9K
|
2.37K
$1.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-248- 3.99% |
$82.3K - $89.9K
|
5.97K
$2.86M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-248- 2.96% |
$82.3K - $89.9K
|
8.12K
$3.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Qv Investors Inc.
|
SELL
|
- |
-250- 2.25% |
$82.9K - $90.7K
|
10.9K
$5.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-250- 21.44% |
$82.9K - $90.7K
|
916
$439K
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-250- 11.74% |
$82.9K - $90.7K
|
1.88K
$900K
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-251- 20.78% |
$83.3K - $91K
|
957
$458K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-252- 11.15% |
$83.6K - $91.4K
|
2.01K
$961K
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-252- 3.23% |
$83.6K - $91.4K
|
7.54K
$3.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-254- 1.52% |
$84.3K - $92.1K
|
16.4K
$7.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-254- 0.48% |
$84.3K - $92.1K
|
53K
$25.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-255- 18.46% |
$84.6K - $92.5K
|
1.13K
$539K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-257- 8.09% |
$85.2K - $93.2K
|
2.92K
$1.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-260- 4.58% |
$86.2K - $94.3K
|
5.42K
$2.59M
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-261- 3.41% |
$86.6K - $94.7K
|
7.38K
$3.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-262- 1.92% |
$86.9K - $95K
|
13.4K
$6.4M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-263- 11.64% |
$87.2K - $95.4K
|
2K
$956K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-264- 0.27% |
$87.6K - $95.7K
|
97.1K
$46.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-264- 0.7% |
$87.6K - $95.7K
|
37.4K
$17.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-264- 1.41% |
$87.6K - $95.7K
|
18.5K
$8.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-266- 1.93% |
$88.2K - $96.5K
|
13.5K
$6.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-268- 1.74% |
$88.9K - $97.2K
|
15.1K
$7.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-268- 1.02% |
$88.9K - $97.2K
|
25.9K
$12.4M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-269- 2.55% |
$89.2K - $97.6K
|
10.3K
$4.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-269- 4.75% |
$89.2K - $97.6K
|
5.4K
$2.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-271- 11.31% |
$89.9K - $98.3K
|
2.13K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-272- 3.47% |
$90.2K - $98.6K
|
7.58K
$3.63M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-273- 2.61% |
$90.6K - $99K
|
10.2K
$4.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-276- 2.92% |
$91.6K - $100K
|
9.17K
$4.39M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-276- 4.41% |
$91.6K - $100K
|
5.98K
$2.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-276- 1.5% |
$91.6K - $100K
|
18.1K
$8.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-277- 0.36% |
$91.9K - $100K
|
76.1K
$36.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-277- 29.63% |
$91.9K - $100K
|
658
$315K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-279- 3.45% |
$92.5K - $101K
|
7.81K
$3.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-279- 6.27% |
$92.5K - $101K
|
4.17K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-280- 0.29% |
$92.9K - $102K
|
96K
$46M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-281- 32.15% |
$93.2K - $102K
|
593
$284K
|
|
|
Jan 16, 2024
Q4 2023
|
Penbrook Management LLC
|
SELL
|
- |
-282- 7.07% |
$93.5K - $102K
|
3.71K
$1.77M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-283- 2.8% |
$93.9K - $103K
|
9.83K
$4.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-284- 0.83% |
$94.2K - $103K
|
33.7K
$16.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-285- 0.75% |
$94.5K - $103K
|
37.8K
$18.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-285- 1.4% |
$94.5K - $103K
|
20.1K
$9.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-285- 1.09% |
$94.5K - $103K
|
25.8K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-285- 0.32% |
$94.5K - $103K
|
90K
$43.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-286- 1.25% |
$94.9K - $104K
|
22.6K
$10.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Weybosset Research & Management LLC
|
SELL
|
- |
-286- 0.72% |
$94.9K - $104K
|
39.2K
$18.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-286- 1.88% |
$94.9K - $104K
|
14.9K
$7.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-286- 6.92% |
$94.9K - $104K
|
3.85K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-288- 1.43% |
$95.5K - $104K
|
19.9K
$9.52M
|