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 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-601- 3.53% |
$199K - $218K
|
16.4K
$7.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-621- 0.31% |
$206K - $225K
|
200K
$95.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-622- 0.61% |
$206K - $226K
|
101K
$48.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-623- 0.63% |
$207K - $226K
|
97.7K
$46.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-624- 1.36% |
$207K - $226K
|
45.3K
$21.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-627- 5.88% |
$208K - $227K
|
10K
$4.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-628- 0.56% |
$208K - $228K
|
112K
$53.7M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-635- 5.03% |
$211K - $230K
|
12K
$5.74M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-637- 19.89% |
$211K - $231K
|
2.57K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-637- 8.88% |
$211K - $231K
|
6.54K
$3.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-643- 8.48% |
$213K - $233K
|
6.94K
$3.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-646- 5.45% |
$214K - $234K
|
11.2K
$5.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-650- 1.55% |
$216K - $236K
|
41.3K
$19.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-650- 18.68% |
$216K - $236K
|
2.83K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-650- 1.37% |
$216K - $236K
|
46.8K
$22.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-651- 11.11% |
$216K - $236K
|
5.21K
$2.49M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-651- 1.93% |
$216K - $236K
|
33K
$15.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-660- 2.33% |
$219K - $239K
|
27.7K
$13.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-663- 0.51% |
$220K - $240K
|
129K
$61.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Saybrook Capital
|
SELL
|
- |
-664- 0.59% |
$220K - $241K
|
112K
$53.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-664- 2.15% |
$220K - $241K
|
30.2K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-664- 4.34% |
$220K - $241K
|
14.6K
$7M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-664- 19.68% |
$220K - $241K
|
2.71K
$1.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-665- 3.68% |
$221K - $241K
|
17.4K
$8.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-668- 16.4% |
$222K - $242K
|
3.4K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-673- 1.29% |
$223K - $244K
|
51.5K
$24.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-673- 12.79% |
$223K - $244K
|
4.59K
$2.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-674- 1.97% |
$224K - $244K
|
33.5K
$16M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-677- 1.9% |
$225K - $246K
|
35K
$16.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-679- 0.14% |
$225K - $246K
|
497K
$238M
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-679- 1.21% |
$225K - $246K
|
55.3K
$26.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-680- 5.58% |
$226K - $247K
|
11.5K
$5.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-680- 65.01% |
$226K - $247K
|
366
$175K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-680- 13.44% |
$226K - $247K
|
4.38K
$2.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-689- 19.33% |
$229K - $250K
|
2.88K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-690- 45.39% |
$229K - $250K
|
830
$397K
|
|
|
Dec 02, 2024
Q4 2023
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-690- 6.69% |
$229K - $250K
|
9.63K
$4.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-696- 2.75% |
$231K - $252K
|
24.6K
$11.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-696- 19.51% |
$231K - $252K
|
2.87K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-700- 43.75% |
$232K - $254K
|
900
$431K
|
|
|
Feb 08, 2024
Q4 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-701- 4.54% |
$233K - $254K
|
14.7K
$7.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-718- 4.93% |
$238K - $260K
|
13.8K
$6.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-720- 3.1% |
$239K - $261K
|
22.5K
$10.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-730- 0.71% |
$242K - $265K
|
103K
$49.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-733- 1.37% |
$243K - $266K
|
52.9K
$25.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-734- 0.98% |
$243K - $266K
|
74.4K
$35.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-734- 14.8% |
$243K - $266K
|
4.23K
$2.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-738- 3.49% |
$245K - $268K
|
20.4K
$9.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-741- 21.98% |
$246K - $269K
|
2.63K
$1.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-746- 34.52% |
$247K - $271K
|
1.42K
$677K
|