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 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
2+ 0.11% |
$663 - $725
|
1.78K
$839K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1+ 0.08% |
$332 - $363
|
1.24K
$586K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 0.04% |
$332 - $363
|
2.69K
$1.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1+ 0.14% |
$332 - $363
|
703
$332K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 2.56% |
$332 - $363
|
40
$18.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
1+ 0.1% |
$332 - $363
|
964
$456K
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2024
Q4 2023
|
American Asset Management Inc.
|
SELL
|
- |
-1- 0.1% |
$332 - $363
|
1.05K
$497K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-1- 0.01% |
$332 - $363
|
7.13K
$3.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-1- 0.03% |
$332 - $363
|
3.42K
$1.62M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1- 0.06% |
$332 - $363
|
1.64K
$776K
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-1- 0.01% |
$332 - $363
|
11.3K
$5.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1- 0.05% |
$332 - $363
|
1.85K
$876K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.24% |
$332 - $363
|
417
$197K
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1- 0.06% |
$332 - $363
|
1.73K
$816K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2- 0.05% |
$663 - $725
|
3.87K
$1.83M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-2- 0.01% |
$663 - $725
|
17.7K
$8.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2- 0.25% |
$663 - $725
|
797
$377K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2- 0.25% |
$663 - $725
|
789
$373K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2- 0.12% |
$663 - $725
|
1.63K
$770K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2- 0.17% |
$663 - $725
|
1.19K
$562K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-2- 0.04% |
$663 - $725
|
4.52K
$2.14M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-3- 0.04% |
$995 - $1.09K
|
7.33K
$3.47M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-3- 0.41% |
$995 - $1.09K
|
729
$345K
|
|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
SELL
|
- |
-3- 0.1% |
$995 - $1.09K
|
3.04K
$1.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-3- 0.02% |
$995 - $1.09K
|
14.2K
$6.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-3- 4.0% |
$995 - $1.09K
|
72
$34K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-3- 0.35% |
$995 - $1.09K
|
865
$409K
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-4- 0.1% |
$1.33K - $1.45K
|
4.12K
$1.95M
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-4- 0.07% |
$1.33K - $1.45K
|
5.74K
$2.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-4- 0.09% |
$1.33K - $1.45K
|
4.5K
$2.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-4- 0.12% |
$1.33K - $1.45K
|
3.43K
$1.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-4- 0.12% |
$1.33K - $1.45K
|
3.37K
$1.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4- 0.18% |
$1.33K - $1.45K
|
2.2K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-4- 0.02% |
$1.33K - $1.45K
|
21.2K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4- 0.12% |
$1.33K - $1.45K
|
3.3K
$1.56M
|
|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-4- 0.47% |
$1.33K - $1.45K
|
842
$398K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-5- 0.2% |
$1.66K - $1.81K
|
2.45K
$1.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-5- 0.2% |
$1.66K - $1.81K
|
2.55K
$1.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-5- 0.01% |
$1.66K - $1.81K
|
62.6K
$29.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-5- 0.06% |
$1.66K - $1.81K
|
7.82K
$3.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-5- 0.15% |
$1.66K - $1.81K
|
3.24K
$1.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-5- 0.2% |
$1.66K - $1.81K
|
2.44K
$1.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-5- 0.08% |
$1.66K - $1.81K
|
5.89K
$2.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
SELL
|
- |
-5- 0.44% |
$1.66K - $1.81K
|
1.12K
$529K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-5- 0.76% |
$1.66K - $1.81K
|
649
$307K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-5- 0.1% |
$1.66K - $1.81K
|
5.14K
$2.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-5- 0.63% |
$1.66K - $1.81K
|
791
$374K
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-6- 0.07% |
$1.99K - $2.18K
|
8.17K
$3.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-6- 0.03% |
$1.99K - $2.18K
|
17.8K
$8.39M
|