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 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-21- 2.45% |
$6.97K - $7.62K
|
837
$396K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-22- 0.2% |
$7.3K - $7.98K
|
11.1K
$5.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-22- 2.19% |
$7.3K - $7.98K
|
984
$465K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-22- 1.72% |
$7.3K - $7.98K
|
1.26K
$595K
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-22- 1.21% |
$7.3K - $7.98K
|
1.79K
$847K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-22- 0.82% |
$7.3K - $7.98K
|
2.67K
$1.26M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.32% |
$7.63K - $8.34K
|
7.2K
$3.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-23- 0.08% |
$7.63K - $8.34K
|
27.9K
$13.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-23- 0.71% |
$7.63K - $8.34K
|
3.2K
$1.51M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-24- 0.46% |
$7.96K - $8.7K
|
5.21K
$2.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-24- 0.02% |
$7.96K - $8.7K
|
108K
$51.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-25- 0.01% |
$8.29K - $9.07K
|
319K
$151M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-25- 1.55% |
$8.29K - $9.07K
|
1.59K
$753K
|
|
|
Jan 18, 2024
Q4 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-25- 0.82% |
$8.29K - $9.07K
|
3.02K
$1.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-25- 1.71% |
$8.29K - $9.07K
|
1.44K
$681K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-25- 1.99% |
$8.29K - $9.07K
|
1.23K
$583K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-25- 1.52% |
$8.29K - $9.07K
|
1.62K
$764K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-25- 1.32% |
$8.29K - $9.07K
|
1.87K
$884K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-25- 0.16% |
$8.29K - $9.07K
|
15.6K
$7.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-25- 1.54% |
$8.29K - $9.07K
|
1.6K
$754K
|
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-25- 0.16% |
$8.29K - $9.07K
|
15.2K
$7.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-26- 1.9% |
$8.62K - $9.43K
|
1.35K
$636K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-26- 3.45% |
$8.62K - $9.43K
|
728
$344K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-26- 0.73% |
$8.62K - $9.43K
|
3.54K
$1.67M
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-26- 0.5% |
$8.62K - $9.43K
|
5.13K
$2.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-26- 0.78% |
$8.62K - $9.43K
|
3.29K
$1.55M
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-27- 1.31% |
$8.96K - $9.79K
|
2.04K
$962K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-27- 1.29% |
$8.96K - $9.79K
|
2.06K
$974K
|
|
|
Jan 11, 2024
Q4 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-27- 2.45% |
$8.96K - $9.79K
|
1.08K
$508K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-27- 1.71% |
$8.96K - $9.79K
|
1.55K
$732K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-27- 0.21% |
$8.96K - $9.79K
|
12.6K
$5.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-27- 0.84% |
$8.96K - $9.79K
|
3.2K
$1.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-28- 1.82% |
$9.29K - $10.2K
|
1.51K
$713K
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-28- 1.52% |
$9.29K - $10.2K
|
1.82K
$859K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-28- 0.15% |
$9.29K - $10.2K
|
18.6K
$8.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-28- 5.74% |
$9.29K - $10.2K
|
460
$217K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-29- 2.3% |
$9.62K - $10.5K
|
1.23K
$581K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-29- 0.49% |
$9.62K - $10.5K
|
5.88K
$2.78M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-29- 0.65% |
$9.62K - $10.5K
|
4.46K
$2.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-29- 0.53% |
$9.62K - $10.5K
|
5.4K
$2.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-30- 1.02% |
$9.95K - $10.9K
|
2.92K
$1.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-30- 0.7% |
$9.95K - $10.9K
|
4.28K
$2.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-30- 3.81% |
$9.95K - $10.9K
|
758
$358K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-30- 4.41% |
$9.95K - $10.9K
|
651
$308K
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-30- 4.83% |
$9.95K - $10.9K
|
591
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-30- 1.45% |
$9.95K - $10.9K
|
2.04K
$963K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-30- 0.19% |
$9.95K - $10.9K
|
15.4K
$7.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-31- 2.29% |
$10.3K - $11.2K
|
1.32K
$626K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-31- 0.23% |
$10.3K - $11.2K
|
13.6K
$6.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-32- 1.31% |
$10.6K - $11.6K
|
2.4K
$1.14M
|