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 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-32- 1.43% |
$10.6K - $11.6K
|
2.2K
$1.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-32- 0.22% |
$10.6K - $11.6K
|
14.8K
$6.98M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-32- 0.1% |
$10.6K - $11.6K
|
31.7K
$15M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-32- 0.38% |
$10.6K - $11.6K
|
8.41K
$3.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-32- 0.18% |
$10.6K - $11.6K
|
17.9K
$8.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-32- 0.35% |
$10.6K - $11.6K
|
8.98K
$4.25M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-33- 2.45% |
$10.9K - $12K
|
1.32K
$621K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-33- 0.75% |
$10.9K - $12K
|
4.37K
$2.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-33- 0.89% |
$10.9K - $12K
|
3.68K
$1.74M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-33- 0.46% |
$10.9K - $12K
|
7.18K
$3.39M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-33- 1.03% |
$10.9K - $12K
|
3.16K
$1.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-34- 2.67% |
$11.3K - $12.3K
|
1.24K
$587K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-34- 1.34% |
$11.3K - $12.3K
|
2.49K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-34- 0.22% |
$11.3K - $12.3K
|
15.4K
$7.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-35- 3.08% |
$11.6K - $12.7K
|
1.1K
$520K
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
SELL
|
- |
-35- 3.06% |
$11.6K - $12.7K
|
1.11K
$524K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-35- 1.37% |
$11.6K - $12.7K
|
2.52K
$1.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-35- 1.09% |
$11.6K - $12.7K
|
3.19K
$1.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-35- 0.3% |
$11.6K - $12.7K
|
11.6K
$5.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-35- 1.54% |
$11.6K - $12.7K
|
2.24K
$1.06M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-35- 0.3% |
$11.6K - $12.7K
|
11.6K
$5.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-36- 1.43% |
$11.9K - $13.1K
|
2.48K
$1.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-36- 0.15% |
$11.9K - $13.1K
|
23.3K
$11M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-36- 0.49% |
$11.9K - $13.1K
|
7.33K
$3.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-36- 0.2% |
$11.9K - $13.1K
|
18.3K
$8.67M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-37- 0.31% |
$12.3K - $13.4K
|
11.9K
$5.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-37- 3.31% |
$12.3K - $13.4K
|
1.08K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-37- 1.73% |
$12.3K - $13.4K
|
2.1K
$992K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-38- 5.64% |
$12.6K - $13.8K
|
636
$301K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-38- 9.97% |
$12.6K - $13.8K
|
343
$162K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-38- 1.06% |
$12.6K - $13.8K
|
3.54K
$1.67M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-38- 1.89% |
$12.6K - $13.8K
|
1.97K
$931K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-39- 2.74% |
$12.9K - $14.1K
|
1.39K
$655K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-39- 0.86% |
$12.9K - $14.1K
|
4.51K
$2.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-40- 0.94% |
$13.3K - $14.5K
|
4.24K
$2M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-40- 0.24% |
$13.3K - $14.5K
|
16.9K
$8M
|
|
|
Feb 12, 2024
Q4 2023
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-40- 0.5% |
$13.3K - $14.5K
|
8.01K
$3.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-41- 2.32% |
$13.6K - $14.9K
|
1.73K
$816K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-41- 2.67% |
$13.6K - $14.9K
|
1.49K
$706K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-41- 0.49% |
$13.6K - $14.9K
|
8.25K
$3.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-42- 0.64% |
$13.9K - $15.2K
|
6.5K
$3.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-42- 0.79% |
$13.9K - $15.2K
|
5.3K
$2.51M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-43- 0.83% |
$14.3K - $15.6K
|
5.12K
$2.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Searcy Financial Services Inc
|
SELL
|
- |
-44- 0.17% |
$14.6K - $16K
|
25.2K
$11.9M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-44- 0.29% |
$14.6K - $16K
|
15.1K
$7.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-45- 0.09% |
$14.9K - $16.3K
|
51.7K
$24.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-45- 0.33% |
$14.9K - $16.3K
|
13.8K
$6.51M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-46- 0.14% |
$15.3K - $16.7K
|
32K
$15.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-46- 0.81% |
$15.3K - $16.7K
|
5.6K
$2.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-46- 1.33% |
$15.3K - $16.7K
|
3.41K
$1.61M
|