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 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-46- 2.89% |
$15.3K - $16.7K
|
1.55K
$732K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-47- 5.68% |
$15.6K - $17K
|
780
$369K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-47- 4.54% |
$15.6K - $17K
|
989
$467K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-48- 0.51% |
$15.9K - $17.4K
|
9.31K
$4.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-48- 0.12% |
$15.9K - $17.4K
|
41.5K
$19.6M
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-48- 0.12% |
$15.9K - $17.4K
|
41.5K
$19.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-49- 2.11% |
$16.3K - $17.8K
|
2.27K
$1.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-49- 2.63% |
$16.3K - $17.8K
|
1.82K
$859K
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-49- 2.14% |
$16.3K - $17.8K
|
2.24K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-50- 3.63% |
$16.6K - $18.1K
|
1.33K
$627K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-50- 1.65% |
$16.6K - $18.1K
|
2.99K
$1.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-50- 4.76% |
$16.6K - $18.1K
|
1K
$473K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-50- 1.8% |
$16.6K - $18.1K
|
2.73K
$1.29M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-50- 2.81% |
$16.6K - $18.1K
|
1.73K
$819K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-50- 4.03% |
$16.6K - $18.1K
|
1.19K
$562K
|
|
|
Jan 29, 2024
Q4 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-50- 0.25% |
$16.6K - $18.1K
|
20.3K
$9.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-50- 0.38% |
$16.6K - $18.1K
|
13K
$6.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-50- 3.41% |
$16.6K - $18.1K
|
1.42K
$669K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 2.0% |
$16.6K - $18.1K
|
2.46K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-50- 2.93% |
$16.6K - $18.1K
|
1.66K
$783K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-50- 0.52% |
$16.6K - $18.1K
|
9.58K
$4.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-50- 1.2% |
$16.6K - $18.1K
|
4.1K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-50- 3.96% |
$16.6K - $18.1K
|
1.21K
$574K
|
|
|
Mar 05, 2024
Q4 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-50- 0.4% |
$16.6K - $18.1K
|
12.4K
$5.87M
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-50- 10.1% |
$16.6K - $18.1K
|
445
$210K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-51- 0.16% |
$16.9K - $18.5K
|
32.7K
$15.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-51- 0.35% |
$16.9K - $18.5K
|
14.5K
$6.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-51- 1.38% |
$16.9K - $18.5K
|
3.65K
$1.72M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-52- 4.42% |
$17.2K - $18.9K
|
1.12K
$531K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-52- 0.25% |
$17.2K - $18.9K
|
21.1K
$9.99M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-52- 1.05% |
$17.2K - $18.9K
|
4.89K
$2.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-53- 2.71% |
$17.6K - $19.2K
|
1.9K
$899K
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-53- 3.76% |
$17.6K - $19.2K
|
1.36K
$641K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-53- 2.3% |
$17.6K - $19.2K
|
2.25K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-53- 2.53% |
$17.6K - $19.2K
|
2.04K
$963K
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-53- 1.17% |
$17.6K - $19.2K
|
4.49K
$2.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-54- 0.48% |
$17.9K - $19.6K
|
11.1K
$5.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-55- 1.17% |
$18.2K - $19.9K
|
4.65K
$2.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-55- 4.44% |
$18.2K - $19.9K
|
1.19K
$560K
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-55- 1.83% |
$18.2K - $19.9K
|
2.94K
$1.39M
|
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-56- 1.02% |
$18.6K - $20.3K
|
5.45K
$2.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-56- 3.54% |
$18.6K - $20.3K
|
1.53K
$721K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-56- 0.31% |
$18.6K - $20.3K
|
17.8K
$8.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-57- 6.68% |
$18.9K - $20.7K
|
796
$376K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-57- 2.29% |
$18.9K - $20.7K
|
2.43K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-57- 0.49% |
$18.9K - $20.7K
|
11.6K
$5.47M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-58- 3.54% |
$19.2K - $21K
|
1.58K
$748K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-58- 2.21% |
$19.2K - $21K
|
2.56K
$1.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-59- 0.31% |
$19.6K - $21.4K
|
19.1K
$9.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-59- 0.63% |
$19.6K - $21.4K
|
9.29K
$4.39M
|