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 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-81- 8.24% |
$26.9K - $29.4K
|
902
$426K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-81- 2.2% |
$26.9K - $29.4K
|
3.6K
$1.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-81- 3.73% |
$26.9K - $29.4K
|
2.09K
$987K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-81- 0.33% |
$26.9K - $29.4K
|
24.1K
$11.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-82- 0.79% |
$27.2K - $29.7K
|
10.2K
$4.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-82- 2.23% |
$27.2K - $29.7K
|
3.59K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-82- 8.41% |
$27.2K - $29.7K
|
893
$421K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-83- 3.95% |
$27.5K - $30.1K
|
2.02K
$951K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-83- 7.53% |
$27.5K - $30.1K
|
1.02K
$481K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-84- 1.65% |
$27.9K - $30.5K
|
5.02K
$2.37M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-85- 2.17% |
$28.2K - $30.8K
|
3.83K
$1.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-85- 2.32% |
$28.2K - $30.8K
|
3.59K
$1.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-85- 0.71% |
$28.2K - $30.8K
|
11.9K
$5.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-85- 1.45% |
$28.2K - $30.8K
|
5.8K
$2.73M
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-85- 1.07% |
$28.2K - $30.8K
|
7.89K
$3.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-85- 0.16% |
$28.2K - $30.8K
|
53.9K
$25.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-86- 3.0% |
$28.5K - $31.2K
|
2.78K
$1.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-86- 0.1% |
$28.5K - $31.2K
|
84.5K
$39.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-86- 2.4% |
$28.5K - $31.2K
|
3.5K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-86- 1.08% |
$28.5K - $31.2K
|
7.89K
$3.72M
|
|
|
Jan 22, 2024
Q4 2023
|
Tenret CO LLC
|
SELL
|
- |
-87- 12.38% |
$28.9K - $31.6K
|
616
$291K
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-87- 0.8% |
$28.9K - $31.6K
|
10.8K
$5.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-88- 8.03% |
$29.2K - $31.9K
|
1.01K
$476K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-89- 0.66% |
$29.5K - $32.3K
|
13.4K
$6.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-89- 2.38% |
$29.5K - $32.3K
|
3.66K
$1.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-90- 6.02% |
$29.9K - $32.6K
|
1.4K
$662K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-90- 1.39% |
$29.9K - $32.6K
|
6.4K
$3.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-90- 1.07% |
$29.9K - $32.6K
|
8.33K
$3.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-90- 0.19% |
$29.9K - $32.6K
|
46.3K
$21.8M
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-90- 5.62% |
$29.9K - $32.6K
|
1.51K
$713K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-91- 0.98% |
$30.2K - $33K
|
9.21K
$4.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-91- 0.73% |
$30.2K - $33K
|
12.5K
$5.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-92- 12.42% |
$30.5K - $33.4K
|
649
$306K
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-92- 3.23% |
$30.5K - $33.4K
|
2.75K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-92- 0.47% |
$30.5K - $33.4K
|
19.3K
$9.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-95- 1.04% |
$31.5K - $34.5K
|
9.03K
$4.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Dempze Nancy E
|
SELL
|
- |
-95- 5.01% |
$31.5K - $34.5K
|
1.8K
$850K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-96- 4.28% |
$31.8K - $34.8K
|
2.15K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-98- 3.94% |
$32.5K - $35.5K
|
2.39K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-98- 2.91% |
$32.5K - $35.5K
|
3.27K
$1.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-99- 1.53% |
$32.8K - $35.9K
|
6.37K
$3.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-100- 5.67% |
$33.2K - $36.3K
|
1.66K
$785K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-100- 12.35% |
$33.2K - $36.3K
|
710
$335K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-100- 2.68% |
$33.2K - $36.3K
|
3.63K
$1.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-100- 6.65% |
$33.2K - $36.3K
|
1.4K
$662K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-100- 0.73% |
$33.2K - $36.3K
|
13.6K
$6.44M
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-100- 0.87% |
$33.2K - $36.3K
|
11.4K
$5.38M
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-100- 5.1% |
$33.2K - $36.3K
|
1.86K
$877K
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-100- 1.98% |
$33.2K - $36.3K
|
4.94K
$2.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-100- 1.81% |
$33.2K - $36.3K
|
5.44K
$2.57M
|