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
|
Quaker Capital Investments, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 17.54% |
$33.2K - $36.3K
|
470
$222K
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-100- 2.73% |
$33.2K - $36.3K
|
3.56K
$1.68M
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-104- 0.94% |
$34.5K - $37.7K
|
11K
$5.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-104- 1.65% |
$34.5K - $37.7K
|
6.2K
$2.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-104- 1.38% |
$34.5K - $37.7K
|
7.41K
$3.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-104- 1.92% |
$34.5K - $37.7K
|
5.31K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-104- 0.1% |
$34.5K - $37.7K
|
104K
$49.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-106- 4.37% |
$35.2K - $38.4K
|
2.32K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-106- 0.17% |
$35.2K - $38.4K
|
61.8K
$29.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-107- 2.22% |
$35.5K - $38.8K
|
4.7K
$2.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-107- 3.49% |
$35.5K - $38.8K
|
2.96K
$1.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-107- 0.25% |
$35.5K - $38.8K
|
43.5K
$20.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-107- 0.96% |
$35.5K - $38.8K
|
11K
$5.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-107- 11.11% |
$35.5K - $38.8K
|
856
$405K
|
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-108- 1.08% |
$35.8K - $39.2K
|
9.93K
$4.69M
|
|
|
Feb 26, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-108- 0.68% |
$35.8K - $39.2K
|
15.7K
$7.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-109- 0.51% |
$36.2K - $39.5K
|
21.4K
$10.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-109- 1.41% |
$36.2K - $39.5K
|
7.63K
$3.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-110- 6.52% |
$36.5K - $39.9K
|
1.58K
$746K
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-111- 1.09% |
$36.8K - $40.3K
|
10K
$4.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-112- 1.73% |
$37.2K - $40.6K
|
6.37K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-112- 3.99% |
$37.2K - $40.6K
|
2.69K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-113- 0.15% |
$37.5K - $41K
|
74.7K
$35.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-113- 3.54% |
$37.5K - $41K
|
3.08K
$1.46M
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-115- 9.06% |
$38.1K - $41.7K
|
1.16K
$546K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-115- 2.03% |
$38.1K - $41.7K
|
5.55K
$2.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-115- 1.26% |
$38.1K - $41.7K
|
9.03K
$4.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-115- 2.25% |
$38.1K - $41.7K
|
5K
$2.36M
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-116- 2.43% |
$38.5K - $42.1K
|
4.65K
$2.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-116- 3.07% |
$38.5K - $42.1K
|
3.67K
$1.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-118- 0.67% |
$39.1K - $42.8K
|
17.4K
$8.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-118- 1.33% |
$39.1K - $42.8K
|
8.75K
$4.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-118- 2.88% |
$39.1K - $42.8K
|
3.98K
$1.88M
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-118- 5.3% |
$39.1K - $42.8K
|
2.11K
$997K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-118- 2.19% |
$39.1K - $42.8K
|
5.27K
$2.49M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-120- 1.31% |
$39.8K - $43.5K
|
9.07K
$4.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-121- 3.53% |
$40.1K - $43.9K
|
3.31K
$1.56M
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-122- 3.9% |
$40.5K - $44.2K
|
3.01K
$1.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-123- 1.17% |
$40.8K - $44.6K
|
10.4K
$4.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-124- 1.04% |
$41.1K - $45K
|
11.8K
$5.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-125- 3.61% |
$41.5K - $45.3K
|
3.34K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-125- 2.74% |
$41.5K - $45.3K
|
4.44K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-125- 0.84% |
$41.5K - $45.3K
|
14.7K
$6.96M
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-126- 3.42% |
$41.8K - $45.7K
|
3.56K
$1.68M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-126- 0.92% |
$41.8K - $45.7K
|
13.6K
$6.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-126- 9.05% |
$41.8K - $45.7K
|
1.27K
$598K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-126- 0.52% |
$41.8K - $45.7K
|
24.2K
$11.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-127- 16.08% |
$42.1K - $46.1K
|
663
$313K
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-128- 33.51% |
$42.5K - $46.4K
|
254
$120K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-128- 0.53% |
$42.5K - $46.4K
|
24.1K
$11.4M
|