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 26, 2024
Q4 2023
|
White Pine Investment CO
|
SELL
|
- |
-164- 0.2% |
$54.4K - $59.5K
|
80.6K
$38M
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-165- 0.5% |
$54.7K - $59.8K
|
32.7K
$15.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-165- 1.47% |
$54.7K - $59.8K
|
11.1K
$5.22M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-166- 0.33% |
$55.1K - $60.2K
|
50.4K
$23.8M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-167- 3.28% |
$55.4K - $60.6K
|
4.93K
$2.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-170- 1.19% |
$56.4K - $61.7K
|
14.2K
$6.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-170- 4.08% |
$56.4K - $61.7K
|
3.99K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-170- 2.01% |
$56.4K - $61.7K
|
8.28K
$3.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-171- 1.57% |
$56.7K - $62K
|
10.7K
$5.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-172- 5.28% |
$57.1K - $62.4K
|
3.09K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-173- 1.38% |
$57.4K - $62.7K
|
12.4K
$5.84M
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
SELL
|
- |
-175- 0.48% |
$58K - $63.5K
|
36.3K
$17.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-175- 0.27% |
$58K - $63.5K
|
63.8K
$30.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-177- 1.41% |
$58.7K - $64.2K
|
12.4K
$5.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-178- 1.07% |
$59K - $64.6K
|
16.5K
$7.77M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-179- 4.13% |
$59.4K - $64.9K
|
4.16K
$1.96M
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-179- 1.5% |
$59.4K - $64.9K
|
11.7K
$5.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-179- 50.71% |
$59.4K - $64.9K
|
174
$82.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-180- 23.08% |
$59.7K - $65.3K
|
600
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-180- 1.61% |
$59.7K - $65.3K
|
11K
$5.19M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-181- 1.43% |
$60K - $65.6K
|
12.5K
$5.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-181- 2.17% |
$60K - $65.6K
|
8.17K
$3.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-181- 8.97% |
$60K - $65.6K
|
1.84K
$867K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-182- 4.86% |
$60.4K - $66K
|
3.56K
$1.68M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-184- 4.64% |
$61K - $66.7K
|
3.78K
$1.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
SELL
|
- |
-184- 24.15% |
$61K - $66.7K
|
578
$273K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-185- 4.71% |
$61.4K - $67.1K
|
3.74K
$1.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-185- 1.75% |
$61.4K - $67.1K
|
10.4K
$4.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-185- 0.42% |
$61.4K - $67.1K
|
43.4K
$20.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Capitol Family Office, Inc.
|
SELL
|
- |
-186- 2.06% |
$61.7K - $67.5K
|
8.84K
$4.17M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-186- 3.01% |
$61.7K - $67.5K
|
6K
$2.83M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-187- 0.98% |
$62K - $67.8K
|
18.8K
$8.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-187- 0.46% |
$62K - $67.8K
|
40.2K
$19M
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-191- 2.31% |
$63.4K - $69.3K
|
8.09K
$3.82M
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-191- 6.63% |
$63.4K - $69.3K
|
2.69K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-195- 2.76% |
$64.7K - $70.7K
|
6.86K
$3.24M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-195- 1.03% |
$64.7K - $70.7K
|
18.7K
$8.81M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-196- 1.05% |
$65K - $71.1K
|
18.4K
$8.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-197- 4.63% |
$65.3K - $71.4K
|
4.06K
$1.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-198- 1.59% |
$65.7K - $71.8K
|
12.3K
$5.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-198- 0.54% |
$65.7K - $71.8K
|
36.8K
$17.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-198- 0.47% |
$65.7K - $71.8K
|
42K
$19.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-199- 3.22% |
$66K - $72.2K
|
5.99K
$2.83M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-200- 6.34% |
$66.3K - $72.5K
|
2.96K
$1.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-200- 95.24% |
$66.3K - $72.5K
|
10
$4.72K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-200- 21.05% |
$66.3K - $72.5K
|
750
$354K
|
|
|
Jan 24, 2024
Q4 2023
|
Gouws Capital LLC
|
SELL
|
- |
-200- 11.11% |
$66.3K - $72.5K
|
1.6K
$755K
|
|
|
Jan 26, 2024
Q4 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-200- 4.43% |
$66.3K - $72.5K
|
4.32K
$2.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-200- 7.38% |
$66.3K - $72.5K
|
2.51K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-200- 11.76% |
$66.3K - $72.5K
|
1.5K
$708K
|