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 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-200- 11.76% |
$66.3K - $72.5K
|
1.5K
$708K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-200- 3.21% |
$66.3K - $72.5K
|
6.02K
$2.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-201- 7.75% |
$66.7K - $72.9K
|
2.39K
$1.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-202- 0.39% |
$67K - $73.3K
|
52K
$24.5M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-202- 3.47% |
$67K - $73.3K
|
5.62K
$2.65M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-203- 7.0% |
$67.3K - $73.6K
|
2.7K
$1.27M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-203- 3.16% |
$67.3K - $73.6K
|
6.23K
$2.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-203- 5.12% |
$67.3K - $73.6K
|
3.76K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-203- 4.44% |
$67.3K - $73.6K
|
4.37K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-203- 2.75% |
$67.3K - $73.6K
|
7.18K
$3.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-206- 50.74% |
$68.3K - $74.7K
|
200
$94.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-206- 7.97% |
$68.3K - $74.7K
|
2.38K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-206- 0.58% |
$68.3K - $74.7K
|
35.4K
$16.7M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-210- 6.23% |
$69.7K - $76.2K
|
3.16K
$1.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-212- 0.22% |
$70.3K - $76.9K
|
97.2K
$45.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-212- 7.11% |
$70.3K - $76.9K
|
2.77K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-214- 0.54% |
$71K - $77.6K
|
39.5K
$18.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-214- 1.92% |
$71K - $77.6K
|
10.9K
$5.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-215- 4.9% |
$71.3K - $78K
|
4.17K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-215- 0.1% |
$71.3K - $78K
|
214K
$101M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-216- 4.61% |
$71.6K - $78.3K
|
4.47K
$2.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-218- 8.97% |
$72.3K - $79.1K
|
2.21K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-219- 2.27% |
$72.6K - $79.4K
|
9.44K
$4.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-222- 11.07% |
$73.6K - $80.5K
|
1.78K
$841K
|
|
|
Feb 09, 2024
Q4 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-222- 1.56% |
$73.6K - $80.5K
|
14.1K
$6.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-222- 0.79% |
$73.6K - $80.5K
|
27.8K
$13.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-230- 0.99% |
$76.3K - $83.4K
|
23.1K
$10.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-230- 5.32% |
$76.3K - $83.4K
|
4.09K
$1.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-230- 0.35% |
$76.3K - $83.4K
|
66K
$31.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-231- 1.49% |
$76.6K - $83.8K
|
15.3K
$7.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-231- 0.75% |
$76.6K - $83.8K
|
30.4K
$14.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-232- 3.35% |
$77K - $84.1K
|
6.69K
$3.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-233- 1.15% |
$77.3K - $84.5K
|
20K
$9.41M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-235- 2.43% |
$78K - $85.2K
|
9.45K
$4.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-236- 9.4% |
$78.3K - $85.6K
|
2.27K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-236- 5.3% |
$78.3K - $85.6K
|
4.22K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-237- 1.39% |
$78.6K - $86K
|
16.9K
$7.96M
|
|
|
Jan 29, 2024
Q4 2023
|
Ycg, LLC
|
SELL
|
- |
-239- 0.29% |
$79.3K - $86.7K
|
81.8K
$38.6M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-239- 1.74% |
$79.3K - $86.7K
|
13.5K
$6.37M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-240- 1.61% |
$79.6K - $87K
|
14.7K
$6.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-240- 29.38% |
$79.6K - $87K
|
577
$272K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-240- 4.71% |
$79.6K - $87K
|
4.86K
$2.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Kidder Stephen W
|
SELL
|
- |
-240- 5.1% |
$79.6K - $87K
|
4.46K
$2.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-241- 2.68% |
$79.9K - $87.4K
|
8.76K
$4.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-243- 0.52% |
$80.6K - $88.1K
|
46.9K
$22.1M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-244- 1.09% |
$80.9K - $88.5K
|
22K
$10.4M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-245- 2.98% |
$81.3K - $88.9K
|
7.98K
$3.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-247- 0.73% |
$81.9K - $89.6K
|
33.5K
$15.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-248- 9.47% |
$82.3K - $89.9K
|
2.37K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-248- 3.99% |
$82.3K - $89.9K
|
5.97K
$2.82M
|