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 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-341- 3.78% |
$113K - $124K
|
8.68K
$4.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-343- 1.31% |
$114K - $124K
|
25.7K
$12.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-344- 0.59% |
$114K - $125K
|
57.6K
$27.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-344- 9.64% |
$114K - $125K
|
3.23K
$1.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-346- 5.61% |
$115K - $125K
|
5.82K
$2.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-347- 0.66% |
$115K - $126K
|
52K
$24.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-350- 12.62% |
$116K - $127K
|
2.42K
$1.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-350- 23.51% |
$116K - $127K
|
1.14K
$538K
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
SELL
|
- |
-350- 3.71% |
$116K - $127K
|
9.08K
$4.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-351- 13.26% |
$116K - $127K
|
2.3K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-351- 3.41% |
$116K - $127K
|
9.93K
$4.69M
|
|
|
Feb 12, 2024
Q4 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-353- 2.83% |
$117K - $128K
|
12.1K
$5.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-361- 1.93% |
$120K - $131K
|
18.3K
$8.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-365- 7.67% |
$121K - $132K
|
4.39K
$2.07M
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-370- 10.89% |
$123K - $134K
|
3.03K
$1.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-370- 1.52% |
$123K - $134K
|
23.9K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-372- 1.04% |
$123K - $135K
|
35.3K
$16.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-378- 4.36% |
$125K - $137K
|
8.28K
$3.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-378- 1.53% |
$125K - $137K
|
24.3K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-379- 1.47% |
$126K - $137K
|
25.4K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-380- 2.86% |
$126K - $138K
|
12.9K
$6.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-381- 0.27% |
$126K - $138K
|
139K
$65.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-381- 5.35% |
$126K - $138K
|
6.75K
$3.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-381- 1.82% |
$126K - $138K
|
20.6K
$9.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-385- 0.3% |
$128K - $140K
|
127K
$60.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-388- 0.37% |
$129K - $141K
|
103K
$48.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-389- 0.95% |
$129K - $141K
|
40.7K
$19.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-391- 2.42% |
$130K - $142K
|
15.8K
$7.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-392- 41.09% |
$130K - $142K
|
562
$265K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-394- 14.9% |
$131K - $143K
|
2.25K
$1.06M
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-396- 2.13% |
$131K - $144K
|
18.2K
$8.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
SELL
|
- |
-400- 11.11% |
$133K - $145K
|
3.2K
$1.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-400- 15.68% |
$133K - $145K
|
2.15K
$1.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
SELL
|
- |
-400- 5.57% |
$133K - $145K
|
6.79K
$3.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-404- 1.01% |
$134K - $147K
|
39.4K
$18.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-405- 0.97% |
$134K - $147K
|
41.4K
$19.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-409- 0.4% |
$136K - $148K
|
101K
$47.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-410- 5.21% |
$136K - $149K
|
7.47K
$3.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-411- 2.51% |
$136K - $149K
|
16K
$7.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-412- 5.37% |
$137K - $149K
|
7.26K
$3.43M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-415- 14.32% |
$138K - $151K
|
2.48K
$1.17M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-417- 4.5% |
$138K - $151K
|
8.86K
$4.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-417- 16.14% |
$138K - $151K
|
2.17K
$1.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-420- 10.37% |
$139K - $152K
|
3.63K
$1.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-420- 1.48% |
$139K - $152K
|
28K
$13.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-424- 15.68% |
$141K - $154K
|
2.28K
$1.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
SELL
|
- |
-425- 28.52% |
$141K - $154K
|
1.07K
$503K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-425- 0.42% |
$141K - $154K
|
102K
$48.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Xxec, Inc.
|
SELL
|
- |
-425- 3.51% |
$141K - $154K
|
11.7K
$5.51M
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-425- 36.67% |
$141K - $154K
|
734
$347K
|