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 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-425- 19.42% |
$141K - $154K
|
1.76K
$833K
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-426- 27.99% |
$141K - $155K
|
1.1K
$517K
|
|
|
Aug 07, 2024
Q4 2023
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-426- 5.71% |
$141K - $155K
|
7.04K
$3.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-428- 0.67% |
$142K - $155K
|
63.8K
$30.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-429- 3.13% |
$142K - $156K
|
13.3K
$6.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-430- 2.3% |
$143K - $156K
|
18.3K
$8.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-432- 1.08% |
$143K - $157K
|
39.4K
$18.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-440- 9.44% |
$146K - $160K
|
4.22K
$1.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-441- 5.12% |
$146K - $160K
|
8.18K
$3.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-444- 3.4% |
$147K - $161K
|
12.6K
$5.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-448- 2.27% |
$149K - $162K
|
19.3K
$9.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-450- 4.82% |
$149K - $163K
|
8.89K
$4.2M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-452- 4.66% |
$150K - $164K
|
9.25K
$4.37M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-453- 0.17% |
$150K - $164K
|
264K
$125M
|
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-454- 0.59% |
$151K - $165K
|
76.3K
$36M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-455- 27.08% |
$151K - $165K
|
1.23K
$578K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-457- 4.83% |
$152K - $166K
|
9K
$4.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-461- 1.51% |
$153K - $167K
|
30.1K
$14.2M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-465- 1.29% |
$154K - $169K
|
35.7K
$16.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-465- 1.08% |
$154K - $169K
|
42.6K
$20.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-467- 12.76% |
$155K - $169K
|
3.19K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-470- 76.55% |
$156K - $170K
|
144
$68K
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-471- 3.62% |
$156K - $171K
|
12.6K
$5.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-471- 1.13% |
$156K - $171K
|
41.3K
$19.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-475- 1.46% |
$158K - $172K
|
32K
$15.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-476- 3.37% |
$158K - $173K
|
13.6K
$6.44M
|
|
|
Dec 11, 2024
Q4 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-479- 41.98% |
$159K - $174K
|
662
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-480- 2.82% |
$159K - $174K
|
16.5K
$7.81M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-481- 0.5% |
$160K - $174K
|
95.3K
$45M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-484- 7.19% |
$161K - $176K
|
6.25K
$2.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-485- 2.2% |
$161K - $176K
|
21.6K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-487- 30.3% |
$162K - $177K
|
1.12K
$529K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-489- 1.49% |
$162K - $177K
|
32.3K
$15.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-490- 0.51% |
$163K - $178K
|
95.2K
$44.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-496- 1.28% |
$165K - $180K
|
38.3K
$18.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-497- 0.42% |
$165K - $180K
|
118K
$55.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-499- 1.67% |
$166K - $181K
|
29.4K
$13.9M
|
|
|
Jan 11, 2024
Q4 2023
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-500- 4.98% |
$166K - $181K
|
9.55K
$4.51M
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-500- 18.93% |
$166K - $181K
|
2.14K
$1.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
SELL
|
- |
-500- 33.33% |
$166K - $181K
|
1K
$472K
|
|
|
Feb 13, 2024
Q4 2023
|
Trigran Investments, Inc.
|
SELL
|
- |
-500- 13.7% |
$166K - $181K
|
3.15K
$1.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-501- 17.32% |
$166K - $182K
|
2.39K
$1.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-505- 1.03% |
$168K - $183K
|
48.5K
$22.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-508- 13.52% |
$169K - $184K
|
3.25K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-508- 2.18% |
$169K - $184K
|
22.8K
$10.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-515- 25.22% |
$171K - $187K
|
1.53K
$721K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-516- 1.47% |
$171K - $187K
|
34.5K
$16.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-518- 0.84% |
$172K - $188K
|
61.1K
$28.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-521- 6.25% |
$173K - $189K
|
7.81K
$3.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-526- 0.91% |
$174K - $191K
|
57.1K
$26.9M
|