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
|
Marsico Capital Management LLC
Denver, CO |
SELL
|
- |
-527- 20.62% |
$175K - $191K
|
2.03K
$958K
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-528- 0.37% |
$175K - $191K
|
143K
$67.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-529- 14.78% |
$175K - $192K
|
3.05K
$1.44M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-529- 6.38% |
$175K - $192K
|
7.76K
$3.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-530- 1.88% |
$176K - $192K
|
27.6K
$13M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-534- 8.11% |
$177K - $194K
|
6.05K
$2.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-540- 2.93% |
$179K - $196K
|
17.9K
$8.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-540- 4.91% |
$179K - $196K
|
10.5K
$4.94M
|
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-542- 0.33% |
$180K - $197K
|
166K
$78.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-543- 3.73% |
$180K - $197K
|
14K
$6.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-543- 0.32% |
$180K - $197K
|
168K
$79.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-547- 18.89% |
$181K - $198K
|
2.35K
$1.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-548- 1.79% |
$182K - $199K
|
30.1K
$14.2M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-548- 0.77% |
$182K - $199K
|
71.1K
$33.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-549- 18.9% |
$182K - $199K
|
2.36K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-549- 19.31% |
$182K - $199K
|
2.29K
$1.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-550- 6.08% |
$182K - $199K
|
8.5K
$4.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Chuck Akre
Akre Capital Management LLC | Middleburg, Va
|
SELL
|
- |
-550- 3.21% |
$182K - $199K
|
16.6K
$7.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-550- 4.72% |
$182K - $199K
|
11.1K
$5.24M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-555- 14.92% |
$184K - $201K
|
3.17K
$1.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-560- 5.15% |
$186K - $203K
|
10.3K
$4.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-560- 3.61% |
$186K - $203K
|
15K
$7.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-560- 23.48% |
$186K - $203K
|
1.83K
$862K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-563- 31.24% |
$187K - $204K
|
1.24K
$585K
|
|
|
Jan 29, 2024
Q4 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-565- 0.94% |
$187K - $205K
|
59.5K
$28.1M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-565- 2.09% |
$187K - $205K
|
26.5K
$12.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-566- 8.14% |
$188K - $205K
|
6.39K
$3.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-568- 11.37% |
$188K - $206K
|
4.43K
$2.09M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-570- 42.57% |
$189K - $207K
|
769
$363K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-571- 11.34% |
$189K - $207K
|
4.46K
$2.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-573- 13.37% |
$190K - $208K
|
3.71K
$1.75M
|
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-575- 6.28% |
$191K - $209K
|
8.58K
$4.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-579- 19.59% |
$192K - $210K
|
2.38K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-581- 8.54% |
$193K - $211K
|
6.22K
$2.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-582- 11.26% |
$193K - $211K
|
4.59K
$2.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-582- 1.53% |
$193K - $211K
|
37.4K
$17.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-583- 18.1% |
$193K - $211K
|
2.64K
$1.25M
|
|
|
Jan 26, 2024
Q4 2023
|
Asset Management Advisors, LLC
|
SELL
|
- |
-587- 0.51% |
$195K - $213K
|
114K
$53.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-588- 2.16% |
$195K - $213K
|
26.6K
$12.6M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-589- 5.23% |
$195K - $214K
|
10.7K
$5.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-597- 6.0% |
$198K - $217K
|
9.36K
$4.42M
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-600- 22.2% |
$199K - $218K
|
2.1K
$993K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-600- 18.02% |
$199K - $218K
|
2.73K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-600- 0.84% |
$199K - $218K
|
70.6K
$33.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-600- 5.07% |
$199K - $218K
|
11.2K
$5.31M
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-600- 18.02% |
$199K - $218K
|
2.73K
$1.29M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-601- 3.53% |
$199K - $218K
|
16.4K
$7.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-621- 0.31% |
$206K - $225K
|
200K
$94.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-622- 0.61% |
$206K - $226K
|
101K
$47.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-623- 0.63% |
$207K - $226K
|
97.7K
$46.1M
|