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 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-758- 1.12% |
$251K - $275K
|
67.1K
$31.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-760- 12.64% |
$252K - $276K
|
5.25K
$2.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-760- 6.73% |
$252K - $276K
|
10.5K
$4.97M
|
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-760- 1.7% |
$252K - $276K
|
43.8K
$20.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-761- 6.5% |
$252K - $276K
|
10.9K
$5.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Hendley & CO Inc
|
SELL
|
- |
-763- 1.25% |
$253K - $277K
|
60.1K
$28.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
SELL
|
- |
-765- 20.06% |
$254K - $277K
|
3.05K
$1.44M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-777- 37.55% |
$258K - $282K
|
1.29K
$610K
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-783- 12.19% |
$260K - $284K
|
5.64K
$2.66M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-784- 6.07% |
$260K - $284K
|
12.1K
$5.73M
|
|
|
Feb 01, 2024
Q4 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-785- 1.49% |
$260K - $285K
|
52K
$24.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-785- 0.81% |
$260K - $285K
|
96.3K
$45.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-788- 6.32% |
$261K - $286K
|
11.7K
$5.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-791- 2.13% |
$262K - $287K
|
36.4K
$17.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-800- 13.89% |
$265K - $290K
|
4.96K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-803- 4.25% |
$266K - $291K
|
18.1K
$8.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-804- 22.0% |
$267K - $292K
|
2.85K
$1.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-805- 3.81% |
$267K - $292K
|
20.3K
$9.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-810- 3.03% |
$269K - $294K
|
25.9K
$12.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-811- 1.74% |
$269K - $294K
|
45.9K
$21.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-814- 6.1% |
$270K - $295K
|
12.5K
$5.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-821- 1.62% |
$272K - $298K
|
49.7K
$23.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-831- 3.82% |
$276K - $301K
|
20.9K
$9.88M
|
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-840- 3.24% |
$279K - $305K
|
25.1K
$11.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-841- 3.7% |
$279K - $305K
|
21.9K
$10.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-847- 6.17% |
$281K - $307K
|
12.9K
$6.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-860- 10.19% |
$285K - $312K
|
7.58K
$3.58M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-860- 9.48% |
$285K - $312K
|
8.21K
$3.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-871- 27.87% |
$289K - $316K
|
2.25K
$1.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-889- 44.63% |
$295K - $322K
|
1.1K
$521K
|
|
|
Feb 06, 2024
Q4 2023
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-891- 0.15% |
$296K - $323K
|
603K
$285M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-894- 15.14% |
$297K - $324K
|
5.01K
$2.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-895- 2.55% |
$297K - $325K
|
34.2K
$16.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-896- 1.04% |
$297K - $325K
|
85.4K
$40.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-900- 7.53% |
$299K - $326K
|
11K
$5.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-908- 14.23% |
$301K - $329K
|
5.47K
$2.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-910- 1.84% |
$302K - $330K
|
48.5K
$22.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-911- 5.76% |
$302K - $330K
|
14.9K
$7.03M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-924- 4.98% |
$307K - $335K
|
17.6K
$8.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-927- 34.01% |
$307K - $336K
|
1.8K
$849K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-929- 67.96% |
$308K - $337K
|
438
$207K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-934- 0.85% |
$310K - $339K
|
109K
$51.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-935- 24.78% |
$310K - $339K
|
2.84K
$1.34M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-937- 1.36% |
$311K - $340K
|
68K
$32.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-944- 16.19% |
$313K - $342K
|
4.89K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-947- 7.88% |
$314K - $343K
|
11.1K
$5.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-971- 1.38% |
$322K - $352K
|
69.4K
$32.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-973- 0.49% |
$323K - $353K
|
196K
$92.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-979- 40.09% |
$325K - $355K
|
1.46K
$691K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-980- 5.04% |
$325K - $355K
|
18.5K
$8.72M
|