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 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-983- 12.52% |
$326K - $357K
|
6.87K
$3.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
SELL
|
- |
-985- 0.64% |
$327K - $357K
|
154K
$72.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-986- 1.42% |
$327K - $358K
|
68.7K
$32.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-990- 2.04% |
$328K - $359K
|
47.5K
$22.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-993- 2.03% |
$329K - $360K
|
47.9K
$22.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-994- 25.47% |
$330K - $361K
|
2.91K
$1.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-995- 0.37% |
$330K - $361K
|
270K
$128M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-996- 2.68% |
$330K - $361K
|
36.1K
$17.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-999- 3.58% |
$331K - $362K
|
26.9K
$12.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Keystone Investors Pte LTD
Singapore, U0 |
SELL
|
- |
-1K- 14.45% |
$333K - $364K
|
5.95K
$2.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-1.01K- 1.25% |
$336K - $367K
|
80.2K
$37.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.02K- 0.34% |
$337K - $368K
|
294K
$139M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.03K- 6.42% |
$340K - $372K
|
15K
$7.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.03K- 0.7% |
$341K - $373K
|
145K
$68.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
SELL
|
- |
-1.03K- 19.15% |
$342K - $374K
|
4.36K
$2.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1.05K- 9.22% |
$347K - $379K
|
10.3K
$4.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.05K- 0.44% |
$347K - $379K
|
237K
$112M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 1.72% |
$348K - $380K
|
59.8K
$28.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.07K- 12.01% |
$353K - $386K
|
7.8K
$3.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.07K- 1.69% |
$354K - $387K
|
62.1K
$29.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.07K- 1.83% |
$354K - $387K
|
57.1K
$27M
|
|
|
Jan 30, 2024
Q4 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-1.07K- 4.84% |
$356K - $389K
|
21.1K
$9.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-1.08K- 63.57% |
$357K - $390K
|
616
$291K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-1.08K- 2.56% |
$359K - $392K
|
41.1K
$19.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.09K- 8.17% |
$360K - $394K
|
12.2K
$5.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-1.09K- 3.82% |
$363K - $397K
|
27.6K
$13M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-1.1K- 37.14% |
$364K - $397K
|
1.86K
$876K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.1K- 0.1% |
$364K - $398K
|
1.07M
$504M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.11K- 3.56% |
$367K - $401K
|
30K
$14.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-1.12K- 0.98% |
$370K - $404K
|
112K
$53M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.12K- 42.57% |
$371K - $405K
|
1.51K
$711K
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.12K- 2.59% |
$371K - $405K
|
42K
$19.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-1.12K- 1.55% |
$372K - $406K
|
70.9K
$33.5M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.12K- 5.63% |
$372K - $407K
|
18.8K
$8.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.12K- 4.51% |
$373K - $408K
|
23.8K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.13K- 3.65% |
$373K - $408K
|
29.7K
$14M
|
|
|
Feb 27, 2024
Q4 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-1.15K- 6.45% |
$382K - $418K
|
16.7K
$7.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.15K- 8.5% |
$383K - $419K
|
12.4K
$5.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.16K- 0.31% |
$384K - $420K
|
376K
$177M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.16K- 57.53% |
$384K - $420K
|
855
$404K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.17K- 0.52% |
$387K - $423K
|
221K
$104M
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.17K- 50.49% |
$389K - $426K
|
1.15K
$543K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.19K- 12.9% |
$393K - $430K
|
8K
$3.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.19K- 39.93% |
$394K - $431K
|
1.79K
$843K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.19K- 0.15% |
$394K - $431K
|
796K
$376M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-1.19K- 59.67% |
$394K - $431K
|
803
$379K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.19K- 45.76% |
$395K - $432K
|
1.41K
$667K
|
|
|
Feb 13, 2024
Q4 2023
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-1.2K- 1.04% |
$397K - $434K
|
113K
$53.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenbrier Partners Capital Management, LLC
|
SELL
|
- |
-1.2K- 1.32% |
$398K - $435K
|
89.4K
$42.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-1.2K- 53.96% |
$398K - $435K
|
1.02K
$483K
|