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 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.16K- 57.53% |
$384K - $420K
|
855
$443K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.17K- 0.52% |
$387K - $423K
|
221K
$115M
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.17K- 50.49% |
$389K - $426K
|
1.15K
$596K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.19K- 12.9% |
$393K - $430K
|
8K
$4.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.19K- 39.93% |
$394K - $431K
|
1.79K
$926K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.19K- 0.15% |
$394K - $431K
|
796K
$412M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-1.19K- 59.67% |
$394K - $431K
|
803
$416K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.19K- 45.76% |
$395K - $432K
|
1.41K
$732K
|
|
|
Feb 13, 2024
Q4 2023
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-1.2K- 1.04% |
$397K - $434K
|
113K
$58.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenbrier Partners Capital Management, LLC
|
SELL
|
- |
-1.2K- 1.32% |
$398K - $435K
|
89.4K
$46.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-1.2K- 53.96% |
$398K - $435K
|
1.02K
$531K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-1.2K- 7.65% |
$398K - $435K
|
14.5K
$7.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.21K- 95.19% |
$400K - $438K
|
61
$31.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-1.21K- 0.21% |
$402K - $440K
|
575K
$298M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.22K- 18.26% |
$404K - $441K
|
5.45K
$2.82M
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-1.22K- 0.8% |
$405K - $442K
|
152K
$78.6M
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
SELL
|
- |
-1.22K- 2.51% |
$405K - $443K
|
47.5K
$24.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 5.7% |
$405K - $443K
|
20.2K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.23K- 8.21% |
$407K - $445K
|
13.7K
$7.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.23K- 4.11% |
$409K - $447K
|
28.8K
$14.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-1.23K- 14.78% |
$409K - $447K
|
7.1K
$3.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.24K- 54.58% |
$411K - $450K
|
1.03K
$535K
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
SELL
|
- |
-1.24K- 2.25% |
$412K - $451K
|
53.9K
$28M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.24K- 4.68% |
$412K - $451K
|
25.3K
$13.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Clio Asset Management LLC
Charlottesville, VA |
SELL
|
- |
-1.26K- 4.66% |
$417K - $456K
|
25.7K
$13.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.26K- 9.6% |
$418K - $457K
|
11.9K
$6.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.27K- 13.29% |
$421K - $460K
|
8.28K
$4.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.27K- 3.68% |
$422K - $462K
|
33.3K
$17.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-1.27K- 4.81% |
$423K - $462K
|
25.2K
$13.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.29K- 0.71% |
$426K - $466K
|
181K
$93.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.29K- 2.54% |
$428K - $468K
|
49.6K
$25.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-1.29K- 0.82% |
$428K - $468K
|
157K
$81.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.34K- 1.11% |
$443K - $485K
|
119K
$61.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-1.34K- 24.72% |
$444K - $486K
|
4.08K
$2.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.34K- 6.02% |
$445K - $487K
|
20.9K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.35K- 4.87% |
$448K - $490K
|
26.4K
$13.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.36K- 1.85% |
$451K - $494K
|
72K
$37.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Waverton Investment Management LTD
|
SELL
|
- |
-1.37K- 1.59% |
$453K - $496K
|
84.4K
$43.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.38K- 0.56% |
$456K - $499K
|
243K
$126M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.4K- 1.85% |
$463K - $506K
|
74.1K
$38.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-1.41K- 6.14% |
$467K - $511K
|
21.5K
$11.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-1.42K- 0.7% |
$470K - $514K
|
202K
$105M
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.43K- 50.71% |
$474K - $519K
|
1.39K
$720K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.45K- 8.53% |
$482K - $527K
|
15.6K
$8.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.45K- 9.39% |
$482K - $527K
|
14K
$7.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-1.46K- 2.94% |
$484K - $530K
|
48.2K
$25M
|
|
|
Jan 30, 2024
Q4 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.48K- 2.12% |
$492K - $538K
|
68.6K
$35.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-1.5K- 2.43% |
$497K - $543K
|
60.1K
$31.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
SELL
|
- |
-1.5K- 44.2% |
$498K - $544K
|
1.89K
$981K
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-1.5K- 3.24% |
$498K - $544K
|
44.8K
$23.2M
|