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
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.18K- 3.81% |
$723K - $791K
|
55.1K
$26M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.19K- 27.37% |
$726K - $794K
|
5.81K
$2.74M
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-2.21K- 10.84% |
$732K - $800K
|
18.2K
$8.57M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.21K- 11.95% |
$734K - $802K
|
16.3K
$7.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-2.24K- 3.3% |
$744K - $814K
|
65.7K
$31M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-2.27K- 4.59% |
$752K - $822K
|
47.1K
$22.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.28K- 37.44% |
$757K - $828K
|
3.81K
$1.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.3K- 24.22% |
$761K - $832K
|
7.18K
$3.39M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.3K- 24.22% |
$761K - $832K
|
7.18K
$3.39M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.34K- 19.53% |
$777K - $849K
|
9.65K
$4.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-2.41K- 17.15% |
$798K - $873K
|
11.6K
$5.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Foundation Resource Management Inc
|
SELL
|
- |
-2.41K- 2.34% |
$800K - $875K
|
101K
$47.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.42K- 2.67% |
$802K - $877K
|
88K
$41.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.44K- 2.15% |
$810K - $886K
|
111K
$52.5M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.44K- 2.15% |
$810K - $886K
|
111K
$52.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.45K- 21.73% |
$812K - $888K
|
8.82K
$4.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-2.46K- 8.34% |
$814K - $890K
|
27K
$12.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-2.46K- 2.24% |
$816K - $892K
|
108K
$50.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.47K- 46.59% |
$820K - $896K
|
2.83K
$1.34M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.5K- 0.96% |
$829K - $906K
|
256K
$121M
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-2.53K- 33.24% |
$839K - $917K
|
5.08K
$2.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.54K- 10.54% |
$842K - $920K
|
21.5K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Menlo Advisors LLC
|
SELL
|
- |
-2.55K- 3.69% |
$844K - $923K
|
66.4K
$31.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.59KClosed |
$860K - $940K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-2.63K- 1.59% |
$872K - $954K
|
162K
$76.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.63K- 10.89% |
$873K - $955K
|
21.5K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-2.63K- 9.77% |
$873K - $955K
|
24.3K
$11.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-2.64K- 11.15% |
$876K - $958K
|
21.1K
$9.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.66K- 45.24% |
$883K - $965K
|
3.22K
$1.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.67K- 1.85% |
$885K - $967K
|
142K
$66.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Steginsky Capital LLC
|
SELL
|
- |
-2.67K- 3.78% |
$885K - $967K
|
67.9K
$32M
|
|
|
Feb 06, 2024
Q4 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.67K- 8.83% |
$887K - $969K
|
27.6K
$13M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.68K- 1.14% |
$890K - $973K
|
232K
$110M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.7K- 4.12% |
$895K - $978K
|
62.7K
$29.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Brooktree Capital Management
|
SELL
|
- |
-2.72K- 10.48% |
$904K - $988K
|
23.3K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.74K- 1.0% |
$907K - $992K
|
271K
$128M
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-2.75K- 55.95% |
$911K - $996K
|
2.16K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-2.75K- 50.0% |
$912K - $997K
|
2.75K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.75K- 1.64% |
$913K - $998K
|
165K
$77.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.78K- 8.43% |
$922K - $1.01M
|
30.2K
$14.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.79K- 1.94% |
$924K - $1.01M
|
141K
$66.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.86K- 4.66% |
$949K - $1.04M
|
58.6K
$27.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.89K- 9.59% |
$958K - $1.05M
|
27.2K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
SELL
|
- |
-2.91K- 3.4% |
$966K - $1.06M
|
82.8K
$39.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.92K- 1.21% |
$970K - $1.06M
|
239K
$113M
|
|
|
Feb 13, 2024
Q4 2023
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-2.93K- 2.02% |
$973K - $1.06M
|
142K
$67.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.96K- 38.86% |
$981K - $1.07M
|
4.65K
$2.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-2.98K- 6.8% |
$988K - $1.08M
|
40.8K
$19.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3K- 2.65% |
$995K - $1.09M
|
110K
$51.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-3.02K- 31.84% |
$1M - $1.1M
|
6.47K
$3.05M
|