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
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-4.48K- 62.72% |
$1.49M - $1.63M
|
2.66K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.51K- 15.5% |
$1.5M - $1.63M
|
24.6K
$12.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4.53K- 99.26% |
$1.5M - $1.64M
|
34
$17.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-4.62K- 3.46% |
$1.53M - $1.68M
|
129K
$66.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-4.62K- 2.33% |
$1.53M - $1.68M
|
193K
$100M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-4.73K- 22.0% |
$1.57M - $1.72M
|
16.8K
$8.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-4.8K- 77.04% |
$1.59M - $1.74M
|
1.43K
$741K
|
|
|
Jan 30, 2024
Q4 2023
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-4.82K- 1.29% |
$1.6M - $1.75M
|
367K
$190M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.82K- 9.36% |
$1.6M - $1.75M
|
46.7K
$24.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-5K- 1.68% |
$1.66M - $1.81M
|
293K
$152M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-5.03K- 1.08% |
$1.67M - $1.83M
|
462K
$239M
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-5.05K- 4.05% |
$1.68M - $1.83M
|
120K
$62M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-5.11K- 70.35% |
$1.7M - $1.85M
|
2.15K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-5.12K- 62.38% |
$1.7M - $1.86M
|
3.09K
$1.6M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.17K- 6.64% |
$1.72M - $1.88M
|
72.7K
$37.7M
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-5.22K- 3.67% |
$1.73M - $1.89M
|
137K
$71.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-5.26K- 6.6% |
$1.74M - $1.91M
|
74.4K
$38.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5.31K- 3.14% |
$1.76M - $1.93M
|
164K
$85M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-5.37K- 75.65% |
$1.78M - $1.95M
|
1.73K
$897K
|
|
|
Jan 29, 2024
Q4 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-5.5K- 69.5% |
$1.82M - $1.99M
|
2.41K
$1.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-5.53K- 6.99% |
$1.83M - $2.01M
|
73.6K
$38.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-5.61K- 2.63% |
$1.86M - $2.03M
|
207K
$107M
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-5.66K- 21.16% |
$1.88M - $2.05M
|
21.1K
$10.9M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-5.7K- 4.79% |
$1.89M - $2.07M
|
113K
$58.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Employees Retirement System Of Texas
|
SELL
|
- |
-5.7K- 19.94% |
$1.89M - $2.07M
|
22.9K
$11.9M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-5.82K- 3.59% |
$1.93M - $2.11M
|
156K
$81.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.83K- 1.26% |
$1.93M - $2.11M
|
455K
$236M
|
|
|
Feb 09, 2024
Q4 2023
|
Pacifica Capital Investments, LLC
|
SELL
|
- |
-5.88K- 2.61% |
$1.95M - $2.13M
|
219K
$114M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.91K- 11.03% |
$1.96M - $2.14M
|
47.7K
$24.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.92K- 14.2% |
$1.97M - $2.15M
|
35.8K
$18.5M
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-6.08K- 39.61% |
$2.02M - $2.2M
|
9.27K
$4.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-6.12K- 50.12% |
$2.03M - $2.22M
|
6.09K
$3.16M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-6.12K- 4.67% |
$2.03M - $2.22M
|
125K
$64.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-6.13K- 3.02% |
$2.03M - $2.22M
|
197K
$102M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.22K- 13.88% |
$2.06M - $2.25M
|
38.6K
$20M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.3K- 5.25% |
$2.09M - $2.29M
|
114K
$58.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-6.41K- 4.89% |
$2.13M - $2.32M
|
125K
$64.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-6.42K- 5.65% |
$2.13M - $2.33M
|
107K
$55.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-6.44K- 7.92% |
$2.14M - $2.33M
|
74.9K
$38.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-6.55K- 8.95% |
$2.17M - $2.38M
|
66.7K
$34.6M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-6.59K- 4.08% |
$2.19M - $2.39M
|
155K
$80.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-6.68K- 2.93% |
$2.22M - $2.42M
|
221K
$115M
|
|
|
Jan 23, 2024
Q4 2023
|
Defender Capital, Llc.
|
SELL
|
- |
-6.69K- 5.61% |
$2.22M - $2.42M
|
112K
$58.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6.73K- 6.84% |
$2.23M - $2.44M
|
91.7K
$47.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.74K- 1.72% |
$2.23M - $2.44M
|
385K
$199M
|
|
|
Feb 14, 2024
Q4 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-6.74K- 2.59% |
$2.24M - $2.44M
|
253K
$131M
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-6.84K- 84.09% |
$2.27M - $2.48M
|
1.3K
$671K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-6.9K- 64.01% |
$2.29M - $2.5M
|
3.88K
$2.01M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-6.95K- 18.35% |
$2.31M - $2.52M
|
31K
$16M
|
|
|
Jan 29, 2024
Q4 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-7.04K- 99.9% |
$2.33M - $2.55M
|
7
$3.63K
|