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
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-11.7K- 6.82% |
$3.9M - $4.26M
|
161K
$77.8M
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-11.8K- 42.8% |
$3.91M - $4.27M
|
15.7K
$7.64M
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-11.8K- 4.41% |
$3.92M - $4.28M
|
256K
$124M
|
|
Feb 06, 2024
Q4 2023
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-12.2K- 20.45% |
$4.05M - $4.43M
|
47.5K
$23.1M
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-12.5KClosed |
$4.14M - $4.53M
|
0
$0
|
|
Jan 29, 2024
Q4 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-12.7K- 3.4% |
$4.22M - $4.61M
|
362K
$176M
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-13K- 4.19% |
$4.32M - $4.72M
|
297K
$144M
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-13K- 1.51% |
$4.32M - $4.72M
|
851K
$413M
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-13.1K- 44.46% |
$4.34M - $4.74M
|
16.3K
$7.92M
|
|
Feb 14, 2024
Q4 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-13.1K- 30.14% |
$4.36M - $4.76M
|
30.4K
$14.8M
|
|
Feb 09, 2024
Q4 2023
|
Saratoga Research & Investment Management
|
SELL
|
- |
-13.5K- 3.68% |
$4.47M - $4.89M
|
353K
$171M
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-13.8K- 22.43% |
$4.58M - $5.01M
|
47.8K
$23.2M
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-13.9K- 2.37% |
$4.62M - $5.05M
|
573K
$278M
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-14.1K- 1.88% |
$4.67M - $5.11M
|
733K
$355M
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-14.8K- 9.0% |
$4.89M - $5.35M
|
149K
$72.4M
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-14.8K- 12.16% |
$4.9M - $5.36M
|
107K
$51.8M
|
|
Feb 07, 2024
Q4 2023
|
Findlay Park Partners LLP
London, X0 |
SELL
|
- |
-14.8K- 2.56% |
$4.91M - $5.37M
|
564K
$274M
|
|
Jan 30, 2024
Q4 2023
|
St. James Investment Company, LLC
|
SELL
|
- |
-14.8K- 7.39% |
$4.91M - $5.37M
|
186K
$90.1M
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-15.6K- 11.95% |
$5.19M - $5.67M
|
115K
$55.9M
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-15.9K- 82.35% |
$5.26M - $5.75M
|
3.4K
$1.65M
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-16K- 0.49% |
$5.3M - $5.8M
|
3.26M
$1.58B
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-16K- 49.96% |
$5.3M - $5.8M
|
16K
$7.76M
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-16K- 17.66% |
$5.31M - $5.8M
|
74.6K
$36.2M
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-16.5K- 3.14% |
$5.49M - $6M
|
510K
$247M
|
|
Feb 12, 2024
Q4 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-16.6K- 1.49% |
$5.5M - $6.01M
|
1.1M
$533M
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-16.8K- 40.04% |
$5.58M - $6.1M
|
25.2K
$12.2M
|
|
Feb 05, 2024
Q4 2023
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-16.8K- 2.09% |
$5.58M - $6.1M
|
789K
$383M
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-16.9K- 2.13% |
$5.6M - $6.12M
|
777K
$377M
|
|
Feb 06, 2024
Q4 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-17K- 15.74% |
$5.63M - $6.15M
|
90.8K
$44M
|
|
Feb 14, 2024
Q4 2023
|
Harspring Capital Management, LLC
New York, NY |
SELL
|
- |
-17K- 22.67% |
$5.64M - $6.17M
|
58K
$28.1M
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-17.4K- 86.68% |
$5.78M - $6.32M
|
2.68K
$1.3M
|
|
Feb 13, 2024
Q4 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-17.9K- 4.87% |
$5.95M - $6.5M
|
350K
$170M
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-18.4K- 44.5% |
$6.11M - $6.68M
|
23K
$11.1M
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-18.4K- 7.13% |
$6.12M - $6.69M
|
240K
$116M
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-18.5K- 2.29% |
$6.15M - $6.73M
|
792K
$384M
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.7K- 5.46% |
$6.21M - $6.79M
|
324K
$157M
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-19.3K- 65.64% |
$6.4M - $7M
|
10.1K
$4.9M
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-19.5K- 6.02% |
$6.47M - $7.08M
|
304K
$148M
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-19.5K- 99.27% |
$6.47M - $7.08M
|
143
$69.4K
|
|
Feb 14, 2024
Q4 2023
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-19.6K- 9.22% |
$6.5M - $7.1M
|
193K
$93.6M
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-19.7K- 14.69% |
$6.52M - $7.13M
|
114K
$55.3M
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-20K- 92.69% |
$6.62M - $7.24M
|
1.58K
$764K
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-20.3K- 4.91% |
$6.73M - $7.35M
|
392K
$190M
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-20.4K- 14.92% |
$6.76M - $7.39M
|
116K
$56.4M
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-21K- 25.28% |
$6.95M - $7.6M
|
62K
$30M
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-21.3K- 4.63% |
$7.06M - $7.72M
|
439K
$213M
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-21.7K- 6.11% |
$7.2M - $7.87M
|
334K
$162M
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-22.1K- 52.63% |
$7.34M - $8.02M
|
19.9K
$9.65M
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.5K- 45.62% |
$7.46M - $8.15M
|
26.8K
$13M
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-23.3K- 82.06% |
$7.74M - $8.46M
|
5.1K
$2.47M
|