Purchases and Sales Made in Q4 2023 in Berkshire Hathaway Inc (BRK-A)
This table provides information about the institutional ownership of Berkshire Hathaway Inc (BRK-A) during Q4 2023. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.09M+ 0.0% |
$546B - $603B
|
1.09M
$740B
|
|
|
Feb 09, 2024
Q4 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
5.29KNew |
$2.66B - $2.94B
|
5.29K
$3.6B
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
400New |
$201M - $222M
|
400
$273M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
325New |
$164M - $181M
|
325
$221M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
310New |
$156M - $172M
|
310
$211M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
231+ 5.74% |
$116M - $128M
|
4.25K
$2.9B
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
211+ 1.25% |
$106M - $117M
|
17.1K
$11.7B
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
179New |
$90.1M - $99.5M
|
179
$122M
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
152New |
$76.5M - $84.5M
|
152
$104M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
116+ 47.93% |
$58.4M - $64.5M
|
358
$244M
|
|
|
Feb 14, 2024
Q4 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
100New |
$50.3M - $55.6M
|
100
$68.1M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
100New |
$50.3M - $55.6M
|
100
$68.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Josh Tarasoff
Greenlea Lane Capital Management, LLC | Weston, Ct
|
BUY
|
- |
71New |
$35.7M - $39.5M
|
71
$48.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
67+ 2233.33% |
$33.7M - $37.2M
|
70
$47.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
BUY
|
- |
59+ 107.27% |
$29.7M - $32.8M
|
114
$77.7M
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
50+ 5.68% |
$25.2M - $27.8M
|
931
$634M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
40+ 363.64% |
$20.1M - $22.2M
|
51
$34.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39+ 35.45% |
$19.6M - $21.7M
|
149
$102M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
36New |
$18.1M - $20M
|
36
$24.5M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
32New |
$16.1M - $17.8M
|
32
$21.8M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24+ 19.2% |
$12.1M - $13.3M
|
149
$102M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
23New |
$11.6M - $12.8M
|
23
$15.7M
|
|
|
Mar 05, 2024
Q4 2023
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
22New |
$11.1M - $12.2M
|
22
$15M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21New |
$10.6M - $11.7M
|
21
$14.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
20New |
$10.1M - $11.1M
|
20
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18+ 12.0% |
$9.06M - $10M
|
168
$114M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
17New |
$8.56M - $9.45M
|
17
$11.6M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
14New |
$7.05M - $7.78M
|
14
$9.54M
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
14New |
$7.05M - $7.78M
|
14
$9.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14+ 45.16% |
$7.05M - $7.78M
|
45
$30.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
14+ 0.79% |
$7.05M - $7.78M
|
1.79K
$1.22B
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
12New |
$6.04M - $6.67M
|
12
$8.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
11New |
$5.54M - $6.11M
|
11
$7.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
11+ 73.33% |
$5.54M - $6.11M
|
26
$17.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11+ 14.67% |
$5.54M - $6.11M
|
86
$58.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
10+ 500.0% |
$5.03M - $5.56M
|
12
$8.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
10+ 1.68% |
$5.03M - $5.56M
|
607
$414M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
10+ 1000.0% |
$5.03M - $5.56M
|
11
$7.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
9+ 4.35% |
$4.53M - $5M
|
216
$147M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
9New |
$4.53M - $5M
|
9
$6.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8New |
$4.03M - $4.45M
|
8
$5.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8+ 47.06% |
$4.03M - $4.45M
|
25
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
8+ 4.06% |
$4.03M - $4.45M
|
205
$140M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7+ 14.29% |
$3.52M - $3.89M
|
56
$38.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7New |
$3.52M - $3.89M
|
7
$4.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
7+ 3.54% |
$3.52M - $3.89M
|
205
$140M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
7+ 5.26% |
$3.52M - $3.89M
|
140
$95.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
7New |
$3.52M - $3.89M
|
7
$4.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7New |
$3.52M - $3.89M
|
7
$4.77M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
7+ 100.0% |
$3.52M - $3.89M
|
14
$9.54M
|