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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1- 0.62% |
$503K - $556K
|
160
$108M
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-1- 50.0% |
$503K - $556K
|
1
$677K
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1- 12.5% |
$503K - $556K
|
7
$4.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1- 25.0% |
$503K - $556K
|
3
$2.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1- 1.06% |
$503K - $556K
|
93
$62.9M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2- 0.1% |
$1.01M - $1.11M
|
1.99K
$1.35B
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-2- 0.93% |
$1.01M - $1.11M
|
214
$145M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2- 66.67% |
$1.01M - $1.11M
|
1
$677K
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-2- 40.0% |
$1.01M - $1.11M
|
3
$2.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2- 5.0% |
$1.01M - $1.11M
|
38
$25.7M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2- 33.33% |
$1.01M - $1.11M
|
4
$2.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2- 66.67% |
$1.01M - $1.11M
|
1
$677K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2- 16.67% |
$1.01M - $1.11M
|
10
$6.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-2- 11.76% |
$1.01M - $1.11M
|
15
$10.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2- 1.5% |
$1.01M - $1.11M
|
131
$88.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2- 22.22% |
$1.01M - $1.11M
|
7
$4.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-2- 16.67% |
$1.01M - $1.11M
|
10
$6.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-2- 11.76% |
$1.01M - $1.11M
|
15
$10.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-2- 0.69% |
$1.01M - $1.11M
|
286
$194M
|
|
|
Feb 13, 2024
Q4 2023
|
I.G.Y. LTD
|
SELL
|
- |
-2- 2.35% |
$1.01M - $1.11M
|
83
$56.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2- 0.23% |
$1.01M - $1.11M
|
877
$593M
|
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-2- 8.0% |
$1.01M - $1.11M
|
23
$15.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2- 8.33% |
$1.01M - $1.11M
|
22
$14.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-2- 5.41% |
$1.01M - $1.11M
|
35
$23.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2- 2.35% |
$1.01M - $1.11M
|
83
$56.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2- 40.0% |
$1.01M - $1.11M
|
3
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2- 4.08% |
$1.01M - $1.11M
|
47
$31.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Holding Inc
|
SELL
|
- |
-2- 0.53% |
$1.01M - $1.11M
|
373
$252M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2- 16.67% |
$1.01M - $1.11M
|
10
$6.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2- 16.67% |
$1.01M - $1.11M
|
10
$6.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2- 5.71% |
$1.01M - $1.11M
|
33
$22.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2- 40.0% |
$1.01M - $1.11M
|
3
$2.03M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2- 66.67% |
$1.01M - $1.11M
|
1
$677K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3- 10.0% |
$1.51M - $1.67M
|
27
$18.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3- 10.71% |
$1.51M - $1.67M
|
25
$16.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3- 75.0% |
$1.51M - $1.67M
|
1
$677K
|
|
|
Feb 09, 2024
Q4 2023
|
Soditic Asset Management LLP
London, X0 |
SELL
|
- |
-3- 6.38% |
$1.51M - $1.67M
|
44
$29.8M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3- 23.08% |
$1.51M - $1.67M
|
10
$6.77M
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-4- 80.0% |
$2.01M - $2.22M
|
1
$677K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-4- 2.88% |
$2.01M - $2.22M
|
135
$91.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-4- 10.53% |
$2.01M - $2.22M
|
34
$23M
|
|
|
Feb 14, 2024
Q4 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
SELL
|
- |
-4- 3.1% |
$2.01M - $2.22M
|
125
$84.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4- 9.3% |
$2.01M - $2.22M
|
39
$26.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4- 8.89% |
$2.01M - $2.22M
|
41
$27.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5- 8.33% |
$2.52M - $2.78M
|
55
$37.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-5- 12.5% |
$2.52M - $2.78M
|
35
$23.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-5- 62.5% |
$2.52M - $2.78M
|
3
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-5- 0.75% |
$2.52M - $2.78M
|
662
$448M
|
|
|
Feb 13, 2024
Q4 2023
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-5- 1.77% |
$2.52M - $2.78M
|
277
$187M
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-5- 9.62% |
$2.52M - $2.78M
|
47
$31.8M
|