Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
19K+ 77.29% |
$6.48M - $7.04M
|
43.6K
$20.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19K+ 0.75% |
$6.48M - $7.04M
|
2.57M
$1.23B
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
18.3K+ 12.8% |
$6.25M - $6.79M
|
162K
$77.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
18.3K+ 2.28% |
$6.24M - $6.78M
|
820K
$394M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
18.2K+ 21.0% |
$6.22M - $6.76M
|
105K
$50.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
17.7K+ 63.25% |
$6.05M - $6.57M
|
45.8K
$22M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
17.7KNew |
$6.02M - $6.54M
|
17.7K
$8.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
17.6K+ 22.52% |
$5.99M - $6.51M
|
95.6K
$45.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
17.4KNew |
$5.92M - $6.44M
|
17.4K
$8.34M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
17.4K+ 4.0% |
$5.92M - $6.43M
|
451K
$216M
|
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
16.9K+ 111.4% |
$5.75M - $6.25M
|
32K
$15.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
16.8K+ 98.78% |
$5.72M - $6.22M
|
33.8K
$16.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
16.6KNew |
$5.66M - $6.15M
|
16.6K
$7.96M
|
|
|
Oct 07, 2024
Q3 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
16.6KNew |
$5.66M - $6.15M
|
16.6K
$7.96M
|
|
|
Oct 08, 2024
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
16.6KNew |
$5.66M - $6.15M
|
16.6K
$7.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
16.5K+ 27.8% |
$5.62M - $6.1M
|
75.7K
$36.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
16.4K+ 3.7% |
$5.58M - $6.07M
|
459K
$220M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
16.2KNew |
$5.52M - $6M
|
16.2K
$7.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
16K+ 12.16% |
$5.45M - $5.92M
|
147K
$70.7M
|
|
|
Nov 21, 2023
Q3 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
15.8KNew |
$5.4M - $5.87M
|
15.8K
$7.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
15.8K+ 170.57% |
$5.39M - $5.86M
|
25.1K
$12M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15.7K+ 41.22% |
$5.34M - $5.8M
|
53.6K
$25.7M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.6K+ 11.38% |
$5.33M - $5.79M
|
153K
$73.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
15.1K+ 84.86% |
$5.14M - $5.58M
|
32.8K
$15.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
14.9KNew |
$5.06M - $5.5M
|
14.9K
$7.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14.7K+ 5.83% |
$5.01M - $5.45M
|
267K
$128M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
14.7K+ 18.16% |
$5.01M - $5.44M
|
95.6K
$45.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Check Capital Management Inc
|
BUY
|
- |
14.5K+ 1.06% |
$4.94M - $5.36M
|
1.37M
$659M
|
|
|
Jan 31, 2024
Q3 2023
|
Check Capital Management Inc
|
BUY
|
- |
14.5K+ 1.06% |
$4.94M - $5.36M
|
1.37M
$659M
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
14.5K+ 5.06% |
$4.94M - $5.36M
|
301K
$144M
|
|
|
Nov 14, 2023
Q3 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
13.9KNew |
$4.74M - $5.15M
|
13.9K
$6.67M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
13.8K+ 90.14% |
$4.71M - $5.12M
|
29.2K
$14M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
13.7KNew |
$4.69M - $5.09M
|
13.7K
$6.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
13.6KNew |
$4.65M - $5.05M
|
13.6K
$6.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
13.5K+ 36.3% |
$4.6M - $5M
|
50.6K
$24.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Samjo Capital LLC
|
BUY
|
- |
13KNew |
$4.43M - $4.81M
|
13K
$6.23M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
12.2K+ 98.22% |
$4.17M - $4.54M
|
24.7K
$11.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
12.2K+ 24.25% |
$4.17M - $4.53M
|
62.7K
$30.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
12.1KNew |
$4.12M - $4.48M
|
12.1K
$5.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
12KNew |
$4.09M - $4.45M
|
12K
$5.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12K+ 0.49% |
$4.08M - $4.44M
|
2.44M
$1.17B
|
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
11.9K+ 5.12% |
$4.04M - $4.39M
|
243K
$117M
|
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.9K+ 244.8% |
$4.04M - $4.39M
|
16.7K
$8.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.6K+ 1.27% |
$3.97M - $4.31M
|
926K
$444M
|
|
|
Nov 14, 2023
Q3 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
11.4K+ 1.99% |
$3.9M - $4.23M
|
586K
$281M
|
|
|
Nov 06, 2023
Q3 2023
|
Bronte Capital Management Pty Ltd.
|
BUY
|
- |
11.3K+ 2.84% |
$3.85M - $4.19M
|
410K
$196M
|
|
|
Nov 08, 2023
Q3 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
11.2K+ 1559.31% |
$3.83M - $4.16M
|
11.9K
$5.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
11.2K+ 471.16% |
$3.81M - $4.15M
|
13.6K
$6.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
11.2K+ 2.17% |
$3.81M - $4.14M
|
526K
$252M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.1K+ 43.59% |
$3.78M - $4.11M
|
36.5K
$17.5M
|