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 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
134K+ 47.76% |
$44.5M - $48.6M
|
415K
$199M
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
131K+ 10.88% |
$43.5M - $47.5M
|
1.34M
$639M
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
130K+ 21.38% |
$43M - $47.1M
|
736K
$352M
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
130K+ 66.86% |
$43M - $47M
|
324K
$155M
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
126K+ 2.64% |
$41.9M - $45.8M
|
4.9M
$2.35B
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
126K+ 232.29% |
$41.8M - $45.7M
|
180K
$86.3M
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
122KNew |
$40.6M - $44.4M
|
122K
$58.6M
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
122KNew |
$40.4M - $44.2M
|
122K
$58.4M
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
121K+ 18.75% |
$40.2M - $43.9M
|
767K
$367M
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
113K+ 555.36% |
$37.5M - $41M
|
133K
$63.9M
|
|
Feb 12, 2024
Q4 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
111KNew |
$36.8M - $40.3M
|
111K
$53.1M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
110K+ 19.22% |
$36.3M - $39.7M
|
679K
$325M
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
106K+ 1705.49% |
$35.1M - $38.4M
|
112K
$53.7M
|
|
Jan 30, 2024
Q4 2023
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
104KNew |
$34.4M - $37.6M
|
104K
$49.7M
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
103K+ 7.05% |
$34M - $37.2M
|
1.56M
$745M
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
101K+ 178.79% |
$33.6M - $36.7M
|
158K
$75.6M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
98.4K+ 2.76% |
$32.7M - $35.7M
|
3.67M
$1.76B
|
|
Feb 14, 2024
Q4 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
98.4K+ 13.43% |
$32.7M - $35.7M
|
831K
$398M
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
86K+ 220.93% |
$28.5M - $31.2M
|
125K
$59.8M
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
80.7K+ 276.64% |
$26.8M - $29.3M
|
110K
$52.6M
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
79.7K+ 78.86% |
$26.4M - $28.9M
|
181K
$86.5M
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
79.5K+ 118.19% |
$26.4M - $28.8M
|
147K
$70.3M
|
|
Feb 14, 2024
Q4 2023
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
BUY
|
- |
71.7K+ 139.81% |
$23.8M - $26M
|
123K
$58.8M
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
68.6K+ 42.52% |
$22.8M - $24.9M
|
230K
$110M
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
64.5K+ 0.9% |
$21.4M - $23.4M
|
7.23M
$3.46B
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
64.4KNew |
$21.4M - $23.3M
|
64.4K
$30.8M
|
|
Oct 22, 2024
Q4 2023
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
64.3KNew |
$21.3M - $23.3M
|
64.3K
$30.8M
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
64.1KNew |
$21.3M - $23.3M
|
64.1K
$30.7M
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
63.9K+ 28.35% |
$21.2M - $23.2M
|
289K
$138M
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
63K+ 16.88% |
$20.9M - $22.8M
|
436K
$209M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.8K+ 3.22% |
$20.8M - $22.8M
|
2.01M
$964M
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
61.7K+ 18.37% |
$20.5M - $22.4M
|
398K
$190M
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
59.9KNew |
$19.9M - $21.7M
|
59.9K
$28.6M
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
59.8K+ 9.99% |
$19.8M - $21.7M
|
659K
$315M
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
59.8K+ 8.02% |
$19.8M - $21.7M
|
805K
$385M
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
59.2K+ 3.23% |
$19.7M - $21.5M
|
1.89M
$905M
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
58.6K+ 7108.86% |
$19.4M - $21.2M
|
59.4K
$28.4M
|
|
Feb 14, 2024
Q4 2023
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
58.3KNew |
$19.3M - $21.1M
|
58.3K
$27.9M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
56.9K+ 28.62% |
$18.9M - $20.6M
|
256K
$122M
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
56.4K+ 7750.41% |
$18.7M - $20.5M
|
57.2K
$27.4M
|
|
Feb 14, 2024
Q4 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
54.9KNew |
$18.2M - $19.9M
|
54.9K
$26.3M
|
|
Feb 13, 2024
Q4 2023
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
54.2KNew |
$18M - $19.6M
|
54.2K
$25.9M
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
53.7K+ 77.42% |
$17.8M - $19.5M
|
123K
$58.9M
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
52.9K+ 4.95% |
$17.6M - $19.2M
|
1.12M
$537M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
52.8K+ 5.69% |
$17.5M - $19.1M
|
979K
$469M
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
52.3KNew |
$17.3M - $19M
|
52.3K
$25M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
51.4K+ 9.14% |
$17M - $18.6M
|
614K
$294M
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
51K+ 1188.53% |
$16.9M - $18.5M
|
55.3K
$26.5M
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
50.2KNew |
$16.6M - $18.2M
|
50.2K
$24M
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
47.7KNew |
$15.8M - $17.3M
|
47.7K
$22.8M
|