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 09, 2024
Q4 2023
|
Cqs (Us), LLC
New York, NY |
BUY
|
- |
47.4K+ 113.91% |
$15.7M - $17.2M
|
89.1K
$42.6M
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
46.6K+ 234.73% |
$15.5M - $16.9M
|
66.5K
$31.8M
|
|
Apr 10, 2024
Q4 2023
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
45.5KNew |
$15.1M - $16.5M
|
45.5K
$21.8M
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
44.4KNew |
$14.7M - $16.1M
|
44.4K
$21.3M
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
44.1KNew |
$14.6M - $16M
|
44.1K
$21.1M
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
43.3K+ 71.56% |
$14.3M - $15.7M
|
104K
$49.6M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
42.8K+ 13.15% |
$14.2M - $15.5M
|
368K
$176M
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
BUY
|
- |
41.5K+ 7.56% |
$13.8M - $15.1M
|
591K
$283M
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
41.5KNew |
$13.8M - $15M
|
41.5K
$19.8M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
41.1K+ 3.17% |
$13.6M - $14.9M
|
1.34M
$640M
|
|
May 07, 2024
Q4 2023
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
40.8KNew |
$13.5M - $14.8M
|
40.8K
$19.5M
|
|
Jan 31, 2024
Q4 2023
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
38.3KNew |
$12.7M - $13.9M
|
38.3K
$18.3M
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
36.7KNew |
$12.2M - $13.3M
|
36.7K
$17.6M
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
36.7K+ 15.66% |
$12.2M - $13.3M
|
271K
$130M
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
36.5K+ 84.37% |
$12.1M - $13.2M
|
79.8K
$38.2M
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
36.5K+ 19.01% |
$12.1M - $13.2M
|
228K
$109M
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
36.4KNew |
$12.1M - $13.2M
|
36.4K
$17.4M
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
36.4K+ 144.92% |
$12.1M - $13.2M
|
61.5K
$29.4M
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
36.3KNew |
$12.1M - $13.2M
|
36.3K
$17.4M
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
35.7K+ 5.95% |
$11.9M - $13M
|
636K
$304M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
34.8K+ 9.58% |
$11.5M - $12.6M
|
398K
$191M
|
|
Feb 06, 2024
Q4 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
34.6K+ 1.85% |
$11.5M - $12.5M
|
1.9M
$912M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.1K+ 2.19% |
$11.3M - $12.4M
|
1.59M
$762M
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
33.3K+ 372.45% |
$11M - $12.1M
|
42.3K
$20.2M
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
33.2K+ 1.26% |
$11M - $12M
|
2.67M
$1.28B
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
33K+ 5.39% |
$10.9M - $12M
|
645K
$309M
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
32.8KNew |
$10.9M - $11.9M
|
32.8K
$15.7M
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
32.8K+ 6.34% |
$10.9M - $11.9M
|
549K
$263M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
32.7KNew |
$10.8M - $11.9M
|
32.7K
$15.7M
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
32.7K+ 27.71% |
$10.8M - $11.8M
|
151K
$72.1M
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
32.5KNew |
$10.8M - $11.8M
|
32.5K
$15.5M
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
32K+ 16.56% |
$10.6M - $11.6M
|
225K
$108M
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
32KNew |
$10.6M - $11.6M
|
32K
$15.3M
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
31.9K+ 4.07% |
$10.6M - $11.6M
|
816K
$390M
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
31.8K+ 8.66% |
$10.5M - $11.5M
|
398K
$191M
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
31.1K+ 7.24% |
$10.3M - $11.3M
|
461K
$220M
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
31K+ 822.03% |
$10.3M - $11.3M
|
34.8K
$16.7M
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
30.8K+ 1768.56% |
$10.2M - $11.2M
|
32.5K
$15.6M
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
30.8K+ 14.69% |
$10.2M - $11.2M
|
240K
$115M
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
30.2K+ 46.67% |
$10M - $10.9M
|
94.8K
$45.4M
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
29.2K+ 105.56% |
$9.69M - $10.6M
|
56.9K
$27.2M
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
29.2KNew |
$9.69M - $10.6M
|
29.2K
$14M
|
|
Feb 14, 2024
Q4 2023
|
Progeny 3, Inc.
Seattle, WA |
BUY
|
- |
28.8K+ 117.84% |
$9.55M - $10.4M
|
53.2K
$25.5M
|
|
Feb 09, 2024
Q4 2023
|
Tcw Group Inc
|
BUY
|
- |
28.6KNew |
$9.5M - $10.4M
|
28.6K
$13.7M
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27K+ 27.2% |
$8.97M - $9.8M
|
126K
$60.5M
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
26.7K+ 1.15% |
$8.87M - $9.7M
|
2.35M
$1.13B
|
|
Feb 07, 2024
Q4 2023
|
Harry Burn
Sound Shore Management Inc
|
BUY
|
- |
26.7K+ 13.13% |
$8.85M - $9.68M
|
230K
$110M
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
26.6K+ 116.14% |
$8.82M - $9.64M
|
49.5K
$23.7M
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
25.8K+ 5.77% |
$8.56M - $9.36M
|
473K
$226M
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
25.7KNew |
$8.51M - $9.31M
|
25.7K
$12.3M
|