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 |
---|---|---|---|---|---|---|---|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
25.2K+ 24.02% |
$8.37M - $9.15M
|
130K
$61.5M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24.9K+ 6.99% |
$8.25M - $9.02M
|
380K
$180M
|
|
Feb 14, 2024
Q4 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
24.7K+ 6.85% |
$8.2M - $8.96M
|
386K
$182M
|
|
Jan 11, 2024
Q4 2023
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
24.4KNew |
$8.09M - $8.84M
|
24.4K
$11.5M
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
23.8K+ 247.22% |
$7.91M - $8.65M
|
33.5K
$15.8M
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
23.8K+ 92.89% |
$7.91M - $8.65M
|
49.5K
$23.4M
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
23.4K+ 11.98% |
$7.76M - $8.48M
|
219K
$103M
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
23.3K+ 2.59% |
$7.73M - $8.45M
|
924K
$436M
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
23.1K+ 20.31% |
$7.65M - $8.37M
|
137K
$64.5M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.8K+ 7.85% |
$7.58M - $8.29M
|
314K
$148M
|
|
Feb 12, 2024
Q4 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
22.5K+ 0.8% |
$7.45M - $8.14M
|
2.81M
$1.33B
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
22.4K+ 4180.75% |
$7.42M - $8.11M
|
22.9K
$10.8M
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
22.2K+ 100.05% |
$7.36M - $8.04M
|
44.3K
$20.9M
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
22K+ 12.44% |
$7.31M - $7.99M
|
199K
$94M
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
21.9K+ 12.35% |
$7.26M - $7.94M
|
199K
$94M
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
21.6K+ 35.78% |
$7.18M - $7.85M
|
82.1K
$38.7M
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
21.5K+ 479.93% |
$7.15M - $7.81M
|
26K
$12.3M
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
21.4K+ 1327.68% |
$7.11M - $7.78M
|
23.1K
$10.9M
|
|
Feb 13, 2024
Q4 2023
|
Good Haven Capital Management, LLC
Millburn, NJ |
BUY
|
- |
21.1K+ 23.24% |
$6.98M - $7.63M
|
112K
$52.7M
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
20.7KNew |
$6.87M - $7.51M
|
20.7K
$9.78M
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
20.6K+ 0.33% |
$6.85M - $7.49M
|
6.35M
$3B
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
20.5K+ 1995.91% |
$6.81M - $7.44M
|
21.5K
$10.2M
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
20.2K+ 534.01% |
$6.7M - $7.33M
|
24K
$11.3M
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
19.9KNew |
$6.61M - $7.23M
|
19.9K
$9.41M
|
|
Jan 31, 2024
Q4 2023
|
Check Capital Management Inc
|
BUY
|
- |
19.8K+ 1.44% |
$6.55M - $7.16M
|
1.39M
$658M
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
19.7K+ 410.95% |
$6.52M - $7.13M
|
24.4K
$11.5M
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
BUY
|
- |
19.6K+ 1218.05% |
$6.51M - $7.12M
|
21.2K
$10M
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.6K+ 13.84% |
$6.51M - $7.12M
|
161K
$76.2M
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
19.2K+ 8.74% |
$6.36M - $6.95M
|
238K
$113M
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
19K+ 4737.41% |
$6.3M - $6.89M
|
19.4K
$9.16M
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
18.9KNew |
$6.28M - $6.87M
|
18.9K
$8.94M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.6K+ 3.72% |
$6.18M - $6.75M
|
519K
$245M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.5K+ 8.52% |
$6.15M - $6.72M
|
236K
$111M
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
18.5K+ 2.25% |
$6.12M - $6.69M
|
839K
$396M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.3K+ 5.15% |
$6.07M - $6.63M
|
373K
$176M
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
18.1KNew |
$6.02M - $6.58M
|
18.1K
$8.56M
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
18.1KNew |
$6.01M - $6.57M
|
18.1K
$8.56M
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
18K+ 20.18% |
$5.96M - $6.52M
|
107K
$50.5M
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
17.9K+ 43.27% |
$5.95M - $6.51M
|
59.4K
$28.1M
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
17.9K+ 9.58% |
$5.94M - $6.49M
|
205K
$96.7M
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
17.8KNew |
$5.9M - $6.45M
|
17.8K
$8.4M
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.6K+ 114.97% |
$5.85M - $6.4M
|
33K
$15.6M
|
|
Mar 01, 2024
Q4 2023
|
Shorepath Capital Management LLC
Evanston, IL |
BUY
|
- |
17.5KNew |
$5.81M - $6.36M
|
17.5K
$8.27M
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
17.3K+ 166.68% |
$5.74M - $6.28M
|
27.7K
$13.1M
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
17.2K+ 69.88% |
$5.7M - $6.23M
|
41.8K
$19.7M
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.1K+ 5.15% |
$5.68M - $6.21M
|
349K
$165M
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
17KNew |
$5.65M - $6.18M
|
17K
$8.04M
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
16.8KNew |
$5.56M - $6.08M
|
16.8K
$7.91M
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
16.6K+ 14.29% |
$5.49M - $6.01M
|
132K
$62.5M
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
16.2K+ 126.7% |
$5.37M - $5.87M
|
28.9K
$13.7M
|