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 22, 2024
Q4 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-9.57K- 93.35% |
$3.18M - $3.47M
|
682
$322K
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-9.7K- 58.13% |
$3.22M - $3.52M
|
6.99K
$3.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-9.87K- 5.5% |
$3.27M - $3.58M
|
170K
$80M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.4K- 21.3% |
$3.45M - $3.78M
|
38.5K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-10.6K- 44.53% |
$3.51M - $3.83M
|
13.2K
$6.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-10.7K- 3.86% |
$3.55M - $3.88M
|
266K
$126M
|
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-10.9K- 3.23% |
$3.6M - $3.94M
|
326K
$154M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-11K- 94.06% |
$3.63M - $3.97M
|
692
$327K
|
|
|
Feb 13, 2024
Q4 2023
|
Hosking Partners LLP
|
SELL
|
- |
-11K- 6.91% |
$3.64M - $3.98M
|
148K
$69.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-11.3K- 4.22% |
$3.73M - $4.08M
|
256K
$121M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.3K- 22.76% |
$3.73M - $4.08M
|
38.2K
$18M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-11.4K- 1.32% |
$3.77M - $4.12M
|
847K
$400M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.4K- 17.5% |
$3.78M - $4.14M
|
53.8K
$25.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-11.5K- 1.15% |
$3.8M - $4.15M
|
985K
$465M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-11.7K- 4.59% |
$3.89M - $4.25M
|
243K
$115M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-11.7K- 6.82% |
$3.9M - $4.26M
|
161K
$75.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-11.8K- 42.8% |
$3.91M - $4.27M
|
15.7K
$7.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-11.8K- 4.41% |
$3.92M - $4.28M
|
256K
$121M
|
|
|
Feb 06, 2024
Q4 2023
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-12.2K- 20.45% |
$4.05M - $4.43M
|
47.5K
$22.4M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-12.5KClosed |
$4.14M - $4.53M
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-12.7K- 3.4% |
$4.22M - $4.61M
|
362K
$171M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-13K- 4.19% |
$4.32M - $4.72M
|
297K
$140M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-13K- 1.51% |
$4.32M - $4.72M
|
851K
$402M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-13.1K- 44.46% |
$4.34M - $4.74M
|
16.3K
$7.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-13.1K- 30.14% |
$4.36M - $4.76M
|
30.4K
$14.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Saratoga Research & Investment Management
|
SELL
|
- |
-13.5K- 3.68% |
$4.47M - $4.89M
|
353K
$167M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-13.8K- 22.43% |
$4.58M - $5.01M
|
47.8K
$22.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-13.9K- 2.37% |
$4.62M - $5.05M
|
573K
$270M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-14.1K- 1.88% |
$4.67M - $5.11M
|
733K
$346M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-14.8K- 9.0% |
$4.89M - $5.35M
|
149K
$70.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-14.8K- 12.16% |
$4.9M - $5.36M
|
107K
$50.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Findlay Park Partners LLP
London, X0 |
SELL
|
- |
-14.8K- 2.56% |
$4.91M - $5.37M
|
564K
$266M
|
|
|
Jan 30, 2024
Q4 2023
|
St. James Investment Company, LLC
|
SELL
|
- |
-14.8K- 7.39% |
$4.91M - $5.37M
|
186K
$87.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-15.6K- 11.95% |
$5.19M - $5.67M
|
115K
$54.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-15.9K- 82.35% |
$5.26M - $5.75M
|
3.4K
$1.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-16K- 0.49% |
$5.3M - $5.8M
|
3.26M
$1.54B
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-16K- 49.96% |
$5.3M - $5.8M
|
16K
$7.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-16K- 17.66% |
$5.31M - $5.8M
|
74.6K
$35.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-16.5K- 3.14% |
$5.49M - $6M
|
510K
$241M
|
|
|
Feb 12, 2024
Q4 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-16.6K- 1.49% |
$5.5M - $6.01M
|
1.1M
$519M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-16.8K- 40.04% |
$5.58M - $6.1M
|
25.2K
$11.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-16.8K- 2.09% |
$5.58M - $6.1M
|
789K
$373M
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-16.9K- 2.13% |
$5.6M - $6.12M
|
777K
$367M
|
|
|
Feb 06, 2024
Q4 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-17K- 15.74% |
$5.63M - $6.15M
|
90.8K
$42.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Harspring Capital Management, LLC
New York, NY |
SELL
|
- |
-17K- 22.67% |
$5.64M - $6.17M
|
58K
$27.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-17.4K- 86.68% |
$5.78M - $6.32M
|
2.68K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-17.9K- 4.87% |
$5.95M - $6.5M
|
350K
$165M
|
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-18.4K- 44.5% |
$6.11M - $6.68M
|
23K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-18.4K- 7.13% |
$6.12M - $6.69M
|
240K
$113M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-18.5K- 2.29% |
$6.15M - $6.73M
|
792K
$374M
|