Purchases and Sales Made in Q4 2023 in Berkshire Hathaway Inc (BRK-A)
This table provides information about the institutional ownership of Berkshire Hathaway Inc (BRK-A) during Q4 2023. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1- 14.29% |
$503K - $556K
|
6
$4.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1- 4.0% |
$503K - $556K
|
24
$17.3M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-1- 4.76% |
$503K - $556K
|
20
$14.4M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1- 20.0% |
$503K - $556K
|
4
$2.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1- 25.0% |
$503K - $556K
|
3
$2.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-1- 12.5% |
$503K - $556K
|
7
$5.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-2- 11.76% |
$1.01M - $1.11M
|
15
$10.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2- 66.67% |
$1.01M - $1.11M
|
1
$719K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2- 33.33% |
$1.01M - $1.11M
|
4
$2.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2- 16.67% |
$1.01M - $1.11M
|
10
$7.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-2- 16.67% |
$1.01M - $1.11M
|
10
$7.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-2- 8.0% |
$1.01M - $1.11M
|
23
$16.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2- 5.71% |
$1.01M - $1.11M
|
33
$23.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-2- 0.93% |
$1.01M - $1.11M
|
214
$154M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-2- 11.76% |
$1.01M - $1.11M
|
15
$10.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2- 66.67% |
$1.01M - $1.11M
|
1
$719K
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-2- 40.0% |
$1.01M - $1.11M
|
3
$2.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-2- 0.69% |
$1.01M - $1.11M
|
286
$206M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2- 66.67% |
$1.01M - $1.11M
|
1
$719K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2- 40.0% |
$1.01M - $1.11M
|
3
$2.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2- 16.67% |
$1.01M - $1.11M
|
10
$7.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2- 5.0% |
$1.01M - $1.11M
|
38
$27.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2- 0.23% |
$1.01M - $1.11M
|
877
$631M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2- 8.33% |
$1.01M - $1.11M
|
22
$15.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2- 1.5% |
$1.01M - $1.11M
|
131
$94.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2- 40.0% |
$1.01M - $1.11M
|
3
$2.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2- 4.08% |
$1.01M - $1.11M
|
47
$33.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2- 22.22% |
$1.01M - $1.11M
|
7
$5.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2- 16.67% |
$1.01M - $1.11M
|
10
$7.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Holding Inc
|
SELL
|
- |
-2- 0.53% |
$1.01M - $1.11M
|
373
$268M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2- 0.1% |
$1.01M - $1.11M
|
1.99K
$1.43B
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-2- 5.41% |
$1.01M - $1.11M
|
35
$25.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2- 2.35% |
$1.01M - $1.11M
|
83
$59.7M
|
|
|
Feb 13, 2024
Q4 2023
|
I.G.Y. LTD
|
SELL
|
- |
-2- 2.35% |
$1.01M - $1.11M
|
83
$59.7M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3- 23.08% |
$1.51M - $1.67M
|
10
$7.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3- 10.71% |
$1.51M - $1.67M
|
25
$18M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3- 10.0% |
$1.51M - $1.67M
|
27
$19.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3- 75.0% |
$1.51M - $1.67M
|
1
$719K
|
|
|
Feb 09, 2024
Q4 2023
|
Soditic Asset Management LLP
London, X0 |
SELL
|
- |
-3- 6.38% |
$1.51M - $1.67M
|
44
$31.6M
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-4- 80.0% |
$2.01M - $2.22M
|
1
$719K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4- 8.89% |
$2.01M - $2.22M
|
41
$29.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-4- 2.88% |
$2.01M - $2.22M
|
135
$97.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
SELL
|
- |
-4- 3.1% |
$2.01M - $2.22M
|
125
$89.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4- 9.3% |
$2.01M - $2.22M
|
39
$28M
|
|
|
Jan 31, 2024
Q4 2023
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-4- 10.53% |
$2.01M - $2.22M
|
34
$24.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-5- 62.5% |
$2.52M - $2.78M
|
3
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5- 8.33% |
$2.52M - $2.78M
|
55
$39.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-5- 9.62% |
$2.52M - $2.78M
|
47
$33.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-5- 0.75% |
$2.52M - $2.78M
|
662
$476M
|
|
|
Feb 13, 2024
Q4 2023
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-5- 1.77% |
$2.52M - $2.78M
|
277
$199M
|