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 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-5- 1.5% |
$2.52M - $2.78M
|
329
$237M
|
|
|
Feb 14, 2024
Q4 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-5- 12.5% |
$2.52M - $2.78M
|
35
$25.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6- 4.32% |
$3.02M - $3.33M
|
133
$95.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6- 1.86% |
$3.02M - $3.33M
|
316
$227M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6- 21.43% |
$3.02M - $3.33M
|
22
$15.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-6- 3.53% |
$3.02M - $3.33M
|
164
$118M
|
|
|
Feb 13, 2024
Q4 2023
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-6- 3.7% |
$3.02M - $3.33M
|
156
$112M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7- 10.29% |
$3.52M - $3.89M
|
61
$43.9M
|
|
|
Feb 08, 2024
Q4 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-7- 0.75% |
$3.52M - $3.89M
|
922
$663M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-8- 50.0% |
$4.03M - $4.45M
|
8
$5.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-8- 12.12% |
$4.03M - $4.45M
|
58
$41.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9- 56.25% |
$4.53M - $5M
|
7
$5.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9- 12.68% |
$4.53M - $5M
|
62
$44.6M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-10- 3.02% |
$5.03M - $5.56M
|
321
$231M
|
|
|
Jan 10, 2024
Q4 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-11- 3.2% |
$5.54M - $6.11M
|
333
$239M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-11- 13.92% |
$5.54M - $6.11M
|
68
$48.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-11- 7.19% |
$5.54M - $6.11M
|
142
$102M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12- 1.01% |
$6.04M - $6.67M
|
1.18K
$846M
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-12- 3.08% |
$6.04M - $6.67M
|
377
$271M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12- 7.95% |
$6.04M - $6.67M
|
139
$100M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14- 63.64% |
$7.05M - $7.78M
|
8
$5.75M
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-15- 2.64% |
$7.55M - $8.34M
|
554
$398M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-19- 51.35% |
$9.56M - $10.6M
|
18
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-20- 66.67% |
$10.1M - $11.1M
|
10
$7.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-21- 12.14% |
$10.6M - $11.7M
|
152
$109M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-21- 2.06% |
$10.6M - $11.7M
|
999
$718M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23- 2.63% |
$11.6M - $12.8M
|
851
$612M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-24- 12.9% |
$12.1M - $13.3M
|
162
$117M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-25- 1.95% |
$12.6M - $13.9M
|
1.26K
$903M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-26- 4.42% |
$13.1M - $14.5M
|
562
$404M
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-27- 3.98% |
$13.6M - $15M
|
651
$468M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29- 15.26% |
$14.6M - $16.1M
|
161
$116M
|
|
|
Feb 12, 2024
Q4 2023
|
Blacksheep Fund Management LTD
Co. Dublin, L2 |
SELL
|
- |
-34- 41.98% |
$17.1M - $18.9M
|
47
$33.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-46- 14.51% |
$23.2M - $25.6M
|
271
$195M
|
|
|
Feb 13, 2024
Q4 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-65- 2.62% |
$32.7M - $36.1M
|
2.42K
$1.74B
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-73- 54.89% |
$36.7M - $40.6M
|
60
$43.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Wafra Inc.
New York, NY |
SELL
|
- |
-87- 88.78% |
$43.8M - $48.4M
|
11
$7.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-93- 4.71% |
$46.8M - $51.7M
|
1.88K
$1.35B
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-98- 2.55% |
$49.3M - $54.5M
|
3.75K
$2.69B
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-144- 97.3% |
$72.5M - $80M
|
4
$2.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-152- 36.1% |
$76.5M - $84.5M
|
269
$193M
|
|
|
Feb 13, 2024
Q4 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-297- 99.0% |
$150M - $165M
|
3
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-495- 98.8% |
$249M - $275M
|
6
$4.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-958- 82.37% |
$482M - $532M
|
205
$147M
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.58K- 99.0% |
$797M - $880M
|
16
$11.5M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.09M- 100.0% |
$546B - $603B
|
2
$1.44M
|