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 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.75K- 1.64% |
$913K - $998K
|
165K
$85.5M
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.78K- 8.43% |
$922K - $1.01M
|
30.2K
$15.6M
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.79K- 1.94% |
$924K - $1.01M
|
141K
$72.9M
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.86K- 4.66% |
$949K - $1.04M
|
58.6K
$30.4M
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.89K- 9.59% |
$958K - $1.05M
|
27.2K
$14.1M
|
|
Feb 14, 2024
Q4 2023
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
SELL
|
- |
-2.91K- 3.4% |
$966K - $1.06M
|
82.8K
$42.9M
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.92K- 1.21% |
$970K - $1.06M
|
239K
$124M
|
|
Feb 13, 2024
Q4 2023
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-2.93K- 2.02% |
$973K - $1.06M
|
142K
$73.7M
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.96K- 38.86% |
$981K - $1.07M
|
4.65K
$2.41M
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-2.98K- 6.8% |
$988K - $1.08M
|
40.8K
$21.1M
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3K- 2.65% |
$995K - $1.09M
|
110K
$57M
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-3.02K- 31.84% |
$1M - $1.1M
|
6.47K
$3.35M
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-3.03K- 30.09% |
$1.01M - $1.1M
|
7.04K
$3.65M
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-3.1K- 0.84% |
$1.03M - $1.12M
|
365K
$189M
|
|
Feb 14, 2024
Q4 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-3.13K- 2.01% |
$1.04M - $1.13M
|
152K
$78.9M
|
|
Jan 17, 2024
Q4 2023
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-3.17K- 52.33% |
$1.05M - $1.15M
|
2.89K
$1.5M
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.18K- 21.56% |
$1.05M - $1.15M
|
11.6K
$5.99M
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.21K- 1.46% |
$1.06M - $1.16M
|
217K
$112M
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-3.24K- 4.14% |
$1.08M - $1.18M
|
75K
$38.9M
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.28K- 25.32% |
$1.09M - $1.19M
|
9.68K
$5.02M
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-3.33K- 61.19% |
$1.1M - $1.21M
|
2.11K
$1.09M
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.33K- 15.03% |
$1.11M - $1.21M
|
18.8K
$9.76M
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
SELL
|
- |
-3.37K- 4.47% |
$1.12M - $1.22M
|
72K
$37.3M
|
|
Feb 13, 2024
Q4 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-3.37K- 1.96% |
$1.12M - $1.22M
|
169K
$87.4M
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-3.42K- 58.75% |
$1.13M - $1.24M
|
2.4K
$1.24M
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3.43K- 89.13% |
$1.14M - $1.24M
|
418
$217K
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.44K- 81.99% |
$1.14M - $1.25M
|
755
$391K
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
SELL
|
- |
-3.45K- 67.51% |
$1.14M - $1.25M
|
1.66K
$860K
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.54K- 18.94% |
$1.17M - $1.28M
|
15.2K
$7.85M
|
|
Feb 13, 2024
Q4 2023
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-3.54K- 1.26% |
$1.17M - $1.28M
|
277K
$144M
|
|
Jan 17, 2024
Q4 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-3.6K- 1.4% |
$1.19M - $1.31M
|
254K
$132M
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-3.63K- 1.44% |
$1.2M - $1.32M
|
248K
$128M
|
|
Sep 30, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-3.63K- 21.3% |
$1.2M - $1.32M
|
13.4K
$6.95M
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-3.64K- 91.07% |
$1.21M - $1.32M
|
357
$185K
|
|
Jan 24, 2024
Q4 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-3.75K- 50.0% |
$1.24M - $1.36M
|
3.75K
$1.94M
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-3.76K- 1.29% |
$1.25M - $1.36M
|
288K
$149M
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.82K- 5.01% |
$1.27M - $1.39M
|
72.4K
$37.5M
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.89K- 4.23% |
$1.29M - $1.41M
|
88.1K
$45.7M
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-3.97K- 2.78% |
$1.32M - $1.44M
|
139K
$71.9M
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-4.06K- 1.69% |
$1.35M - $1.47M
|
236K
$122M
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-4.1K- 21.7% |
$1.36M - $1.49M
|
14.8K
$7.67M
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-4.1K- 3.38% |
$1.36M - $1.49M
|
117K
$60.8M
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.15K- 4.19% |
$1.38M - $1.5M
|
94.7K
$49.1M
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-4.15K- 22.51% |
$1.38M - $1.5M
|
14.3K
$7.4M
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-4.2K- 1.28% |
$1.39M - $1.52M
|
325K
$169M
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.25K- 6.98% |
$1.41M - $1.54M
|
56.6K
$29.4M
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-4.28K- 12.93% |
$1.42M - $1.55M
|
28.8K
$14.9M
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
SELL
|
- |
-4.28K- 5.65% |
$1.42M - $1.55M
|
71.6K
$37.1M
|
|
Feb 13, 2024
Q4 2023
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-4.39K- 1.28% |
$1.46M - $1.59M
|
337K
$175M
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-4.45K- 1.35% |
$1.48M - $1.61M
|
324K
$168M
|