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 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-7.77K- 18.59% |
$2.58M - $2.82M
|
34K
$16.1M
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-7.81K- 2.95% |
$2.59M - $2.83M
|
257K
$121M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.35K- 15.19% |
$2.77M - $3.03M
|
46.6K
$22M
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-8.43K- 3.2% |
$2.8M - $3.06M
|
255K
$120M
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-8.55K- 0.17% |
$2.84M - $3.1M
|
5.04M
$2.38B
|
|
Feb 07, 2024
Q4 2023
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-8.55K- 57.6% |
$2.84M - $3.1M
|
6.3K
$2.97M
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-8.64K- 0.63% |
$2.87M - $3.13M
|
1.36M
$640M
|
|
Feb 08, 2024
Q4 2023
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-8.68K- 5.34% |
$2.88M - $3.15M
|
154K
$72.6M
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-8.77K- 32.35% |
$2.91M - $3.18M
|
18.3K
$8.65M
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-8.84K- 32.4% |
$2.93M - $3.21M
|
18.4K
$8.7M
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-8.86K- 63.71% |
$2.94M - $3.21M
|
5.05K
$2.38M
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-9.16K- 90.85% |
$3.04M - $3.32M
|
922
$435K
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-9.2K- 4.55% |
$3.05M - $3.33M
|
193K
$91M
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-9.25K- 28.97% |
$3.07M - $3.35M
|
22.7K
$10.7M
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-9.32K- 2.07% |
$3.09M - $3.38M
|
442K
$208M
|
|
Feb 02, 2024
Q4 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-9.32K- 1.34% |
$3.09M - $3.38M
|
684K
$323M
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-9.57K- 8.04% |
$3.17M - $3.47M
|
109K
$51.6M
|
|
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
$18.1M
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-10.6K- 44.53% |
$3.51M - $3.83M
|
13.2K
$6.21M
|
|
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
$326K
|
|
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
$399M
|
|
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
$75.7M
|
|
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
$7.7M
|
|
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
$22.5M
|
|
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
$87.6M
|