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 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
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.7K- 5.46% |
$6.21M - $6.79M
|
324K
$153M
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-19.3K- 65.64% |
$6.4M - $7M
|
10.1K
$4.77M
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-19.5K- 6.02% |
$6.47M - $7.08M
|
304K
$144M
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-19.5K- 99.27% |
$6.47M - $7.08M
|
143
$67.5K
|
|
Feb 14, 2024
Q4 2023
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-19.6K- 9.22% |
$6.5M - $7.1M
|
193K
$91.1M
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-19.7K- 14.69% |
$6.52M - $7.13M
|
114K
$53.9M
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-20K- 92.69% |
$6.62M - $7.24M
|
1.58K
$744K
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-20.3K- 4.91% |
$6.73M - $7.35M
|
392K
$185M
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-20.4K- 14.92% |
$6.76M - $7.39M
|
116K
$54.9M
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-21K- 25.28% |
$6.95M - $7.6M
|
62K
$29.2M
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-21.3K- 4.63% |
$7.06M - $7.72M
|
439K
$207M
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-21.7K- 6.11% |
$7.2M - $7.87M
|
334K
$158M
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-22.1K- 52.63% |
$7.34M - $8.02M
|
19.9K
$9.4M
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.5K- 45.62% |
$7.46M - $8.15M
|
26.8K
$12.6M
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-23.3K- 82.06% |
$7.74M - $8.46M
|
5.1K
$2.41M
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-24.1K- 90.77% |
$8.01M - $8.76M
|
2.46K
$1.16M
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-24.9K- 9.39% |
$8.25M - $9.02M
|
240K
$113M
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-25.5K- 27.32% |
$8.45M - $9.24M
|
67.8K
$32M
|
|
Feb 14, 2024
Q4 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-25.9K- 6.81% |
$8.59M - $9.4M
|
354K
$167M
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-27.1K- 1.22% |
$8.98M - $9.81M
|
2.19M
$1.03B
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-27.9K- 1.07% |
$9.25M - $10.1M
|
2.59M
$1.22B
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-27.9K- 5.25% |
$9.26M - $10.1M
|
504K
$238M
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-28.1K- 7.9% |
$9.31M - $10.2M
|
327K
$154M
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-28.7K- 1.52% |
$9.53M - $10.4M
|
1.86M
$880M
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-29.2K- 4.38% |
$9.7M - $10.6M
|
639K
$302M
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-29.3K- 1.43% |
$9.73M - $10.6M
|
2.02M
$956M
|
|
Feb 12, 2024
Q4 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-36.4K- 38.39% |
$12.1M - $13.2M
|
58.4K
$27.6M
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-37.7K- 87.36% |
$12.5M - $13.7M
|
5.45K
$2.57M
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-37.7K- 87.36% |
$12.5M - $13.7M
|
5.45K
$2.57M
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-38.4K- 95.57% |
$12.7M - $13.9M
|
1.78K
$841K
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-39.1K- 3.51% |
$13M - $14.2M
|
1.08M
$508M
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
SELL
|
- |
-42.1K- 8.81% |
$14M - $15.3M
|
435K
$205M
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
SELL
|
- |
-42.4K- 12.85% |
$14.1M - $15.4M
|
288K
$136M
|
|
Feb 14, 2024
Q4 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-43.8K- 16.13% |
$14.5M - $15.9M
|
228K
$108M
|