Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Berkshire Hathaway Inc (BRK.A)  
$599,500.00 6,000.00 (0.99%) as of 4:30 Tue 4/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 1023    2
Total shares held : 
 151,776  
% of shares held : 
 2.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -44  
Amount of shares held : 
 -5,448  
% of shares held change : 
   -0.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $527,960.00  
Last Quarter's Ending Price : 
 $542,625.00  
Last Quarter's Average Price : 
 $533,852.00  
Change from last quarter's     
avg. price to the last closing  : 
65,648.00 (12.3%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
32
 6,666
 4.39%
 
Increased Positions :
91
 7,954
 5.24%
 
Unchanged Positions :
763
 82,576
 54.41%
 
Decreased Positions :
137
-17,394
-11.46%
 
Closed Positions :
30
-2,674
-1.76%
 
Guru Positions :
6
670
 0.44%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FIRST MANHATTAN CO 1 - 2023-12-31 17,130 $9,293,538,000 211
   VANGUARD GROUP INC 638 - 2023-12-31 1,792 $972,384,000 17
   CLEARBRIDGE ADVISORS LLC 91 - 2023-12-31 607 $329,373,000 10
   BANK OF NEW YORK MELLON CORP 386 - 2024-03-31 309 $196,042,000 13
   NORTHERN TRUST CORP 431 - 2023-12-31 358 $194,260,000 116
   PATHSTONE FAMILY OFFICE, LLC 13 - 2023-09-30 304 $161,569,000 47
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 103 - 2023-12-31 216 $117,207,000 9
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 408 - 2023-12-31 205 $111,238,000 8
   GOLDMAN SACHS GROUP INC/ 702 - 2023-12-31 168 $91,161,000 18
   J P MORGAN CHASE & CO 904 - 2023-12-31 149 $80,851,000 39
   ROYAL LONDON ASSET MANAGEMENT LTD 90 - 2023-12-31 140 $75,968,000 7
   Standard Life Aberdeen plc 170 - 2023-12-31 114 $62,071,000 59
   BB&T CORP 199 - 2023-12-31 111 $60,231,000 2
   DOUGLASS WINTHROP ADVISORS LLC 31 - 2023-12-31 96 $52,092,000 2
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 994 - 2023-12-31 90 $48,836,000 4
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 184 - 2023-12-31 86 $46,666,000 11
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 70 $37,984,000 2
   Hamilton Point Investment Advisors LLC 1 - 2023-12-31 70 $37,984,000 67
   BLAIR WILLIAM & CO/IL 143 - 2023-12-31 69 $37,441,000 2
   CAPTRUST FINANCIAL ADVISORS 169 - 2023-12-31 56 $30,387,000 7
   BNP PARIBAS ARBITRAGE SA 387 - 2023-12-31 49 $26,589,000 4
   Qube Research & Technologies Ltd 381 - 2023-12-31 45 $24,418,000 14
   FIRST CITIZENS BANK & TRUST CO 26 - 2024-03-31 38 $24,109,000 8
   AMERIPRISE FINANCIAL INC 1189 - 2023-12-31 42 $22,790,000 3
   M&T BANK CORP 204 - 2023-12-31 37 $20,077,000 6
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 253 - 2024-03-31 31 $19,668,000 4
   ORG Partners LLC 5 - 2023-12-31 3,100 $16,821,000 3,100
   BigSur Wealth Management LLC 2 - 2023-12-31 31 $16,821,000 2
   SAPIENT CAPITAL LLC 58 - 2024-03-31 25 $15,861,000 8
   BARCLAYS PLC 871 - 2023-12-31 26 $14,108,000 11
   HPM Partners LLC - 2023-12-31 24 $13,023,000 5
   STERLING INVESTMENT MANAGEMENT, INC. 2 - 2024-03-31 16 $10,151,000 2
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 408 - 2023-12-31 18 $9,767,000 5
   MCCORMACK ADVISORS INTERNATIONAL 147 - 2023-12-31 1,600 $8,682,000 1,592
   DOUGLASS WINTHROP ADVISORS LLC 47 - 2023-12-31 1,600 $8,682,000 1,506
   ENVESTNET ASSET MANAGEMENT INC 1531 - 2023-12-31 16 $8,682,000 5
   ADVISOR PARTNERS II LLC 51 - 2023-09-30 14 $7,414,000 7
   EVERCORE WEALTH MANAGEMENT, LLC 80 - 2023-12-31 13 $7,054,000 2
   Apollon Wealth Management LLC 84 - 2023-12-31 12 $6,512,000 4
   OXFORD FINANCIAL GROUP LTD 28 - 2023-12-31 12 $6,512,000 4
   REGIS MANAGEMENT CO LLC 11 - 2024-03-31 10 $6,344,000 6
   Adviser Investments LLC 122 - 2023-12-31 11 $5,969,000 10
   Steward Partners Investment Advisory LLC 263 - 2023-12-31 10 $5,426,000 2
   TORON CAPITAL MARKETS INC. 63 - 2023-12-31 10 $5,426,000 2
   Whitford Management LLC 14 - 2023-12-31 10 $5,426,000 5
   Ropes Wealth Advisors LLC 22 - 2023-09-30 10 $5,315,000 2
   RESOURCE CONSULTING GROUP INC 8 - 2023-12-31 9 $4,884,000 3
   Compagnie Lombard Odier SCA 104 - 2023-12-31 9 $4,884,000 2
   Summit Trail Advisors LLC 71 - 2024-03-31 7 $4,441,000 2
   MAGNETAR FINANCIAL LLC 74 - 2023-12-31 8 $4,341,000 4
   BI Asset Management Fondsmaeglerselskab A/S 195 - 2023-12-31 7 $3,798,000 5
   ARVEST TRUST CO N A - 2023-12-31 7 $3,798,000 5
   MILLENNIUM MANAGEMENT LLC 1984 - 2023-12-31 7 $3,798,000 2
   RMB CAPITAL MANAGEMENT LLC 192 - 2023-12-31 6 $3,256,000 6
   PROSPERA FINANCIAL SERVICES 219 - 2023-12-31 6 $3,256,000 4
   ADVISORS CAPITAL MANAGEMENT LLC 222 - 2023-12-31 5 $2,713,000 5
   VISTA CAPITAL PARTNERS, INC. 22 - 2023-12-31 4,254 $1,517,000 231
   True North Advisors LLC 47 - 2024-03-31 2 $1,269,000 2
   Sierra Capital LLC 65 - 2023-12-31 200 $1,085,000 199
   TOWER BRIDGE ADVISORS 158 - 2023-12-31 100 $543,000 99
  60 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us