Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-10- 0.67% |
$3.41K - $3.7K
|
1.49K
$724K
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-10- 0.25% |
$3.41K - $3.7K
|
4.01K
$1.95M
|
|
|
Oct 27, 2023
Q3 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-10- 0.91% |
$3.41K - $3.7K
|
1.09K
$529K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-10- 1.1% |
$3.41K - $3.7K
|
895
$434K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-10- 0.08% |
$3.41K - $3.7K
|
12.4K
$6.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-10- 1.34% |
$3.41K - $3.7K
|
737
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-10- 0.44% |
$3.41K - $3.7K
|
2.25K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-10- 0.68% |
$3.41K - $3.7K
|
1.45K
$704K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-10- 0.2% |
$3.41K - $3.7K
|
5.04K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-10- 0.05% |
$3.41K - $3.7K
|
20.3K
$9.86M
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-10- 0.65% |
$3.41K - $3.7K
|
1.52K
$736K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-11- 1.05% |
$3.75K - $4.08K
|
1.04K
$505K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-11- 4.31% |
$3.75K - $4.08K
|
244
$118K
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-12- 0.92% |
$4.09K - $4.45K
|
1.29K
$627K
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-12- 0.28% |
$4.09K - $4.45K
|
4.35K
$2.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-12- 0.47% |
$4.09K - $4.45K
|
2.52K
$1.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-12- 1.13% |
$4.09K - $4.45K
|
1.05K
$507K
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-12- 0.7% |
$4.09K - $4.45K
|
1.69K
$821K
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-12- 0.82% |
$4.09K - $4.45K
|
1.46K
$707K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-12- 0.46% |
$4.09K - $4.45K
|
2.57K
$1.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-13- 0.44% |
$4.43K - $4.82K
|
2.97K
$1.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-13- 1.6% |
$4.43K - $4.82K
|
799
$388K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-13- 0.1% |
$4.43K - $4.82K
|
12.8K
$6.19M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-13- 0.27% |
$4.43K - $4.82K
|
4.79K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-13- 0.24% |
$4.43K - $4.82K
|
5.41K
$2.63M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-14- 0.6% |
$4.77K - $5.19K
|
2.31K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
SELL
|
- |
-14- 1.8% |
$4.77K - $5.19K
|
762
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-14- 0.47% |
$4.77K - $5.19K
|
2.96K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-14- 0.01% |
$4.77K - $5.19K
|
96.3K
$46.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-14- 0.76% |
$4.77K - $5.19K
|
1.82K
$883K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 0.6% |
$5.11K - $5.56K
|
2.51K
$1.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-15- 0.39% |
$5.11K - $5.56K
|
3.85K
$1.87M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-15- 0.05% |
$5.11K - $5.56K
|
33K
$16M
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-15- 1.4% |
$5.11K - $5.56K
|
1.05K
$511K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-15- 0.1% |
$5.11K - $5.56K
|
15.1K
$7.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-15- 0.25% |
$5.11K - $5.56K
|
6.1K
$2.96M
|
|
|
Nov 08, 2023
Q3 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-16- 61.54% |
$5.45K - $5.93K
|
10
$4.85K
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-17- 1.51% |
$5.8K - $6.3K
|
1.11K
$539K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-17- 0.04% |
$5.8K - $6.3K
|
41.8K
$20.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-17- 1.95% |
$5.8K - $6.3K
|
853
$414K
|
|
|
Nov 02, 2023
Q3 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-17- 2.1% |
$5.8K - $6.3K
|
794
$385K
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-17- 0.74% |
$5.8K - $6.3K
|
2.27K
$1.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-18- 1.24% |
$6.14K - $6.67K
|
1.43K
$694K
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-18- 0.34% |
$6.14K - $6.67K
|
5.23K
$2.54M
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-18- 0.4% |
$6.14K - $6.67K
|
4.52K
$2.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-18- 0.16% |
$6.14K - $6.67K
|
11.2K
$5.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-18- 0.1% |
$6.14K - $6.67K
|
17.9K
$8.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-18- 1.48% |
$6.14K - $6.67K
|
1.2K
$582K
|
|
|
Feb 11, 2025
Q3 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-18- 0.34% |
$6.14K - $6.67K
|
5.23K
$2.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.8% |
$6.48K - $7.04K
|
2.35K
$1.14M
|