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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-19- 0.03% |
$6.48K - $7.04K
|
64K
$30.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-20- 2.02% |
$6.82K - $7.41K
|
969
$464K
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-20- 0.65% |
$6.82K - $7.41K
|
3.04K
$1.45M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-20- 0.34% |
$6.82K - $7.41K
|
5.9K
$2.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-20- 1.09% |
$6.82K - $7.41K
|
1.82K
$869K
|
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
SELL
|
- |
-20- 0.71% |
$6.82K - $7.41K
|
2.8K
$1.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-20- 3.03% |
$6.82K - $7.41K
|
640
$306K
|
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-20- 0.42% |
$6.82K - $7.41K
|
4.75K
$2.27M
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-20- 2.97% |
$6.82K - $7.41K
|
654
$313K
|
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-20- 0.41% |
$6.82K - $7.41K
|
4.86K
$2.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-20- 0.52% |
$6.82K - $7.41K
|
3.83K
$1.83M
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-20- 0.49% |
$6.82K - $7.41K
|
4.02K
$1.93M
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-20- 2.57% |
$6.82K - $7.41K
|
759
$363K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-20- 0.58% |
$6.82K - $7.41K
|
3.41K
$1.63M
|
|
|
Dec 27, 2023
Q3 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-21- 1.11% |
$7.16K - $7.78K
|
1.87K
$893K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-21- 1.19% |
$7.16K - $7.78K
|
1.75K
$835K
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-21- 0.58% |
$7.16K - $7.78K
|
3.59K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-21- 0.32% |
$7.16K - $7.78K
|
6.59K
$3.16M
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-22- 0.1% |
$7.5K - $8.15K
|
21.8K
$10.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-22- 4.1% |
$7.5K - $8.15K
|
515
$247K
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-22- 2.89% |
$7.5K - $8.15K
|
739
$354K
|
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-22- 3.01% |
$7.5K - $8.15K
|
710
$340K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-22- 0.1% |
$7.5K - $8.15K
|
23K
$11M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-22- 1.2% |
$7.5K - $8.15K
|
1.82K
$870K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-24- 0.19% |
$8.18K - $8.89K
|
12.4K
$5.91M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-24- 0.55% |
$8.18K - $8.89K
|
4.37K
$2.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-25- 0.4% |
$8.52K - $9.26K
|
6.29K
$3.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-25- 0.5% |
$8.52K - $9.26K
|
4.97K
$2.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-25- 3.42% |
$8.52K - $9.26K
|
706
$338K
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-25- 0.48% |
$8.52K - $9.26K
|
5.16K
$2.47M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-25- 1.33% |
$8.52K - $9.26K
|
1.85K
$886K
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-25- 0.9% |
$8.52K - $9.26K
|
2.74K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-25- 0.27% |
$8.52K - $9.26K
|
9.19K
$4.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-25- 2.37% |
$8.52K - $9.26K
|
1.03K
$492K
|
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-25- 0.2% |
$8.52K - $9.26K
|
12.6K
$6.05M
|
|
|
Oct 24, 2023
Q3 2023
|
American Asset Management Inc.
|
SELL
|
- |
-26- 2.41% |
$8.86K - $9.63K
|
1.05K
$504K
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-26- 0.22% |
$8.86K - $9.63K
|
11.9K
$5.71M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-26- 0.77% |
$8.86K - $9.63K
|
3.36K
$1.61M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-26- 0.5% |
$8.86K - $9.63K
|
5.15K
$2.46M
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-26- 1.28% |
$8.86K - $9.63K
|
2.01K
$961K
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-27- 0.06% |
$9.2K - $10K
|
45.9K
$22M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-27- 0.24% |
$9.2K - $10K
|
11.1K
$5.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-27- 2.47% |
$9.2K - $10K
|
1.07K
$510K
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-28- 0.81% |
$9.55K - $10.4K
|
3.42K
$1.64M
|
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-28- 3.03% |
$9.55K - $10.4K
|
897
$429K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-28- 1.48% |
$9.55K - $10.4K
|
1.86K
$892K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-28- 0.14% |
$9.55K - $10.4K
|
20.4K
$9.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-28- 1.46% |
$9.55K - $10.4K
|
1.89K
$902K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-28- 0.49% |
$9.55K - $10.4K
|
5.72K
$2.74M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-29- 0.17% |
$9.89K - $10.7K
|
17K
$8.12M
|