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
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-40- 1.03% |
$13.6K - $14.8K
|
3.85K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-40- 2.06% |
$13.6K - $14.8K
|
1.91K
$924K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-41- 2.19% |
$14K - $15.2K
|
1.83K
$887K
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-41- 0.04% |
$14K - $15.2K
|
111K
$53.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-41- 3.43% |
$14K - $15.2K
|
1.15K
$559K
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-41- 1.06% |
$14K - $15.2K
|
3.83K
$1.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-41- 0.69% |
$14K - $15.2K
|
5.9K
$2.86M
|
|
|
Nov 03, 2023
Q3 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-42- 0.34% |
$14.3K - $15.6K
|
12.5K
$6.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-42- 1.5% |
$14.3K - $15.6K
|
2.75K
$1.34M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-43- 0.52% |
$14.7K - $15.9K
|
8.28K
$4.01M
|
|
|
Oct 30, 2023
Q3 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-43- 2.64% |
$14.7K - $15.9K
|
1.59K
$770K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-43- 11.29% |
$14.7K - $15.9K
|
338
$164K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-43- 0.32% |
$14.7K - $15.9K
|
13.6K
$6.57M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-44- 2.71% |
$15K - $16.3K
|
1.58K
$767K
|
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-45- 2.13% |
$15.3K - $16.7K
|
2.07K
$1M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-45- 0.33% |
$15.3K - $16.7K
|
13.6K
$6.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-45- 0.41% |
$15.3K - $16.7K
|
10.8K
$5.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-45- 6.76% |
$15.3K - $16.7K
|
621
$301K
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-46- 0.04% |
$15.7K - $17K
|
110K
$53.3M
|
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-46- 6.92% |
$15.7K - $17K
|
619
$300K
|
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-46- 2.06% |
$15.7K - $17K
|
2.19K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-46- 15.59% |
$15.7K - $17K
|
249
$121K
|
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-47- 0.26% |
$16K - $17.4K
|
18.1K
$8.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-47- 3.16% |
$16K - $17.4K
|
1.44K
$699K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-48- 1.78% |
$16.4K - $17.8K
|
2.65K
$1.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-48- 1.02% |
$16.4K - $17.8K
|
4.67K
$2.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-48- 0.6% |
$16.4K - $17.8K
|
8K
$3.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-48- 0.09% |
$16.4K - $17.8K
|
53.5K
$25.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-49- 1.33% |
$16.7K - $18.2K
|
3.63K
$1.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-50- 1.62% |
$17K - $18.5K
|
3.04K
$1.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-50- 1.64% |
$17K - $18.5K
|
3.01K
$1.46M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-50- 0.91% |
$17K - $18.5K
|
5.43K
$2.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-50- 3.35% |
$17K - $18.5K
|
1.44K
$700K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-50- 0.64% |
$17K - $18.5K
|
7.77K
$3.77M
|
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-50- 0.46% |
$17K - $18.5K
|
10.8K
$5.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-50- 0.34% |
$17K - $18.5K
|
14.5K
$7.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-50- 5.13% |
$17K - $18.5K
|
925
$449K
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-50- 4.76% |
$17K - $18.5K
|
1K
$485K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-50- 3.22% |
$17K - $18.5K
|
1.5K
$728K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-50- 1.07% |
$17K - $18.5K
|
4.64K
$2.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-50- 3.7% |
$17K - $18.5K
|
1.3K
$631K
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-50- 0.7% |
$17K - $18.5K
|
7.13K
$3.46M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-50- 0.68% |
$17K - $18.5K
|
7.25K
$3.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-51- 1.66% |
$17.4K - $18.9K
|
3.03K
$1.47M
|
|
|
Oct 27, 2023
Q3 2023
|
Cortland Associates Inc
|
SELL
|
- |
-51- 0.68% |
$17.4K - $18.9K
|
7.49K
$3.63M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-52- 0.62% |
$17.7K - $19.3K
|
8.31K
$4.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-52- 2.35% |
$17.7K - $19.3K
|
2.16K
$1.05M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-54- 0.18% |
$18.4K - $20K
|
30.6K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-54- 0.3% |
$18.4K - $20K
|
17.7K
$8.58M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-55- 0.36% |
$18.7K - $20.4K
|
15.2K
$7.38M
|