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 26, 2023
Q3 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-95- 0.39% |
$32.4K - $35.2K
|
24.3K
$11.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-95- 1.01% |
$32.4K - $35.2K
|
9.35K
$4.53M
|
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-95- 1.81% |
$32.4K - $35.2K
|
5.17K
$2.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-95- 2.38% |
$32.4K - $35.2K
|
3.9K
$1.89M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-97- 2.75% |
$33.1K - $35.9K
|
3.44K
$1.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-97- 0.8% |
$33.1K - $35.9K
|
12K
$5.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-97- 1.02% |
$33.1K - $35.9K
|
9.46K
$4.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-98- 0.89% |
$33.4K - $36.3K
|
10.9K
$5.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-98- 0.26% |
$33.4K - $36.3K
|
37.2K
$18M
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
SELL
|
- |
-99- 4.73% |
$33.7K - $36.7K
|
1.99K
$966K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-100- 3.37% |
$34.1K - $37K
|
2.87K
$1.39M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-100- 2.88% |
$34.1K - $37K
|
3.38K
$1.64M
|
|
|
Oct 23, 2023
Q3 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-100- 7.81% |
$34.1K - $37K
|
1.18K
$572K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-100- 12.58% |
$34.1K - $37K
|
695
$337K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-100- 97.09% |
$34.1K - $37K
|
3
$1.46K
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-100- 0.29% |
$34.1K - $37K
|
34.1K
$16.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-100- 8.83% |
$34.1K - $37K
|
1.03K
$501K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-100- 11.64% |
$34.1K - $37K
|
759
$368K
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-100- 1.05% |
$34.1K - $37K
|
9.45K
$4.58M
|
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-100- 2.46% |
$34.1K - $37K
|
3.97K
$1.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-100- 3.05% |
$34.1K - $37K
|
3.18K
$1.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-100- 0.84% |
$34.1K - $37K
|
11.8K
$5.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-100- 12.97% |
$34.1K - $37K
|
671
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-100- 2.88% |
$34.1K - $37K
|
3.37K
$1.64M
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-101- 1.03% |
$34.4K - $37.4K
|
9.68K
$4.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-101- 1.23% |
$34.4K - $37.4K
|
8.09K
$3.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-101- 10.88% |
$34.4K - $37.4K
|
827
$401K
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-102- 0.69% |
$34.8K - $37.8K
|
14.7K
$7.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-103- 0.27% |
$35.1K - $38.2K
|
37.6K
$18.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-103- 2.26% |
$35.1K - $38.2K
|
4.46K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-103- 0.5% |
$35.1K - $38.2K
|
20.7K
$10M
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-104- 2.0% |
$35.5K - $38.5K
|
5.1K
$2.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-105- 4.66% |
$35.8K - $38.9K
|
2.15K
$1.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-105- 5.61% |
$35.8K - $38.9K
|
1.77K
$857K
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-105- 2.25% |
$35.8K - $38.9K
|
4.55K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-105- 1.23% |
$35.8K - $38.9K
|
8.42K
$4.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-105- 0.58% |
$35.8K - $38.9K
|
17.9K
$8.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-106- 2.53% |
$36.1K - $39.3K
|
4.08K
$1.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-106- 9.19% |
$36.1K - $39.3K
|
1.05K
$508K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-106- 3.75% |
$36.1K - $39.3K
|
2.72K
$1.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-106- 0.14% |
$36.1K - $39.3K
|
73.4K
$35.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-106- 7.26% |
$36.1K - $39.3K
|
1.36K
$657K
|
|
|
Nov 13, 2023
Q3 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-106- 0.28% |
$36.1K - $39.3K
|
37.3K
$18.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-106- 0.78% |
$36.1K - $39.3K
|
13.4K
$6.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-106- 7.26% |
$36.1K - $39.3K
|
1.36K
$657K
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-108- 4.37% |
$36.8K - $40K
|
2.36K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Sl Advisors, LLC
|
SELL
|
- |
-108- 2.01% |
$36.8K - $40K
|
5.27K
$2.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-109- 1.67% |
$37.2K - $40.4K
|
6.42K
$3.12M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-109- 6.04% |
$37.2K - $40.4K
|
1.7K
$823K
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-109- 1.13% |
$37.2K - $40.4K
|
9.51K
$4.61M
|