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
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-170- 6.45% |
$58K - $63K
|
2.47K
$1.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-171- 14.59% |
$58.3K - $63.4K
|
1K
$485K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-172- 0.25% |
$58.6K - $63.7K
|
68.7K
$33.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-173- 1.44% |
$59K - $64.1K
|
11.9K
$5.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-173- 3.2% |
$59K - $64.1K
|
5.23K
$2.53M
|
|
|
Oct 10, 2023
Q3 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-175- 2.15% |
$59.7K - $64.8K
|
7.97K
$3.87M
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-175- 2.07% |
$59.7K - $64.8K
|
8.28K
$4.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-175- 1.44% |
$59.7K - $64.8K
|
12K
$5.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-177- 3.59% |
$60.3K - $65.6K
|
4.76K
$2.31M
|
|
|
Oct 20, 2023
Q3 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-180- 0.38% |
$61.4K - $66.7K
|
47.5K
$23M
|
|
|
Oct 23, 2023
Q3 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-180- 3.21% |
$61.4K - $66.7K
|
5.42K
$2.63M
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-180- 16.26% |
$61.4K - $66.7K
|
927
$450K
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-180- 17.19% |
$61.4K - $66.7K
|
867
$420K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-181- 3.48% |
$61.7K - $67.1K
|
5.02K
$2.43M
|
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
SELL
|
- |
-181- 0.98% |
$61.7K - $67.1K
|
18.3K
$8.87M
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-182- 0.2% |
$62K - $67.4K
|
88.8K
$43.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-184- 4.34% |
$62.7K - $68.2K
|
4.05K
$1.96M
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-184- 0.72% |
$62.7K - $68.2K
|
25.2K
$12.2M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-184- 1.91% |
$62.7K - $68.2K
|
9.44K
$4.58M
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-186- 0.36% |
$63.4K - $68.9K
|
51.8K
$25.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-187- 1.35% |
$63.7K - $69.3K
|
13.6K
$6.61M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-188- 26.63% |
$64.1K - $69.7K
|
518
$251K
|
|
|
Nov 13, 2023
Q3 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-188- 2.3% |
$64.1K - $69.7K
|
7.97K
$3.87M
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-190- 6.75% |
$64.8K - $70.4K
|
2.62K
$1.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-192- 1.3% |
$65.5K - $71.1K
|
14.6K
$7.06M
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-193- 10.57% |
$65.8K - $71.5K
|
1.63K
$792K
|
|
|
Oct 17, 2023
Q3 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-193- 3.11% |
$65.8K - $71.5K
|
6.01K
$2.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-194- 0.32% |
$66.1K - $71.9K
|
60K
$29.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-195- 1.09% |
$66.5K - $72.2K
|
17.8K
$8.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-197- 3.22% |
$67.2K - $73K
|
5.92K
$2.87M
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-198- 3.3% |
$67.5K - $73.4K
|
5.8K
$2.81M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-199- 10.8% |
$67.8K - $73.7K
|
1.64K
$797K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-199- 10.82% |
$67.8K - $73.7K
|
1.64K
$795K
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-200- 11.63% |
$68.2K - $74.1K
|
1.52K
$737K
|
|
|
Oct 23, 2023
Q3 2023
|
Independent Investors Inc
|
SELL
|
- |
-200- 1.3% |
$68.2K - $74.1K
|
15.1K
$7.34M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-200- 2.16% |
$68.2K - $74.1K
|
9.05K
$4.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-200- 12.43% |
$68.2K - $74.1K
|
1.41K
$683K
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 3.53% |
$68.2K - $74.1K
|
5.46K
$2.65M
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-200- 2.27% |
$68.2K - $74.1K
|
8.59K
$4.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-200- 16.88% |
$68.2K - $74.1K
|
985
$478K
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-200- 6.68% |
$68.2K - $74.1K
|
2.79K
$1.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-200- 6.35% |
$68.2K - $74.1K
|
2.95K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Gouws Capital LLC
|
SELL
|
- |
-200- 10.0% |
$68.2K - $74.1K
|
1.8K
$873K
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-200- 4.29% |
$68.2K - $74.1K
|
4.46K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-200- 7.69% |
$68.2K - $74.1K
|
2.4K
$1.16M
|
|
|
Oct 12, 2023
Q3 2023
|
New Capital Management LP
|
SELL
|
- |
-201- 0.18% |
$68.5K - $74.5K
|
111K
$53.9M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-201- 15.12% |
$68.5K - $74.5K
|
1.13K
$547K
|
|
|
Oct 12, 2023
Q3 2023
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-202- 0.91% |
$68.9K - $74.8K
|
21.9K
$10.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-202- 2.48% |
$68.9K - $74.8K
|
7.94K
$3.85M
|
|
|
Mar 04, 2025
Q3 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-202- 12.1% |
$68.9K - $74.8K
|
1.47K
$711K
|