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 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-255- 3.79% |
$86.9K - $94.5K
|
6.47K
$3.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-256- 2.48% |
$87.3K - $94.8K
|
10.1K
$4.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-256- 2.58% |
$87.3K - $94.8K
|
9.65K
$4.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-257- 0.67% |
$87.6K - $95.2K
|
38K
$18.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-258- 6.84% |
$88K - $95.6K
|
3.51K
$1.68M
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-260- 10.77% |
$88.6K - $96.3K
|
2.15K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-260- 1.71% |
$88.6K - $96.3K
|
14.9K
$7.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-260- 26.26% |
$88.6K - $96.3K
|
730
$349K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-263- 0.33% |
$89.7K - $97.4K
|
78.9K
$37.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-265- 8.71% |
$90.3K - $98.2K
|
2.78K
$1.33M
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-269- 2.42% |
$91.7K - $99.7K
|
10.9K
$5.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-270- 0.36% |
$92K - $100K
|
74K
$35.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Searcy Financial Services Inc
|
SELL
|
- |
-271- 1.06% |
$92.4K - $100K
|
25.2K
$12.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-272- 3.21% |
$92.7K - $101K
|
8.21K
$3.93M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-275- 2.1% |
$93.7K - $102K
|
12.8K
$6.13M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-275- 0.48% |
$93.7K - $102K
|
57.6K
$27.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-275- 1.27% |
$93.7K - $102K
|
21.5K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-275- 2.36% |
$93.7K - $102K
|
11.4K
$5.44M
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-276- 11.39% |
$94.1K - $102K
|
2.15K
$1.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-282- 0.29% |
$96.1K - $104K
|
95.8K
$45.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-286- 1.83% |
$97.5K - $106K
|
15.4K
$7.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-287- 21.01% |
$97.8K - $106K
|
1.08K
$517K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-290- 4.32% |
$98.9K - $107K
|
6.43K
$3.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-290- 29.18% |
$98.9K - $107K
|
704
$337K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-291- 5.04% |
$99.2K - $108K
|
5.48K
$2.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-291- 2.0% |
$99.2K - $108K
|
14.3K
$6.83M
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-291- 6.99% |
$99.2K - $108K
|
3.88K
$1.86M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-293- 4.1% |
$99.9K - $109K
|
6.85K
$3.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-293- 5.42% |
$99.9K - $109K
|
5.11K
$2.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Whitford Management LLC
New York, NY |
SELL
|
- |
-294- 26.73% |
$100K - $109K
|
806
$386K
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-295- 9.13% |
$101K - $109K
|
2.94K
$1.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-296- 2.74% |
$101K - $110K
|
10.5K
$5.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-298- 4.64% |
$102K - $110K
|
6.12K
$2.93M
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-300- 8.68% |
$102K - $111K
|
3.16K
$1.51M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-300- 17.0% |
$102K - $111K
|
1.47K
$701K
|
|
|
Oct 27, 2023
Q3 2023
|
Sycomore Asset Management
|
SELL
|
- |
-300- 60.0% |
$102K - $111K
|
200
$95.7K
|
|
|
Nov 14, 2024
Q3 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-300- 25.25% |
$102K - $111K
|
888
$425K
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-302- 0.33% |
$103K - $112K
|
90.4K
$43.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-303- 5.39% |
$103K - $112K
|
5.31K
$2.54M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-304- 7.24% |
$104K - $113K
|
3.89K
$1.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-305- 4.99% |
$104K - $113K
|
5.81K
$2.78M
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-306- 0.35% |
$104K - $113K
|
86.3K
$41.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-310- 2.21% |
$106K - $115K
|
13.7K
$6.57M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-311- 1.19% |
$106K - $115K
|
25.8K
$12.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-313- 2.94% |
$107K - $116K
|
10.3K
$4.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-313- 8.07% |
$107K - $116K
|
3.57K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-314- 0.52% |
$107K - $116K
|
59.8K
$28.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-315- 22.23% |
$107K - $117K
|
1.1K
$528K
|
|
|
Oct 11, 2023
Q3 2023
|
Insight Folios Inc
|
SELL
|
- |
-315- 16.75% |
$107K - $117K
|
1.57K
$750K
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-317- 4.3% |
$108K - $117K
|
7.05K
$3.38M
|