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 31, 2023
Q3 2023
|
Montis Financial, LLC
|
SELL
|
- |
-392- 2.06% |
$134K - $145K
|
18.6K
$9.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-393- 12.64% |
$134K - $146K
|
2.72K
$1.32M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-393- 24.46% |
$134K - $146K
|
1.21K
$589K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-394- 1.47% |
$134K - $146K
|
26.5K
$12.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-395- 5.7% |
$135K - $146K
|
6.54K
$3.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-396- 9.21% |
$135K - $147K
|
3.9K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-396- 1.1% |
$135K - $147K
|
35.6K
$17.3M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-397- 1.75% |
$135K - $147K
|
22.3K
$10.8M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-399- 1.48% |
$136K - $148K
|
26.5K
$12.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-405- 0.15% |
$138K - $150K
|
273K
$133M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-406- 6.47% |
$138K - $150K
|
5.87K
$2.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-406- 3.23% |
$138K - $150K
|
12.2K
$5.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-410- 3.38% |
$140K - $152K
|
11.7K
$5.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-410- 3.5% |
$140K - $152K
|
11.3K
$5.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-411- 2.9% |
$140K - $152K
|
13.8K
$6.68M
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-412- 0.8% |
$140K - $153K
|
50.9K
$24.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-413- 11.69% |
$141K - $153K
|
3.12K
$1.51M
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-413- 12.2% |
$141K - $153K
|
2.97K
$1.44M
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-414- 13.72% |
$141K - $153K
|
2.6K
$1.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-415- 9.98% |
$141K - $154K
|
3.75K
$1.82M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-416- 0.64% |
$142K - $154K
|
64.2K
$31.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-416- 20.55% |
$142K - $154K
|
1.61K
$780K
|
|
|
Nov 08, 2023
Q3 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-420- 35.0% |
$143K - $156K
|
780
$378K
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-420- 5.16% |
$143K - $156K
|
7.72K
$3.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-424- 2.8% |
$145K - $157K
|
14.7K
$7.15M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-425- 5.58% |
$145K - $157K
|
7.19K
$3.49M
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-425- 6.77% |
$145K - $157K
|
5.86K
$2.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Capitol Family Office, Inc.
|
SELL
|
- |
-426- 4.51% |
$145K - $158K
|
9.03K
$4.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-428- 24.61% |
$146K - $159K
|
1.31K
$636K
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-430- 27.51% |
$147K - $159K
|
1.13K
$550K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-430- 1.41% |
$147K - $159K
|
30K
$14.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-430- 0.87% |
$147K - $159K
|
48.9K
$23.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-431- 2.29% |
$147K - $160K
|
18.4K
$8.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-435- 1.65% |
$148K - $161K
|
25.9K
$12.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-436- 21.7% |
$149K - $162K
|
1.57K
$763K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-436- 99.54% |
$149K - $162K
|
2
$970
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-437- 3.23% |
$149K - $162K
|
13.1K
$6.34M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-441- 3.66% |
$150K - $163K
|
11.6K
$5.62M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-443- 0.37% |
$151K - $164K
|
120K
$58.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-444- 2.59% |
$151K - $164K
|
16.7K
$8.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-446- 3.15% |
$152K - $165K
|
13.7K
$6.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-446- 37.17% |
$152K - $165K
|
754
$366K
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-448- 6.38% |
$153K - $166K
|
6.58K
$3.19M
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-452- 15.98% |
$154K - $167K
|
2.38K
$1.15M
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-454- 1.98% |
$155K - $168K
|
22.5K
$10.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-456- 11.83% |
$155K - $169K
|
3.4K
$1.65M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-457- 6.04% |
$156K - $169K
|
7.11K
$3.45M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-457- 3.89% |
$156K - $169K
|
11.3K
$5.48M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-457- 2.98% |
$156K - $169K
|
14.9K
$7.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-458- 2.27% |
$156K - $170K
|
19.7K
$9.56M
|