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
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-459- 0.31% |
$156K - $170K
|
146K
$70.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-460- 42.83% |
$157K - $170K
|
614
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-461- 8.39% |
$157K - $171K
|
5.04K
$2.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Foundation Resource Management Inc
|
SELL
|
- |
-463- 0.45% |
$158K - $172K
|
103K
$50M
|
|
|
Oct 17, 2023
Q3 2023
|
Baskin Financial Services Inc.
|
SELL
|
- |
-463- 0.58% |
$158K - $172K
|
78.9K
$38.3M
|
|
|
May 19, 2025
Q3 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-465- 16.48% |
$159K - $172K
|
2.36K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Puzo Michael J
|
SELL
|
- |
-470- 12.82% |
$160K - $174K
|
3.2K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-472- 1.07% |
$161K - $175K
|
43.6K
$21.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-480- 6.48% |
$164K - $178K
|
6.93K
$3.36M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-481- 4.45% |
$164K - $178K
|
10.3K
$5.01M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-482- 0.75% |
$164K - $179K
|
63.4K
$30.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-483- 5.79% |
$165K - $179K
|
7.86K
$3.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Weybosset Research & Management LLC
|
SELL
|
- |
-483- 1.21% |
$165K - $179K
|
39.5K
$19.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-484- 2.18% |
$165K - $179K
|
21.7K
$10.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
SELL
|
- |
-485- 0.34% |
$165K - $180K
|
144K
$69.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-487- 6.16% |
$166K - $180K
|
7.42K
$3.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-488- 0.31% |
$166K - $181K
|
155K
$75.4M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-488- 2.57% |
$166K - $181K
|
18.5K
$8.98M
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-490- 24.46% |
$167K - $182K
|
1.51K
$734K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-490- 6.05% |
$167K - $182K
|
7.61K
$3.69M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-493- 5.51% |
$168K - $183K
|
8.45K
$4.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-493- 3.61% |
$168K - $183K
|
13.2K
$6.38M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-494- 1.07% |
$168K - $183K
|
45.5K
$22.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-494- 1.69% |
$168K - $183K
|
28.7K
$13.9M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-494- 1.07% |
$168K - $183K
|
45.5K
$22.1M
|
|
|
Nov 21, 2023
Q3 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-495- 0.63% |
$169K - $183K
|
78.2K
$37.9M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-495- 3.68% |
$169K - $183K
|
13K
$6.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-500- 5.72% |
$170K - $185K
|
8.24K
$4M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-500- 2.15% |
$170K - $185K
|
22.7K
$11M
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-502- 0.64% |
$171K - $186K
|
78K
$37.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-505- 2.3% |
$172K - $187K
|
21.5K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-505- 3.21% |
$172K - $187K
|
15.2K
$7.38M
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
SELL
|
- |
-509- 1.33% |
$174K - $189K
|
37.9K
$18.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-509- 2.12% |
$174K - $189K
|
23.5K
$11.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-511- 22.41% |
$174K - $189K
|
1.77K
$858K
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-514- 11.62% |
$175K - $190K
|
3.91K
$1.9M
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-514- 10.11% |
$175K - $190K
|
4.57K
$2.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-515- 3.49% |
$176K - $191K
|
14.2K
$6.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-519- 0.88% |
$177K - $192K
|
58.4K
$28.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-520- 0.98% |
$177K - $193K
|
52.5K
$25.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Somerville Kurt F
|
SELL
|
- |
-520- 11.02% |
$177K - $193K
|
4.2K
$2.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-524- 6.46% |
$179K - $194K
|
7.59K
$3.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-526- 2.03% |
$179K - $195K
|
25.4K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-526- 0.86% |
$179K - $195K
|
60.6K
$29.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-527- 2.22% |
$180K - $195K
|
23.2K
$11.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-530- 7.69% |
$181K - $196K
|
6.36K
$3.08M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-547- 7.65% |
$186K - $203K
|
6.61K
$3.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-549- 1.62% |
$187K - $203K
|
33.3K
$16.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-553- 6.93% |
$189K - $205K
|
7.43K
$3.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-559- 0.43% |
$191K - $207K
|
130K
$62.9M
|