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 30, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-952- 57.35% |
$325K - $353K
|
708
$343K
|
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-958- 53.97% |
$327K - $355K
|
817
$396K
|
|
|
Oct 24, 2023
Q3 2023
|
James Hambro & Partners
|
SELL
|
- |
-959- 12.44% |
$327K - $355K
|
6.75K
$3.27M
|
|
|
Oct 16, 2023
Q3 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-965- 1.01% |
$329K - $358K
|
94.7K
$45.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-972- 4.69% |
$331K - $360K
|
19.8K
$9.58M
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-973- 3.32% |
$332K - $360K
|
28.3K
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-974- 4.67% |
$332K - $361K
|
19.9K
$9.64M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-989- 1.97% |
$337K - $366K
|
49.3K
$23.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
SELL
|
- |
-993- 37.84% |
$339K - $368K
|
1.63K
$791K
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
SELL
|
- |
-999- 33.41% |
$341K - $370K
|
1.99K
$966K
|
|
|
Oct 17, 2023
Q3 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-1K- 54.82% |
$341K - $370K
|
824
$400K
|
|
|
Oct 17, 2023
Q3 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-1K- 18.13% |
$341K - $370K
|
4.52K
$2.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Account Management LLC
|
SELL
|
- |
-1K- 1.78% |
$341K - $370K
|
55.2K
$26.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-1K- 2.67% |
$342K - $372K
|
36.5K
$17.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1K- 7.35% |
$342K - $372K
|
12.7K
$6.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.03K- 14.44% |
$352K - $383K
|
6.13K
$2.97M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.05K- 37.13% |
$358K - $389K
|
1.78K
$861K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-1.05K- 7.67% |
$358K - $389K
|
12.6K
$6.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.05K- 1.49% |
$358K - $389K
|
69.5K
$33.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-1.06K- 23.18% |
$361K - $393K
|
3.51K
$1.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.08K- 2.01% |
$369K - $401K
|
52.8K
$25.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.08K- 1.44% |
$370K - $402K
|
74.4K
$36.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.09K- 4.83% |
$372K - $404K
|
21.5K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-1.09K- 1.61% |
$373K - $405K
|
66.9K
$32.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.1K- 60.09% |
$374K - $406K
|
728
$353K
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.1K- 0.37% |
$375K - $408K
|
300K
$145M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.1K- 2.14% |
$375K - $408K
|
50.2K
$24.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
SELL
|
- |
-1.12K- 7.88% |
$380K - $413K
|
13K
$6.32M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.12K- 1.14% |
$383K - $416K
|
97.6K
$47.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.13K- 1.95% |
$386K - $420K
|
57K
$27.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.14K- 0.64% |
$388K - $422K
|
176K
$85.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-1.15K- 1.65% |
$390K - $424K
|
68.2K
$33.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-1.16K- 0.33% |
$395K - $429K
|
350K
$170M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.2K- 5.77% |
$409K - $445K
|
19.6K
$9.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1.21K- 50.67% |
$412K - $448K
|
1.18K
$570K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-1.21K- 11.62% |
$412K - $448K
|
9.2K
$4.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.21K- 1.97% |
$413K - $449K
|
60.3K
$29.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.25K- 24.52% |
$425K - $462K
|
3.84K
$1.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.25K- 6.01% |
$425K - $462K
|
19.5K
$9.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Lfl Advisers, LLC
Evanston, IL |
SELL
|
- |
-1.25K- 4.78% |
$426K - $463K
|
24.9K
$12.1M
|
|
|
Jun 21, 2024
Q3 2023
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-1.25K- 38.48% |
$426K - $463K
|
2K
$970K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.26K- 21.57% |
$428K - $465K
|
4.57K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-1.26K- 0.74% |
$429K - $466K
|
168K
$81.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-1.27K- 7.54% |
$432K - $470K
|
15.6K
$7.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.27K- 16.56% |
$433K - $471K
|
6.4K
$3.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.27K- 4.92% |
$434K - $471K
|
24.6K
$11.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.28K- 4.04% |
$435K - $473K
|
30.3K
$14.7M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.28K- 3.41% |
$435K - $473K
|
36.2K
$17.5M
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
SELL
|
- |
-1.28K- 1.56% |
$435K - $473K
|
80.7K
$39.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.28K- 0.24% |
$436K - $473K
|
523K
$254M
|