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
|
360 Financial, Inc.
|
SELL
|
- |
-1.28K- 52.18% |
$437K - $475K
|
1.18K
$570K
|
|
|
Oct 12, 2023
Q3 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.29K- 2.68% |
$438K - $476K
|
46.6K
$22.6M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.29K- 0.89% |
$441K - $479K
|
144K
$70.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Parthenon LLC
|
SELL
|
- |
-1.3K- 0.83% |
$441K - $480K
|
155K
$75M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.3K- 20.7% |
$445K - $483K
|
5K
$2.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.32K- 2.54% |
$449K - $488K
|
50.6K
$24.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.34K- 5.03% |
$456K - $495K
|
25.2K
$12.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.35K- 11.62% |
$459K - $498K
|
10.2K
$4.96M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.35K- 1.3% |
$459K - $499K
|
102K
$49.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.35K- 3.0% |
$460K - $500K
|
43.7K
$21.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-1.38K- 51.52% |
$469K - $510K
|
1.3K
$629K
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.38K- 0.54% |
$471K - $512K
|
255K
$124M
|
|
|
Nov 07, 2023
Q3 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-1.39K- 2.88% |
$472K - $513K
|
46.7K
$22.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-1.39K- 2.76% |
$474K - $515K
|
49K
$23.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-1.4K- 4.98% |
$478K - $519K
|
26.7K
$13M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.43K- 17.07% |
$486K - $528K
|
6.92K
$3.36M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.43K- 4.15% |
$487K - $529K
|
33K
$16M
|
|
|
Nov 14, 2023
Q3 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-1.44K- 0.67% |
$491K - $533K
|
213K
$103M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.45K- 4.88% |
$494K - $536K
|
28.2K
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.45K- 0.49% |
$494K - $536K
|
295K
$143M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.46K- 7.11% |
$498K - $541K
|
19.1K
$9.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.46K- 1.54% |
$499K - $542K
|
93.5K
$45.4M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.5K- 6.6% |
$510K - $554K
|
21.2K
$10.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-1.5K- 2.69% |
$511K - $556K
|
54.2K
$26.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-1.51K- 24.83% |
$514K - $559K
|
4.57K
$2.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Ruffer LLP
|
SELL
|
- |
-1.52K- 2.72% |
$518K - $563K
|
54.3K
$26.4M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.52K- 8.21% |
$520K - $565K
|
17K
$8.26M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.54K- 10.49% |
$524K - $569K
|
13.1K
$6.36M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.54K- 0.08% |
$525K - $570K
|
1.84M
$895M
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
SELL
|
- |
-1.54K- 2.01% |
$526K - $572K
|
75.3K
$36.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-1.54K- 4.41% |
$526K - $572K
|
33.5K
$16.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-1.54K- 0.7% |
$526K - $572K
|
219K
$106M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.56K- 21.14% |
$532K - $578K
|
5.82K
$2.82M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.57K- 5.62% |
$534K - $581K
|
26.3K
$12.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-1.59K- 4.94% |
$541K - $588K
|
30.5K
$14.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.61K- 4.07% |
$548K - $595K
|
37.9K
$18.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.61K- 15.05% |
$548K - $595K
|
9.07K
$4.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.61K- 4.5% |
$548K - $596K
|
34.1K
$16.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.62K- 1.24% |
$551K - $599K
|
129K
$62.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-1.62K- 5.71% |
$552K - $600K
|
26.7K
$13M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.63K- 0.78% |
$554K - $602K
|
206K
$99.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.63K- 0.18% |
$555K - $604K
|
894K
$434M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-1.65K- 5.07% |
$562K - $611K
|
30.8K
$15M
|
|
|
Nov 14, 2023
Q3 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-1.67K- 2.64% |
$568K - $618K
|
61.5K
$29.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1.68K- 1.61% |
$571K - $621K
|
103K
$49.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Pacifica Capital Investments, LLC
|
SELL
|
- |
-1.68K- 0.74% |
$572K - $621K
|
225K
$109M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.69K- 7.57% |
$575K - $625K
|
20.6K
$9.98M
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-1.69K- 1.94% |
$576K - $626K
|
85.6K
$41.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-1.7K- 9.6% |
$580K - $630K
|
16K
$7.76M
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.71K- 0.12% |
$584K - $635K
|
1.48M
$717M
|