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
|
Cheviot Value Management, LLC
|
SELL
|
- |
-1.73K- 0.66% |
$588K - $639K
|
260K
$126M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.75K- 4.81% |
$595K - $647K
|
34.6K
$16.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.76K- 1.19% |
$600K - $652K
|
147K
$71.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.79K- 4.15% |
$609K - $662K
|
41.3K
$20M
|
|
|
Nov 02, 2023
Q3 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-1.81K- 19.11% |
$618K - $672K
|
7.68K
$3.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.82K- 8.08% |
$619K - $673K
|
20.7K
$10M
|
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.86K- 64.37% |
$632K - $687K
|
1.03K
$498K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.86K- 51.55% |
$635K - $691K
|
1.75K
$850K
|
|
|
Nov 13, 2023
Q3 2023
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-1.87K- 50.0% |
$638K - $693K
|
1.87K
$907K
|
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.89K- 25.09% |
$644K - $700K
|
5.64K
$2.74M
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1.9K- 1.35% |
$648K - $704K
|
139K
$67.5M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.92K- 10.85% |
$654K - $711K
|
15.8K
$7.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.94K- 0.97% |
$660K - $717K
|
197K
$95.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.94K- 1.43% |
$661K - $718K
|
134K
$64.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.94K- 1.14% |
$662K - $719K
|
168K
$81.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.96K- 7.28% |
$667K - $725K
|
24.9K
$12.1M
|
|
|
Dec 13, 2023
Q3 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-1.97K- 13.63% |
$671K - $729K
|
12.5K
$6.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.97K- 14.78% |
$672K - $731K
|
11.4K
$5.51M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.98K- 15.04% |
$675K - $733K
|
11.2K
$5.42M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.01K- 14.53% |
$685K - $744K
|
11.8K
$5.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Solitude Financial Services
|
SELL
|
- |
-2.01K- 2.84% |
$685K - $745K
|
68.8K
$33.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.01K- 2.0% |
$687K - $746K
|
98.9K
$48M
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-2.02K- 3.16% |
$689K - $749K
|
61.9K
$30M
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-2.03K- 32.51% |
$691K - $751K
|
4.21K
$2.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.03K- 1.13% |
$692K - $752K
|
178K
$86.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-2.03K- 22.12% |
$692K - $752K
|
7.15K
$3.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-2.06K- 25.13% |
$701K - $762K
|
6.12K
$2.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-2.06K- 0.62% |
$701K - $762K
|
328K
$159M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-2.07K- 9.99% |
$707K - $768K
|
18.7K
$9.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.08K- 1.88% |
$709K - $771K
|
108K
$52.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.09K- 10.2% |
$714K - $776K
|
18.4K
$8.94M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.1K- 16.55% |
$716K - $778K
|
10.6K
$5.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.13K- 0.88% |
$727K - $790K
|
240K
$116M
|
|
|
Oct 18, 2023
Q3 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-2.15K- 1.81% |
$732K - $795K
|
116K
$56.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-2.16K- 7.53% |
$736K - $799K
|
26.5K
$12.9M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.17K- 9.84% |
$740K - $805K
|
19.9K
$9.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.18K- 6.37% |
$743K - $807K
|
32K
$15.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.18K- 12.76% |
$744K - $809K
|
14.9K
$7.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-2.18K- 1.22% |
$744K - $809K
|
177K
$86M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2.2K- 18.45% |
$749K - $814K
|
9.7K
$4.71M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.2K- 15.29% |
$749K - $814K
|
12.2K
$5.91M
|
|
|
Oct 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-2.21K- 0.91% |
$755K - $820K
|
241K
$117M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-2.23K- 19.17% |
$759K - $825K
|
9.38K
$4.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Steginsky Capital LLC
|
SELL
|
- |
-2.23K- 3.07% |
$761K - $827K
|
70.5K
$34.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.26K- 2.91% |
$771K - $838K
|
75.5K
$36.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
SELL
|
- |
-2.3K- 93.19% |
$784K - $852K
|
168
$81.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.31K- 32.43% |
$786K - $855K
|
4.81K
$2.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-2.31K- 19.15% |
$788K - $857K
|
9.76K
$4.73M
|
|
|
Nov 14, 2023
Q3 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-2.31K- 7.7% |
$789K - $857K
|
27.7K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.35K- 0.52% |
$800K - $870K
|
451K
$219M
|