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
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.22K- 1.5% |
$1.1M - $1.19M
|
211K
$103M
|
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-3.22K- 7.61% |
$1.1M - $1.19M
|
39.1K
$19M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.25K- 13.85% |
$1.11M - $1.2M
|
20.2K
$9.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.25K- 5.11% |
$1.11M - $1.21M
|
60.5K
$29.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-3.26K- 1.15% |
$1.11M - $1.21M
|
281K
$136M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.28K- 2.54% |
$1.12M - $1.21M
|
126K
$60.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-3.29K- 4.26% |
$1.12M - $1.22M
|
73.8K
$35.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-3.31K- 7.66% |
$1.13M - $1.23M
|
39.9K
$19.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-3.32K- 8.87% |
$1.13M - $1.23M
|
34.1K
$16.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-3.32K- 11.3% |
$1.13M - $1.23M
|
26.1K
$12.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-3.39K- 0.9% |
$1.16M - $1.26M
|
375K
$182M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-3.42K- 30.09% |
$1.17M - $1.27M
|
7.94K
$3.85M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.45K- 22.35% |
$1.18M - $1.28M
|
12K
$5.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
SELL
|
- |
-3.49K- 0.63% |
$1.19M - $1.29M
|
549K
$266M
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-3.52K- 1.46% |
$1.2M - $1.3M
|
238K
$116M
|
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-3.6K- 30.16% |
$1.23M - $1.33M
|
8.34K
$4.04M
|
|
|
Oct 11, 2023
Q3 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-3.6K- 3.08% |
$1.23M - $1.34M
|
113K
$55M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-3.71K- 16.04% |
$1.27M - $1.38M
|
19.4K
$9.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-3.72K- 1.35% |
$1.27M - $1.38M
|
271K
$132M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.73K- 0.43% |
$1.27M - $1.38M
|
864K
$419M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.73K- 1.8% |
$1.27M - $1.38M
|
203K
$98.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-3.73K- 78.3% |
$1.27M - $1.38M
|
1.04K
$502K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-3.87K- 19.62% |
$1.32M - $1.43M
|
15.8K
$7.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.88K- 10.68% |
$1.32M - $1.44M
|
32.4K
$15.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-3.9K- 2.08% |
$1.33M - $1.44M
|
184K
$89M
|
|
|
Oct 24, 2023
Q3 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-3.95K- 83.14% |
$1.35M - $1.46M
|
801
$388K
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.95KClosed |
$1.35M - $1.46M
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-4.02K- 1.5% |
$1.37M - $1.49M
|
263K
$128M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-4.03K- 14.81% |
$1.37M - $1.49M
|
23.2K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.22K- 1.84% |
$1.44M - $1.56M
|
225K
$109M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-4.25K- 1.15% |
$1.45M - $1.58M
|
367K
$178M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.31K- 22.41% |
$1.47M - $1.59M
|
14.9K
$7.23M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.4K- 5.78% |
$1.5M - $1.63M
|
71.6K
$34.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-4.42K- 15.09% |
$1.51M - $1.64M
|
24.8K
$12.1M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.43K- 1.35% |
$1.51M - $1.64M
|
324K
$157M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-4.46K- 18.26% |
$1.52M - $1.65M
|
20K
$9.68M
|
|
|
Oct 23, 2023
Q3 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-4.5K- 13.88% |
$1.53M - $1.67M
|
27.9K
$13.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-4.61K- 80.59% |
$1.57M - $1.71M
|
1.11K
$539K
|
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4.65K- 14.06% |
$1.59M - $1.72M
|
28.4K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.66K- 47.42% |
$1.59M - $1.73M
|
5.16K
$2.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.69K- 6.26% |
$1.6M - $1.74M
|
70.2K
$34M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.71K- 7.36% |
$1.61M - $1.75M
|
59.3K
$28.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-4.79K- 1.78% |
$1.63M - $1.78M
|
265K
$128M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.84K- 10.34% |
$1.65M - $1.79M
|
42K
$20.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-4.88K- 12.04% |
$1.66M - $1.81M
|
35.7K
$17.3M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-4.97K- 52.7% |
$1.69M - $1.84M
|
4.46K
$2.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-5.05K- 60.42% |
$1.72M - $1.87M
|
3.31K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-5.14K- 62.66% |
$1.75M - $1.9M
|
3.06K
$1.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Hosking Partners LLP
|
SELL
|
- |
-5.23K- 3.19% |
$1.78M - $1.94M
|
159K
$77M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-5.27K- 0.5% |
$1.8M - $1.95M
|
1.05M
$511M
|