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 27, 2023
Q3 2023
|
Td Asset Management Inc
|
SELL
|
- |
-5.29K- 0.85% |
$1.8M - $1.96M
|
615K
$298M
|
|
|
Nov 15, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-5.31K- 84.97% |
$1.81M - $1.97M
|
940
$456K
|
|
|
Nov 01, 2023
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-5.36K- 15.19% |
$1.83M - $1.98M
|
29.9K
$14.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.39K- 30.21% |
$1.84M - $2M
|
12.5K
$6.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-5.4K- 93.87% |
$1.84M - $2M
|
353
$171K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.41K- 0.42% |
$1.84M - $2M
|
1.3M
$629M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.44K- 1.92% |
$1.85M - $2.01M
|
277K
$134M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-5.44K- 2.06% |
$1.85M - $2.01M
|
258K
$125M
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-5.51K- 35.36% |
$1.88M - $2.04M
|
10.1K
$4.89M
|
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-5.59K- 52.42% |
$1.9M - $2.07M
|
5.07K
$2.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-5.6K- 9.95% |
$1.91M - $2.07M
|
50.6K
$24.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-5.63K- 11.69% |
$1.92M - $2.09M
|
42.5K
$20.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.63K- 3.25% |
$1.92M - $2.09M
|
168K
$81.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-5.67K- 0.62% |
$1.93M - $2.1M
|
902K
$438M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-5.74K- 2.23% |
$1.96M - $2.13M
|
252K
$122M
|
|
|
Nov 14, 2023
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-5.76K- 23.46% |
$1.96M - $2.13M
|
18.8K
$9.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-5.79K- 7.53% |
$1.97M - $2.14M
|
71.1K
$34.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Smead Capital Management, Inc.
Phoenix, AZ |
SELL
|
- |
-5.92K- 3.1% |
$2.02M - $2.19M
|
185K
$89.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-5.95K- 7.71% |
$2.03M - $2.2M
|
71.2K
$34.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-5.99K- 2.66% |
$2.04M - $2.22M
|
219K
$106M
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-6.03K- 1.67% |
$2.05M - $2.23M
|
355K
$172M
|
|
|
Oct 27, 2023
Q3 2023
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-6.04K- 1.6% |
$2.06M - $2.24M
|
372K
$181M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-6.15K- 3.18% |
$2.1M - $2.28M
|
187K
$90.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-6.24K- 41.08% |
$2.13M - $2.31M
|
8.94K
$4.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-6.26K- 5.8% |
$2.14M - $2.32M
|
102K
$49.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-6.27K- 10.73% |
$2.14M - $2.32M
|
52.2K
$25.3M
|
|
|
Sep 30, 2024
Q3 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-6.66K- 39.04% |
$2.27M - $2.47M
|
10.4K
$5.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-6.73K- 57.03% |
$2.29M - $2.49M
|
5.07K
$2.46M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.77K- 49.48% |
$2.31M - $2.51M
|
6.91K
$3.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.96K- 3.81% |
$2.37M - $2.58M
|
176K
$85.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-6.99K- 14.57% |
$2.38M - $2.59M
|
41K
$19.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7.01K- 10.32% |
$2.39M - $2.6M
|
60.9K
$29.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-7.17K- 40.87% |
$2.45M - $2.66M
|
10.4K
$5.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-7.4K- 0.46% |
$2.52M - $2.74M
|
1.62M
$785M
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.61K- 70.37% |
$2.59M - $2.82M
|
3.2K
$1.55M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.62K- 14.01% |
$2.6M - $2.82M
|
46.7K
$22.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-7.89K- 1.59% |
$2.69M - $2.92M
|
488K
$237M
|
|
|
Oct 12, 2023
Q3 2023
|
Menlo Advisors LLC
|
SELL
|
- |
-8.01K- 10.4% |
$2.73M - $2.97M
|
68.9K
$33.4M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.14K- 0.31% |
$2.77M - $3.01M
|
2.63M
$1.28B
|
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-8.16K- 24.45% |
$2.78M - $3.02M
|
25.2K
$12.2M
|
|
|
May 07, 2025
Q3 2023
|
Symmetry Investments LP
|
SELL
|
- |
-8.22K- 91.38% |
$2.8M - $3.05M
|
776
$376K
|
|
|
Oct 25, 2023
Q3 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-8.28K- 23.85% |
$2.82M - $3.07M
|
26.4K
$12.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-8.4K- 7.23% |
$2.86M - $3.11M
|
108K
$52.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-8.45K- 2.41% |
$2.88M - $3.13M
|
342K
$166M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-8.48K- 49.49% |
$2.89M - $3.14M
|
8.65K
$4.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Amf Tjanstepension Ab
|
SELL
|
- |
-8.49K- 1.1% |
$2.89M - $3.15M
|
763K
$370M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-8.52K- 26.45% |
$2.9M - $3.16M
|
23.7K
$11.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-8.62K- 26.84% |
$2.94M - $3.19M
|
23.5K
$11.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-8.69K- 3.48% |
$2.96M - $3.22M
|
241K
$117M
|
|
|
Nov 09, 2023
Q3 2023
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-8.89K- 5.77% |
$3.03M - $3.29M
|
145K
$70.4M
|