Purchases and Sales Made in Q3 2023 in Berkshire Hathaway Inc (BRK-A)
This table provides information about the institutional ownership of Berkshire Hathaway Inc (BRK-A) during Q3 2023. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1- 0.18% |
$517K - $563K
|
567
$411M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$726K
|
|
|
Nov 14, 2023
Q3 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-1- 2.44% |
$517K - $563K
|
40
$29M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-1- 33.33% |
$517K - $563K
|
2
$1.45M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$726K
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1- 9.09% |
$517K - $563K
|
10
$7.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1- 14.29% |
$517K - $563K
|
6
$4.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1- 20.0% |
$517K - $563K
|
4
$2.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1- 0.65% |
$517K - $563K
|
153
$111M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1- 1.45% |
$517K - $563K
|
68
$49.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1- 2.17% |
$517K - $563K
|
45
$32.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1- 10.0% |
$517K - $563K
|
9
$6.53M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$726K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1- 5.0% |
$517K - $563K
|
19
$13.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$726K
|
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1- 7.14% |
$517K - $563K
|
13
$9.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Matthew 25 Management Corp
|
SELL
|
- |
-1- 4.0% |
$517K - $563K
|
24
$17.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$726K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1- 1.39% |
$517K - $563K
|
71
$51.5M
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-2- 50.0% |
$1.03M - $1.13M
|
2
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-2- 1.8% |
$1.03M - $1.13M
|
109
$79.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-2- 1.27% |
$1.03M - $1.13M
|
156
$113M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2- 5.41% |
$1.03M - $1.13M
|
35
$25.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-2- 50.0% |
$1.03M - $1.13M
|
2
$1.45M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2- 6.25% |
$1.03M - $1.13M
|
30
$21.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2- 15.38% |
$1.03M - $1.13M
|
11
$7.98M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2- 50.0% |
$1.03M - $1.13M
|
2
$1.45M
|
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
SELL
|
- |
-2- 3.51% |
$1.03M - $1.13M
|
55
$39.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2- 0.78% |
$1.03M - $1.13M
|
254
$184M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2- 10.53% |
$1.03M - $1.13M
|
17
$12.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2- 2.27% |
$1.03M - $1.13M
|
86
$62.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2- 2.86% |
$1.03M - $1.13M
|
68
$49.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2- 7.69% |
$1.03M - $1.13M
|
24
$17.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2- 13.33% |
$1.03M - $1.13M
|
13
$9.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2- 50.0% |
$1.03M - $1.13M
|
2
$1.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2- 11.11% |
$1.03M - $1.13M
|
16
$11.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Saybrook Capital
|
SELL
|
- |
-2- 5.71% |
$1.03M - $1.13M
|
33
$23.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-2- 66.67% |
$1.03M - $1.13M
|
1
$726K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2- 4.26% |
$1.03M - $1.13M
|
45
$32.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2- 4.44% |
$1.03M - $1.13M
|
43
$31.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2- 18.18% |
$1.03M - $1.13M
|
9
$6.53M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-3- 75.0% |
$1.55M - $1.69M
|
1
$726K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3- 75.0% |
$1.55M - $1.69M
|
1
$726K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3- 7.14% |
$1.55M - $1.69M
|
39
$28.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-3- 0.89% |
$1.55M - $1.69M
|
334
$242M
|
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-3- 33.33% |
$1.55M - $1.69M
|
6
$4.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3- 0.08% |
$1.55M - $1.69M
|
3.84K
$2.79B
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3- 23.08% |
$1.55M - $1.69M
|
10
$7.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-3- 33.33% |
$1.55M - $1.69M
|
6
$4.35M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-3- 2.78% |
$1.55M - $1.69M
|
105
$76.2M
|