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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1- 3.45% |
$517K - $563K
|
28
$18.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Matthew 25 Management Corp
|
SELL
|
- |
-1- 4.0% |
$517K - $563K
|
24
$16.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1- 5.0% |
$517K - $563K
|
19
$12.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-1- 4.55% |
$517K - $563K
|
21
$14.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$677K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-1- 3.13% |
$517K - $563K
|
31
$21M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1- 1.45% |
$517K - $563K
|
68
$46M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$677K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$677K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1- 1.39% |
$517K - $563K
|
71
$48M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1- 2.63% |
$517K - $563K
|
37
$25M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$677K
|
|
|
Nov 03, 2023
Q3 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1- 0.65% |
$517K - $563K
|
153
$104M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$677K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1- 11.11% |
$517K - $563K
|
8
$5.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1- 2.17% |
$517K - $563K
|
45
$30.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-1- 33.33% |
$517K - $563K
|
2
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1- 10.0% |
$517K - $563K
|
9
$6.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-2- 1.8% |
$1.03M - $1.13M
|
109
$73.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2- 2.27% |
$1.03M - $1.13M
|
86
$58.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2- 4.44% |
$1.03M - $1.13M
|
43
$29.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Saybrook Capital
|
SELL
|
- |
-2- 5.71% |
$1.03M - $1.13M
|
33
$22.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2- 5.41% |
$1.03M - $1.13M
|
35
$23.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2- 11.11% |
$1.03M - $1.13M
|
16
$10.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2- 6.25% |
$1.03M - $1.13M
|
30
$20.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-2- 66.67% |
$1.03M - $1.13M
|
1
$677K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-2- 50.0% |
$1.03M - $1.13M
|
2
$1.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
SELL
|
- |
-2- 3.51% |
$1.03M - $1.13M
|
55
$37.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2- 50.0% |
$1.03M - $1.13M
|
2
$1.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2- 18.18% |
$1.03M - $1.13M
|
9
$6.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2- 7.69% |
$1.03M - $1.13M
|
24
$16.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2- 0.78% |
$1.03M - $1.13M
|
254
$172M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2- 10.53% |
$1.03M - $1.13M
|
17
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2- 15.38% |
$1.03M - $1.13M
|
11
$7.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2- 2.86% |
$1.03M - $1.13M
|
68
$46M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2- 4.26% |
$1.03M - $1.13M
|
45
$30.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2- 50.0% |
$1.03M - $1.13M
|
2
$1.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-2- 50.0% |
$1.03M - $1.13M
|
2
$1.35M
|
|
|
Oct 19, 2023
Q3 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-2- 1.27% |
$1.03M - $1.13M
|
156
$106M
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2- 13.33% |
$1.03M - $1.13M
|
13
$8.8M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3- 23.08% |
$1.55M - $1.69M
|
10
$6.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
SELL
|
- |
-3- 75.0% |
$1.55M - $1.69M
|
1
$677K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3- 75.0% |
$1.55M - $1.69M
|
1
$677K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3- 0.08% |
$1.55M - $1.69M
|
3.84K
$2.6B
|
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-3- 33.33% |
$1.55M - $1.69M
|
6
$4.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-3- 0.89% |
$1.55M - $1.69M
|
334
$226M
|
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-3Closed |
$1.55M - $1.69M
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-3- 2.78% |
$1.55M - $1.69M
|
105
$71M
|
|
|
Nov 13, 2023
Q3 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-3- 33.33% |
$1.55M - $1.69M
|
6
$4.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3- 7.14% |
$1.55M - $1.69M
|
39
$26.4M
|