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 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-5- 0.68% |
$1.7K - $1.85K
|
731
$333K
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-5- 0.37% |
$1.7K - $1.85K
|
1.33K
$606K
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-5- 0.24% |
$1.7K - $1.85K
|
2.07K
$943K
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-5- 0.12% |
$1.7K - $1.85K
|
4.29K
$1.95M
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-5- 0.37% |
$1.7K - $1.85K
|
1.35K
$612K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-5- 0.08% |
$1.7K - $1.85K
|
6.32K
$2.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-5- 0.24% |
$1.7K - $1.85K
|
2.11K
$961K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-5- 0.04% |
$1.7K - $1.85K
|
11.1K
$5.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-5- 0.58% |
$1.7K - $1.85K
|
858
$390K
|
|
|
Nov 28, 2023
Q3 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-5- 2.0% |
$1.7K - $1.85K
|
245
$111K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-5- 0.05% |
$1.7K - $1.85K
|
9.89K
$4.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-6- 0.18% |
$2.05K - $2.22K
|
3.37K
$1.53M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-6- 0.17% |
$2.05K - $2.22K
|
3.58K
$1.63M
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-6- 0.4% |
$2.05K - $2.22K
|
1.48K
$674K
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-6- 0.22% |
$2.05K - $2.22K
|
2.68K
$1.22M
|
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-6- 0.01% |
$2.05K - $2.22K
|
79.6K
$36.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-6- 0.11% |
$2.05K - $2.22K
|
5.43K
$2.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-6- 0.28% |
$2.05K - $2.22K
|
2.14K
$972K
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-7- 0.15% |
$2.39K - $2.59K
|
4.7K
$2.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-7- 0.85% |
$2.39K - $2.59K
|
813
$370K
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-7- 0.02% |
$2.39K - $2.59K
|
38.8K
$17.6M
|
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-8- 0.14% |
$2.73K - $2.96K
|
5.67K
$2.58M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-8- 0.42% |
$2.73K - $2.96K
|
1.88K
$856K
|
|
|
Nov 07, 2023
Q3 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-8- 0.28% |
$2.73K - $2.96K
|
2.8K
$1.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-8- 0.39% |
$2.73K - $2.96K
|
2.04K
$929K
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-8- 0.59% |
$2.73K - $2.96K
|
1.36K
$617K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-9- 0.07% |
$3.07K - $3.33K
|
13.4K
$6.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-9- 0.01% |
$3.07K - $3.33K
|
141K
$64.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-9- -0.0% |
$3.07K - $3.33K
|
220K
$100M
|
|
|
Oct 10, 2023
Q3 2023
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-10- 0.02% |
$3.41K - $3.7K
|
53.1K
$24.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-10- 0.22% |
$3.41K - $3.7K
|
4.58K
$2.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-10- 0.67% |
$3.41K - $3.7K
|
1.49K
$679K
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-10- 0.25% |
$3.41K - $3.7K
|
4.01K
$1.83M
|
|
|
Oct 27, 2023
Q3 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-10- 0.91% |
$3.41K - $3.7K
|
1.09K
$496K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-10- 1.1% |
$3.41K - $3.7K
|
895
$407K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-10- 0.08% |
$3.41K - $3.7K
|
12.4K
$5.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-10- 1.34% |
$3.41K - $3.7K
|
737
$335K
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-10- 0.44% |
$3.41K - $3.7K
|
2.25K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-10- 0.68% |
$3.41K - $3.7K
|
1.45K
$660K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-10- 0.2% |
$3.41K - $3.7K
|
5.04K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-10- 0.05% |
$3.41K - $3.7K
|
20.3K
$9.25M
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-10- 0.65% |
$3.41K - $3.7K
|
1.52K
$691K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-11- 1.05% |
$3.75K - $4.08K
|
1.04K
$474K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-11- 4.31% |
$3.75K - $4.08K
|
244
$111K
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-12- 0.92% |
$4.09K - $4.45K
|
1.29K
$588K
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-12- 0.28% |
$4.09K - $4.45K
|
4.35K
$1.98M
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-12- 0.47% |
$4.09K - $4.45K
|
2.52K
$1.15M
|
|
|
Nov 01, 2023
Q3 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-12- 1.13% |
$4.09K - $4.45K
|
1.05K
$476K
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-12- 0.7% |
$4.09K - $4.45K
|
1.69K
$770K
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-12- 0.82% |
$4.09K - $4.45K
|
1.46K
$663K
|