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 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-31- 2.09% |
$10.6K - $11.5K
|
1.45K
$660K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-32- 1.08% |
$10.9K - $11.9K
|
2.94K
$1.34M
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-33- 1.5% |
$11.2K - $12.2K
|
2.17K
$987K
|
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-34- 31.19% |
$11.6K - $12.6K
|
75
$34.1K
|
|
|
Oct 16, 2023
Q3 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-35- 2.43% |
$11.9K - $13K
|
1.4K
$639K
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-35- 2.7% |
$11.9K - $13K
|
1.26K
$573K
|
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-35- 1.56% |
$11.9K - $13K
|
2.2K
$1M
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-35- 0.47% |
$11.9K - $13K
|
7.42K
$3.38M
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-36- 5.03% |
$12.3K - $13.3K
|
680
$309K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-36- 1.67% |
$12.3K - $13.3K
|
2.12K
$962K
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-37- 0.35% |
$12.6K - $13.7K
|
10.6K
$4.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-37- 0.35% |
$12.6K - $13.7K
|
10.5K
$4.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-37- 1.28% |
$12.6K - $13.7K
|
2.84K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-37- 2.29% |
$12.6K - $13.7K
|
1.58K
$717K
|
|
|
Oct 10, 2023
Q3 2023
|
Jvl Associates LLC
|
SELL
|
- |
-38- 6.24% |
$13K - $14.1K
|
571
$260K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-38- 0.88% |
$13K - $14.1K
|
4.26K
$1.94M
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-38- 0.19% |
$13K - $14.1K
|
19.8K
$8.99M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-38- 0.85% |
$13K - $14.1K
|
4.42K
$2.01M
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-38- 2.45% |
$13K - $14.1K
|
1.51K
$687K
|
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
SELL
|
- |
-38- 1.14% |
$13K - $14.1K
|
3.28K
$1.49M
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-39- 2.76% |
$13.3K - $14.4K
|
1.37K
$624K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-39- 1.5% |
$13.3K - $14.4K
|
2.57K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-39- 3.89% |
$13.3K - $14.4K
|
963
$438K
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-40- 1.15% |
$13.6K - $14.8K
|
3.44K
$1.56M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-40- 0.12% |
$13.6K - $14.8K
|
32.8K
$14.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-40- 1.29% |
$13.6K - $14.8K
|
3.07K
$1.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Coerente Capital Management
|
SELL
|
- |
-40- 2.53% |
$13.6K - $14.8K
|
1.54K
$701K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-40- 0.47% |
$13.6K - $14.8K
|
8.44K
$3.84M
|
|
|
Oct 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-40- 1.54% |
$13.6K - $14.8K
|
2.55K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-40- 2.32% |
$13.6K - $14.8K
|
1.68K
$765K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-40- 1.03% |
$13.6K - $14.8K
|
3.85K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-40- 2.06% |
$13.6K - $14.8K
|
1.91K
$867K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-41- 2.19% |
$14K - $15.2K
|
1.83K
$832K
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-41- 0.04% |
$14K - $15.2K
|
111K
$50.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-41- 3.43% |
$14K - $15.2K
|
1.15K
$524K
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-41- 1.06% |
$14K - $15.2K
|
3.83K
$1.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-41- 0.69% |
$14K - $15.2K
|
5.9K
$2.68M
|
|
|
Nov 03, 2023
Q3 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-42- 0.34% |
$14.3K - $15.6K
|
12.5K
$5.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-42- 1.5% |
$14.3K - $15.6K
|
2.75K
$1.25M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-43- 0.52% |
$14.7K - $15.9K
|
8.28K
$3.77M
|
|
|
Oct 30, 2023
Q3 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-43- 2.64% |
$14.7K - $15.9K
|
1.59K
$722K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-43- 11.29% |
$14.7K - $15.9K
|
338
$154K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-43- 0.32% |
$14.7K - $15.9K
|
13.6K
$6.16M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-44- 2.71% |
$15K - $16.3K
|
1.58K
$720K
|
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-45- 2.13% |
$15.3K - $16.7K
|
2.07K
$940K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-45- 0.33% |
$15.3K - $16.7K
|
13.6K
$6.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-45- 0.41% |
$15.3K - $16.7K
|
10.8K
$4.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-45- 6.76% |
$15.3K - $16.7K
|
621
$282K
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-46- 0.04% |
$15.7K - $17K
|
110K
$50M
|
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-46- 6.92% |
$15.7K - $17K
|
619
$282K
|