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 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-46- 2.06% |
$15.7K - $17K
|
2.19K
$996K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-46- 15.59% |
$15.7K - $17K
|
249
$113K
|
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-47- 0.26% |
$16K - $17.4K
|
18.1K
$8.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-47- 3.16% |
$16K - $17.4K
|
1.44K
$656K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-48- 1.78% |
$16.4K - $17.8K
|
2.65K
$1.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-48- 1.02% |
$16.4K - $17.8K
|
4.67K
$2.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-48- 0.6% |
$16.4K - $17.8K
|
8K
$3.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-48- 0.09% |
$16.4K - $17.8K
|
53.5K
$24.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-49- 1.33% |
$16.7K - $18.2K
|
3.63K
$1.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-50- 1.62% |
$17K - $18.5K
|
3.04K
$1.38M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-50- 1.64% |
$17K - $18.5K
|
3.01K
$1.37M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-50- 0.91% |
$17K - $18.5K
|
5.43K
$2.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-50- 3.35% |
$17K - $18.5K
|
1.44K
$656K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-50- 0.64% |
$17K - $18.5K
|
7.77K
$3.53M
|
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-50- 0.46% |
$17K - $18.5K
|
10.8K
$4.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-50- 0.34% |
$17K - $18.5K
|
14.5K
$6.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-50- 5.13% |
$17K - $18.5K
|
925
$421K
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-50- 4.76% |
$17K - $18.5K
|
1K
$455K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-50- 3.22% |
$17K - $18.5K
|
1.5K
$683K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-50- 1.07% |
$17K - $18.5K
|
4.64K
$2.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-50- 3.7% |
$17K - $18.5K
|
1.3K
$591K
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-50- 0.7% |
$17K - $18.5K
|
7.13K
$3.24M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-50- 0.68% |
$17K - $18.5K
|
7.25K
$3.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-51- 1.66% |
$17.4K - $18.9K
|
3.03K
$1.38M
|
|
|
Oct 27, 2023
Q3 2023
|
Cortland Associates Inc
|
SELL
|
- |
-51- 0.68% |
$17.4K - $18.9K
|
7.49K
$3.41M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-52- 0.62% |
$17.7K - $19.3K
|
8.31K
$3.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-52- 2.35% |
$17.7K - $19.3K
|
2.16K
$984K
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-54- 0.18% |
$18.4K - $20K
|
30.6K
$13.9M
|
|
|
Nov 14, 2023
Q3 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-54- 0.3% |
$18.4K - $20K
|
17.7K
$8.04M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-55- 0.36% |
$18.7K - $20.4K
|
15.2K
$6.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-55- 4.75% |
$18.7K - $20.4K
|
1.1K
$501K
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-55- 2.66% |
$18.7K - $20.4K
|
2.01K
$916K
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-55- 1.2% |
$18.7K - $20.4K
|
4.53K
$2.06M
|
|
|
Nov 09, 2023
Q3 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-55- 0.03% |
$18.7K - $20.4K
|
167K
$75.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-57- 1.54% |
$19.4K - $21.1K
|
3.65K
$1.66M
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-57- 3.93% |
$19.4K - $21.1K
|
1.39K
$633K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-57- 1.75% |
$19.4K - $21.1K
|
3.2K
$1.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-57- 7.14% |
$19.4K - $21.1K
|
741
$337K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-57- 0.56% |
$19.4K - $21.1K
|
10.2K
$4.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-57- 4.83% |
$19.4K - $21.1K
|
1.12K
$511K
|
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-58- 7.95% |
$19.8K - $21.5K
|
672
$306K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-59- 3.04% |
$20.1K - $21.9K
|
1.88K
$857K
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-59- 4.47% |
$20.1K - $21.9K
|
1.26K
$574K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-60- 2.03% |
$20.5K - $22.2K
|
2.9K
$1.32M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-61- 5.72% |
$20.8K - $22.6K
|
1.01K
$458K
|
|
|
Nov 13, 2023
Q3 2023
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-61- 4.86% |
$20.8K - $22.6K
|
1.2K
$544K
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-62- 2.6% |
$21.1K - $23K
|
2.32K
$1.06M
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-62- 2.58% |
$21.1K - $23K
|
2.34K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-62- 0.33% |
$21.1K - $23K
|
18.9K
$8.59M
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-62- 1.03% |
$21.1K - $23K
|
5.94K
$2.7M
|