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 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-57- 1.54% |
$19.4K - $21.1K
|
3.65K
$1.91M
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-57- 3.93% |
$19.4K - $21.1K
|
1.39K
$726K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-57- 1.75% |
$19.4K - $21.1K
|
3.2K
$1.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-57- 7.14% |
$19.4K - $21.1K
|
741
$387K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-57- 0.56% |
$19.4K - $21.1K
|
10.2K
$5.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-57- 4.83% |
$19.4K - $21.1K
|
1.12K
$586K
|
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-58- 7.95% |
$19.8K - $21.5K
|
672
$351K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-59- 3.04% |
$20.1K - $21.9K
|
1.88K
$983K
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-59- 4.47% |
$20.1K - $21.9K
|
1.26K
$659K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-60- 2.03% |
$20.5K - $22.2K
|
2.9K
$1.51M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-61- 5.72% |
$20.8K - $22.6K
|
1.01K
$525K
|
|
|
Nov 13, 2023
Q3 2023
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-61- 4.86% |
$20.8K - $22.6K
|
1.2K
$624K
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-62- 2.6% |
$21.1K - $23K
|
2.32K
$1.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-62- 2.58% |
$21.1K - $23K
|
2.34K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-62- 0.33% |
$21.1K - $23K
|
18.9K
$9.85M
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-62- 1.03% |
$21.1K - $23K
|
5.94K
$3.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-63- 0.75% |
$21.5K - $23.3K
|
8.33K
$4.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-65- 4.18% |
$22.2K - $24.1K
|
1.49K
$777K
|
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-65- 2.32% |
$22.2K - $24.1K
|
2.73K
$1.43M
|
|
|
Nov 29, 2023
Q3 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-65- 7.23% |
$22.2K - $24.1K
|
834
$435K
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-66- 1.99% |
$22.5K - $24.5K
|
3.24K
$1.69M
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-67- 0.81% |
$22.8K - $24.8K
|
8.22K
$4.29M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-67- 0.65% |
$22.8K - $24.8K
|
10.2K
$5.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-68- 0.39% |
$23.2K - $25.2K
|
17.5K
$9.14M
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-68- 0.07% |
$23.2K - $25.2K
|
93.6K
$48.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-69- 1.12% |
$23.5K - $25.6K
|
6.07K
$3.17M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-70- 0.38% |
$23.9K - $25.9K
|
18.4K
$9.59M
|
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-70- 4.43% |
$23.9K - $25.9K
|
1.51K
$788K
|
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-70- 2.44% |
$23.9K - $25.9K
|
2.8K
$1.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-70- 0.13% |
$23.9K - $25.9K
|
52.3K
$27.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Investment Management Associates Inc
|
SELL
|
- |
-70- 0.61% |
$23.9K - $25.9K
|
11.3K
$5.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-70- 2.64% |
$23.9K - $25.9K
|
2.58K
$1.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-71- 3.33% |
$24.2K - $26.3K
|
2.06K
$1.08M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-71- 0.28% |
$24.2K - $26.3K
|
25.7K
$13.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-71- 2.63% |
$24.2K - $26.3K
|
2.63K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-71- 1.65% |
$24.2K - $26.3K
|
4.24K
$2.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-72- 0.78% |
$24.5K - $26.7K
|
9.14K
$4.77M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-72- 0.28% |
$24.5K - $26.7K
|
25.9K
$13.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-72- 4.36% |
$24.5K - $26.7K
|
1.58K
$825K
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-73- 5.17% |
$24.9K - $27K
|
1.34K
$699K
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-73- 0.31% |
$24.9K - $27K
|
23.3K
$12.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-75- 1.17% |
$25.6K - $27.8K
|
6.34K
$3.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-75- 4.42% |
$25.6K - $27.8K
|
1.62K
$845K
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-75- 16.45% |
$25.6K - $27.8K
|
381
$199K
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-75- 0.62% |
$25.6K - $27.8K
|
12K
$6.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-75- 0.05% |
$25.6K - $27.8K
|
139K
$72.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-75- 1.46% |
$25.6K - $27.8K
|
5.06K
$2.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-75- 0.47% |
$25.6K - $27.8K
|
15.8K
$8.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-75- 1.38% |
$25.6K - $27.8K
|
5.36K
$2.8M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-75- 0.62% |
$25.6K - $27.8K
|
12K
$6.29M
|