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 08, 2023
Q3 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-82- 0.44% |
$28K - $30.4K
|
18.4K
$8.38M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-82- 2.46% |
$28K - $30.4K
|
3.25K
$1.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-83- 1.36% |
$28.3K - $30.7K
|
6.03K
$2.74M
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-83- 5.39% |
$28.3K - $30.7K
|
1.46K
$662K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-83- 0.12% |
$28.3K - $30.7K
|
69.7K
$31.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Kidder Stephen W
|
SELL
|
- |
-83- 1.73% |
$28.3K - $30.7K
|
4.7K
$2.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-84- 5.87% |
$28.6K - $31.1K
|
1.35K
$613K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-84- 0.86% |
$28.6K - $31.1K
|
9.65K
$4.39M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-84- 1.88% |
$28.6K - $31.1K
|
4.38K
$1.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-84- 0.57% |
$28.6K - $31.1K
|
14.7K
$6.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-84- 5.75% |
$28.6K - $31.1K
|
1.38K
$626K
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-85- 2.15% |
$29K - $31.5K
|
3.87K
$1.76M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-85- 6.19% |
$29K - $31.5K
|
1.29K
$586K
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-85- 0.78% |
$29K - $31.5K
|
10.8K
$4.93M
|
|
|
Dec 06, 2023
Q3 2023
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-86- 0.23% |
$29.3K - $31.9K
|
37.6K
$17.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-87- 1.26% |
$29.7K - $32.2K
|
6.8K
$3.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-87- 5.41% |
$29.7K - $32.2K
|
1.52K
$692K
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-89- 4.67% |
$30.3K - $33K
|
1.82K
$827K
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-90- 1.21% |
$30.7K - $33.3K
|
7.34K
$3.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-90- 0.45% |
$30.7K - $33.3K
|
20K
$9.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-90- 0.78% |
$30.7K - $33.3K
|
11.5K
$5.23M
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-92- 10.26% |
$31.4K - $34.1K
|
805
$366K
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-92- 0.67% |
$31.4K - $34.1K
|
13.6K
$6.21M
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-93- 0.98% |
$31.7K - $34.5K
|
9.38K
$4.27M
|
|
|
Oct 16, 2023
Q3 2023
|
Ht Partners LLC
|
SELL
|
- |
-93- 2.96% |
$31.7K - $34.5K
|
3.05K
$1.39M
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-93- 2.89% |
$31.7K - $34.5K
|
3.13K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-93- 1.15% |
$31.7K - $34.5K
|
8.02K
$3.65M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-94- 1.53% |
$32K - $34.8K
|
6.04K
$2.75M
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-95- 7.47% |
$32.4K - $35.2K
|
1.18K
$535K
|
|
|
Oct 26, 2023
Q3 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-95- 0.39% |
$32.4K - $35.2K
|
24.3K
$11M
|
|
|
Oct 30, 2023
Q3 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-95- 1.01% |
$32.4K - $35.2K
|
9.35K
$4.25M
|
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-95- 1.81% |
$32.4K - $35.2K
|
5.17K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-95- 2.38% |
$32.4K - $35.2K
|
3.9K
$1.77M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-97- 2.75% |
$33.1K - $35.9K
|
3.44K
$1.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-97- 0.8% |
$33.1K - $35.9K
|
12K
$5.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-97- 1.02% |
$33.1K - $35.9K
|
9.46K
$4.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-98- 0.89% |
$33.4K - $36.3K
|
10.9K
$4.95M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-98- 0.26% |
$33.4K - $36.3K
|
37.2K
$16.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
SELL
|
- |
-99- 4.73% |
$33.7K - $36.7K
|
1.99K
$906K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-100- 3.37% |
$34.1K - $37K
|
2.87K
$1.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-100- 2.88% |
$34.1K - $37K
|
3.38K
$1.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-100- 7.81% |
$34.1K - $37K
|
1.18K
$537K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-100- 12.58% |
$34.1K - $37K
|
695
$316K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-100- 97.09% |
$34.1K - $37K
|
3
$1.36K
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-100- 0.29% |
$34.1K - $37K
|
34.1K
$15.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-100- 8.83% |
$34.1K - $37K
|
1.03K
$469K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-100- 11.64% |
$34.1K - $37K
|
759
$345K
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-100- 1.05% |
$34.1K - $37K
|
9.45K
$4.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-100- 2.46% |
$34.1K - $37K
|
3.97K
$1.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-100- 3.05% |
$34.1K - $37K
|
3.18K
$1.45M
|