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 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-120- 2.24% |
$40.9K - $44.5K
|
5.23K
$2.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-120- 4.1% |
$40.9K - $44.5K
|
2.81K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-120- 1.69% |
$40.9K - $44.5K
|
7K
$3.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-121- 1.06% |
$41.2K - $44.8K
|
11.3K
$5.37M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-122- 2.75% |
$41.6K - $45.2K
|
4.31K
$2.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-125- 2.84% |
$42.6K - $46.3K
|
4.27K
$2.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-125- 2.07% |
$42.6K - $46.3K
|
5.91K
$2.82M
|
|
|
Oct 17, 2023
Q3 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-125- 0.33% |
$42.6K - $46.3K
|
37.6K
$17.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-125- 6.0% |
$42.6K - $46.3K
|
1.96K
$933K
|
|
|
Nov 13, 2023
Q3 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-125- 4.78% |
$42.6K - $46.3K
|
2.49K
$1.19M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-126- 0.68% |
$43K - $46.7K
|
18.4K
$8.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-126- 1.79% |
$43K - $46.7K
|
6.93K
$3.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-127- 0.29% |
$43.3K - $47.1K
|
43.1K
$20.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-127- 11.71% |
$43.3K - $47.1K
|
958
$457K
|
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-127- 2.25% |
$43.3K - $47.1K
|
5.51K
$2.62M
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-128- 0.32% |
$43.6K - $47.4K
|
40.2K
$19.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-129- 1.67% |
$44K - $47.8K
|
7.59K
$3.61M
|
|
|
Nov 01, 2023
Q3 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-129- 4.29% |
$44K - $47.8K
|
2.88K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-130- 3.09% |
$44.3K - $48.2K
|
4.07K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-130- 64.04% |
$44.3K - $48.2K
|
73
$34.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-131- 6.58% |
$44.7K - $48.5K
|
1.86K
$887K
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-132- 7.61% |
$45K - $48.9K
|
1.6K
$763K
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-132- 2.83% |
$45K - $48.9K
|
4.54K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-133- 4.46% |
$45.3K - $49.3K
|
2.85K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-133- 1.27% |
$45.3K - $49.3K
|
10.3K
$4.91M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-134- 0.92% |
$45.7K - $49.6K
|
14.5K
$6.89M
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-135- 1.9% |
$46K - $50K
|
6.96K
$3.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-135- 12.33% |
$46K - $50K
|
960
$458K
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-136- 1.57% |
$46.4K - $50.4K
|
8.52K
$4.06M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-136- 2.02% |
$46.4K - $50.4K
|
6.59K
$3.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-137- 5.19% |
$46.7K - $50.8K
|
2.5K
$1.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-137- 1.26% |
$46.7K - $50.8K
|
10.7K
$5.11M
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-137- 1.09% |
$46.7K - $50.8K
|
12.5K
$5.94M
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-138- 3.61% |
$47K - $51.1K
|
3.68K
$1.76M
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-138- 0.12% |
$47K - $51.1K
|
119K
$56.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Schwab Charitable Fund
|
SELL
|
- |
-139- 16.91% |
$47.4K - $51.5K
|
683
$325K
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-139- 0.77% |
$47.4K - $51.5K
|
17.8K
$8.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-139- 2.51% |
$47.4K - $51.5K
|
5.41K
$2.58M
|
|
|
Oct 17, 2023
Q3 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-140- 7.99% |
$47.7K - $51.9K
|
1.61K
$769K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-140- 1.58% |
$47.7K - $51.9K
|
8.7K
$4.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-140- 4.54% |
$47.7K - $51.9K
|
2.94K
$1.4M
|
|
|
Oct 30, 2023
Q3 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-140- 2.51% |
$47.7K - $51.9K
|
5.44K
$2.59M
|
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-141- 2.02% |
$48.1K - $52.2K
|
6.84K
$3.26M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-141- 12.13% |
$48.1K - $52.2K
|
1.02K
$487K
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-142- 1.05% |
$48.4K - $52.6K
|
13.4K
$6.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-142- 0.9% |
$48.4K - $52.6K
|
15.7K
$7.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-143- 1.72% |
$48.7K - $53K
|
8.15K
$3.88M
|
|
|
Nov 06, 2023
Q3 2023
|
Brooktree Capital Management
|
SELL
|
- |
-143- 0.55% |
$48.7K - $53K
|
26K
$12.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-144- 2.25% |
$49.1K - $53.3K
|
6.26K
$2.98M
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-145- 3.56% |
$49.4K - $53.7K
|
3.93K
$1.87M
|