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 10, 2023
Q3 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-150- 2.21% |
$51.1K - $55.6K
|
6.65K
$3.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
SELL
|
- |
-150- 19.35% |
$51.1K - $55.6K
|
625
$284K
|
|
|
Oct 20, 2023
Q3 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-150- 4.99% |
$51.1K - $55.6K
|
2.86K
$1.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-150- 3.89% |
$51.1K - $55.6K
|
3.71K
$1.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-150- 5.08% |
$51.1K - $55.6K
|
2.8K
$1.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-150- 1.35% |
$51.1K - $55.6K
|
11K
$5M
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-150- 1.46% |
$51.1K - $55.6K
|
10.1K
$4.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-150- 3.49% |
$51.1K - $55.6K
|
4.15K
$1.89M
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-155- 15.93% |
$52.8K - $57.4K
|
818
$372K
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-156- 0.25% |
$53.2K - $57.8K
|
63.2K
$28.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-158- 9.84% |
$53.9K - $58.5K
|
1.45K
$658K
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-159- 0.29% |
$54.2K - $58.9K
|
54.1K
$24.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-160- 17.43% |
$54.5K - $59.3K
|
758
$345K
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-162- 2.07% |
$55.2K - $60K
|
7.65K
$3.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-163- 1.36% |
$55.6K - $60.4K
|
11.8K
$5.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-163- 4.82% |
$55.6K - $60.4K
|
3.22K
$1.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-163- 2.14% |
$55.6K - $60.4K
|
7.46K
$3.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-165- 0.71% |
$56.2K - $61.1K
|
22.9K
$10.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-165- 5.6% |
$56.2K - $61.1K
|
2.78K
$1.26M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-166- 1.13% |
$56.6K - $61.5K
|
14.5K
$6.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-166- 7.63% |
$56.6K - $61.5K
|
2.01K
$915K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-167- 1.7% |
$56.9K - $61.9K
|
9.66K
$4.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-167- 0.99% |
$56.9K - $61.9K
|
16.6K
$7.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-167- 0.13% |
$56.9K - $61.9K
|
128K
$58.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-168- 3.31% |
$57.3K - $62.2K
|
4.91K
$2.23M
|
|
|
Oct 12, 2023
Q3 2023
|
Nat West Group PLC
|
SELL
|
- |
-170- 20.56% |
$58K - $63K
|
657
$299K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-170- 2.68% |
$58K - $63K
|
6.19K
$2.81M
|
|
|
Nov 14, 2023
Q3 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-170- 6.45% |
$58K - $63K
|
2.47K
$1.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-171- 14.59% |
$58.3K - $63.4K
|
1K
$455K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-172- 0.25% |
$58.6K - $63.7K
|
68.7K
$31.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-173- 1.44% |
$59K - $64.1K
|
11.9K
$5.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-173- 3.2% |
$59K - $64.1K
|
5.23K
$2.38M
|
|
|
Oct 10, 2023
Q3 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-175- 2.15% |
$59.7K - $64.8K
|
7.97K
$3.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-175- 2.07% |
$59.7K - $64.8K
|
8.28K
$3.76M
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-175- 1.44% |
$59.7K - $64.8K
|
12K
$5.44M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-177- 3.59% |
$60.3K - $65.6K
|
4.76K
$2.16M
|
|
|
Oct 20, 2023
Q3 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-180- 0.38% |
$61.4K - $66.7K
|
47.5K
$21.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-180- 3.21% |
$61.4K - $66.7K
|
5.42K
$2.47M
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-180- 16.26% |
$61.4K - $66.7K
|
927
$422K
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-180- 17.19% |
$61.4K - $66.7K
|
867
$394K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-181- 3.48% |
$61.7K - $67.1K
|
5.02K
$2.28M
|
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
SELL
|
- |
-181- 0.98% |
$61.7K - $67.1K
|
18.3K
$8.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-182- 0.2% |
$62K - $67.4K
|
88.8K
$40.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-184- 4.34% |
$62.7K - $68.2K
|
4.05K
$1.84M
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-184- 0.72% |
$62.7K - $68.2K
|
25.2K
$11.5M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-184- 1.91% |
$62.7K - $68.2K
|
9.44K
$4.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-186- 0.36% |
$63.4K - $68.9K
|
51.8K
$23.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-187- 1.35% |
$63.7K - $69.3K
|
13.6K
$6.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-188- 26.63% |
$64.1K - $69.7K
|
518
$236K
|
|
|
Nov 13, 2023
Q3 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-188- 2.3% |
$64.1K - $69.7K
|
7.97K
$3.63M
|