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 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-184- 0.72% |
$62.7K - $68.2K
|
25.2K
$12M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-184- 1.91% |
$62.7K - $68.2K
|
9.44K
$4.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-186- 0.36% |
$63.4K - $68.9K
|
51.8K
$24.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-187- 1.35% |
$63.7K - $69.3K
|
13.6K
$6.49M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-188- 26.63% |
$64.1K - $69.7K
|
518
$247K
|
|
|
Nov 13, 2023
Q3 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-188- 2.3% |
$64.1K - $69.7K
|
7.97K
$3.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-190- 6.75% |
$64.8K - $70.4K
|
2.62K
$1.25M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-192- 1.3% |
$65.5K - $71.1K
|
14.6K
$6.94M
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-193- 10.57% |
$65.8K - $71.5K
|
1.63K
$778K
|
|
|
Oct 17, 2023
Q3 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-193- 3.11% |
$65.8K - $71.5K
|
6.01K
$2.87M
|
|
|
Nov 08, 2023
Q3 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-194- 0.32% |
$66.1K - $71.9K
|
60K
$28.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-195- 1.09% |
$66.5K - $72.2K
|
17.8K
$8.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-197- 3.22% |
$67.2K - $73K
|
5.92K
$2.82M
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-198- 3.3% |
$67.5K - $73.4K
|
5.8K
$2.76M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-199- 10.8% |
$67.8K - $73.7K
|
1.64K
$783K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-199- 10.82% |
$67.8K - $73.7K
|
1.64K
$782K
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-200- 11.63% |
$68.2K - $74.1K
|
1.52K
$724K
|
|
|
Oct 23, 2023
Q3 2023
|
Independent Investors Inc
|
SELL
|
- |
-200- 1.3% |
$68.2K - $74.1K
|
15.1K
$7.21M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-200- 2.16% |
$68.2K - $74.1K
|
9.05K
$4.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-200- 12.43% |
$68.2K - $74.1K
|
1.41K
$671K
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 3.53% |
$68.2K - $74.1K
|
5.46K
$2.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-200- 2.27% |
$68.2K - $74.1K
|
8.59K
$4.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-200- 16.88% |
$68.2K - $74.1K
|
985
$469K
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-200- 6.68% |
$68.2K - $74.1K
|
2.79K
$1.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-200- 6.35% |
$68.2K - $74.1K
|
2.95K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Gouws Capital LLC
|
SELL
|
- |
-200- 10.0% |
$68.2K - $74.1K
|
1.8K
$858K
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-200- 4.29% |
$68.2K - $74.1K
|
4.46K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-200- 7.69% |
$68.2K - $74.1K
|
2.4K
$1.14M
|
|
|
Oct 12, 2023
Q3 2023
|
New Capital Management LP
|
SELL
|
- |
-201- 0.18% |
$68.5K - $74.5K
|
111K
$52.9M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-201- 15.12% |
$68.5K - $74.5K
|
1.13K
$538K
|
|
|
Oct 12, 2023
Q3 2023
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-202- 0.91% |
$68.9K - $74.8K
|
21.9K
$10.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-202- 2.48% |
$68.9K - $74.8K
|
7.94K
$3.78M
|
|
|
Nov 01, 2023
Q3 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-203- 0.76% |
$69.2K - $75.2K
|
26.5K
$12.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-204- 7.61% |
$69.5K - $75.6K
|
2.48K
$1.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-204- 3.39% |
$69.5K - $75.6K
|
5.81K
$2.77M
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-204- 27.35% |
$69.5K - $75.6K
|
542
$258K
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-205- 3.93% |
$69.9K - $75.9K
|
5.02K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-205- 2.59% |
$69.9K - $75.9K
|
7.71K
$3.67M
|
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-208- 1.31% |
$70.9K - $77.1K
|
15.6K
$7.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-208- 0.88% |
$70.9K - $77.1K
|
23.3K
$11.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-210- 4.39% |
$71.6K - $77.8K
|
4.58K
$2.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-213- 10.34% |
$72.6K - $78.9K
|
1.85K
$880K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-214- 24.02% |
$73K - $79.3K
|
677
$323K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-215- 4.26% |
$73.3K - $79.7K
|
4.84K
$2.31M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-215- 0.65% |
$73.3K - $79.7K
|
32.8K
$15.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-216- 0.42% |
$73.6K - $80K
|
51.7K
$24.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-217- 12.88% |
$74K - $80.4K
|
1.47K
$700K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-217- 1.57% |
$74K - $80.4K
|
13.6K
$6.48M
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-218- 6.28% |
$74.3K - $80.8K
|
3.25K
$1.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-219- 0.51% |
$74.7K - $81.1K
|
43.1K
$20.6M
|