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 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-425- 5.58% |
$145K - $157K
|
7.19K
$3.27M
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-425- 6.77% |
$145K - $157K
|
5.86K
$2.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Capitol Family Office, Inc.
|
SELL
|
- |
-426- 4.51% |
$145K - $158K
|
9.03K
$4.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-428- 24.61% |
$146K - $159K
|
1.31K
$596K
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-430- 27.51% |
$147K - $159K
|
1.13K
$515K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-430- 1.41% |
$147K - $159K
|
30K
$13.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-430- 0.87% |
$147K - $159K
|
48.9K
$22.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-431- 2.29% |
$147K - $160K
|
18.4K
$8.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-435- 1.65% |
$148K - $161K
|
25.9K
$11.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-436- 21.7% |
$149K - $162K
|
1.57K
$716K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-436- 99.54% |
$149K - $162K
|
2
$910
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-437- 3.23% |
$149K - $162K
|
13.1K
$5.95M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-441- 3.66% |
$150K - $163K
|
11.6K
$5.27M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-443- 0.37% |
$151K - $164K
|
120K
$54.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-444- 2.59% |
$151K - $164K
|
16.7K
$7.59M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-446- 3.15% |
$152K - $165K
|
13.7K
$6.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-446- 37.17% |
$152K - $165K
|
754
$343K
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-448- 6.38% |
$153K - $166K
|
6.58K
$2.99M
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-452- 15.98% |
$154K - $167K
|
2.38K
$1.08M
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-454- 1.98% |
$155K - $168K
|
22.5K
$10.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-456- 11.83% |
$155K - $169K
|
3.4K
$1.55M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-457- 6.04% |
$156K - $169K
|
7.11K
$3.23M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-457- 3.89% |
$156K - $169K
|
11.3K
$5.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-457- 2.98% |
$156K - $169K
|
14.9K
$6.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-458- 2.27% |
$156K - $170K
|
19.7K
$8.97M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-459- 0.31% |
$156K - $170K
|
146K
$66.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-460- 42.83% |
$157K - $170K
|
614
$279K
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-461- 8.39% |
$157K - $171K
|
5.04K
$2.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Foundation Resource Management Inc
|
SELL
|
- |
-463- 0.45% |
$158K - $172K
|
103K
$46.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Baskin Financial Services Inc.
|
SELL
|
- |
-463- 0.58% |
$158K - $172K
|
78.9K
$35.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Puzo Michael J
|
SELL
|
- |
-470- 12.82% |
$160K - $174K
|
3.2K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-472- 1.07% |
$161K - $175K
|
43.6K
$19.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-480- 6.48% |
$164K - $178K
|
6.93K
$3.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-481- 4.45% |
$164K - $178K
|
10.3K
$4.69M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-482- 0.75% |
$164K - $179K
|
63.4K
$28.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-483- 5.79% |
$165K - $179K
|
7.86K
$3.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Weybosset Research & Management LLC
|
SELL
|
- |
-483- 1.21% |
$165K - $179K
|
39.5K
$18M
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-484- 2.18% |
$165K - $179K
|
21.7K
$9.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
SELL
|
- |
-485- 0.34% |
$165K - $180K
|
144K
$65.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-487- 6.16% |
$166K - $180K
|
7.42K
$3.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-488- 0.31% |
$166K - $181K
|
155K
$70.7M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-488- 2.57% |
$166K - $181K
|
18.5K
$8.42M
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-490- 24.46% |
$167K - $182K
|
1.51K
$688K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-490- 6.05% |
$167K - $182K
|
7.61K
$3.46M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-493- 5.51% |
$168K - $183K
|
8.45K
$3.84M
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-493- 3.61% |
$168K - $183K
|
13.2K
$5.98M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-494- 1.07% |
$168K - $183K
|
45.5K
$20.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-494- 1.69% |
$168K - $183K
|
28.7K
$13M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-494- 1.07% |
$168K - $183K
|
45.5K
$20.7M
|
|
|
Nov 21, 2023
Q3 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-495- 0.63% |
$169K - $183K
|
78.2K
$35.6M
|