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 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-490- 6.05% |
$167K - $182K
|
7.61K
$3.64M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-493- 5.51% |
$168K - $183K
|
8.45K
$4.04M
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-493- 3.61% |
$168K - $183K
|
13.2K
$6.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-494- 1.07% |
$168K - $183K
|
45.5K
$21.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-494- 1.69% |
$168K - $183K
|
28.7K
$13.7M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-494- 1.07% |
$168K - $183K
|
45.5K
$21.8M
|
|
|
Nov 21, 2023
Q3 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-495- 0.63% |
$169K - $183K
|
78.2K
$37.4M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-495- 3.68% |
$169K - $183K
|
13K
$6.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-500- 5.72% |
$170K - $185K
|
8.24K
$3.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-500- 2.15% |
$170K - $185K
|
22.7K
$10.9M
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-502- 0.64% |
$171K - $186K
|
78K
$37.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-505- 2.3% |
$172K - $187K
|
21.5K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-505- 3.21% |
$172K - $187K
|
15.2K
$7.28M
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
SELL
|
- |
-509- 1.33% |
$174K - $189K
|
37.9K
$18.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-509- 2.12% |
$174K - $189K
|
23.5K
$11.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-511- 22.41% |
$174K - $189K
|
1.77K
$847K
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-514- 11.62% |
$175K - $190K
|
3.91K
$1.87M
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-514- 10.11% |
$175K - $190K
|
4.57K
$2.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-515- 3.49% |
$176K - $191K
|
14.2K
$6.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-519- 0.88% |
$177K - $192K
|
58.4K
$27.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-520- 0.98% |
$177K - $193K
|
52.5K
$25.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Somerville Kurt F
|
SELL
|
- |
-520- 11.02% |
$177K - $193K
|
4.2K
$2.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-524- 6.46% |
$179K - $194K
|
7.59K
$3.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-526- 2.03% |
$179K - $195K
|
25.4K
$12.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-526- 0.86% |
$179K - $195K
|
60.6K
$29M
|
|
|
Oct 31, 2023
Q3 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-527- 2.22% |
$180K - $195K
|
23.2K
$11.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-530- 7.69% |
$181K - $196K
|
6.36K
$3.04M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-547- 7.65% |
$186K - $203K
|
6.61K
$3.16M
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-549- 1.62% |
$187K - $203K
|
33.3K
$15.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-553- 6.93% |
$189K - $205K
|
7.43K
$3.55M
|
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-559- 0.43% |
$191K - $207K
|
130K
$62M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-560- 8.5% |
$191K - $207K
|
6.03K
$2.89M
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-564- 1.51% |
$192K - $209K
|
36.7K
$17.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-567- 0.33% |
$193K - $210K
|
172K
$82.4M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-570- 6.48% |
$194K - $211K
|
8.22K
$3.93M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-572- 2.94% |
$195K - $212K
|
18.9K
$9.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-572- 1.36% |
$195K - $212K
|
41.6K
$19.9M
|
|
|
Apr 25, 2024
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-572- 1.36% |
$195K - $212K
|
41.6K
$19.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Advisors, LLC
|
SELL
|
- |
-574- 0.5% |
$196K - $213K
|
115K
$54.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-579- 0.5% |
$197K - $215K
|
115K
$54.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-579- 3.72% |
$197K - $215K
|
15K
$7.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-581- 1.63% |
$198K - $215K
|
35.1K
$16.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-588- 0.59% |
$200K - $218K
|
98.4K
$47.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-588- 42.09% |
$200K - $218K
|
809
$387K
|
|
|
Nov 15, 2023
Q3 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-590- 6.44% |
$201K - $219K
|
8.58K
$4.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-593- 4.52% |
$202K - $220K
|
12.5K
$6M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-599- 1.5% |
$204K - $222K
|
39.2K
$18.8M
|
|
|
Nov 14, 2023
Q3 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-600- 37.5% |
$205K - $222K
|
1K
$479K
|
|
|
Nov 13, 2023
Q3 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-611- 2.41% |
$208K - $226K
|
24.7K
$11.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-615- 20.0% |
$210K - $228K
|
2.46K
$1.18M
|