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 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.1K- 2.14% |
$375K - $408K
|
50.2K
$22.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
SELL
|
- |
-1.12K- 7.88% |
$380K - $413K
|
13K
$5.93M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.12K- 1.14% |
$383K - $416K
|
97.6K
$44.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.13K- 1.95% |
$386K - $420K
|
57K
$25.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.14K- 0.64% |
$388K - $422K
|
176K
$80.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-1.15K- 1.65% |
$390K - $424K
|
68.2K
$31M
|
|
|
Oct 16, 2023
Q3 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-1.16K- 0.33% |
$395K - $429K
|
350K
$159M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.2K- 5.77% |
$409K - $445K
|
19.6K
$8.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1.21K- 50.67% |
$412K - $448K
|
1.18K
$535K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-1.21K- 11.62% |
$412K - $448K
|
9.2K
$4.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.21K- 1.97% |
$413K - $449K
|
60.3K
$27.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.25K- 24.52% |
$425K - $462K
|
3.84K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.25K- 6.01% |
$425K - $462K
|
19.5K
$8.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Lfl Advisers, LLC
Evanston, IL |
SELL
|
- |
-1.25K- 4.78% |
$426K - $463K
|
24.9K
$11.3M
|
|
|
Jun 21, 2024
Q3 2023
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-1.25K- 38.48% |
$426K - $463K
|
2K
$910K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.26K- 21.57% |
$428K - $465K
|
4.57K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-1.26K- 0.74% |
$429K - $466K
|
168K
$76.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-1.27K- 7.54% |
$432K - $470K
|
15.6K
$7.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.27K- 16.56% |
$433K - $471K
|
6.4K
$2.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.27K- 4.92% |
$434K - $471K
|
24.6K
$11.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.28K- 4.04% |
$435K - $473K
|
30.3K
$13.8M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.28K- 3.41% |
$435K - $473K
|
36.2K
$16.5M
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
SELL
|
- |
-1.28K- 1.56% |
$435K - $473K
|
80.7K
$36.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.28K- 0.24% |
$436K - $473K
|
523K
$238M
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
SELL
|
- |
-1.28K- 52.18% |
$437K - $475K
|
1.18K
$535K
|
|
|
Oct 12, 2023
Q3 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.29K- 2.68% |
$438K - $476K
|
46.6K
$21.2M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.29K- 0.89% |
$441K - $479K
|
144K
$65.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Parthenon LLC
|
SELL
|
- |
-1.3K- 0.83% |
$441K - $480K
|
155K
$70.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.3K- 20.7% |
$445K - $483K
|
5K
$2.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.32K- 2.54% |
$449K - $488K
|
50.6K
$23M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.34K- 5.03% |
$456K - $495K
|
25.2K
$11.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.35K- 11.62% |
$459K - $498K
|
10.2K
$4.65M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.35K- 1.3% |
$459K - $499K
|
102K
$46.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.35K- 3.0% |
$460K - $500K
|
43.7K
$19.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-1.38K- 51.52% |
$469K - $510K
|
1.3K
$590K
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.38K- 0.54% |
$471K - $512K
|
255K
$116M
|
|
|
Nov 07, 2023
Q3 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-1.39K- 2.88% |
$472K - $513K
|
46.7K
$21.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-1.39K- 2.76% |
$474K - $515K
|
49K
$22.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-1.4K- 4.98% |
$478K - $519K
|
26.7K
$12.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.43K- 17.07% |
$486K - $528K
|
6.92K
$3.15M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.43K- 4.15% |
$487K - $529K
|
33K
$15M
|
|
|
Nov 14, 2023
Q3 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-1.44K- 0.67% |
$491K - $533K
|
213K
$96.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.45K- 4.88% |
$494K - $536K
|
28.2K
$12.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.45K- 0.49% |
$494K - $536K
|
295K
$134M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.46K- 7.11% |
$498K - $541K
|
19.1K
$8.69M
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.46K- 1.54% |
$499K - $542K
|
93.5K
$42.5M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.5K- 6.6% |
$510K - $554K
|
21.2K
$9.63M
|
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-1.5K- 2.69% |
$511K - $556K
|
54.2K
$24.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-1.51K- 24.83% |
$514K - $559K
|
4.57K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Ruffer LLP
|
SELL
|
- |
-1.52K- 2.72% |
$518K - $563K
|
54.3K
$24.7M
|