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 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.45K- 0.49% |
$494K - $536K
|
295K
$139M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.46K- 7.11% |
$498K - $541K
|
19.1K
$9.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.46K- 1.54% |
$499K - $542K
|
93.5K
$44.1M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.5K- 6.6% |
$510K - $554K
|
21.2K
$9.99M
|
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-1.5K- 2.69% |
$511K - $556K
|
54.2K
$25.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-1.51K- 24.83% |
$514K - $559K
|
4.57K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Ruffer LLP
|
SELL
|
- |
-1.52K- 2.72% |
$518K - $563K
|
54.3K
$25.6M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.52K- 8.21% |
$520K - $565K
|
17K
$8.04M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.54K- 10.49% |
$524K - $569K
|
13.1K
$6.19M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.54K- 0.08% |
$525K - $570K
|
1.84M
$871M
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
SELL
|
- |
-1.54K- 2.01% |
$526K - $572K
|
75.3K
$35.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-1.54K- 4.41% |
$526K - $572K
|
33.5K
$15.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-1.54K- 0.7% |
$526K - $572K
|
219K
$103M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.56K- 21.14% |
$532K - $578K
|
5.82K
$2.75M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.57K- 5.62% |
$534K - $581K
|
26.3K
$12.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-1.59K- 4.94% |
$541K - $588K
|
30.5K
$14.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.61K- 4.07% |
$548K - $595K
|
37.9K
$17.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.61K- 15.05% |
$548K - $595K
|
9.07K
$4.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.61K- 4.5% |
$548K - $596K
|
34.1K
$16.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.62K- 1.24% |
$551K - $599K
|
129K
$60.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-1.62K- 5.71% |
$552K - $600K
|
26.7K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.63K- 0.78% |
$554K - $602K
|
206K
$97.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.63K- 0.18% |
$555K - $604K
|
894K
$422M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-1.65K- 5.07% |
$562K - $611K
|
30.8K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-1.67K- 2.64% |
$568K - $618K
|
61.5K
$29.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1.68K- 1.61% |
$571K - $621K
|
103K
$48.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Pacifica Capital Investments, LLC
|
SELL
|
- |
-1.68K- 0.74% |
$572K - $621K
|
225K
$106M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.69K- 7.57% |
$575K - $625K
|
20.6K
$9.71M
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-1.69K- 1.94% |
$576K - $626K
|
85.6K
$40.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-1.7K- 9.6% |
$580K - $630K
|
16K
$7.55M
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.71K- 0.12% |
$584K - $635K
|
1.48M
$697M
|
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-1.73K- 0.66% |
$588K - $639K
|
260K
$123M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.75K- 4.81% |
$595K - $647K
|
34.6K
$16.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.76K- 1.19% |
$600K - $652K
|
147K
$69.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.79K- 4.15% |
$609K - $662K
|
41.3K
$19.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-1.81K- 19.11% |
$618K - $672K
|
7.68K
$3.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.82K- 8.08% |
$619K - $673K
|
20.7K
$9.76M
|
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.86K- 64.37% |
$632K - $687K
|
1.03K
$485K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.86K- 51.55% |
$635K - $691K
|
1.75K
$827K
|
|
|
Nov 13, 2023
Q3 2023
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-1.87K- 50.0% |
$638K - $693K
|
1.87K
$883K
|
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.89K- 25.09% |
$644K - $700K
|
5.64K
$2.66M
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1.9K- 1.35% |
$648K - $704K
|
139K
$65.7M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.92K- 10.85% |
$654K - $711K
|
15.8K
$7.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.94K- 0.97% |
$660K - $717K
|
197K
$92.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.94K- 1.43% |
$661K - $718K
|
134K
$63.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.94K- 1.14% |
$662K - $719K
|
168K
$79.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.96K- 7.28% |
$667K - $725K
|
24.9K
$11.8M
|
|
|
Dec 13, 2023
Q3 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-1.97K- 13.63% |
$671K - $729K
|
12.5K
$5.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.97K- 14.78% |
$672K - $731K
|
11.4K
$5.37M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.98K- 15.04% |
$675K - $733K
|
11.2K
$5.28M
|