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 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-2.56K- 2.11% |
$873K - $948K
|
119K
$56.8M
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.6K- 7.94% |
$885K - $962K
|
30.1K
$14.4M
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.6K- 0.41% |
$887K - $964K
|
635K
$304M
|
|
Nov 14, 2023
Q3 2023
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-2.63K- 0.84% |
$896K - $973K
|
309K
$148M
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-2.63K- 2.4% |
$896K - $974K
|
107K
$51.2M
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-2.64K- 1.14% |
$899K - $977K
|
228K
$109M
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-2.65K- 1.95% |
$904K - $983K
|
134K
$63.9M
|
|
Nov 08, 2023
Q3 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-2.66K- 7.05% |
$908K - $987K
|
35.1K
$16.8M
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.71K- 7.0% |
$923K - $1M
|
36K
$17.2M
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.72K- 12.23% |
$928K - $1.01M
|
19.5K
$9.35M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.77K- 2.24% |
$944K - $1.03M
|
121K
$57.8M
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.77K- 18.28% |
$945K - $1.03M
|
12.4K
$5.93M
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.78K- 4.83% |
$946K - $1.03M
|
54.7K
$26.2M
|
|
Nov 02, 2023
Q3 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-2.78K- 15.26% |
$948K - $1.03M
|
15.4K
$7.39M
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.79K- 66.3% |
$950K - $1.03M
|
1.42K
$678K
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-2.8K- 88.14% |
$955K - $1.04M
|
377
$180K
|
|
Nov 14, 2023
Q3 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-2.81K- 77.33% |
$958K - $1.04M
|
824
$394K
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.84K- 7.13% |
$969K - $1.05M
|
37K
$17.7M
|
|
Oct 13, 2023
Q3 2023
|
Cohen Klingenstein LLC
|
SELL
|
- |
-2.92K- 1.73% |
$994K - $1.08M
|
166K
$79.3M
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-2.93K- 25.73% |
$999K - $1.09M
|
8.46K
$4.05M
|
|
Nov 14, 2023
Q3 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-2.97K- 23.36% |
$1.01M - $1.1M
|
9.76K
$4.67M
|
|
Nov 14, 2023
Q3 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
SELL
|
- |
-3K- 1.28% |
$1.02M - $1.11M
|
232K
$111M
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3K- 63.12% |
$1.02M - $1.11M
|
1.75K
$839K
|
|
Nov 13, 2023
Q3 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-3K- 1.62% |
$1.02M - $1.11M
|
182K
$87.2M
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-3.02K- 0.83% |
$1.03M - $1.12M
|
359K
$172M
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-3.02K- 22.36% |
$1.03M - $1.12M
|
10.5K
$5.02M
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.09K- 3.9% |
$1.05M - $1.15M
|
76.2K
$36.5M
|
|
Nov 13, 2023
Q3 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-3.12K- 4.39% |
$1.06M - $1.16M
|
67.9K
$32.5M
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-3.14K- 18.51% |
$1.07M - $1.16M
|
13.8K
$6.61M
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3.19K- 2.83% |
$1.09M - $1.18M
|
109K
$52.4M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.22K- 1.5% |
$1.1M - $1.19M
|
211K
$101M
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-3.22K- 7.61% |
$1.1M - $1.19M
|
39.1K
$18.7M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.25K- 13.85% |
$1.11M - $1.2M
|
20.2K
$9.67M
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.25K- 5.11% |
$1.11M - $1.21M
|
60.5K
$28.9M
|
|
Nov 13, 2023
Q3 2023
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-3.26K- 1.15% |
$1.11M - $1.21M
|
281K
$134M
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.28K- 2.54% |
$1.12M - $1.21M
|
126K
$60.1M
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-3.29K- 4.26% |
$1.12M - $1.22M
|
73.8K
$35.3M
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-3.31K- 7.66% |
$1.13M - $1.23M
|
39.9K
$19.1M
|
|
Oct 30, 2023
Q3 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-3.32K- 8.87% |
$1.13M - $1.23M
|
34.1K
$16.3M
|
|
Oct 19, 2023
Q3 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-3.32K- 11.3% |
$1.13M - $1.23M
|
26.1K
$12.5M
|
|
Nov 07, 2023
Q3 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-3.39K- 0.9% |
$1.16M - $1.26M
|
375K
$179M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-3.42K- 30.09% |
$1.17M - $1.27M
|
7.94K
$3.8M
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.45K- 22.35% |
$1.18M - $1.28M
|
12K
$5.74M
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
SELL
|
- |
-3.49K- 0.63% |
$1.19M - $1.29M
|
549K
$263M
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-3.52K- 1.46% |
$1.2M - $1.3M
|
238K
$114M
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-3.6K- 30.16% |
$1.23M - $1.33M
|
8.34K
$3.99M
|
|
Oct 11, 2023
Q3 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-3.6K- 3.08% |
$1.23M - $1.34M
|
113K
$54.2M
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-3.71K- 16.04% |
$1.27M - $1.38M
|
19.4K
$9.3M
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-3.72K- 1.35% |
$1.27M - $1.38M
|
271K
$130M
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.73K- 0.43% |
$1.27M - $1.38M
|
864K
$414M
|