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 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.73K- 1.8% |
$1.27M - $1.38M
|
203K
$95.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-3.73K- 78.3% |
$1.27M - $1.38M
|
1.04K
$489K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-3.87K- 19.62% |
$1.32M - $1.43M
|
15.8K
$7.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.88K- 10.68% |
$1.32M - $1.44M
|
32.4K
$15.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-3.9K- 2.08% |
$1.33M - $1.44M
|
184K
$86.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-3.95K- 83.14% |
$1.35M - $1.46M
|
801
$378K
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.95KClosed |
$1.35M - $1.46M
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-4.02K- 1.5% |
$1.37M - $1.49M
|
263K
$124M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-4.03K- 14.81% |
$1.37M - $1.49M
|
23.2K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.22K- 1.84% |
$1.44M - $1.56M
|
225K
$106M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-4.25K- 1.15% |
$1.45M - $1.58M
|
367K
$173M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.31K- 22.41% |
$1.47M - $1.59M
|
14.9K
$7.04M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.4K- 5.78% |
$1.5M - $1.63M
|
71.6K
$33.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-4.42K- 15.09% |
$1.51M - $1.64M
|
24.8K
$11.7M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.43K- 1.35% |
$1.51M - $1.64M
|
324K
$153M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-4.46K- 18.26% |
$1.52M - $1.65M
|
20K
$9.43M
|
|
|
Oct 23, 2023
Q3 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-4.5K- 13.88% |
$1.53M - $1.67M
|
27.9K
$13.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-4.61K- 80.59% |
$1.57M - $1.71M
|
1.11K
$524K
|
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4.65K- 14.06% |
$1.59M - $1.72M
|
28.4K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.66K- 47.42% |
$1.59M - $1.73M
|
5.16K
$2.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.69K- 6.26% |
$1.6M - $1.74M
|
70.2K
$33.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.71K- 7.36% |
$1.61M - $1.75M
|
59.3K
$28M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-4.79K- 1.78% |
$1.63M - $1.78M
|
265K
$125M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.84K- 10.34% |
$1.65M - $1.79M
|
42K
$19.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-4.88K- 12.04% |
$1.66M - $1.81M
|
35.7K
$16.9M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-4.97K- 52.7% |
$1.69M - $1.84M
|
4.46K
$2.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-5.05K- 60.42% |
$1.72M - $1.87M
|
3.31K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-5.14K- 62.66% |
$1.75M - $1.9M
|
3.06K
$1.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Hosking Partners LLP
|
SELL
|
- |
-5.23K- 3.19% |
$1.78M - $1.94M
|
159K
$75M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-5.27K- 0.5% |
$1.8M - $1.95M
|
1.05M
$498M
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
SELL
|
- |
-5.29K- 0.85% |
$1.8M - $1.96M
|
615K
$290M
|
|
|
Nov 15, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-5.31K- 84.97% |
$1.81M - $1.97M
|
940
$444K
|
|
|
Nov 01, 2023
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-5.36K- 15.19% |
$1.83M - $1.98M
|
29.9K
$14.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.39K- 30.21% |
$1.84M - $2M
|
12.5K
$5.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-5.4K- 93.87% |
$1.84M - $2M
|
353
$167K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.41K- 0.42% |
$1.84M - $2M
|
1.3M
$612M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.44K- 1.92% |
$1.85M - $2.01M
|
277K
$131M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-5.44K- 2.06% |
$1.85M - $2.01M
|
258K
$122M
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-5.51K- 35.36% |
$1.88M - $2.04M
|
10.1K
$4.76M
|
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-5.59K- 52.42% |
$1.9M - $2.07M
|
5.07K
$2.39M
|
|
|
Oct 30, 2023
Q3 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-5.6K- 9.95% |
$1.91M - $2.07M
|
50.6K
$23.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-5.63K- 11.69% |
$1.92M - $2.09M
|
42.5K
$20.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.63K- 3.25% |
$1.92M - $2.09M
|
168K
$79.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-5.67K- 0.62% |
$1.93M - $2.1M
|
902K
$426M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-5.74K- 2.23% |
$1.96M - $2.13M
|
252K
$119M
|
|
|
Nov 14, 2023
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-5.76K- 23.46% |
$1.96M - $2.13M
|
18.8K
$8.87M
|
|
|
Oct 10, 2023
Q3 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-5.79K- 7.53% |
$1.97M - $2.14M
|
71.1K
$33.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Smead Capital Management, Inc.
Phoenix, AZ |
SELL
|
- |
-5.92K- 3.1% |
$2.02M - $2.19M
|
185K
$87.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-5.95K- 7.71% |
$2.03M - $2.2M
|
71.2K
$33.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-5.99K- 2.66% |
$2.04M - $2.22M
|
219K
$103M
|