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
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-6.73K- 57.03% |
$2.29M - $2.49M
|
5.07K
$2.31M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.77K- 49.48% |
$2.31M - $2.51M
|
6.91K
$3.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.96K- 3.81% |
$2.37M - $2.58M
|
176K
$80M
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-6.99K- 14.57% |
$2.38M - $2.59M
|
41K
$18.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7.01K- 10.32% |
$2.39M - $2.6M
|
60.9K
$27.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-7.17K- 40.87% |
$2.45M - $2.66M
|
10.4K
$4.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-7.4K- 0.46% |
$2.52M - $2.74M
|
1.62M
$736M
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.61K- 70.37% |
$2.59M - $2.82M
|
3.2K
$1.46M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.62K- 14.01% |
$2.6M - $2.82M
|
46.7K
$21.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-7.89K- 1.59% |
$2.69M - $2.92M
|
488K
$222M
|
|
|
Oct 12, 2023
Q3 2023
|
Menlo Advisors LLC
|
SELL
|
- |
-8.01K- 10.4% |
$2.73M - $2.97M
|
68.9K
$31.4M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.14K- 0.31% |
$2.77M - $3.01M
|
2.63M
$1.2B
|
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-8.16K- 24.45% |
$2.78M - $3.02M
|
25.2K
$11.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-8.28K- 23.85% |
$2.82M - $3.07M
|
26.4K
$12M
|
|
|
Nov 03, 2023
Q3 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-8.4K- 7.23% |
$2.86M - $3.11M
|
108K
$49M
|
|
|
Nov 13, 2023
Q3 2023
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-8.45K- 2.41% |
$2.88M - $3.13M
|
342K
$155M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-8.48K- 49.49% |
$2.89M - $3.14M
|
8.65K
$3.94M
|
|
|
Oct 26, 2023
Q3 2023
|
Amf Tjanstepension Ab
|
SELL
|
- |
-8.49K- 1.1% |
$2.89M - $3.15M
|
763K
$347M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-8.52K- 26.45% |
$2.9M - $3.16M
|
23.7K
$10.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-8.62K- 26.84% |
$2.94M - $3.19M
|
23.5K
$10.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-8.69K- 3.48% |
$2.96M - $3.22M
|
241K
$110M
|
|
|
Nov 09, 2023
Q3 2023
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-8.89K- 5.77% |
$3.03M - $3.29M
|
145K
$66M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-9.21K- 75.24% |
$3.14M - $3.41M
|
3.03K
$1.38M
|
|
|
Nov 08, 2023
Q3 2023
|
St. James Investment Company, LLC
|
SELL
|
- |
-9.38K- 4.47% |
$3.2M - $3.47M
|
201K
$91.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.4K- 0.86% |
$3.21M - $3.48M
|
1.08M
$493M
|
|
|
Oct 19, 2023
Q3 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-9.5K- 2.55% |
$3.24M - $3.52M
|
363K
$165M
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-9.5K- 1.33% |
$3.24M - $3.52M
|
704K
$320M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-9.57K- 47.21% |
$3.26M - $3.55M
|
10.7K
$4.87M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-9.68K- 12.05% |
$3.3M - $3.59M
|
70.6K
$32.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-9.9K- 67.34% |
$3.37M - $3.67M
|
4.8K
$2.18M
|
|
|
Jan 17, 2024
Q3 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-9.9K- 3.7% |
$3.38M - $3.67M
|
258K
$117M
|
|
|
Nov 13, 2023
Q3 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-10.1K- 3.67% |
$3.44M - $3.73M
|
265K
$121M
|
|
|
Nov 13, 2023
Q3 2023
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-10.2K- 2.74% |
$3.48M - $3.78M
|
362K
$165M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-10.2K- 37.25% |
$3.49M - $3.79M
|
17.2K
$7.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10.6K- 17.51% |
$3.62M - $3.93M
|
50K
$22.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Defender Capital, Llc.
|
SELL
|
- |
-10.7K- 8.22% |
$3.64M - $3.95M
|
119K
$54.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 4.64% |
$3.82M - $4.15M
|
230K
$105M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-11.2K- 5.39% |
$3.83M - $4.16M
|
197K
$89.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-12.1K- 9.2% |
$4.11M - $4.47M
|
119K
$54.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-12.2K- 1.48% |
$4.15M - $4.51M
|
811K
$369M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-12.5K- 18.5% |
$4.26M - $4.63M
|
55.1K
$25.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-12.7K- 12.04% |
$4.33M - $4.7M
|
92.7K
$42.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-12.7K- 0.4% |
$4.34M - $4.72M
|
3.21M
$1.46B
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-13K- 17.42% |
$4.43M - $4.81M
|
61.6K
$28M
|
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
SELL
|
- |
-13.2K- 5.74% |
$4.51M - $4.91M
|
217K
$98.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-13.3K- 4.07% |
$4.52M - $4.91M
|
312K
$142M
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-13.8K- 2.97% |
$4.7M - $5.11M
|
451K
$205M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-14K- 7.86% |
$4.77M - $5.18M
|
164K
$74.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Harspring Capital Management, LLC
New York, NY |
SELL
|
- |
-14K- 15.73% |
$4.77M - $5.19M
|
75K
$34.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-14.1K- 1.99% |
$4.8M - $5.22M
|
693K
$315M
|