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 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-29- 4.37% |
$9.89K - $10.7K
|
635
$304K
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-30- 0.09% |
$10.2K - $11.1K
|
32.1K
$15.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
SELL
|
- |
-30- 2.31% |
$10.2K - $11.1K
|
1.27K
$608K
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-30- 3.4% |
$10.2K - $11.1K
|
852
$408K
|
|
|
Oct 25, 2023
Q3 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-30- 2.69% |
$10.2K - $11.1K
|
1.09K
$520K
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-30- 4.65% |
$10.2K - $11.1K
|
615
$294K
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-30- 0.48% |
$10.2K - $11.1K
|
6.22K
$2.98M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-30- 4.22% |
$10.2K - $11.1K
|
681
$326K
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-30- 2.4% |
$10.2K - $11.1K
|
1.22K
$585K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-30- 0.95% |
$10.2K - $11.1K
|
3.11K
$1.49M
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-31- 1.53% |
$10.6K - $11.5K
|
1.99K
$953K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-31- 3.84% |
$10.6K - $11.5K
|
776
$372K
|
|
|
Oct 24, 2023
Q3 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-31- 0.07% |
$10.6K - $11.5K
|
43.2K
$20.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-31- 0.44% |
$10.6K - $11.5K
|
7.02K
$3.36M
|
|
|
Nov 06, 2023
Q3 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-31- 0.44% |
$10.6K - $11.5K
|
6.96K
$3.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-31- 2.09% |
$10.6K - $11.5K
|
1.45K
$695K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-32- 1.08% |
$10.9K - $11.9K
|
2.94K
$1.41M
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-33- 1.5% |
$11.2K - $12.2K
|
2.17K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-34- 31.19% |
$11.6K - $12.6K
|
75
$35.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-35- 2.43% |
$11.9K - $13K
|
1.4K
$672K
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-35- 2.7% |
$11.9K - $13K
|
1.26K
$603K
|
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-35- 1.56% |
$11.9K - $13K
|
2.2K
$1.05M
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-35- 0.47% |
$11.9K - $13K
|
7.42K
$3.55M
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-36- 5.03% |
$12.3K - $13.3K
|
680
$326K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-36- 1.67% |
$12.3K - $13.3K
|
2.12K
$1.01M
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-37- 0.35% |
$12.6K - $13.7K
|
10.6K
$5.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-37- 0.35% |
$12.6K - $13.7K
|
10.5K
$5.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-37- 1.28% |
$12.6K - $13.7K
|
2.84K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-37- 2.29% |
$12.6K - $13.7K
|
1.58K
$755K
|
|
|
Oct 10, 2023
Q3 2023
|
Jvl Associates LLC
|
SELL
|
- |
-38- 6.24% |
$13K - $14.1K
|
571
$273K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-38- 0.88% |
$13K - $14.1K
|
4.26K
$2.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-38- 0.19% |
$13K - $14.1K
|
19.8K
$9.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-38- 0.85% |
$13K - $14.1K
|
4.42K
$2.12M
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-38- 2.45% |
$13K - $14.1K
|
1.51K
$723K
|
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
SELL
|
- |
-38- 1.14% |
$13K - $14.1K
|
3.28K
$1.57M
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-39- 2.76% |
$13.3K - $14.4K
|
1.37K
$657K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-39- 1.5% |
$13.3K - $14.4K
|
2.57K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-39- 3.89% |
$13.3K - $14.4K
|
963
$461K
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-40- 1.15% |
$13.6K - $14.8K
|
3.44K
$1.64M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-40- 0.12% |
$13.6K - $14.8K
|
32.8K
$15.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-40- 1.29% |
$13.6K - $14.8K
|
3.07K
$1.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Coerente Capital Management
|
SELL
|
- |
-40- 2.53% |
$13.6K - $14.8K
|
1.54K
$738K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-40- 0.47% |
$13.6K - $14.8K
|
8.44K
$4.04M
|
|
|
Oct 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-40- 1.54% |
$13.6K - $14.8K
|
2.55K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-40- 2.32% |
$13.6K - $14.8K
|
1.68K
$805K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-40- 1.03% |
$13.6K - $14.8K
|
3.85K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-40- 2.06% |
$13.6K - $14.8K
|
1.91K
$912K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-41- 2.19% |
$14K - $15.2K
|
1.83K
$876K
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-41- 0.04% |
$14K - $15.2K
|
111K
$53.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-41- 3.43% |
$14K - $15.2K
|
1.15K
$552K
|