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 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-10- 0.68% |
$3.41K - $3.7K
|
1.45K
$685K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-10- 0.2% |
$3.41K - $3.7K
|
5.04K
$2.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-10- 0.05% |
$3.41K - $3.7K
|
20.3K
$9.6M
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-10- 0.65% |
$3.41K - $3.7K
|
1.52K
$717K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-11- 1.05% |
$3.75K - $4.08K
|
1.04K
$491K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-11- 4.31% |
$3.75K - $4.08K
|
244
$115K
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-12- 0.92% |
$4.09K - $4.45K
|
1.29K
$610K
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-12- 0.28% |
$4.09K - $4.45K
|
4.35K
$2.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-12- 0.47% |
$4.09K - $4.45K
|
2.52K
$1.19M
|
|
|
Nov 01, 2023
Q3 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-12- 1.13% |
$4.09K - $4.45K
|
1.05K
$494K
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-12- 0.7% |
$4.09K - $4.45K
|
1.69K
$799K
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-12- 0.82% |
$4.09K - $4.45K
|
1.46K
$688K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-12- 0.46% |
$4.09K - $4.45K
|
2.57K
$1.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-13- 0.44% |
$4.43K - $4.82K
|
2.97K
$1.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-13- 1.6% |
$4.43K - $4.82K
|
799
$377K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-13- 0.1% |
$4.43K - $4.82K
|
12.8K
$6.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-13- 0.27% |
$4.43K - $4.82K
|
4.79K
$2.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-13- 0.24% |
$4.43K - $4.82K
|
5.41K
$2.56M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-14- 0.6% |
$4.77K - $5.19K
|
2.31K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
SELL
|
- |
-14- 1.8% |
$4.77K - $5.19K
|
762
$360K
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-14- 0.47% |
$4.77K - $5.19K
|
2.96K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-14- 0.01% |
$4.77K - $5.19K
|
96.3K
$45.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-14- 0.76% |
$4.77K - $5.19K
|
1.82K
$860K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 0.6% |
$5.11K - $5.56K
|
2.51K
$1.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-15- 0.39% |
$5.11K - $5.56K
|
3.85K
$1.82M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-15- 0.05% |
$5.11K - $5.56K
|
33K
$15.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-15- 1.4% |
$5.11K - $5.56K
|
1.05K
$497K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-15- 0.1% |
$5.11K - $5.56K
|
15.1K
$7.11M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-15- 0.25% |
$5.11K - $5.56K
|
6.1K
$2.88M
|
|
|
Nov 08, 2023
Q3 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-16- 61.54% |
$5.45K - $5.93K
|
10
$4.72K
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-17- 1.51% |
$5.8K - $6.3K
|
1.11K
$525K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-17- 0.04% |
$5.8K - $6.3K
|
41.8K
$19.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-17- 1.95% |
$5.8K - $6.3K
|
853
$403K
|
|
|
Nov 02, 2023
Q3 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-17- 2.1% |
$5.8K - $6.3K
|
794
$375K
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-17- 0.74% |
$5.8K - $6.3K
|
2.27K
$1.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-18- 1.24% |
$6.14K - $6.67K
|
1.43K
$675K
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-18- 0.34% |
$6.14K - $6.67K
|
5.23K
$2.47M
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-18- 0.4% |
$6.14K - $6.67K
|
4.52K
$2.13M
|
|
|
Nov 07, 2023
Q3 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-18- 0.16% |
$6.14K - $6.67K
|
11.2K
$5.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-18- 0.1% |
$6.14K - $6.67K
|
17.9K
$8.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-18- 1.48% |
$6.14K - $6.67K
|
1.2K
$567K
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.8% |
$6.48K - $7.04K
|
2.35K
$1.11M
|
|
|
Oct 18, 2023
Q3 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-19- 1.36% |
$6.48K - $7.04K
|
1.37K
$648K
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-19- 0.55% |
$6.48K - $7.04K
|
3.44K
$1.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-19- 0.38% |
$6.48K - $7.04K
|
4.96K
$2.34M
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-19- 0.15% |
$6.48K - $7.04K
|
12.9K
$6.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-19- 0.16% |
$6.48K - $7.04K
|
11.7K
$5.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-19- 0.03% |
$6.48K - $7.04K
|
64K
$30.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-20- 2.02% |
$6.82K - $7.41K
|
969
$457K
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-20- 0.65% |
$6.82K - $7.41K
|
3.04K
$1.43M
|