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 09, 2023
Q3 2023
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-78- 4.93% |
$26.6K - $28.9K
|
1.5K
$712K
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-78- 0.76% |
$26.6K - $28.9K
|
10.1K
$4.81M
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
SELL
|
- |
-79- 6.41% |
$26.9K - $29.3K
|
1.15K
$546K
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-79- 0.94% |
$26.9K - $29.3K
|
8.29K
$3.93M
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-79- 0.84% |
$26.9K - $29.3K
|
9.36K
$4.43M
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-80- 4.98% |
$27.3K - $29.6K
|
1.53K
$723K
|
|
Nov 06, 2023
Q3 2023
|
Bruni J V & CO
|
SELL
|
- |
-80- 2.24% |
$27.3K - $29.6K
|
3.5K
$1.66M
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-80- 0.39% |
$27.3K - $29.6K
|
20.2K
$9.56M
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-81- 4.21% |
$27.6K - $30K
|
1.84K
$874K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-81Closed |
$27.6K - $30K
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Hendley & CO Inc
|
SELL
|
- |
-82- 0.13% |
$28K - $30.4K
|
60.9K
$28.8M
|
|
Nov 08, 2023
Q3 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-82- 0.44% |
$28K - $30.4K
|
18.4K
$8.73M
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-82- 2.46% |
$28K - $30.4K
|
3.25K
$1.54M
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-83- 1.36% |
$28.3K - $30.7K
|
6.03K
$2.86M
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-83- 5.39% |
$28.3K - $30.7K
|
1.46K
$690K
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-83- 0.12% |
$28.3K - $30.7K
|
69.7K
$33M
|
|
Nov 14, 2023
Q3 2023
|
Kidder Stephen W
|
SELL
|
- |
-83- 1.73% |
$28.3K - $30.7K
|
4.7K
$2.23M
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-84- 5.87% |
$28.6K - $31.1K
|
1.35K
$639K
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-84- 0.86% |
$28.6K - $31.1K
|
9.65K
$4.57M
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-84- 1.88% |
$28.6K - $31.1K
|
4.38K
$2.07M
|
|
Nov 09, 2023
Q3 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-84- 0.57% |
$28.6K - $31.1K
|
14.7K
$6.96M
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-84- 5.75% |
$28.6K - $31.1K
|
1.38K
$652K
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-84- 8.88% |
$28.6K - $31.1K
|
862
$408K
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-85- 2.15% |
$29K - $31.5K
|
3.87K
$1.83M
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-85- 6.19% |
$29K - $31.5K
|
1.29K
$611K
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-85- 0.78% |
$29K - $31.5K
|
10.8K
$5.13M
|
|
Dec 06, 2023
Q3 2023
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-86- 0.23% |
$29.3K - $31.9K
|
37.6K
$17.8M
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-87- 1.26% |
$29.7K - $32.2K
|
6.8K
$3.22M
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-87- 5.41% |
$29.7K - $32.2K
|
1.52K
$721K
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-89- 4.67% |
$30.3K - $33K
|
1.82K
$861K
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-90- 1.21% |
$30.7K - $33.3K
|
7.34K
$3.48M
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-90- 0.45% |
$30.7K - $33.3K
|
20K
$9.46M
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-90- 0.78% |
$30.7K - $33.3K
|
11.5K
$5.45M
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-92- 10.26% |
$31.4K - $34.1K
|
805
$381K
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-92- 0.67% |
$31.4K - $34.1K
|
13.6K
$6.46M
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-93- 0.98% |
$31.7K - $34.5K
|
9.38K
$4.44M
|
|
Oct 16, 2023
Q3 2023
|
Ht Partners LLC
|
SELL
|
- |
-93- 2.96% |
$31.7K - $34.5K
|
3.05K
$1.44M
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-93- 2.89% |
$31.7K - $34.5K
|
3.13K
$1.48M
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-93- 1.15% |
$31.7K - $34.5K
|
8.02K
$3.8M
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-94- 1.53% |
$32K - $34.8K
|
6.04K
$2.86M
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-95- 7.47% |
$32.4K - $35.2K
|
1.18K
$557K
|
|
Oct 26, 2023
Q3 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-95- 0.39% |
$32.4K - $35.2K
|
24.3K
$11.5M
|
|
Oct 30, 2023
Q3 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-95- 1.01% |
$32.4K - $35.2K
|
9.35K
$4.43M
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-95- 1.81% |
$32.4K - $35.2K
|
5.17K
$2.45M
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-95- 2.38% |
$32.4K - $35.2K
|
3.9K
$1.85M
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-97- 2.75% |
$33.1K - $35.9K
|
3.44K
$1.63M
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-97- 0.8% |
$33.1K - $35.9K
|
12K
$5.68M
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-97- 1.02% |
$33.1K - $35.9K
|
9.46K
$4.48M
|
|
Oct 25, 2023
Q3 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-98- 0.89% |
$33.4K - $36.3K
|
10.9K
$5.15M
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-98- 0.26% |
$33.4K - $36.3K
|
37.2K
$17.6M
|