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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-141- 12.13% |
$48.1K - $52.2K
|
1.02K
$484K
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-142- 1.05% |
$48.4K - $52.6K
|
13.4K
$6.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-142- 0.9% |
$48.4K - $52.6K
|
15.7K
$7.43M
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-143- 1.72% |
$48.7K - $53K
|
8.15K
$3.86M
|
|
|
Nov 06, 2023
Q3 2023
|
Brooktree Capital Management
|
SELL
|
- |
-143- 0.55% |
$48.7K - $53K
|
26K
$12.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-144- 2.25% |
$49.1K - $53.3K
|
6.26K
$2.96M
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-145- 3.56% |
$49.4K - $53.7K
|
3.93K
$1.86M
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-146- 13.96% |
$49.8K - $54.1K
|
900
$426K
|
|
|
Nov 01, 2023
Q3 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-147- 4.56% |
$50.1K - $54.5K
|
3.08K
$1.46M
|
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
SELL
|
- |
-148- 0.92% |
$50.5K - $54.8K
|
16K
$7.58M
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-148- 5.5% |
$50.5K - $54.8K
|
2.54K
$1.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Reik & Co., LLC
|
SELL
|
- |
-149- 0.18% |
$50.8K - $55.2K
|
82.2K
$39M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-150- 2.21% |
$51.1K - $55.6K
|
6.65K
$3.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
SELL
|
- |
-150- 19.35% |
$51.1K - $55.6K
|
625
$296K
|
|
|
Oct 20, 2023
Q3 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-150- 4.99% |
$51.1K - $55.6K
|
2.86K
$1.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-150- 3.89% |
$51.1K - $55.6K
|
3.71K
$1.76M
|
|
|
Nov 02, 2023
Q3 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-150- 5.08% |
$51.1K - $55.6K
|
2.8K
$1.33M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-150- 1.35% |
$51.1K - $55.6K
|
11K
$5.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-150- 1.46% |
$51.1K - $55.6K
|
10.1K
$4.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-150- 3.49% |
$51.1K - $55.6K
|
4.15K
$1.97M
|
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-154- 18.2% |
$52.5K - $57.1K
|
692
$328K
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-155- 15.93% |
$52.8K - $57.4K
|
818
$388K
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-156- 0.25% |
$53.2K - $57.8K
|
63.2K
$29.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-158- 9.84% |
$53.9K - $58.5K
|
1.45K
$685K
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-159- 0.29% |
$54.2K - $58.9K
|
54.1K
$25.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-160- 17.43% |
$54.5K - $59.3K
|
758
$359K
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-162- 2.07% |
$55.2K - $60K
|
7.65K
$3.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-163- 1.36% |
$55.6K - $60.4K
|
11.8K
$5.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-163- 4.82% |
$55.6K - $60.4K
|
3.22K
$1.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-163- 2.14% |
$55.6K - $60.4K
|
7.46K
$3.53M
|
|
|
Oct 19, 2023
Q3 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-165- 0.71% |
$56.2K - $61.1K
|
22.9K
$10.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-165- 5.6% |
$56.2K - $61.1K
|
2.78K
$1.32M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-166- 1.13% |
$56.6K - $61.5K
|
14.5K
$6.87M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-166- 7.63% |
$56.6K - $61.5K
|
2.01K
$953K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-167- 1.7% |
$56.9K - $61.9K
|
9.66K
$4.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-167- 0.99% |
$56.9K - $61.9K
|
16.6K
$7.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-167- 0.13% |
$56.9K - $61.9K
|
128K
$60.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-168- 3.31% |
$57.3K - $62.2K
|
4.91K
$2.33M
|
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-168- 8.24% |
$57.3K - $62.2K
|
1.87K
$886K
|
|
|
Oct 12, 2023
Q3 2023
|
Nat West Group PLC
|
SELL
|
- |
-170- 20.56% |
$58K - $63K
|
657
$311K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-170- 2.68% |
$58K - $63K
|
6.19K
$2.93M
|
|
|
Nov 14, 2023
Q3 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-170- 6.45% |
$58K - $63K
|
2.47K
$1.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-171- 14.59% |
$58.3K - $63.4K
|
1K
$474K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-172- 0.25% |
$58.6K - $63.7K
|
68.7K
$32.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-173- 1.44% |
$59K - $64.1K
|
11.9K
$5.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-173- 3.2% |
$59K - $64.1K
|
5.23K
$2.48M
|
|
|
Oct 10, 2023
Q3 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-175- 2.15% |
$59.7K - $64.8K
|
7.97K
$3.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-175- 2.07% |
$59.7K - $64.8K
|
8.28K
$3.92M
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-175- 1.44% |
$59.7K - $64.8K
|
12K
$5.66M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-177- 3.59% |
$60.3K - $65.6K
|
4.76K
$2.25M
|