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 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-213- 10.34% |
$72.6K - $78.9K
|
1.85K
$872K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-214- 24.02% |
$73K - $79.3K
|
677
$320K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-215- 4.26% |
$73.3K - $79.7K
|
4.84K
$2.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-215- 0.65% |
$73.3K - $79.7K
|
32.8K
$15.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-216- 0.42% |
$73.6K - $80K
|
51.7K
$24.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-217- 12.88% |
$74K - $80.4K
|
1.47K
$693K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-217- 1.57% |
$74K - $80.4K
|
13.6K
$6.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-218- 6.28% |
$74.3K - $80.8K
|
3.25K
$1.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-219- 0.51% |
$74.7K - $81.1K
|
43.1K
$20.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-219- 1.29% |
$74.7K - $81.1K
|
16.7K
$7.91M
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-219- 0.51% |
$74.7K - $81.1K
|
43.1K
$20.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-220- 0.86% |
$75K - $81.5K
|
25.3K
$12M
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
SELL
|
- |
-221- 20.2% |
$75.3K - $81.9K
|
873
$412K
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-222- 16.75% |
$75.7K - $82.2K
|
1.1K
$521K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-222- 6.59% |
$75.7K - $82.2K
|
3.15K
$1.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-223- 17.7% |
$76K - $82.6K
|
1.04K
$490K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-225- 1.26% |
$76.7K - $83.4K
|
17.6K
$8.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-225- 1.0% |
$76.7K - $83.4K
|
22.2K
$10.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Xxec, Inc.
|
SELL
|
- |
-225- 1.82% |
$76.7K - $83.4K
|
12.1K
$5.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-225- 9.63% |
$76.7K - $83.4K
|
2.11K
$997K
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-226- 1.8% |
$77K - $83.7K
|
12.4K
$5.84M
|
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-227- 0.16% |
$77.4K - $84.1K
|
143K
$67.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-228- 1.0% |
$77.7K - $84.5K
|
22.5K
$10.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-229- 1.58% |
$78.1K - $84.8K
|
14.3K
$6.73M
|
|
|
Nov 14, 2023
Q3 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-229- 0.51% |
$78.1K - $84.8K
|
44.6K
$21.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-230- 2.33% |
$78.4K - $85.2K
|
9.63K
$4.55M
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-230- 5.27% |
$78.4K - $85.2K
|
4.13K
$1.95M
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-231- 1.59% |
$78.7K - $85.6K
|
14.3K
$6.77M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-231- 0.66% |
$78.7K - $85.6K
|
35K
$16.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-231- 1.89% |
$78.7K - $85.6K
|
12K
$5.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-233- 1.5% |
$79.4K - $86.3K
|
15.3K
$7.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-235- 1.67% |
$80.1K - $87.1K
|
13.8K
$6.52M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-238- 5.25% |
$81.1K - $88.2K
|
4.3K
$2.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-239- 0.98% |
$81.5K - $88.5K
|
24.2K
$11.4M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-245- 1.59% |
$83.5K - $90.8K
|
15.1K
$7.14M
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-245- 0.17% |
$83.5K - $90.8K
|
143K
$67.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-245- 1.63% |
$83.5K - $90.8K
|
14.8K
$6.98M
|
|
|
Nov 14, 2023
Q3 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-245- 0.54% |
$83.5K - $90.8K
|
44.7K
$21.1M
|
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-250- 10.94% |
$85.2K - $92.6K
|
2.04K
$961K
|
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-250- 7.95% |
$85.2K - $92.6K
|
2.9K
$1.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Qv Investors Inc.
|
SELL
|
- |
-250- 2.2% |
$85.2K - $92.6K
|
11.1K
$5.25M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-250- 2.14% |
$85.2K - $92.6K
|
11.4K
$5.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-250- 6.54% |
$85.2K - $92.6K
|
3.57K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-250- 22.73% |
$85.2K - $92.6K
|
850
$401K
|
|
|
Nov 07, 2023
Q3 2023
|
Reaves W H & CO Inc
|
SELL
|
- |
-252- 1.09% |
$85.9K - $93.4K
|
23K
$10.8M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-252- 1.99% |
$85.9K - $93.4K
|
12.4K
$5.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
SELL
|
- |
-253- 2.71% |
$86.2K - $93.7K
|
9.07K
$4.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-255- 3.79% |
$86.9K - $94.5K
|
6.47K
$3.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-256- 2.48% |
$87.3K - $94.8K
|
10.1K
$4.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-256- 2.58% |
$87.3K - $94.8K
|
9.65K
$4.56M
|