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 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-406- 6.47% |
$138K - $150K
|
5.87K
$2.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-406- 3.23% |
$138K - $150K
|
12.2K
$5.76M
|
|
|
Nov 02, 2023
Q3 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-410- 3.38% |
$140K - $152K
|
11.7K
$5.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-410- 3.5% |
$140K - $152K
|
11.3K
$5.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-411- 2.9% |
$140K - $152K
|
13.8K
$6.52M
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-412- 0.8% |
$140K - $153K
|
50.9K
$24.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-413- 11.69% |
$141K - $153K
|
3.12K
$1.48M
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-413- 12.2% |
$141K - $153K
|
2.97K
$1.41M
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-414- 13.72% |
$141K - $153K
|
2.6K
$1.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-415- 9.98% |
$141K - $154K
|
3.75K
$1.77M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-416- 0.64% |
$142K - $154K
|
64.2K
$30.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-416- 20.55% |
$142K - $154K
|
1.61K
$762K
|
|
|
Nov 08, 2023
Q3 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-420- 35.0% |
$143K - $156K
|
780
$370K
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-420- 5.16% |
$143K - $156K
|
7.72K
$3.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-424- 2.8% |
$145K - $157K
|
14.7K
$6.98M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-425- 5.58% |
$145K - $157K
|
7.19K
$3.41M
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-425- 6.77% |
$145K - $157K
|
5.86K
$2.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Capitol Family Office, Inc.
|
SELL
|
- |
-426- 4.51% |
$145K - $158K
|
9.03K
$4.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-428- 24.61% |
$146K - $159K
|
1.31K
$621K
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-430- 27.51% |
$147K - $159K
|
1.13K
$537K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-430- 1.41% |
$147K - $159K
|
30K
$14.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-430- 0.87% |
$147K - $159K
|
48.9K
$23.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-431- 2.29% |
$147K - $160K
|
18.4K
$8.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-435- 1.65% |
$148K - $161K
|
25.9K
$12.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-436- 21.7% |
$149K - $162K
|
1.57K
$745K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-436- 99.54% |
$149K - $162K
|
2
$947
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-437- 3.23% |
$149K - $162K
|
13.1K
$6.2M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-441- 3.66% |
$150K - $163K
|
11.6K
$5.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-443- 0.37% |
$151K - $164K
|
120K
$56.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-444- 2.59% |
$151K - $164K
|
16.7K
$7.91M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-446- 3.15% |
$152K - $165K
|
13.7K
$6.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-446- 37.17% |
$152K - $165K
|
754
$357K
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-448- 6.38% |
$153K - $166K
|
6.58K
$3.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-452- 15.98% |
$154K - $167K
|
2.38K
$1.13M
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-454- 1.98% |
$155K - $168K
|
22.5K
$10.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-456- 11.83% |
$155K - $169K
|
3.4K
$1.61M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-457- 6.04% |
$156K - $169K
|
7.11K
$3.37M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-457- 3.89% |
$156K - $169K
|
11.3K
$5.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-457- 2.98% |
$156K - $169K
|
14.9K
$7.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-458- 2.27% |
$156K - $170K
|
19.7K
$9.34M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-459- 0.31% |
$156K - $170K
|
146K
$69.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-460- 42.83% |
$157K - $170K
|
614
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-461- 8.39% |
$157K - $171K
|
5.04K
$2.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Foundation Resource Management Inc
|
SELL
|
- |
-463- 0.45% |
$158K - $172K
|
103K
$48.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Baskin Financial Services Inc.
|
SELL
|
- |
-463- 0.58% |
$158K - $172K
|
78.9K
$37.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Puzo Michael J
|
SELL
|
- |
-470- 12.82% |
$160K - $174K
|
3.2K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-472- 1.07% |
$161K - $175K
|
43.6K
$20.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-480- 6.48% |
$164K - $178K
|
6.93K
$3.28M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-481- 4.45% |
$164K - $178K
|
10.3K
$4.89M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-482- 0.75% |
$164K - $179K
|
63.4K
$30M
|