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
|
Lincoln Capital LLC
|
SELL
|
- |
-588- 0.59% |
$200K - $218K
|
98.4K
$46.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-588- 42.09% |
$200K - $218K
|
809
$383K
|
|
|
Nov 15, 2023
Q3 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-590- 6.44% |
$201K - $219K
|
8.58K
$4.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-593- 4.52% |
$202K - $220K
|
12.5K
$5.94M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-599- 1.5% |
$204K - $222K
|
39.2K
$18.6M
|
|
|
Nov 14, 2023
Q3 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-600- 37.5% |
$205K - $222K
|
1K
$474K
|
|
|
Nov 13, 2023
Q3 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-611- 2.41% |
$208K - $226K
|
24.7K
$11.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-615- 20.0% |
$210K - $228K
|
2.46K
$1.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-616- 1.7% |
$210K - $228K
|
35.7K
$16.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-621- 0.68% |
$212K - $230K
|
90.3K
$42.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-625- 3.79% |
$213K - $232K
|
15.9K
$7.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-625- 0.46% |
$213K - $232K
|
137K
$64.7M
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-629- 12.58% |
$214K - $233K
|
4.37K
$2.07M
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
SELL
|
- |
-631- 0.98% |
$215K - $234K
|
63.9K
$30.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-641- 2.98% |
$219K - $237K
|
20.9K
$9.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-647- 0.89% |
$221K - $240K
|
72K
$34.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-650- 5.5% |
$222K - $241K
|
11.2K
$5.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-650- 43.33% |
$222K - $241K
|
850
$403K
|
|
|
Nov 09, 2023
Q3 2023
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-654- 1.42% |
$223K - $242K
|
45.5K
$21.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-656- 8.28% |
$224K - $243K
|
7.27K
$3.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-660- 47.69% |
$225K - $245K
|
724
$343K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-670- 2.22% |
$228K - $248K
|
29.5K
$14M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-677- 1.02% |
$231K - $251K
|
65.8K
$31.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-688- 3.06% |
$235K - $255K
|
21.8K
$10.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-691- 0.66% |
$236K - $256K
|
103K
$49M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-692- 4.27% |
$236K - $256K
|
15.5K
$7.35M
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-692- 9.09% |
$236K - $256K
|
6.92K
$3.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-692- 6.82% |
$236K - $256K
|
9.45K
$4.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-700- 1.7% |
$239K - $259K
|
40.4K
$19.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-700- 10.54% |
$239K - $259K
|
5.94K
$2.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-704- 0.31% |
$240K - $261K
|
227K
$108M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-708- 7.88% |
$241K - $262K
|
8.28K
$3.92M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-709- 1.53% |
$242K - $263K
|
45.7K
$21.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-713- 3.38% |
$243K - $264K
|
20.4K
$9.64M
|
|
|
Oct 11, 2023
Q3 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-725- 1.08% |
$247K - $269K
|
66.2K
$31.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-727- 1.26% |
$248K - $269K
|
57K
$27M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-738- 12.7% |
$252K - $273K
|
5.07K
$2.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-741- 17.23% |
$253K - $275K
|
3.56K
$1.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-745- 9.23% |
$254K - $276K
|
7.33K
$3.47M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-745- 12.76% |
$254K - $276K
|
5.09K
$2.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-749- 0.17% |
$255K - $277K
|
433K
$205M
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-750- 18.2% |
$256K - $278K
|
3.37K
$1.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-751- 1.57% |
$256K - $278K
|
47K
$22.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-751- 5.52% |
$256K - $278K
|
12.8K
$6.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-759- 3.35% |
$259K - $281K
|
21.9K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-759- 1.34% |
$259K - $281K
|
56K
$26.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-768- 45.31% |
$262K - $285K
|
927
$439K
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-769- 4.35% |
$262K - $285K
|
16.9K
$8.01M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-771- 3.15% |
$263K - $286K
|
23.7K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-771- 30.67% |
$263K - $286K
|
1.74K
$826K
|