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 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-772- 1.19% |
$263K - $286K
|
64.4K
$30.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-777- 10.47% |
$265K - $288K
|
6.65K
$3.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-778- 0.45% |
$265K - $288K
|
172K
$81.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-796- 0.64% |
$271K - $295K
|
124K
$58.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-797- 3.42% |
$272K - $295K
|
22.5K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-798- 6.9% |
$272K - $296K
|
10.8K
$5.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-799- 33.08% |
$272K - $296K
|
1.62K
$766K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-821- 6.07% |
$280K - $304K
|
12.7K
$6.01M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-825- 12.14% |
$281K - $306K
|
5.97K
$2.83M
|
|
|
Nov 09, 2023
Q3 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-831- 0.41% |
$283K - $308K
|
203K
$96.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-832- 1.63% |
$284K - $308K
|
50.2K
$23.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-846- 2.45% |
$288K - $313K
|
33.7K
$16M
|
|
|
Oct 11, 2023
Q3 2023
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-850- 4.59% |
$290K - $315K
|
17.7K
$8.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-851- 20.86% |
$290K - $315K
|
3.23K
$1.53M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-852- 41.7% |
$290K - $316K
|
1.19K
$564K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-855- 3.52% |
$291K - $317K
|
23.4K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-859- 9.87% |
$293K - $318K
|
7.85K
$3.72M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-862- 4.65% |
$294K - $319K
|
17.7K
$8.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-864- 0.51% |
$295K - $320K
|
169K
$80M
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-865- 0.32% |
$295K - $320K
|
268K
$127M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-869- 1.73% |
$296K - $322K
|
49.4K
$23.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-873- 3.14% |
$298K - $323K
|
26.9K
$12.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-873- 6.44% |
$298K - $323K
|
12.7K
$6.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-888- 5.75% |
$303K - $329K
|
14.5K
$6.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-895- 18.35% |
$305K - $332K
|
3.98K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-896- 1.82% |
$305K - $332K
|
48.4K
$23M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-897- 4.29% |
$306K - $332K
|
20K
$9.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-904- 1.1% |
$308K - $335K
|
81.5K
$38.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-910- 1.61% |
$310K - $337K
|
55.4K
$26.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-914- 7.31% |
$312K - $339K
|
11.6K
$5.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-916- 8.98% |
$312K - $339K
|
9.28K
$4.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-930- 11.74% |
$317K - $345K
|
7K
$3.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-930- 1.62% |
$317K - $345K
|
56.6K
$26.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-932- 2.29% |
$318K - $345K
|
39.8K
$18.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-932- 8.8% |
$318K - $345K
|
9.66K
$4.57M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-936- 14.39% |
$319K - $347K
|
5.57K
$2.64M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-938- 2.19% |
$320K - $348K
|
41.8K
$19.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-943- 2.91% |
$321K - $349K
|
31.4K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-951- 15.01% |
$324K - $352K
|
5.39K
$2.55M
|
|
|
Nov 30, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-952- 57.35% |
$325K - $353K
|
708
$335K
|
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-958- 53.97% |
$327K - $355K
|
817
$387K
|
|
|
Oct 24, 2023
Q3 2023
|
James Hambro & Partners
|
SELL
|
- |
-959- 12.44% |
$327K - $355K
|
6.75K
$3.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-965- 1.01% |
$329K - $358K
|
94.7K
$44.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-972- 4.69% |
$331K - $360K
|
19.8K
$9.36M
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-973- 3.32% |
$332K - $360K
|
28.3K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-974- 4.67% |
$332K - $361K
|
19.9K
$9.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-989- 1.97% |
$337K - $366K
|
49.3K
$23.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
SELL
|
- |
-993- 37.84% |
$339K - $368K
|
1.63K
$773K
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
SELL
|
- |
-999- 33.41% |
$341K - $370K
|
1.99K
$943K
|
|
|
Oct 17, 2023
Q3 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-1K- 54.82% |
$341K - $370K
|
824
$390K
|