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 17, 2023
Q3 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-1K- 18.13% |
$341K - $370K
|
4.52K
$2.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Account Management LLC
|
SELL
|
- |
-1K- 1.78% |
$341K - $370K
|
55.2K
$26.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-1K- 2.67% |
$342K - $372K
|
36.5K
$17.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1K- 7.35% |
$342K - $372K
|
12.7K
$5.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.03K- 14.44% |
$352K - $383K
|
6.13K
$2.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.05K- 37.13% |
$358K - $389K
|
1.78K
$841K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-1.05K- 7.67% |
$358K - $389K
|
12.6K
$5.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.05K- 1.49% |
$358K - $389K
|
69.5K
$32.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-1.06K- 23.18% |
$361K - $393K
|
3.51K
$1.66M
|
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.08K- 2.01% |
$369K - $401K
|
52.8K
$25M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.08K- 1.44% |
$370K - $402K
|
74.4K
$35.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.09K- 4.83% |
$372K - $404K
|
21.5K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-1.09K- 1.61% |
$373K - $405K
|
66.9K
$31.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.1K- 60.09% |
$374K - $406K
|
728
$345K
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.1K- 0.37% |
$375K - $408K
|
300K
$142M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.1K- 2.14% |
$375K - $408K
|
50.2K
$23.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
SELL
|
- |
-1.12K- 7.88% |
$380K - $413K
|
13K
$6.17M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.12K- 1.14% |
$383K - $416K
|
97.6K
$46.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.13K- 1.95% |
$386K - $420K
|
57K
$27M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.14K- 0.64% |
$388K - $422K
|
176K
$83.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-1.15K- 1.65% |
$390K - $424K
|
68.2K
$32.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-1.16K- 0.33% |
$395K - $429K
|
350K
$166M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.2K- 5.77% |
$409K - $445K
|
19.6K
$9.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1.21K- 50.67% |
$412K - $448K
|
1.18K
$557K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-1.21K- 11.62% |
$412K - $448K
|
9.2K
$4.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.21K- 1.97% |
$413K - $449K
|
60.3K
$28.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.25K- 24.52% |
$425K - $462K
|
3.84K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.25K- 6.01% |
$425K - $462K
|
19.5K
$9.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Lfl Advisers, LLC
Evanston, IL |
SELL
|
- |
-1.25K- 4.78% |
$426K - $463K
|
24.9K
$11.8M
|
|
|
Jun 21, 2024
Q3 2023
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-1.25K- 38.48% |
$426K - $463K
|
2K
$947K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.26K- 21.57% |
$428K - $465K
|
4.57K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-1.26K- 0.74% |
$429K - $466K
|
168K
$79.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-1.27K- 7.54% |
$432K - $470K
|
15.6K
$7.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.27K- 16.56% |
$433K - $471K
|
6.4K
$3.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.27K- 4.92% |
$434K - $471K
|
24.6K
$11.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.28K- 4.04% |
$435K - $473K
|
30.3K
$14.3M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.28K- 3.41% |
$435K - $473K
|
36.2K
$17.1M
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
SELL
|
- |
-1.28K- 1.56% |
$435K - $473K
|
80.7K
$38.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.28K- 0.24% |
$436K - $473K
|
523K
$248M
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
SELL
|
- |
-1.28K- 52.18% |
$437K - $475K
|
1.18K
$557K
|
|
|
Oct 12, 2023
Q3 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.29K- 2.68% |
$438K - $476K
|
46.6K
$22.1M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.29K- 0.89% |
$441K - $479K
|
144K
$68.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Parthenon LLC
|
SELL
|
- |
-1.3K- 0.83% |
$441K - $480K
|
155K
$73.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.3K- 20.7% |
$445K - $483K
|
5K
$2.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.32K- 2.54% |
$449K - $488K
|
50.6K
$23.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.34K- 5.03% |
$456K - $495K
|
25.2K
$11.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.35K- 11.62% |
$459K - $498K
|
10.2K
$4.84M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.35K- 1.3% |
$459K - $499K
|
102K
$48.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.35K- 3.0% |
$460K - $500K
|
43.7K
$20.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-1.38K- 51.52% |
$469K - $510K
|
1.3K
$614K
|