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 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.92K- 10.85% |
$654K - $711K
|
15.8K
$7.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.94K- 0.97% |
$660K - $717K
|
197K
$93.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.94K- 1.43% |
$661K - $718K
|
134K
$63.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.94K- 1.14% |
$662K - $719K
|
168K
$79.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.96K- 7.28% |
$667K - $725K
|
24.9K
$11.8M
|
|
|
Dec 13, 2023
Q3 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-1.97K- 13.63% |
$671K - $729K
|
12.5K
$5.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.97K- 14.78% |
$672K - $731K
|
11.4K
$5.39M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.98K- 15.04% |
$675K - $733K
|
11.2K
$5.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.01K- 14.53% |
$685K - $744K
|
11.8K
$5.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Solitude Financial Services
|
SELL
|
- |
-2.01K- 2.84% |
$685K - $745K
|
68.8K
$32.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.01K- 2.0% |
$687K - $746K
|
98.9K
$46.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-2.02K- 3.16% |
$689K - $749K
|
61.9K
$29.3M
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-2.03K- 32.51% |
$691K - $751K
|
4.21K
$1.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.03K- 1.13% |
$692K - $752K
|
178K
$84.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-2.03K- 22.12% |
$692K - $752K
|
7.15K
$3.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-2.06K- 25.13% |
$701K - $762K
|
6.12K
$2.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-2.06K- 0.62% |
$701K - $762K
|
328K
$156M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-2.07K- 9.99% |
$707K - $768K
|
18.7K
$8.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.08K- 1.88% |
$709K - $771K
|
108K
$51.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.09K- 10.2% |
$714K - $776K
|
18.4K
$8.74M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.1K- 16.55% |
$716K - $778K
|
10.6K
$5.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.13K- 0.88% |
$727K - $790K
|
240K
$114M
|
|
|
Oct 18, 2023
Q3 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-2.15K- 1.81% |
$732K - $795K
|
116K
$55.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-2.16K- 7.53% |
$736K - $799K
|
26.5K
$12.6M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.17K- 9.84% |
$740K - $805K
|
19.9K
$9.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.18K- 6.37% |
$743K - $807K
|
32K
$15.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.18K- 12.76% |
$744K - $809K
|
14.9K
$7.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-2.18K- 1.22% |
$744K - $809K
|
177K
$84M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2.2K- 18.45% |
$749K - $814K
|
9.7K
$4.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.2K- 15.29% |
$749K - $814K
|
12.2K
$5.77M
|
|
|
Oct 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-2.21K- 0.91% |
$755K - $820K
|
241K
$114M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-2.23K- 19.17% |
$759K - $825K
|
9.38K
$4.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Steginsky Capital LLC
|
SELL
|
- |
-2.23K- 3.07% |
$761K - $827K
|
70.5K
$33.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.26K- 2.91% |
$771K - $838K
|
75.5K
$35.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
SELL
|
- |
-2.3K- 93.19% |
$784K - $852K
|
168
$79.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.31K- 32.43% |
$786K - $855K
|
4.81K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-2.31K- 19.15% |
$788K - $857K
|
9.76K
$4.62M
|
|
|
Nov 14, 2023
Q3 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-2.31K- 7.7% |
$789K - $857K
|
27.7K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.35K- 0.52% |
$800K - $870K
|
451K
$214M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.35K- 0.52% |
$800K - $870K
|
451K
$214M
|
|
|
Nov 03, 2023
Q3 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-2.36K- 29.89% |
$803K - $872K
|
5.53K
$2.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-2.36K- 4.53% |
$803K - $873K
|
49.6K
$23.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-2.37K- 14.83% |
$806K - $876K
|
13.6K
$6.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.37K- 6.2% |
$807K - $877K
|
35.8K
$17M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-2.38K- 10.67% |
$812K - $883K
|
19.9K
$9.45M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.41K- 35.29% |
$821K - $892K
|
4.42K
$2.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-2.41K- 11.56% |
$821K - $892K
|
18.4K
$8.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.43K- 0.2% |
$829K - $901K
|
1.19M
$563M
|
|
|
Nov 09, 2023
Q3 2023
|
Saratoga Research & Investment Management
|
SELL
|
- |
-2.48K- 0.67% |
$844K - $917K
|
367K
$174M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-2.48K- 4.81% |
$844K - $917K
|
49K
$23.2M
|