Purchases and Sales Made in Q3 2023 in Berkshire Hathaway Inc (BRK-A)
This table provides information about the institutional ownership of Berkshire Hathaway Inc (BRK-A) during Q3 2023. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
5+ 1.3% |
$2.59M - $2.82M
|
389
$274M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5New |
$2.59M - $2.82M
|
5
$3.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
4+ 12.12% |
$2.07M - $2.25M
|
37
$26.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
4New |
$2.07M - $2.25M
|
4
$2.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
4New |
$2.07M - $2.25M
|
4
$2.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
4New |
$2.07M - $2.25M
|
4
$2.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
4+ 26.67% |
$2.07M - $2.25M
|
19
$13.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3+ 1.9% |
$1.55M - $1.69M
|
161
$113M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3New |
$1.55M - $1.69M
|
3
$2.11M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3+ 0.25% |
$1.55M - $1.69M
|
1.19K
$837M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3New |
$1.55M - $1.69M
|
3
$2.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3+ 20.0% |
$1.55M - $1.69M
|
18
$12.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3+ 33.33% |
$1.55M - $1.69M
|
12
$8.46M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
3+ 2.31% |
$1.55M - $1.69M
|
133
$93.7M
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
3+ 150.0% |
$1.55M - $1.69M
|
5
$3.52M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3New |
$1.55M - $1.69M
|
3
$2.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3+ 18.75% |
$1.55M - $1.69M
|
19
$13.4M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2+ 200.0% |
$1.03M - $1.13M
|
3
$2.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
2+ 18.18% |
$1.03M - $1.13M
|
13
$9.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2+ 100.0% |
$1.03M - $1.13M
|
4
$2.82M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2+ 200.0% |
$1.03M - $1.13M
|
3
$2.11M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2+ 100.0% |
$1.03M - $1.13M
|
4
$2.82M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2New |
$1.03M - $1.13M
|
2
$1.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 100.0% |
$1.03M - $1.13M
|
4
$2.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2+ 33.33% |
$1.03M - $1.13M
|
8
$5.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2+ 22.22% |
$1.03M - $1.13M
|
11
$7.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2New |
$1.03M - $1.13M
|
2
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2+ 50.0% |
$1.03M - $1.13M
|
6
$4.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2+ 200.0% |
$1.03M - $1.13M
|
3
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
2+ 100.0% |
$1.03M - $1.13M
|
4
$2.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 66.67% |
$1.03M - $1.13M
|
5
$3.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
BUY
|
- |
2+ 15.38% |
$1.03M - $1.13M
|
15
$10.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2New |
$1.03M - $1.13M
|
2
$1.41M
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2New |
$1.03M - $1.13M
|
2
$1.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2New |
$1.03M - $1.13M
|
2
$1.41M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2+ 25.0% |
$1.03M - $1.13M
|
10
$7.05M
|
|
|
Oct 27, 2023
Q3 2023
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
2+ 100.0% |
$1.03M - $1.13M
|
4
$2.82M
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2+ 200.0% |
$1.03M - $1.13M
|
3
$2.11M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2New |
$1.03M - $1.13M
|
2
$1.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2+ 8.0% |
$1.03M - $1.13M
|
27
$19M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2New |
$1.03M - $1.13M
|
2
$1.41M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
1New |
$517K - $563K
|
1
$705K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1New |
$517K - $563K
|
1
$705K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1+ 0.75% |
$517K - $563K
|
134
$94.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
1New |
$517K - $563K
|
1
$705K
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1+ 20.0% |
$517K - $563K
|
6
$4.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
1+ 14.29% |
$517K - $563K
|
8
$5.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1+ 0.31% |
$517K - $563K
|
322
$227M
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1+ 100.0% |
$517K - $563K
|
2
$1.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1New |
$517K - $563K
|
1
$705K
|