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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
66+ 0.33% |
$22.5K - $24.5K
|
20.4K
$9.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
65+ 1.68% |
$22.2K - $24.1K
|
3.94K
$1.91M
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
65+ 1.92% |
$22.2K - $24.1K
|
3.46K
$1.68M
|
|
|
Nov 15, 2023
Q3 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
64+ 8.49% |
$21.8K - $23.7K
|
818
$397K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
63+ 0.58% |
$21.5K - $23.3K
|
11K
$5.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
63+ 1.41% |
$21.5K - $23.3K
|
4.55K
$2.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
63+ 0.06% |
$21.5K - $23.3K
|
102K
$49.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
62+ 8.44% |
$21.1K - $23K
|
797
$387K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
62+ 1.05% |
$21.1K - $23K
|
5.95K
$2.88M
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
61+ 1.28% |
$20.8K - $22.6K
|
4.81K
$2.33M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
61+ 1.33% |
$20.8K - $22.6K
|
4.66K
$2.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
61+ 7.15% |
$20.8K - $22.6K
|
914
$443K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
61+ 5.58% |
$20.8K - $22.6K
|
1.15K
$560K
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
61+ 7.36% |
$20.8K - $22.6K
|
890
$432K
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
60+ 6.8% |
$20.5K - $22.2K
|
943
$457K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
60+ 0.62% |
$20.5K - $22.2K
|
9.74K
$4.72M
|
|
|
Oct 23, 2023
Q3 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
60+ 0.23% |
$20.5K - $22.2K
|
26.1K
$12.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
60+ 0.29% |
$20.5K - $22.2K
|
20.9K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
60+ 4.27% |
$20.5K - $22.2K
|
1.47K
$711K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
59+ 2.84% |
$20.1K - $21.9K
|
2.13K
$1.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
59+ 2.08% |
$20.1K - $21.9K
|
2.9K
$1.41M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
59New |
$20.1K - $21.9K
|
59
$28.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
58+ 0.2% |
$19.8K - $21.5K
|
29.4K
$14.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
58+ 0.79% |
$19.8K - $21.5K
|
7.36K
$3.57M
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
57+ 1.34% |
$19.4K - $21.1K
|
4.31K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
57+ 1.97% |
$19.4K - $21.1K
|
2.95K
$1.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
56+ 0.98% |
$19.1K - $20.7K
|
5.75K
$2.79M
|
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
56+ 1.54% |
$19.1K - $20.7K
|
3.7K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
56+ 1.25% |
$19.1K - $20.7K
|
4.55K
$2.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
55+ 1.16% |
$18.7K - $20.4K
|
4.81K
$2.33M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
55+ 0.14% |
$18.7K - $20.4K
|
40.2K
$19.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
55+ 7.24% |
$18.7K - $20.4K
|
815
$395K
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
54+ 0.22% |
$18.4K - $20K
|
24.1K
$11.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
54+ 2.43% |
$18.4K - $20K
|
2.27K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
54+ 1.31% |
$18.4K - $20K
|
4.16K
$2.02M
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
54+ 1.37% |
$18.4K - $20K
|
4.01K
$1.94M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
53+ 5.7% |
$18.1K - $19.6K
|
983
$477K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
52+ 3.61% |
$17.7K - $19.3K
|
1.49K
$725K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
52+ 6.96% |
$17.7K - $19.3K
|
799
$388K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
51+ 0.66% |
$17.4K - $18.9K
|
7.76K
$3.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
51+ 0.53% |
$17.4K - $18.9K
|
9.76K
$4.73M
|
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
BUY
|
- |
51+ 0.1% |
$17.4K - $18.9K
|
50.1K
$24.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
51+ 4.46% |
$17.4K - $18.9K
|
1.2K
$580K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
51+ 0.48% |
$17.4K - $18.9K
|
10.6K
$5.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
50+ 1.47% |
$17K - $18.5K
|
3.46K
$1.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
50+ 2.33% |
$17K - $18.5K
|
2.2K
$1.07M
|
|
|
Oct 30, 2023
Q3 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
50+ 5.0% |
$17K - $18.5K
|
1.05K
$509K
|
|
|
Oct 31, 2023
Q3 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
50+ 0.6% |
$17K - $18.5K
|
8.32K
$4.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
50+ 0.45% |
$17K - $18.5K
|
11.3K
$5.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
50+ 0.78% |
$17K - $18.5K
|
6.43K
$3.12M
|