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 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
40+ 1.0% |
$13.6K - $14.8K
|
4.05K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40+ 5.02% |
$13.6K - $14.8K
|
837
$401K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
39+ 1.04% |
$13.3K - $14.4K
|
3.78K
$1.81M
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
39+ 3.29% |
$13.3K - $14.4K
|
1.22K
$586K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
39+ 0.11% |
$13.3K - $14.4K
|
36.5K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
39+ 6.21% |
$13.3K - $14.4K
|
667
$319K
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
38+ 0.09% |
$13K - $14.1K
|
44.3K
$21.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
38+ 0.86% |
$13K - $14.1K
|
4.45K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
38+ 0.3% |
$13K - $14.1K
|
12.7K
$6.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
37+ 1.45% |
$12.6K - $13.7K
|
2.59K
$1.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
37+ 0.04% |
$12.6K - $13.7K
|
85.8K
$41.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
36+ 4.25% |
$12.3K - $13.3K
|
883
$423K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
36+ 3.94% |
$12.3K - $13.3K
|
950
$455K
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
36+ 0.5% |
$12.3K - $13.3K
|
7.22K
$3.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
36+ 0.5% |
$12.3K - $13.3K
|
7.27K
$3.48M
|
|
|
Nov 21, 2023
Q3 2023
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
36+ 0.45% |
$12.3K - $13.3K
|
8.05K
$3.85M
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
35+ 0.33% |
$11.9K - $13K
|
10.6K
$5.07M
|
|
|
Oct 27, 2023
Q3 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
35+ 1.07% |
$11.9K - $13K
|
3.3K
$1.58M
|
|
|
Oct 30, 2023
Q3 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
35+ 3.18% |
$11.9K - $13K
|
1.14K
$543K
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
35+ 0.48% |
$11.9K - $13K
|
7.35K
$3.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.57% |
$11.9K - $13K
|
6.22K
$2.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
35+ 0.34% |
$11.9K - $13K
|
10.3K
$4.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
34+ 0.17% |
$11.6K - $12.6K
|
19.7K
$9.41M
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
34+ 0.7% |
$11.6K - $12.6K
|
4.9K
$2.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
34+ 1.33% |
$11.6K - $12.6K
|
2.58K
$1.24M
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
34+ 3.49% |
$11.6K - $12.6K
|
1.01K
$483K
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
34+ 0.6% |
$11.6K - $12.6K
|
5.68K
$2.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 0.55% |
$11.6K - $12.6K
|
6.18K
$2.96M
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
33+ 0.05% |
$11.2K - $12.2K
|
62.6K
$30M
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
33+ 0.26% |
$11.2K - $12.2K
|
12.6K
$6.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
33+ 0.1% |
$11.2K - $12.2K
|
31.8K
$15.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
33+ 0.39% |
$11.2K - $12.2K
|
8.56K
$4.1M
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
32+ 0.92% |
$10.9K - $11.9K
|
3.5K
$1.68M
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
32+ 0.21% |
$10.9K - $11.9K
|
15.4K
$7.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
32+ 0.33% |
$10.9K - $11.9K
|
9.77K
$4.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
32+ 3.79% |
$10.9K - $11.9K
|
876
$419K
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
31+ 1.37% |
$10.6K - $11.5K
|
2.29K
$1.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
31+ 0.19% |
$10.6K - $11.5K
|
16.2K
$7.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
31+ 1.81% |
$10.6K - $11.5K
|
1.75K
$837K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
31+ 6.78% |
$10.6K - $11.5K
|
488
$234K
|
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
30+ 2.5% |
$10.2K - $11.1K
|
1.23K
$590K
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
30+ 0.29% |
$10.2K - $11.1K
|
10.3K
$4.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
30+ 1.51% |
$10.2K - $11.1K
|
2.02K
$966K
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
30+ 1.12% |
$10.2K - $11.1K
|
2.71K
$1.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
30+ 2.25% |
$10.2K - $11.1K
|
1.36K
$653K
|
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
30+ 0.25% |
$10.2K - $11.1K
|
11.8K
$5.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
30+ 1.65% |
$10.2K - $11.1K
|
1.85K
$884K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
30+ 1.0% |
$10.2K - $11.1K
|
3.03K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
30+ 1.75% |
$10.2K - $11.1K
|
1.74K
$833K
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
29+ 0.09% |
$9.89K - $10.7K
|
33.8K
$16.2M
|