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 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
7.38K+ 14.8% |
$2.52M - $2.74M
|
57.3K
$26.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.31K+ 61.12% |
$2.49M - $2.71M
|
19.3K
$8.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
7.3K+ 29.05% |
$2.49M - $2.7M
|
32.4K
$15M
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
7.23K+ 2.93% |
$2.46M - $2.68M
|
254K
$117M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
7.21K+ 2.86% |
$2.46M - $2.67M
|
259K
$120M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
7.2K+ 17.33% |
$2.46M - $2.67M
|
48.8K
$22.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
7.2K+ 314.5% |
$2.46M - $2.67M
|
9.49K
$4.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
7.14K+ 41.37% |
$2.43M - $2.64M
|
24.4K
$11.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
7.12K+ 2.5% |
$2.43M - $2.64M
|
292K
$135M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
7.1K+ 8.11% |
$2.42M - $2.63M
|
94.7K
$43.8M
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
7.08K+ 279.11% |
$2.41M - $2.62M
|
9.62K
$4.45M
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
7.08K+ 279.11% |
$2.41M - $2.62M
|
9.62K
$4.45M
|
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
7.07K+ 4.91% |
$2.41M - $2.62M
|
151K
$69.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
7.05K+ 0.83% |
$2.4M - $2.61M
|
858K
$397M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7.04K+ 9.32% |
$2.4M - $2.61M
|
82.5K
$38.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
7.02K+ 39.74% |
$2.39M - $2.6M
|
24.7K
$11.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.97K+ 64.05% |
$2.38M - $2.58M
|
17.9K
$8.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
6.95KNew |
$2.37M - $2.57M
|
6.95K
$3.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
6.9K+ 6.22% |
$2.35M - $2.55M
|
118K
$54.4M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.72K+ 42.45% |
$2.29M - $2.49M
|
22.6K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
6.68K+ 32.17% |
$2.28M - $2.48M
|
27.5K
$12.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
6.63K+ 4.95% |
$2.26M - $2.46M
|
141K
$65.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.6K+ 4.98% |
$2.25M - $2.45M
|
139K
$64.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
6.45K+ 85.66% |
$2.2M - $2.39M
|
14K
$6.46M
|
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6.22KNew |
$2.12M - $2.31M
|
6.22K
$2.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
6.22KNew |
$2.12M - $2.31M
|
6.22K
$2.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
6.15K+ 17.16% |
$2.1M - $2.28M
|
42K
$19.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
6.1K+ 1.3% |
$2.08M - $2.26M
|
476K
$220M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
6.04K+ 5.62% |
$2.06M - $2.24M
|
114K
$52.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
6K+ 54.55% |
$2.05M - $2.22M
|
17K
$7.86M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.96KNew |
$2.03M - $2.21M
|
5.96K
$2.76M
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
5.87K+ 13.96% |
$2M - $2.17M
|
47.9K
$22.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.86K+ 7.26% |
$2M - $2.17M
|
86.5K
$40M
|
|
|
Nov 14, 2023
Q3 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
5.75K+ 3.77% |
$1.96M - $2.13M
|
158K
$73.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
5.74K+ 15.37% |
$1.96M - $2.13M
|
43.1K
$19.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.67KNew |
$1.93M - $2.1M
|
5.67K
$2.62M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5.67KNew |
$1.93M - $2.1M
|
5.67K
$2.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.64K+ 5.16% |
$1.92M - $2.09M
|
115K
$53.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.64K+ 2.66% |
$1.92M - $2.09M
|
218K
$101M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
5.64K+ 15.42% |
$1.92M - $2.09M
|
42.2K
$19.5M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
5.56K+ 6.34% |
$1.89M - $2.06M
|
93.2K
$43.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
5.52K+ 8.59% |
$1.88M - $2.04M
|
69.7K
$32.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.5K+ 2.1% |
$1.88M - $2.04M
|
267K
$124M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
5.41K+ 31.3% |
$1.84M - $2M
|
22.7K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
5.39KNew |
$1.84M - $2M
|
5.39K
$2.49M
|
|
|
Feb 09, 2024
Q3 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
5.32KNew |
$1.81M - $1.97M
|
5.32K
$2.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
5.29K+ 48.55% |
$1.8M - $1.96M
|
16.2K
$7.49M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.29K+ 39.5% |
$1.8M - $1.96M
|
18.7K
$8.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.24K+ 58.0% |
$1.79M - $1.94M
|
14.3K
$6.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.18K+ 9.91% |
$1.77M - $1.92M
|
57.5K
$26.6M
|