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 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
3.57KNew |
$1.22M - $1.32M
|
3.57K
$1.68M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.57KNew |
$1.22M - $1.32M
|
3.57K
$1.68M
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3.52K+ 22.69% |
$1.2M - $1.3M
|
19K
$8.94M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.5K+ 21.11% |
$1.19M - $1.29M
|
20K
$9.43M
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.49K+ 28.94% |
$1.19M - $1.29M
|
15.6K
$7.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.47K+ 2.46% |
$1.18M - $1.29M
|
144K
$67.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.45K+ 20.98% |
$1.18M - $1.28M
|
19.9K
$9.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
3.34K+ 20.18% |
$1.14M - $1.24M
|
19.9K
$9.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.34K+ 14.31% |
$1.14M - $1.24M
|
26.6K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3.25K+ 63.8% |
$1.11M - $1.21M
|
8.35K
$3.93M
|
|
|
Dec 02, 2024
Q3 2023
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
3.25K+ 46.0% |
$1.11M - $1.2M
|
10.3K
$4.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.25K+ 14.32% |
$1.11M - $1.2M
|
25.9K
$12.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.25KNew |
$1.11M - $1.2M
|
3.25K
$1.53M
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.21KNew |
$1.09M - $1.19M
|
3.21K
$1.51M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.17K+ 7.08% |
$1.08M - $1.17M
|
47.9K
$22.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.16K+ 2.68% |
$1.08M - $1.17M
|
121K
$57M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.14K+ 9.06% |
$1.07M - $1.16M
|
37.8K
$17.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.14K+ 6.71% |
$1.07M - $1.16M
|
49.9K
$23.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.14K+ 60.96% |
$1.07M - $1.16M
|
8.29K
$3.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
3.13K+ 0.53% |
$1.07M - $1.16M
|
590K
$277M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
3.12K+ 2.69% |
$1.06M - $1.15M
|
119K
$55.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3.12KNew |
$1.06M - $1.15M
|
3.12K
$1.46M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.11K+ 1.95% |
$1.06M - $1.15M
|
162K
$76.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
3.11KNew |
$1.06M - $1.15M
|
3.11K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.1K+ 142.78% |
$1.06M - $1.15M
|
5.28K
$2.48M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.08K+ 17.09% |
$1.05M - $1.14M
|
21.1K
$9.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.04K+ 10.32% |
$1.04M - $1.13M
|
32.5K
$15.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.04K+ 5.87% |
$1.04M - $1.13M
|
54.7K
$25.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.02K+ 14.26% |
$1.03M - $1.12M
|
24.2K
$11.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.01K+ 5.07% |
$1.03M - $1.12M
|
62.5K
$29.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
BUY
|
- |
3.01K+ 4.14% |
$1.03M - $1.12M
|
75.9K
$35.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.01K+ 158.42% |
$1.03M - $1.12M
|
4.91K
$2.31M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
2.97KNew |
$1.01M - $1.1M
|
2.97K
$1.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.96K+ 0.65% |
$1.01M - $1.1M
|
459K
$216M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.96K+ 1.79% |
$1.01M - $1.1M
|
168K
$78.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.88K+ 0.77% |
$981K - $1.07M
|
377K
$177M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.87K+ 12.34% |
$977K - $1.06M
|
26.1K
$12.3M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
2.84K+ 18.03% |
$967K - $1.05M
|
18.6K
$8.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.83K+ 35.99% |
$965K - $1.05M
|
10.7K
$5.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
2.82KNew |
$961K - $1.04M
|
2.82K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
2.82K+ 25.15% |
$961K - $1.04M
|
14K
$6.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.77K+ 3.92% |
$945K - $1.03M
|
73.5K
$34.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.77K+ 3.84% |
$944K - $1.03M
|
74.8K
$35.2M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.77K+ 3.84% |
$944K - $1.03M
|
74.8K
$35.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.76K+ 8.26% |
$942K - $1.02M
|
36.2K
$17M
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.75K+ 100.0% |
$937K - $1.02M
|
5.5K
$2.59M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.75K+ 7.59% |
$937K - $1.02M
|
38.9K
$18.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.73K+ 6.96% |
$930K - $1.01M
|
41.9K
$19.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
2.73KNew |
$929K - $1.01M
|
2.73K
$1.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.7KNew |
$921K - $1M
|
2.7K
$1.27M
|