Purchases and Sales Made in Q3 2023 in Berkshire Hathaway Inc Class B (BRK-B)

BRK-B Quotes by TradingView

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
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
1.12K
+ 5.51%
$380K - $413K
21.3K $9.89M
Oct 13, 2023 Q3 2023
Ullmann Wealth Partners Group, LLC

BUY
 -
1.11K
+ 82.59%
$377K - $409K
2.44K $1.13M
Nov 14, 2023 Q3 2023
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
1.1K
+ 6.87%
$374K - $407K
17.1K $7.91M
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
1.09K
+ 4372.0%
$373K - $405K
1.12K $518K
Oct 26, 2023 Q3 2023
First Merchants Corp

BUY
 -
1.09K
+ 4.41%
$372K - $404K
25.8K $12M
Oct 26, 2023 Q3 2023
Graypoint LLC

BUY
 -
1.09K
+ 7.79%
$371K - $403K
15K $6.97M
Nov 06, 2023 Q3 2023
Wrapmanager Inc

BUY
 -
1.09K
+ 30.35%
$370K - $402K
4.66K $2.16M
Nov 14, 2023 Q3 2023
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
1.08K
New
$368K - $400K
1.08K $500K
Nov 07, 2023 Q3 2023
Executive Wealth Management, LLC

BUY
 -
1.07K
+ 13.82%
$365K - $397K
8.82K $4.08M
Nov 01, 2023 Q3 2023
Empowered Funds, LLC

BUY
 -
1.07K
+ 4.8%
$364K - $396K
23.3K $10.8M
Oct 25, 2023 Q3 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
1.06K
+ 7.61%
$361K - $392K
15K $6.93M
Oct 10, 2023 Q3 2023
General Partner, Inc.

Pittsburgh, PA
BUY
 -
1.05K
+ 15.08%
$358K - $389K
8.01K $3.71M
Oct 13, 2023 Q3 2023
Chico Wealth Ria

BUY
 -
1.05K
New
$358K - $389K
1.05K $486K
Oct 19, 2023 Q3 2023
Core Alternative Capital

BUY
 -
1.05K
+ 7.15%
$358K - $389K
15.7K $7.29M
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.04K
+ 4.52%
$354K - $384K
24K $11.1M
Nov 13, 2023 Q3 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
1.03K
+ 52.92%
$352K - $383K
2.99K $1.38M
Oct 16, 2023 Q3 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
1.03K
+ 19.06%
$351K - $381K
6.43K $2.98M
Nov 14, 2023 Q3 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
1.02K
+ 75.57%
$348K - $378K
2.37K $1.1M
Oct 17, 2023 Q3 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
1.02K
+ 8.73%
$347K - $377K
12.7K $5.87M
Nov 14, 2023 Q3 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
1.01K
+ 14.88%
$345K - $375K
7.81K $3.62M
Oct 16, 2023 Q3 2023
Buttonwood Financial Advisors Inc.

BUY
 -
1K
+ 4.54%
$341K - $370K
23K $10.7M
Oct 16, 2023 Q3 2023
Well Done, LLC

BUY
 -
997
+ 2.73%
$340K - $369K
37.5K $17.4M
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
992
+ 7.42%
$338K - $368K
14.4K $6.65M
Oct 30, 2023 Q3 2023
Marino, Stram & Associates LLC

BUY
 -
985
+ 11.89%
$336K - $365K
9.27K $4.29M
Oct 19, 2023 Q3 2023
Mill Capital Management, LLC

BUY
 -
982
+ 1.42%
$335K - $364K
70K $32.4M
Nov 08, 2023 Q3 2023
Plancorp, LLC

BUY
 -
982
+ 6.78%
$335K - $364K
15.5K $7.16M
Oct 18, 2023 Q3 2023
Heritage Wealth Partners, LLC

Dublin, OH
BUY
 -
969
+ 23.15%
$330K - $359K
5.16K $2.39M
Nov 07, 2023 Q3 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
965
+ 13.54%
$329K - $358K
8.09K $3.75M
Oct 31, 2023 Q3 2023
Resonant Capital Advisors, LLC

BUY
 -
964
+ 4.71%
$329K - $357K
21.5K $9.94M
Nov 14, 2023 Q3 2023
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
963
New
$328K - $357K
963 $446K
Nov 14, 2023 Q3 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
958
+ 3.97%
$327K - $355K
25.1K $11.6M
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
958
+ 2.0%
$327K - $355K
48.9K $22.6M
Nov 09, 2023 Q3 2023
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
BUY
 -
957
New
$326K - $355K
957 $443K
Oct 12, 2023 Q3 2023
Kentucky Retirement Systems

Frankfort, KY
BUY
 -
956
+ 0.67%
$326K - $354K
144K $66.9M
Nov 06, 2023 Q3 2023
Keystone Financial Group

BUY
 -
956
+ 3.36%
$326K - $354K
29.4K $13.6M
Feb 14, 2024 Q3 2023
Alternative Investment Advisors, Llc.

Maitland, FL
BUY
 -
950
New
$324K - $352K
950 $440K
Oct 18, 2023 Q3 2023
O'Keefe Stevens Advisory, Inc.

BUY
 -
946
+ 4.15%
$322K - $350K
23.7K $11M
Oct 30, 2023 Q3 2023
Qcm Cayman, Ltd.

BUY
 -
944
New
$322K - $350K
944 $437K
Nov 09, 2023 Q3 2023
Commerzbank Aktiengesellschaft

BUY
 -
939
+ 9.14%
$320K - $348K
11.2K $5.19M
Oct 24, 2023 Q3 2023
Bouchey Financial Group LTD

BUY
 -
938
+ 14.74%
$320K - $348K
7.3K $3.38M
Oct 25, 2023 Q3 2023
Wealth Management Solutions, LLC

BUY
 -
936
New
$319K - $347K
936 $434K
Nov 01, 2023 Q3 2023
Allen Capital Group, LLC

BUY
 -
936
+ 0.97%
$319K - $347K
97.3K $45.1M
Oct 23, 2023 Q3 2023
Suncoast Equity Management

BUY
 -
934
+ 1.96%
$318K - $346K
48.5K $22.5M
Nov 14, 2023 Q3 2023
Crawford Investment Counsel Inc

Atlanta, GA
BUY
 -
928
+ 4.8%
$316K - $344K
20.3K $9.38M
Oct 16, 2023 Q3 2023
Rothschild Investment Corp

BUY
 -
925
+ 1.51%
$315K - $343K
62K $28.7M
Oct 24, 2023 Q3 2023
Total Clarity Wealth Management, Inc.

BUY
 -
920
+ 25.11%
$314K - $341K
4.58K $2.12M
Nov 09, 2023 Q3 2023
Lee Financial CO

Dallas, TX
BUY
 -
918
+ 1.01%
$313K - $340K
92K $42.6M
Nov 07, 2023 Q3 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
917
+ 123.42%
$313K - $340K
1.66K $769K
Nov 08, 2023 Q3 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
915
+ 5.92%
$312K - $339K
16.4K $7.58M

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