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 25, 2023
Q3 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
914+ 39.58% |
$312K - $339K
|
3.22K
$1.49M
|
|
|
Oct 31, 2023
Q3 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
900New |
$307K - $333K
|
900
$417K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
895+ 6.54% |
$305K - $332K
|
14.6K
$6.76M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
894+ 5.83% |
$305K - $331K
|
16.2K
$7.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
894+ 3.38% |
$305K - $331K
|
27.4K
$12.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
888+ 18.66% |
$303K - $329K
|
5.65K
$2.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
886+ 10.49% |
$302K - $328K
|
9.33K
$4.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
883+ 0.41% |
$301K - $327K
|
214K
$99.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
875+ 7.27% |
$298K - $324K
|
12.9K
$5.98M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
873+ 31.47% |
$298K - $323K
|
3.65K
$1.69M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
872New |
$297K - $323K
|
872
$404K
|
|
|
Nov 13, 2023
Q3 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
870+ 28.36% |
$297K - $322K
|
3.94K
$1.82M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
856+ 0.88% |
$292K - $317K
|
98.5K
$45.6M
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
856New |
$292K - $317K
|
856
$396K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
855+ 4.2% |
$291K - $317K
|
21.2K
$9.81M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
851+ 0.61% |
$290K - $315K
|
141K
$65.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
851+ 3.81% |
$290K - $315K
|
23.2K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
850+ 4.19% |
$290K - $315K
|
21.1K
$9.79M
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
836+ 5.9% |
$285K - $310K
|
15K
$6.95M
|
|
|
Oct 12, 2023
Q3 2023
|
Udine Wealth Management, Inc.
|
BUY
|
- |
833+ 6.41% |
$284K - $309K
|
13.8K
$6.41M
|
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
832+ 10.82% |
$284K - $308K
|
8.53K
$3.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
830+ 0.69% |
$283K - $307K
|
121K
$56.3M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
821+ 6.24% |
$280K - $304K
|
14K
$6.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
817+ 116.71% |
$279K - $303K
|
1.52K
$703K
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
817+ 4.15% |
$279K - $303K
|
20.5K
$9.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
816+ 27.32% |
$278K - $302K
|
3.8K
$1.76M
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
812+ 6.57% |
$277K - $301K
|
13.2K
$6.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
811+ 17.29% |
$276K - $300K
|
5.5K
$2.55M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
806+ 0.74% |
$275K - $299K
|
110K
$51M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
805+ 6.22% |
$274K - $298K
|
13.7K
$6.37M
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
804+ 28.2% |
$274K - $298K
|
3.66K
$1.69M
|
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
803+ 11.48% |
$274K - $297K
|
7.8K
$3.61M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
799+ 8.4% |
$272K - $296K
|
10.3K
$4.78M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
793+ 4.63% |
$270K - $294K
|
17.9K
$8.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
790New |
$269K - $293K
|
790
$366K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
788+ 4.47% |
$269K - $292K
|
18.4K
$8.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
788+ 50.35% |
$269K - $292K
|
2.35K
$1.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
786+ 5.2% |
$268K - $291K
|
15.9K
$7.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
782+ 48.78% |
$267K - $290K
|
2.39K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Symmetry Investments LP
|
BUY
|
- |
776New |
$265K - $287K
|
776
$359K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
772+ 51.88% |
$263K - $286K
|
2.26K
$1.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
BUY
|
- |
761+ 5.66% |
$259K - $282K
|
14.2K
$6.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
759+ 5.16% |
$259K - $281K
|
15.5K
$7.16M
|
|
|
Oct 19, 2023
Q3 2023
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
758New |
$258K - $281K
|
758
$351K
|
|
|
Oct 03, 2023
Q3 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
754+ 10.25% |
$257K - $279K
|
8.11K
$3.76M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
754New |
$257K - $279K
|
754
$349K
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
750+ 16.97% |
$256K - $278K
|
5.17K
$2.39M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
750+ 0.19% |
$256K - $278K
|
391K
$181M
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
748+ 1.65% |
$255K - $277K
|
46.2K
$21.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
744+ 3.19% |
$254K - $276K
|
24.1K
$11.1M
|