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 24, 2023
Q3 2023
|
Lynch & Associates
|
BUY
|
- |
719+ 5.86% |
$245K - $266K
|
13K
$5.91M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
711+ 2.13% |
$242K - $263K
|
34K
$15.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
711+ 3.62% |
$242K - $263K
|
20.3K
$9.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
708+ 5.36% |
$241K - $262K
|
13.9K
$6.33M
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
706New |
$241K - $262K
|
706
$321K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
705+ 1.69% |
$240K - $261K
|
42.5K
$19.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
702+ 0.66% |
$239K - $260K
|
108K
$49M
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
700New |
$239K - $259K
|
700
$318K
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
700+ 23.66% |
$239K - $259K
|
3.66K
$1.66M
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
BUY
|
- |
699+ 2.56% |
$238K - $259K
|
28K
$12.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
699+ 48.54% |
$238K - $259K
|
2.14K
$973K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
698+ 15.92% |
$238K - $259K
|
5.08K
$2.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
696+ 103.73% |
$237K - $258K
|
1.37K
$622K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
689+ 0.41% |
$235K - $255K
|
169K
$77M
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
687+ 11.04% |
$234K - $255K
|
6.91K
$3.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
677+ 9.1% |
$231K - $251K
|
8.12K
$3.69M
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
BUY
|
- |
675+ 0.21% |
$230K - $250K
|
329K
$150M
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
669New |
$228K - $248K
|
669
$304K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
668+ 3.82% |
$228K - $247K
|
18.2K
$8.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
663New |
$226K - $246K
|
663
$302K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
661+ 8.12% |
$225K - $245K
|
8.8K
$4M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
660+ 1.26% |
$225K - $245K
|
53K
$24.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
656+ 3.03% |
$224K - $243K
|
22.3K
$10.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
650+ 0.88% |
$222K - $241K
|
74.5K
$33.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
650+ 22.97% |
$222K - $241K
|
3.48K
$1.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
650+ 8.83% |
$222K - $241K
|
8.01K
$3.64M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
643+ 3.53% |
$219K - $238K
|
18.9K
$8.58M
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
638New |
$217K - $236K
|
638
$290K
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
634New |
$216K - $235K
|
634
$288K
|
|
|
Oct 31, 2023
Q3 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
632New |
$215K - $234K
|
632
$287K
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
631+ 25.58% |
$215K - $234K
|
3.1K
$1.41M
|
|
|
Oct 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
630+ 6.21% |
$215K - $233K
|
10.8K
$4.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
625+ 1.8% |
$213K - $232K
|
35.4K
$16.1M
|
|
|
Nov 16, 2023
Q3 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
625+ 1.11% |
$213K - $232K
|
57.1K
$26M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
624New |
$213K - $231K
|
624
$284K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
622+ 3.02% |
$212K - $230K
|
21.2K
$9.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
620+ 13.19% |
$211K - $230K
|
5.32K
$2.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
619New |
$211K - $229K
|
619
$282K
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
BUY
|
- |
616+ 5.79% |
$210K - $228K
|
11.3K
$5.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
615New |
$210K - $228K
|
615
$280K
|
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
609+ 28.6% |
$208K - $226K
|
2.74K
$1.25M
|
|
|
Oct 13, 2023
Q3 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
607New |
$207K - $225K
|
607
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
606+ 5.75% |
$207K - $225K
|
11.1K
$5.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
602New |
$205K - $223K
|
602
$274K
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
600+ 21.98% |
$205K - $222K
|
3.33K
$1.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
595+ 9.23% |
$203K - $220K
|
7.04K
$3.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
593+ 20.58% |
$202K - $220K
|
3.47K
$1.58M
|
|
|
Oct 23, 2023
Q3 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
588+ 1.08% |
$200K - $218K
|
55.2K
$25.1M
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
587New |
$200K - $217K
|
587
$267K
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
586New |
$200K - $217K
|
586
$267K
|