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
Dec 19, 2024 Q3 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
600
New
$205K - $222K
600 $282K
Nov 07, 2023 Q3 2023
Ibex Wealth Advisors

Lebanon, NJ
BUY
 -
595
+ 9.23%
$203K - $220K
7.04K $3.31M
Oct 25, 2023 Q3 2023
Crown Wealth Group, LLC

BUY
 -
593
+ 20.58%
$202K - $220K
3.47K $1.63M
Oct 23, 2023 Q3 2023
Satovsky Asset Management LLC

BUY
 -
588
+ 1.08%
$200K - $218K
55.2K $25.9M
Oct 04, 2023 Q3 2023
Butensky & Cohen Financial Security, Inc

BUY
 -
587
New
$200K - $217K
587 $276K
Nov 13, 2023 Q3 2023
Eisler Capital (Uk) Ltd.

London, X0
BUY
 -
586
New
$200K - $217K
586 $275K
Nov 01, 2023 Q3 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
583
+ 6.12%
$199K - $216K
10.1K $4.75M
Nov 14, 2023 Q3 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
583
+ 2.47%
$199K - $216K
24.2K $11.4M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
582
+ 2.27%
$198K - $216K
26.2K $12.3M
Oct 30, 2023 Q3 2023
Pathway Financial Advisors LLC

BUY
 -
580
New
$198K - $215K
580 $273K
Oct 26, 2023 Q3 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
579
+ 6.99%
$197K - $215K
8.87K $4.17M
Nov 07, 2023 Q3 2023
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
579
New
$197K - $215K
579 $272K
Oct 27, 2023 Q3 2023
B&D White Capital Company, LLC

BUY
 -
575
+ 3.89%
$196K - $213K
15.3K $7.21M
Nov 14, 2023 Q3 2023
River Glades Family Offices LLC

Naples, FL
BUY
 -
575
New
$196K - $213K
575 $270K
Nov 08, 2023 Q3 2023
Costello Asset Management, Inc

BUY
 -
574
+ 4.56%
$196K - $213K
13.2K $6.18M
Jul 19, 2024 Q3 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
573
+ 37.5%
$195K - $212K
2.1K $987K
Oct 19, 2023 Q3 2023
Town & Country Bank & Trust CO Dba First Bankers Trust CO

BUY
 -
572
New
$195K - $212K
572 $269K
Oct 25, 2023 Q3 2023
Jeppson Wealth Management, LLC

BUY
 -
572
New
$195K - $212K
572 $269K
Oct 16, 2023 Q3 2023
Capital Investment Advisors, LLC

BUY
 -
570
+ 1.36%
$194K - $211K
42.4K $19.9M
Oct 18, 2023 Q3 2023
Ls Investment Advisors, LLC

BUY
 -
570
+ 3.15%
$194K - $211K
18.6K $8.76M
Oct 10, 2023 Q3 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
567
+ 4.87%
$193K - $210K
12.2K $5.73M
Nov 08, 2023 Q3 2023
Massachusetts Financial Services CO

Boston, MA
BUY
 -
566
+ 1.37%
$193K - $210K
41.8K $19.6M
Nov 14, 2023 Q3 2023
Laird Norton Trust Company, LLC

BUY
 -
564
+ 10.35%
$192K - $209K
6.01K $2.83M
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
551
New
$188K - $204K
551 $259K
Oct 05, 2023 Q3 2023
Sanders Morris Harris LLC

BUY
 -
550
+ 30.8%
$187K - $204K
2.34K $1.1M
Oct 25, 2023 Q3 2023
Gps Wealth Strategies Group, LLC

BUY
 -
543
+ 4.29%
$185K - $201K
13.2K $6.2M
Nov 01, 2023 Q3 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
541
+ 3.7%
$184K - $200K
15.2K $7.12M
Oct 24, 2023 Q3 2023
Spectrum Planning & Advisory Services Inc.

BUY
 -
538
+ 28.54%
$183K - $199K
2.42K $1.14M
Oct 19, 2023 Q3 2023
Lineweaver Wealth Advisors, LLC

BUY
 -
535
+ 5.59%
$182K - $198K
10.1K $4.75M
Nov 08, 2023 Q3 2023
Amalgamated Bank

New York, NY
BUY
 -
530
+ 0.12%
$181K - $196K
460K $216M
Oct 30, 2023 Q3 2023
Prairie Sky Financial Group LLC

Westchester, IL
BUY
 -
527
+ 31.15%
$180K - $195K
2.22K $1.04M
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
526
+ 0.77%
$179K - $195K
68.9K $32.4M
Nov 15, 2023 Q3 2023
Mc Ilrath & Eck, LLC

BUY
 -
525
+ 6.29%
$179K - $195K
8.87K $4.17M
Jul 31, 2024 Q3 2023
First American Bank

Dundee, IL
BUY
 -
525
+ 1.58%
$179K - $195K
33.7K $15.8M
Oct 19, 2023 Q3 2023
Uncommon Cents Investing LLC

BUY
 -
520
+ 4.38%
$177K - $193K
12.4K $5.83M
Nov 09, 2023 Q3 2023
Hillsdale Investment Management Inc.

Toronto, A6
BUY
 -
520
+ 304.09%
$177K - $193K
691 $325K
Nov 08, 2023 Q3 2023
Terril Brothers, Inc.

BUY
 -
518
+ 40.88%
$177K - $192K
1.79K $839K
Oct 20, 2023 Q3 2023
Wendell David Associates Inc

BUY
 -
515
+ 3.79%
$176K - $191K
14.1K $6.63M
Nov 14, 2023 Q3 2023
Rogco, LP

Claremore, OK
BUY
 -
513
New
$175K - $190K
513 $241K
Oct 31, 2023 Q3 2023
Main Street Investment Advisors LLC

BUY
 -
511
+ 16.25%
$174K - $189K
3.66K $1.72M
Oct 30, 2023 Q3 2023
Dock Street Asset Management Inc

BUY
 -
509
+ 1.25%
$174K - $189K
41.1K $19.3M
Nov 08, 2023 Q3 2023
Carson Advisory Inc.

BUY
 -
509
+ 3.82%
$174K - $189K
13.8K $6.5M
Nov 06, 2023 Q3 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
507
+ 1.82%
$173K - $188K
28.4K $13.3M
Oct 17, 2023 Q3 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
505
+ 4.9%
$172K - $187K
10.8K $5.08M
Oct 27, 2023 Q3 2023
Angeles Wealth Management, LLC

BUY
 -
503
+ 8.48%
$171K - $186K
6.44K $3.03M
Nov 14, 2023 Q3 2023
Naviter Wealth, LLC

BUY
 -
502
+ 5.78%
$171K - $186K
9.19K $4.32M
Nov 09, 2023 Q3 2023
Riverstone Advisors, LLC

BUY
 -
501
+ 2.32%
$171K - $186K
22.1K $10.4M
Oct 25, 2023 Q3 2023
Guyasuta Investment Advisors Inc

BUY
 -
500
+ 0.34%
$170K - $185K
150K $70.4M
Nov 14, 2023 Q3 2023
Clayton Partners LLC

Berkeley, CA
BUY
 -
500
+ 2.62%
$170K - $185K
19.6K $9.2M

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