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 |
---|---|---|---|---|---|---|---|
Feb 01, 2024
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
499+ 1.7% |
$170K - $185K
|
29.9K
$14.1M
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
496+ 1.18% |
$169K - $184K
|
42.6K
$20M
|
|
Oct 10, 2023
Q3 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
494+ 23.26% |
$168K - $183K
|
2.62K
$1.23M
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
494+ 6.88% |
$168K - $183K
|
7.67K
$3.61M
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
493+ 0.21% |
$168K - $183K
|
234K
$110M
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
493+ 1.23% |
$168K - $183K
|
40.5K
$19M
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
490+ 41.74% |
$167K - $182K
|
1.66K
$782K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
489+ 1.86% |
$167K - $181K
|
26.8K
$12.6M
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
488+ 14.39% |
$166K - $181K
|
3.88K
$1.82M
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
486+ 2.37% |
$166K - $180K
|
21K
$9.85M
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
485+ 8.08% |
$165K - $180K
|
6.49K
$3.05M
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
BUY
|
- |
481+ 22.26% |
$164K - $178K
|
2.64K
$1.24M
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
480+ 3.35% |
$164K - $178K
|
14.8K
$6.96M
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
479+ 0.41% |
$163K - $177K
|
118K
$55.4M
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
478+ 2.63% |
$163K - $177K
|
18.6K
$8.76M
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
478+ 3.65% |
$163K - $177K
|
13.6K
$6.38M
|
|
Oct 24, 2023
Q3 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
475+ 30.45% |
$162K - $176K
|
2.04K
$956K
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
BUY
|
- |
474+ 2.14% |
$162K - $176K
|
22.6K
$10.6M
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
470+ 17.13% |
$160K - $174K
|
3.21K
$1.51M
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
468+ 3.56% |
$160K - $173K
|
13.6K
$6.4M
|
|
Nov 14, 2023
Q3 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
465+ 1.29% |
$159K - $172K
|
36.5K
$17.2M
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
465+ 8.55% |
$159K - $172K
|
5.9K
$2.77M
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
463+ 3.67% |
$158K - $172K
|
13.1K
$6.14M
|
|
Oct 24, 2023
Q3 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
458+ 33.33% |
$156K - $170K
|
1.83K
$861K
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
455+ 5.01% |
$155K - $169K
|
9.54K
$4.49M
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
454+ 8.04% |
$155K - $168K
|
6.1K
$2.87M
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
445+ 9.43% |
$152K - $165K
|
5.16K
$2.43M
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
445+ 7.03% |
$152K - $165K
|
6.77K
$3.18M
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
442+ 0.67% |
$151K - $164K
|
66.4K
$31.2M
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
438+ 1.11% |
$149K - $162K
|
39.8K
$18.7M
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
437+ 4.67% |
$149K - $162K
|
9.8K
$4.6M
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
436+ 2.02% |
$149K - $162K
|
22K
$10.3M
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
435+ 1.19% |
$148K - $161K
|
36.9K
$17.4M
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
434+ 2.31% |
$148K - $161K
|
19.2K
$9.05M
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
433+ 1.44% |
$148K - $160K
|
30.5K
$14.3M
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
431+ 14.0% |
$147K - $160K
|
3.51K
$1.65M
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
431+ 51.01% |
$147K - $160K
|
1.28K
$600K
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
429+ 7.94% |
$146K - $159K
|
5.83K
$2.74M
|
|
Nov 13, 2023
Q3 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
428+ 3.09% |
$146K - $159K
|
14.3K
$6.71M
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
427+ 0.67% |
$146K - $158K
|
64.4K
$30.3M
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
425+ 57.9% |
$145K - $157K
|
1.16K
$545K
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
425+ 3.56% |
$145K - $157K
|
12.4K
$5.8M
|
|
Nov 13, 2023
Q3 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
422+ 35.61% |
$144K - $156K
|
1.61K
$755K
|
|
Nov 14, 2023
Q3 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
422+ 0.37% |
$144K - $156K
|
114K
$53.4M
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
420+ 1.93% |
$143K - $156K
|
22.2K
$10.4M
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
417+ 18.91% |
$142K - $154K
|
2.62K
$1.23M
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
417+ 5.25% |
$142K - $154K
|
8.37K
$3.93M
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
409+ 9.59% |
$139K - $152K
|
4.67K
$2.2M
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
407+ 1.11% |
$139K - $151K
|
37.1K
$17.5M
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
402+ 12.34% |
$137K - $149K
|
3.66K
$1.72M
|