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 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
401+ 2.56% |
$137K - $149K
|
16.1K
$7.56M
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
400+ 12.34% |
$136K - $148K
|
3.64K
$1.71M
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
398+ 5.87% |
$136K - $147K
|
7.17K
$3.37M
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
393+ 24.38% |
$134K - $146K
|
2.01K
$942K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
393+ 5.86% |
$134K - $146K
|
7.1K
$3.34M
|
|
Nov 13, 2023
Q3 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
392+ 9.65% |
$134K - $145K
|
4.46K
$2.09M
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
391+ 1.99% |
$133K - $145K
|
20.1K
$9.43M
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
389+ 2.4% |
$133K - $144K
|
16.6K
$7.81M
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
382+ 0.27% |
$130K - $142K
|
144K
$67.8M
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
380+ 11.32% |
$130K - $141K
|
3.74K
$1.76M
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
379+ 1.71% |
$129K - $140K
|
22.5K
$10.6M
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
378+ 20.19% |
$129K - $140K
|
2.25K
$1.06M
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
374+ 2.82% |
$127K - $139K
|
13.6K
$6.41M
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
370+ 17.1% |
$126K - $137K
|
2.53K
$1.19M
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
367+ 5.02% |
$125K - $136K
|
7.68K
$3.61M
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
366+ 2.23% |
$125K - $136K
|
16.7K
$7.87M
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
365+ 4.33% |
$124K - $135K
|
8.79K
$4.13M
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
363+ 6.7% |
$124K - $134K
|
5.78K
$2.72M
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
362+ 5.24% |
$123K - $134K
|
7.27K
$3.41M
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
362+ 0.29% |
$123K - $134K
|
125K
$58.6M
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
362+ 5.24% |
$123K - $134K
|
7.27K
$3.41M
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
356+ 1.93% |
$121K - $132K
|
18.8K
$8.84M
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
355+ 18.07% |
$121K - $132K
|
2.32K
$1.09M
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
355+ 10.57% |
$121K - $132K
|
3.71K
$1.75M
|
|
Nov 14, 2024
Q3 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
355+ 14.04% |
$121K - $132K
|
2.88K
$1.35M
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
353+ 11.69% |
$120K - $131K
|
3.37K
$1.58M
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
352+ 3520.0% |
$120K - $130K
|
362
$170K
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
350+ 19.89% |
$119K - $130K
|
2.11K
$992K
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
350+ 25.62% |
$119K - $130K
|
1.72K
$806K
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
350+ 23.91% |
$119K - $130K
|
1.81K
$853K
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
350+ 8.7% |
$119K - $130K
|
4.38K
$2.06M
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
349+ 12.83% |
$119K - $129K
|
3.07K
$1.44M
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
349+ 5.07% |
$119K - $129K
|
7.23K
$3.4M
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
347+ 11.84% |
$118K - $129K
|
3.28K
$1.54M
|
|
Nov 03, 2023
Q3 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
346+ 8.86% |
$118K - $128K
|
4.25K
$2M
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
346+ 4.74% |
$118K - $128K
|
7.65K
$3.59M
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
345+ 8.86% |
$118K - $128K
|
4.24K
$1.99M
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
341+ 14.43% |
$116K - $126K
|
2.7K
$1.27M
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
337+ 6.14% |
$115K - $125K
|
5.82K
$2.74M
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
336+ 7.71% |
$115K - $124K
|
4.7K
$2.21M
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
334+ 4.87% |
$114K - $124K
|
7.19K
$3.38M
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
333+ 4.86% |
$114K - $123K
|
7.18K
$3.37M
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
333+ 28.1% |
$114K - $123K
|
1.52K
$713K
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
333+ 10.99% |
$114K - $123K
|
3.36K
$1.58M
|
|
Oct 26, 2023
Q3 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
331+ 15.8% |
$113K - $123K
|
2.43K
$1.14M
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
330+ 1.67% |
$112K - $122K
|
20.1K
$9.45M
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
BUY
|
- |
329+ 1.38% |
$112K - $122K
|
24.2K
$11.4M
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
328+ 2.68% |
$112K - $122K
|
12.6K
$5.9M
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
328+ 1.42% |
$112K - $122K
|
23.4K
$11M
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
327+ 31.47% |
$111K - $121K
|
1.37K
$642K
|