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 |
---|---|---|---|---|---|---|---|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
327+ 1.9% |
$111K - $121K
|
17.6K
$8.26M
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
327+ 2.65% |
$111K - $121K
|
12.7K
$5.95M
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
327+ 2.88% |
$111K - $121K
|
11.7K
$5.49M
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
325+ 27.33% |
$111K - $120K
|
1.51K
$712K
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
325+ 8.96% |
$111K - $120K
|
3.95K
$1.86M
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
324+ 3.68% |
$110K - $120K
|
9.12K
$4.29M
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
322+ 17.71% |
$110K - $119K
|
2.14K
$1.01M
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
320+ 41.72% |
$109K - $119K
|
1.09K
$511K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
319+ 9.42% |
$109K - $118K
|
3.71K
$1.74M
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
318+ 2.29% |
$108K - $118K
|
14.2K
$6.68M
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
318+ 2.78% |
$108K - $118K
|
11.8K
$5.52M
|
|
Nov 14, 2023
Q3 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
318+ 0.68% |
$108K - $118K
|
47.1K
$22.1M
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
317+ 4.08% |
$108K - $117K
|
8.08K
$3.8M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
315+ 0.48% |
$107K - $117K
|
65.7K
$30.9M
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
315+ 0.33% |
$107K - $117K
|
94.6K
$44.4M
|
|
Oct 16, 2023
Q3 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
313+ 7.78% |
$107K - $116K
|
4.34K
$2.04M
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
313+ 37.35% |
$107K - $116K
|
1.15K
$541K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
311+ 14.14% |
$106K - $115K
|
2.51K
$1.18M
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
309+ 3.02% |
$105K - $114K
|
10.6K
$4.96M
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
308+ 0.94% |
$105K - $114K
|
33.1K
$15.5M
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
307+ 13.82% |
$105K - $114K
|
2.53K
$1.19M
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
306+ 5.37% |
$104K - $113K
|
6K
$2.82M
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
305+ 0.79% |
$104K - $113K
|
39K
$18.3M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
305+ 2.46% |
$104K - $113K
|
12.7K
$5.97M
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
304+ 43.74% |
$104K - $113K
|
999
$470K
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
302+ 4.54% |
$103K - $112K
|
6.96K
$3.27M
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
301+ 13.12% |
$103K - $112K
|
2.6K
$1.22M
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Services
|
BUY
|
- |
301+ 1.9% |
$103K - $112K
|
16.2K
$7.6M
|
|
Oct 12, 2023
Q3 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
300+ 35.55% |
$102K - $111K
|
1.14K
$538K
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
300+ 3.31% |
$102K - $111K
|
9.36K
$4.4M
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
300+ 13.07% |
$102K - $111K
|
2.6K
$1.22M
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
BUY
|
- |
300+ 15.78% |
$102K - $111K
|
2.2K
$1.03M
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
300New |
$102K - $111K
|
300
$141K
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
296+ 2.63% |
$101K - $110K
|
11.6K
$5.43M
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
295+ 25.85% |
$101K - $109K
|
1.44K
$675K
|
|
Nov 08, 2023
Q3 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
293+ 0.9% |
$99.9K - $109K
|
32.9K
$15.5M
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
292+ 14.51% |
$99.5K - $108K
|
2.31K
$1.08M
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
292+ 5.52% |
$99.5K - $108K
|
5.58K
$2.62M
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
291+ 37.69% |
$99.2K - $108K
|
1.06K
$500K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
290+ 16.66% |
$98.9K - $107K
|
2.03K
$955K
|
|
Oct 26, 2023
Q3 2023
|
Xr Securities LLC
|
BUY
|
- |
289+ 33.76% |
$98.5K - $107K
|
1.15K
$538K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
289+ 291.92% |
$98.5K - $107K
|
388
$182K
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
288+ 0.34% |
$98.2K - $107K
|
85.3K
$40.1M
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
285+ 0.63% |
$97.2K - $106K
|
45.8K
$21.5M
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
282+ 6.88% |
$96.1K - $104K
|
4.38K
$2.06M
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
281+ 5.32% |
$95.8K - $104K
|
5.56K
$2.61M
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
280+ 1.5% |
$95.5K - $104K
|
19K
$8.92M
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
279+ 42.53% |
$95.1K - $103K
|
935
$439K
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
278+ 18.76% |
$94.8K - $103K
|
1.76K
$827K
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
277+ 5.44% |
$94.4K - $103K
|
5.37K
$2.52M
|