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 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
267+ 9.44% |
$91K - $98.9K
|
3.1K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
266+ 3.74% |
$90.7K - $98.5K
|
7.38K
$3.36M
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
265+ 0.48% |
$90.3K - $98.2K
|
55.7K
$25.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
BUY
|
- |
265+ 1.44% |
$90.3K - $98.2K
|
18.6K
$8.48M
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
263+ 10.38% |
$89.7K - $97.4K
|
2.8K
$1.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
263+ 23.27% |
$89.7K - $97.4K
|
1.39K
$634K
|
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
262+ 11.26% |
$89.3K - $97.1K
|
2.59K
$1.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
262+ 3.04% |
$89.3K - $97.1K
|
8.89K
$4.04M
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
261+ 2.02% |
$89K - $96.7K
|
13.2K
$5.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
257+ 3.71% |
$87.6K - $95.2K
|
7.19K
$3.27M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
257+ 2.36% |
$87.6K - $95.2K
|
11.1K
$5.07M
|
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
256+ 4.21% |
$87.3K - $94.8K
|
6.33K
$2.88M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
255+ 6.03% |
$86.9K - $94.5K
|
4.49K
$2.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
255+ 5.04% |
$86.9K - $94.5K
|
5.32K
$2.42M
|
|
|
Nov 02, 2023
Q3 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
255+ 0.89% |
$86.9K - $94.5K
|
28.9K
$13.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
254+ 8.56% |
$86.6K - $94.1K
|
3.22K
$1.47M
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
250+ 7.18% |
$85.2K - $92.6K
|
3.73K
$1.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
250+ 9.09% |
$85.2K - $92.6K
|
3K
$1.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
BUY
|
- |
250+ 5.19% |
$85.2K - $92.6K
|
5.07K
$2.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
250+ 30.12% |
$85.2K - $92.6K
|
1.08K
$491K
|
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
250+ 17.16% |
$85.2K - $92.6K
|
1.71K
$777K
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
250+ 4.09% |
$85.2K - $92.6K
|
6.36K
$2.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
250+ 6.98% |
$85.2K - $92.6K
|
3.83K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
250+ 5.38% |
$85.2K - $92.6K
|
4.89K
$2.23M
|
|
|
Oct 13, 2023
Q3 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
249+ 2.63% |
$84.9K - $92.2K
|
9.71K
$4.42M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
249+ 5.3% |
$84.9K - $92.2K
|
4.94K
$2.25M
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
247+ 2.42% |
$84.2K - $91.5K
|
10.5K
$4.75M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
245+ 7.09% |
$83.5K - $90.8K
|
3.7K
$1.68M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
245+ 7.83% |
$83.5K - $90.8K
|
3.37K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
244+ 7.63% |
$83.2K - $90.4K
|
3.44K
$1.57M
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
243+ 0.57% |
$82.8K - $90K
|
43.2K
$19.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
242+ 2.39% |
$82.5K - $89.7K
|
10.4K
$4.72M
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
BUY
|
- |
242+ 3.07% |
$82.5K - $89.7K
|
8.12K
$3.69M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
241+ 0.96% |
$82.2K - $89.3K
|
25.4K
$11.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
240+ 1.89% |
$81.8K - $88.9K
|
12.9K
$5.88M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
239+ 1.41% |
$81.5K - $88.5K
|
17.2K
$7.82M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
238+ 4.18% |
$81.1K - $88.2K
|
5.93K
$2.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
235+ 3.62% |
$80.1K - $87.1K
|
6.74K
$3.06M
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
235+ 8.84% |
$80.1K - $87.1K
|
2.89K
$1.32M
|
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
235New |
$80.1K - $87.1K
|
235
$107K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
234+ 1.95% |
$79.8K - $86.7K
|
12.3K
$5.57M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
231+ 1.18% |
$78.7K - $85.6K
|
19.8K
$9M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
231+ 14.7% |
$78.7K - $85.6K
|
1.8K
$820K
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
230+ 16.41% |
$78.4K - $85.2K
|
1.63K
$742K
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
229+ 8.89% |
$78.1K - $84.8K
|
2.81K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
228+ 6.43% |
$77.7K - $84.5K
|
3.77K
$1.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
226+ 4.07% |
$77K - $83.7K
|
5.78K
$2.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
225+ 2.93% |
$76.7K - $83.4K
|
7.91K
$3.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
BUY
|
- |
221+ 1.16% |
$75.3K - $81.9K
|
19.3K
$8.76M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
221+ 10.78% |
$75.3K - $81.9K
|
2.27K
$1.03M
|