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 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
230+ 16.41% |
$78.4K - $85.2K
|
1.63K
$767K
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
229+ 8.89% |
$78.1K - $84.8K
|
2.81K
$1.32M
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
228+ 6.43% |
$77.7K - $84.5K
|
3.77K
$1.77M
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
226+ 4.07% |
$77K - $83.7K
|
5.78K
$2.72M
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
225+ 2.93% |
$76.7K - $83.4K
|
7.91K
$3.72M
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
BUY
|
- |
221+ 1.16% |
$75.3K - $81.9K
|
19.3K
$9.05M
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
221+ 10.78% |
$75.3K - $81.9K
|
2.27K
$1.07M
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
219+ 0.9% |
$74.7K - $81.1K
|
24.6K
$11.6M
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
218+ 1.09% |
$74.3K - $80.8K
|
20.2K
$9.51M
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
217+ 4.65% |
$74K - $80.4K
|
4.88K
$2.29M
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
215+ 15.8% |
$73.3K - $79.7K
|
1.58K
$741K
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
215+ 24.21% |
$73.3K - $79.7K
|
1.1K
$518K
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
215+ 36.13% |
$73.3K - $79.7K
|
810
$381K
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
BUY
|
- |
213+ 2.68% |
$72.6K - $78.9K
|
8.18K
$3.84M
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
211+ 5.09% |
$71.9K - $78.2K
|
4.35K
$2.05M
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
209+ 8.15% |
$71.2K - $77.4K
|
2.77K
$1.3M
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
208+ 12.29% |
$70.9K - $77.1K
|
1.9K
$893K
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
208+ 10.3% |
$70.9K - $77.1K
|
2.23K
$1.05M
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
207+ 2.36% |
$70.6K - $76.7K
|
8.97K
$4.22M
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
206+ 7.51% |
$70.2K - $76.3K
|
2.95K
$1.39M
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
205+ 1.51% |
$69.9K - $75.9K
|
13.7K
$6.46M
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
205+ 2.19% |
$69.9K - $75.9K
|
9.58K
$4.5M
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
204+ 8.21% |
$69.5K - $75.6K
|
2.69K
$1.26M
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
204+ 6.61% |
$69.5K - $75.6K
|
3.29K
$1.55M
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
204+ 5.85% |
$69.5K - $75.6K
|
3.69K
$1.73M
|
|
Nov 13, 2023
Q3 2023
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
204+ 4.42% |
$69.5K - $75.6K
|
4.82K
$2.27M
|
|
Nov 14, 2023
Q3 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
204+ 0.63% |
$69.5K - $75.6K
|
32.4K
$15.2M
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
204+ 1.03% |
$69.5K - $75.6K
|
20.1K
$9.45M
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
BUY
|
- |
203+ 9.26% |
$69.2K - $75.2K
|
2.4K
$1.13M
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
203+ 2.74% |
$69.2K - $75.2K
|
7.61K
$3.57M
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
203+ 1.03% |
$69.2K - $75.2K
|
19.9K
$9.34M
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
202+ 4.67% |
$68.9K - $74.8K
|
4.53K
$2.13M
|
|
Oct 16, 2023
Q3 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
201+ 4.48% |
$68.5K - $74.5K
|
4.69K
$2.2M
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
BUY
|
- |
201+ 0.42% |
$68.5K - $74.5K
|
47.5K
$22.3M
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
200+ 12.79% |
$68.2K - $74.1K
|
1.76K
$829K
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
200+ 4.75% |
$68.2K - $74.1K
|
4.41K
$2.07M
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
200+ 1.7% |
$68.2K - $74.1K
|
12K
$5.64M
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
200+ 8.26% |
$68.2K - $74.1K
|
2.62K
$1.23M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
199+ 1.61% |
$67.8K - $73.7K
|
12.5K
$5.9M
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
199+ 4.9% |
$67.8K - $73.7K
|
4.26K
$2M
|
|
Oct 16, 2023
Q3 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
197+ 2.79% |
$67.2K - $73K
|
7.26K
$3.41M
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
197+ 1.34% |
$67.2K - $73K
|
14.9K
$7.02M
|
|
Oct 24, 2023
Q3 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
197+ 11.11% |
$67.2K - $73K
|
1.97K
$926K
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
196+ 2.16% |
$66.8K - $72.6K
|
9.27K
$4.35M
|
|
Oct 11, 2023
Q3 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
196+ 2.96% |
$66.8K - $72.6K
|
6.82K
$3.21M
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
196+ 0.85% |
$66.8K - $72.6K
|
23.2K
$10.9M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
195+ 2.77% |
$66.5K - $72.2K
|
7.24K
$3.4M
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
194+ 4.11% |
$66.1K - $71.9K
|
4.92K
$2.31M
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
193+ 3.01% |
$65.8K - $71.5K
|
6.61K
$3.11M
|
|
Nov 14, 2023
Q3 2023
|
Tamar Securities, LLC
|
BUY
|
- |
193+ 25.6% |
$65.8K - $71.5K
|
947
$445K
|