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
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
191+ 0.35% |
$65.1K - $70.8K
|
54.3K
$25.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
189+ 1.5% |
$64.4K - $70K
|
12.8K
$6M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
189+ 1.23% |
$64.4K - $70K
|
15.6K
$7.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
188+ 1.62% |
$64.1K - $69.7K
|
11.8K
$5.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
BUY
|
- |
188+ 6.92% |
$64.1K - $69.7K
|
2.9K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
188+ 8.69% |
$64.1K - $69.7K
|
2.35K
$1.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentrum Wealth Management
|
BUY
|
- |
185+ 8.15% |
$63.1K - $68.5K
|
2.46K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
184+ 19.03% |
$62.7K - $68.2K
|
1.15K
$541K
|
|
|
Nov 02, 2023
Q3 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
182+ 3.42% |
$62K - $67.4K
|
5.5K
$2.59M
|
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
BUY
|
- |
181+ 1.35% |
$61.7K - $67.1K
|
13.6K
$6.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
181+ 25.17% |
$61.7K - $67.1K
|
900
$423K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
180+ 1.74% |
$61.4K - $66.7K
|
10.5K
$4.94M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
180+ 3.51% |
$61.4K - $66.7K
|
5.3K
$2.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
179+ 10.23% |
$61K - $66.3K
|
1.93K
$907K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
178+ 0.04% |
$60.7K - $65.9K
|
467K
$220M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
177+ 2.31% |
$60.3K - $65.6K
|
7.84K
$3.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
177+ 15.79% |
$60.3K - $65.6K
|
1.3K
$610K
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
175+ 0.8% |
$59.7K - $64.8K
|
22.1K
$10.4M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
175+ 5.48% |
$59.7K - $64.8K
|
3.37K
$1.58M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
175+ 7.49% |
$59.7K - $64.8K
|
2.51K
$1.18M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
174+ 2.53% |
$59.3K - $64.5K
|
7.05K
$3.31M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
173+ 0.32% |
$59K - $64.1K
|
53.4K
$25.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
173+ 5.5% |
$59K - $64.1K
|
3.32K
$1.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
172+ 3.11% |
$58.6K - $63.7K
|
5.71K
$2.68M
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
171+ 3.47% |
$58.3K - $63.4K
|
5.1K
$2.39M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
170+ 8.28% |
$58K - $63K
|
2.22K
$1.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
170+ 5.92% |
$58K - $63K
|
3.04K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
170+ 1.41% |
$58K - $63K
|
12.2K
$5.75M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
168+ 37.67% |
$57.3K - $62.2K
|
614
$289K
|
|
|
Oct 23, 2023
Q3 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
168+ 4.87% |
$57.3K - $62.2K
|
3.62K
$1.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
167+ 2.88% |
$56.9K - $61.9K
|
5.97K
$2.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
166+ 0.77% |
$56.6K - $61.5K
|
21.6K
$10.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
165+ 0.93% |
$56.2K - $61.1K
|
18K
$8.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
165+ 4.95% |
$56.2K - $61.1K
|
3.5K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
165+ 3.42% |
$56.2K - $61.1K
|
4.99K
$2.34M
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
165+ 2.84% |
$56.2K - $61.1K
|
5.97K
$2.81M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
164+ 4.14% |
$55.9K - $60.8K
|
4.12K
$1.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
164+ 2.02% |
$55.9K - $60.8K
|
8.29K
$3.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
164+ 1.26% |
$55.9K - $60.8K
|
13.2K
$6.21M
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
160+ 50.47% |
$54.5K - $59.3K
|
477
$224K
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
160+ 1.47% |
$54.5K - $59.3K
|
11.1K
$5.2M
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
159+ 0.86% |
$54.2K - $58.9K
|
18.7K
$8.81M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
157+ 0.78% |
$53.5K - $58.2K
|
20.2K
$9.48M
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
157+ 2.4% |
$53.5K - $58.2K
|
6.69K
$3.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
157+ 1.28% |
$53.5K - $58.2K
|
12.4K
$5.84M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
156+ 0.91% |
$53.2K - $57.8K
|
17.4K
$8.17M
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
155+ 15.18% |
$52.8K - $57.4K
|
1.18K
$553K
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
154+ 1.3% |
$52.5K - $57.1K
|
12K
$5.64M
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
154+ 0.25% |
$52.5K - $57.1K
|
61.6K
$28.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
153+ 4.34% |
$52.2K - $56.7K
|
3.68K
$1.73M
|