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 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
125+ 8.04% |
$42.6K - $46.3K
|
1.68K
$764K
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
BUY
|
- |
125+ 6.33% |
$42.6K - $46.3K
|
2.1K
$955K
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
123+ 0.81% |
$41.9K - $45.6K
|
15.3K
$6.95M
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
123+ 0.2% |
$41.9K - $45.6K
|
61.2K
$27.8M
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
122+ 4.27% |
$41.6K - $45.2K
|
2.98K
$1.36M
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
122+ 0.48% |
$41.6K - $45.2K
|
25.7K
$11.7M
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
121+ 2.84% |
$41.2K - $44.8K
|
4.39K
$2M
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
121+ 2.98% |
$41.2K - $44.8K
|
4.19K
$1.9M
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
120+ 4.54% |
$40.9K - $44.5K
|
2.77K
$1.26M
|
|
Nov 01, 2023
Q3 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
120+ 7.03% |
$40.9K - $44.5K
|
1.83K
$831K
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
120+ 1.03% |
$40.9K - $44.5K
|
11.7K
$5.34M
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
119+ 12.11% |
$40.6K - $44.1K
|
1.1K
$501K
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
118+ 2.95% |
$40.2K - $43.7K
|
4.12K
$1.88M
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
BUY
|
- |
117+ 4.73% |
$39.9K - $43.3K
|
2.59K
$1.18M
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
117+ 2.01% |
$39.9K - $43.3K
|
5.93K
$2.7M
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
117+ 4.0% |
$39.9K - $43.3K
|
3.05K
$1.39M
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
115+ 0.23% |
$39.2K - $42.6K
|
49.5K
$22.5M
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
114+ 0.65% |
$38.9K - $42.2K
|
17.6K
$8.01M
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
113+ 8.33% |
$38.5K - $41.9K
|
1.47K
$669K
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
113+ 5.99% |
$38.5K - $41.9K
|
2K
$909K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
113+ 3.79% |
$38.5K - $41.9K
|
3.09K
$1.41M
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
113+ 2.34% |
$38.5K - $41.9K
|
4.94K
$2.24M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
112+ 1.96% |
$38.2K - $41.5K
|
5.83K
$2.65M
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
BUY
|
- |
111+ 0.59% |
$37.8K - $41.1K
|
19.1K
$8.68M
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
111+ 1.43% |
$37.8K - $41.1K
|
7.88K
$3.58M
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
111+ 0.75% |
$37.8K - $41.1K
|
14.9K
$6.76M
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
110+ 6.97% |
$37.5K - $40.8K
|
1.69K
$768K
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
BUY
|
- |
110+ 4.97% |
$37.5K - $40.8K
|
2.32K
$1.06M
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
110+ 2.96% |
$37.5K - $40.8K
|
3.83K
$1.74M
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
109+ 1.32% |
$37.2K - $40.4K
|
8.35K
$3.8M
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
109+ 0.51% |
$37.2K - $40.4K
|
21.5K
$9.8M
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
109+ 3.29% |
$37.2K - $40.4K
|
3.43K
$1.56M
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
108+ 0.17% |
$36.8K - $40K
|
64.8K
$29.5M
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
108+ 2.87% |
$36.8K - $40K
|
3.87K
$1.76M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
107+ 0.5% |
$36.5K - $39.6K
|
21.7K
$9.87M
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
106+ 1.29% |
$36.1K - $39.3K
|
8.3K
$3.77M
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
106+ 0.04% |
$36.1K - $39.3K
|
273K
$124M
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
106+ 1.47% |
$36.1K - $39.3K
|
7.33K
$3.33M
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
105+ 9.32% |
$35.8K - $38.9K
|
1.23K
$560K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
105+ 0.49% |
$35.8K - $38.9K
|
21.5K
$9.77M
|
|
Oct 25, 2023
Q3 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
103+ 4.09% |
$35.1K - $38.2K
|
2.62K
$1.19M
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
103+ 2.53% |
$35.1K - $38.2K
|
4.17K
$1.9M
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
102+ 5.31% |
$34.8K - $37.8K
|
2.02K
$920K
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
100+ 2.58% |
$34.1K - $37K
|
3.97K
$1.81M
|
|
Oct 19, 2023
Q3 2023
|
Denali Advisors LLC
|
BUY
|
- |
100+ 2.86% |
$34.1K - $37K
|
3.6K
$1.64M
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
100+ 3.04% |
$34.1K - $37K
|
3.39K
$1.54M
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
100+ 14.29% |
$34.1K - $37K
|
800
$364K
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
100+ 2.34% |
$34.1K - $37K
|
4.38K
$1.99M
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
100+ 1.12% |
$34.1K - $37K
|
9.05K
$4.12M
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
100+ 1.45% |
$34.1K - $37K
|
7.01K
$3.19M
|