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 |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
131+ 6.16% |
$44.7K - $48.5K
|
2.26K
$1.06M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
131+ 20.93% |
$44.7K - $48.5K
|
757
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
131+ 2.83% |
$44.7K - $48.5K
|
4.77K
$2.24M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
131+ 1.42% |
$44.7K - $48.5K
|
9.34K
$4.39M
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
BUY
|
- |
130+ 6.43% |
$44.3K - $48.2K
|
2.15K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
130+ 0.14% |
$44.3K - $48.2K
|
96.3K
$45.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
128+ 15.22% |
$43.6K - $47.4K
|
969
$455K
|
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
127+ 7.92% |
$43.3K - $47.1K
|
1.73K
$813K
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
125+ 8.04% |
$42.6K - $46.3K
|
1.68K
$790K
|
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
BUY
|
- |
125+ 6.33% |
$42.6K - $46.3K
|
2.1K
$986K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
123+ 0.81% |
$41.9K - $45.6K
|
15.3K
$7.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
123+ 0.2% |
$41.9K - $45.6K
|
61.2K
$28.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
122+ 4.27% |
$41.6K - $45.2K
|
2.98K
$1.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
122+ 0.48% |
$41.6K - $45.2K
|
25.7K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
121+ 2.84% |
$41.2K - $44.8K
|
4.39K
$2.06M
|
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
121+ 2.98% |
$41.2K - $44.8K
|
4.19K
$1.97M
|
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
120+ 4.54% |
$40.9K - $44.5K
|
2.77K
$1.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
120+ 7.03% |
$40.9K - $44.5K
|
1.83K
$858K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
120+ 1.03% |
$40.9K - $44.5K
|
11.7K
$5.52M
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
119+ 12.11% |
$40.6K - $44.1K
|
1.1K
$518K
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
118+ 2.95% |
$40.2K - $43.7K
|
4.12K
$1.94M
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
BUY
|
- |
117+ 4.73% |
$39.9K - $43.3K
|
2.59K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
117+ 2.01% |
$39.9K - $43.3K
|
5.93K
$2.79M
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
117+ 4.0% |
$39.9K - $43.3K
|
3.05K
$1.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
115+ 0.23% |
$39.2K - $42.6K
|
49.5K
$23.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
114+ 0.65% |
$38.9K - $42.2K
|
17.6K
$8.27M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
113+ 8.33% |
$38.5K - $41.9K
|
1.47K
$691K
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
113+ 5.99% |
$38.5K - $41.9K
|
2K
$939K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
113+ 3.79% |
$38.5K - $41.9K
|
3.09K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
113+ 2.34% |
$38.5K - $41.9K
|
4.94K
$2.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
112+ 1.96% |
$38.2K - $41.5K
|
5.83K
$2.74M
|
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
112+ 0.78% |
$38.2K - $41.5K
|
14.4K
$6.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
BUY
|
- |
111+ 0.59% |
$37.8K - $41.1K
|
19.1K
$8.96M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
111+ 1.43% |
$37.8K - $41.1K
|
7.88K
$3.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
111+ 0.75% |
$37.8K - $41.1K
|
14.9K
$6.98M
|
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
110+ 6.97% |
$37.5K - $40.8K
|
1.69K
$793K
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
BUY
|
- |
110+ 4.97% |
$37.5K - $40.8K
|
2.32K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
110+ 2.96% |
$37.5K - $40.8K
|
3.83K
$1.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
109+ 1.32% |
$37.2K - $40.4K
|
8.35K
$3.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
109+ 0.51% |
$37.2K - $40.4K
|
21.5K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
109+ 3.29% |
$37.2K - $40.4K
|
3.43K
$1.61M
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
108+ 0.17% |
$36.8K - $40K
|
64.8K
$30.5M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
108+ 2.87% |
$36.8K - $40K
|
3.87K
$1.82M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
107+ 0.5% |
$36.5K - $39.6K
|
21.7K
$10.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
106+ 1.29% |
$36.1K - $39.3K
|
8.3K
$3.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
106+ 0.04% |
$36.1K - $39.3K
|
273K
$128M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
106+ 1.47% |
$36.1K - $39.3K
|
7.33K
$3.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
105+ 9.32% |
$35.8K - $38.9K
|
1.23K
$579K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
105+ 0.49% |
$35.8K - $38.9K
|
21.5K
$10.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
103+ 4.09% |
$35.1K - $38.2K
|
2.62K
$1.23M
|