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
|
Jackson Wealth Management, LLC
|
BUY
|
- |
99+ 1.26% |
$33.7K - $36.7K
|
7.98K
$3.63M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
98+ 2.35% |
$33.4K - $36.3K
|
4.28K
$1.94M
|
|
|
Nov 01, 2023
Q3 2023
|
Independent Family Office, LLC
|
BUY
|
- |
98+ 1.9% |
$33.4K - $36.3K
|
5.26K
$2.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
98+ 4.35% |
$33.4K - $36.3K
|
2.35K
$1.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
98+ 3.56% |
$33.4K - $36.3K
|
2.85K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
97+ 1.13% |
$33.1K - $35.9K
|
8.67K
$3.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
96+ 1.08% |
$32.7K - $35.6K
|
9.02K
$4.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
96+ 0.27% |
$32.7K - $35.6K
|
35.6K
$16.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
BUY
|
- |
95+ 1.13% |
$32.4K - $35.2K
|
8.47K
$3.85M
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
95+ 3.86% |
$32.4K - $35.2K
|
2.56K
$1.16M
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
95+ 1.3% |
$32.4K - $35.2K
|
7.4K
$3.36M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
95+ 2.04% |
$32.4K - $35.2K
|
4.76K
$2.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
95+ 0.41% |
$32.4K - $35.2K
|
23.4K
$10.6M
|
|
|
Jan 25, 2024
Q3 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
95+ 1.27% |
$32.4K - $35.2K
|
7.59K
$3.45M
|
|
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
95+ 5.82% |
$32.4K - $35.2K
|
1.73K
$786K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
94+ 1.47% |
$32K - $34.8K
|
6.48K
$2.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
94+ 0.61% |
$32K - $34.8K
|
15.6K
$7.1M
|
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
92+ 4.38% |
$31.4K - $34.1K
|
2.19K
$997K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
92+ 7.44% |
$31.4K - $34.1K
|
1.33K
$604K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
92+ 0.76% |
$31.4K - $34.1K
|
12.2K
$5.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
92+ 0.22% |
$31.4K - $34.1K
|
42.2K
$19.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
90+ 13.33% |
$30.7K - $33.3K
|
765
$348K
|
|
|
Nov 03, 2023
Q3 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
90+ 0.07% |
$30.7K - $33.3K
|
128K
$58M
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
90+ 10.34% |
$30.7K - $33.3K
|
960
$437K
|
|
|
Nov 08, 2023
Q3 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
90+ 3.05% |
$30.7K - $33.3K
|
3.04K
$1.38M
|
|
|
Oct 30, 2023
Q3 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
89+ 3.17% |
$30.3K - $33K
|
2.9K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
88+ 2.53% |
$30K - $32.6K
|
3.57K
$1.62M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
87+ 3.87% |
$29.7K - $32.2K
|
2.33K
$1.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
87+ 2.02% |
$29.7K - $32.2K
|
4.39K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
87+ 11.31% |
$29.7K - $32.2K
|
856
$389K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
86+ 1.7% |
$29.3K - $31.9K
|
5.13K
$2.34M
|
|
|
Oct 25, 2023
Q3 2023
|
Pachira Investments Inc.
|
BUY
|
- |
86+ 11.85% |
$29.3K - $31.9K
|
812
$369K
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
86+ 2.97% |
$29.3K - $31.9K
|
2.98K
$1.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
85+ 2.31% |
$29K - $31.5K
|
3.77K
$1.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
84+ 14.07% |
$28.6K - $31.1K
|
681
$310K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
83+ 0.72% |
$28.3K - $30.7K
|
11.6K
$5.28M
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
BUY
|
- |
83+ 2.48% |
$28.3K - $30.7K
|
3.43K
$1.56M
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
82+ 0.3% |
$28K - $30.4K
|
27K
$12.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
82+ 1.84% |
$28K - $30.4K
|
4.55K
$2.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
82+ 3.41% |
$28K - $30.4K
|
2.49K
$1.13M
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
82+ 10.85% |
$28K - $30.4K
|
838
$381K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
81+ 8.51% |
$27.6K - $30K
|
1.03K
$470K
|
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
80+ 4.59% |
$27.3K - $29.6K
|
1.82K
$829K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
80+ 3.79% |
$27.3K - $29.6K
|
2.19K
$996K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
79+ 2.33% |
$26.9K - $29.3K
|
3.46K
$1.58M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
78+ 2.59% |
$26.6K - $28.9K
|
3.09K
$1.4M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
78+ 0.52% |
$26.6K - $28.9K
|
15.2K
$6.92M
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
77+ 3.22% |
$26.2K - $28.5K
|
2.47K
$1.12M
|
|
|
Nov 02, 2023
Q3 2023
|
William Allan, LLC
|
BUY
|
- |
77+ 4.84% |
$26.2K - $28.5K
|
1.67K
$759K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
77+ 1.04% |
$26.2K - $28.5K
|
7.52K
$3.42M
|