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
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50+ 1.13% |
$17K - $18.5K
|
4.49K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
BUY
|
- |
50+ 4.11% |
$17K - $18.5K
|
1.27K
$600K
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
50+ 0.25% |
$17K - $18.5K
|
20.3K
$9.61M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
49New |
$16.7K - $18.2K
|
49
$23.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
49+ 0.94% |
$16.7K - $18.2K
|
5.24K
$2.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
49+ 1.29% |
$16.7K - $18.2K
|
3.84K
$1.82M
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
49+ 2.71% |
$16.7K - $18.2K
|
1.86K
$881K
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
49+ 1.68% |
$16.7K - $18.2K
|
2.96K
$1.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
BUY
|
- |
48+ 0.6% |
$16.4K - $17.8K
|
8.05K
$3.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
48+ 7.24% |
$16.4K - $17.8K
|
711
$337K
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
48+ 1.55% |
$16.4K - $17.8K
|
3.14K
$1.49M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
47+ 1.32% |
$16K - $17.4K
|
3.61K
$1.71M
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
BUY
|
- |
47+ 1.74% |
$16K - $17.4K
|
2.75K
$1.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
47+ 1.29% |
$16K - $17.4K
|
3.7K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
47+ 0.41% |
$16K - $17.4K
|
11.6K
$5.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
47+ 0.73% |
$16K - $17.4K
|
6.49K
$3.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
46+ 1.3% |
$15.7K - $17K
|
3.58K
$1.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
BUY
|
- |
46New |
$15.7K - $17K
|
46
$21.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
46+ 13.37% |
$15.7K - $17K
|
390
$185K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
46+ 1.41% |
$15.7K - $17K
|
3.32K
$1.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
46+ 0.27% |
$15.7K - $17K
|
17.2K
$8.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
46+ 0.57% |
$15.7K - $17K
|
8.16K
$3.86M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
46+ 0.11% |
$15.7K - $17K
|
43.4K
$20.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
45+ 2.16% |
$15.3K - $16.7K
|
2.13K
$1.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
45+ 0.06% |
$15.3K - $16.7K
|
75.2K
$35.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
45+ 30.41% |
$15.3K - $16.7K
|
193
$91.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
45+ 1.22% |
$15.3K - $16.7K
|
3.75K
$1.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.25% |
$15.3K - $16.7K
|
18.1K
$8.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
45+ 1.11% |
$15.3K - $16.7K
|
4.1K
$1.94M
|
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
45+ 2.6% |
$15.3K - $16.7K
|
1.78K
$842K
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
BUY
|
- |
44+ 3.2% |
$15K - $16.3K
|
1.42K
$671K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
44+ 0.04% |
$15K - $16.3K
|
103K
$48.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
43+ 5.11% |
$14.7K - $15.9K
|
885
$419K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
43+ 0.58% |
$14.7K - $15.9K
|
7.47K
$3.54M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.6% |
$14.7K - $15.9K
|
7.23K
$3.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
43+ 0.95% |
$14.7K - $15.9K
|
4.57K
$2.16M
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
42+ 0.52% |
$14.3K - $15.6K
|
8.14K
$3.85M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
42+ 5.69% |
$14.3K - $15.6K
|
780
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
42+ 2.51% |
$14.3K - $15.6K
|
1.71K
$812K
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
41+ 2.06% |
$14K - $15.2K
|
2.04K
$964K
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
41+ 0.99% |
$14K - $15.2K
|
4.16K
$1.97M
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
41+ 2.75% |
$14K - $15.2K
|
1.53K
$727K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
41+ 0.27% |
$14K - $15.2K
|
15.3K
$7.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
41+ 0.64% |
$14K - $15.2K
|
6.43K
$3.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
41+ 0.65% |
$14K - $15.2K
|
6.32K
$2.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
40+ 0.46% |
$13.6K - $14.8K
|
8.66K
$4.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
40+ 1.05% |
$13.6K - $14.8K
|
3.85K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
40+ 1.0% |
$13.6K - $14.8K
|
4.05K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40+ 5.02% |
$13.6K - $14.8K
|
837
$397K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
39+ 1.04% |
$13.3K - $14.4K
|
3.78K
$1.79M
|