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 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
26+ 0.9% |
$8.86K - $9.63K
|
2.91K
$1.32M
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
25+ 2.19% |
$8.52K - $9.26K
|
1.17K
$530K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
25+ 6.78% |
$8.52K - $9.26K
|
394
$179K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
25+ 0.4% |
$8.52K - $9.26K
|
6.28K
$2.86M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
25+ 1.03% |
$8.52K - $9.26K
|
2.44K
$1.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
25+ 3.2% |
$8.52K - $9.26K
|
807
$367K
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
25+ 0.23% |
$8.52K - $9.26K
|
10.7K
$4.86M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
25+ 0.3% |
$8.52K - $9.26K
|
8.39K
$3.82M
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
24+ 0.61% |
$8.18K - $8.89K
|
3.93K
$1.79M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
24+ 0.54% |
$8.18K - $8.89K
|
4.51K
$2.05M
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
24+ 0.28% |
$8.18K - $8.89K
|
8.68K
$3.95M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
24+ 2.1% |
$8.18K - $8.89K
|
1.17K
$530K
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
BUY
|
- |
24+ 1.35% |
$8.18K - $8.89K
|
1.8K
$821K
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
24+ 2.44% |
$8.18K - $8.89K
|
1.01K
$459K
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.15% |
$8.18K - $8.89K
|
15.8K
$7.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
24+ 4.03% |
$8.18K - $8.89K
|
620
$282K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.02% |
$8.18K - $8.89K
|
104K
$47.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Guardian Investment Management
|
BUY
|
- |
23+ 0.32% |
$7.84K - $8.52K
|
7.19K
$3.27M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
22+ 0.89% |
$7.5K - $8.15K
|
2.49K
$1.13M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
22+ 4.17% |
$7.5K - $8.15K
|
549
$250K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
21+ 1.22% |
$7.16K - $7.78K
|
1.75K
$795K
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
21+ 1.31% |
$7.16K - $7.78K
|
1.62K
$736K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
21+ 0.92% |
$7.16K - $7.78K
|
2.31K
$1.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
21+ 1.07% |
$7.16K - $7.78K
|
1.99K
$904K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
20+ 0.12% |
$6.82K - $7.41K
|
17K
$7.74M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
20+ 3.44% |
$6.82K - $7.41K
|
602
$274K
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
20+ 3.06% |
$6.82K - $7.41K
|
674
$307K
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
20+ 0.65% |
$6.82K - $7.41K
|
3.08K
$1.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
20+ 1.9% |
$6.82K - $7.41K
|
1.07K
$487K
|
|
|
Oct 31, 2023
Q3 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
20+ 1.7% |
$6.82K - $7.41K
|
1.2K
$544K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
20+ 0.65% |
$6.82K - $7.41K
|
3.12K
$1.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
20+ 0.52% |
$6.82K - $7.41K
|
3.87K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
20+ 0.06% |
$6.82K - $7.41K
|
30.9K
$14M
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
20+ 0.29% |
$6.82K - $7.41K
|
6.89K
$3.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
BUY
|
- |
19+ 0.05% |
$6.48K - $7.04K
|
40.1K
$18.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
19+ 0.71% |
$6.48K - $7.04K
|
2.69K
$1.22M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
18+ 0.81% |
$6.14K - $6.67K
|
2.24K
$1.02M
|
|
|
Oct 31, 2023
Q3 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
18+ 1.88% |
$6.14K - $6.67K
|
973
$443K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
18+ 1.95% |
$6.14K - $6.67K
|
940
$428K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
18+ 0.93% |
$6.14K - $6.67K
|
1.95K
$885K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
18+ 0.69% |
$6.14K - $6.67K
|
2.61K
$1.19M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayport, LLC
|
BUY
|
- |
17+ 1.2% |
$5.8K - $6.3K
|
1.43K
$652K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
17+ 7.11% |
$5.8K - $6.3K
|
256
$116K
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
17+ 1.04% |
$5.8K - $6.3K
|
1.66K
$753K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
17+ 0.68% |
$5.8K - $6.3K
|
2.51K
$1.14M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
16+ 0.15% |
$5.45K - $5.93K
|
10.8K
$4.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
16+ 2.06% |
$5.45K - $5.93K
|
791
$360K
|
|
|
Nov 08, 2023
Q3 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
16+ 0.05% |
$5.45K - $5.93K
|
31.7K
$14.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 0.81% |
$5.11K - $5.56K
|
1.86K
$847K
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
15+ 0.15% |
$5.11K - $5.56K
|
10.3K
$4.66M
|