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
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11K+ 8.45% |
$3.76M - $4.09M
|
142K
$67.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
10.9K+ 18.0% |
$3.71M - $4.03M
|
71.3K
$34.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.8K+ 2.21% |
$3.68M - $4M
|
500K
$239M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
10.7KNew |
$3.63M - $3.95M
|
10.7K
$5.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
10.6K+ 173.81% |
$3.63M - $3.94M
|
16.8K
$8.03M
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
10.6KNew |
$3.61M - $3.92M
|
10.6K
$5.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
10.6K+ 52.08% |
$3.6M - $3.92M
|
30.9K
$14.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10.4K+ 3.79% |
$3.55M - $3.86M
|
285K
$136M
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
10.3K+ 11.38% |
$3.52M - $3.82M
|
101K
$48.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
10.3K+ 444.61% |
$3.52M - $3.82M
|
12.6K
$6.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
10.3KNew |
$3.5M - $3.8M
|
10.3K
$4.91M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
10.2K+ 2.85% |
$3.48M - $3.78M
|
368K
$176M
|
|
|
Nov 13, 2023
Q3 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
10K+ 12.63% |
$3.42M - $3.72M
|
89.5K
$42.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
10KNew |
$3.41M - $3.71M
|
10K
$4.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9.83K+ 11.08% |
$3.35M - $3.64M
|
98.5K
$47.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.81K+ 2.01% |
$3.34M - $3.63M
|
497K
$238M
|
|
|
May 17, 2024
Q3 2023
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
9.8K+ 24.51% |
$3.34M - $3.63M
|
49.8K
$23.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
9.39K+ 282.92% |
$3.2M - $3.48M
|
12.7K
$6.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.39KNew |
$3.2M - $3.48M
|
9.39K
$4.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
9.37K+ 8.24% |
$3.2M - $3.47M
|
123K
$59M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
9.33K+ 56.88% |
$3.18M - $3.46M
|
25.7K
$12.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
9.33K+ 25.0% |
$3.18M - $3.46M
|
46.7K
$22.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
9.29K+ 48.88% |
$3.17M - $3.44M
|
28.3K
$13.5M
|
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
9.17K+ 9.99% |
$3.13M - $3.4M
|
101K
$48.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
9.12K+ 953.08% |
$3.11M - $3.38M
|
10.1K
$4.82M
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
9.09KNew |
$3.1M - $3.37M
|
9.09K
$4.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
9.02KNew |
$3.07M - $3.34M
|
9.02K
$4.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.9K+ 59.92% |
$3.03M - $3.3M
|
23.7K
$11.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
8.87K+ 2417.44% |
$3.02M - $3.29M
|
9.24K
$4.42M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
8.86K+ 19.46% |
$3.02M - $3.28M
|
54.4K
$26M
|
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
8.83KNew |
$3.01M - $3.27M
|
8.83K
$4.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
8.8K+ 592.59% |
$3M - $3.26M
|
10.3K
$4.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
8.7K+ 3.43% |
$2.97M - $3.22M
|
262K
$126M
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
8.63KNew |
$2.94M - $3.2M
|
8.63K
$4.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
8.58K+ 3.43% |
$2.92M - $3.18M
|
259K
$124M
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
8.3K+ 35.76% |
$2.83M - $3.07M
|
31.5K
$15.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.29K+ 2.75% |
$2.83M - $3.07M
|
310K
$148M
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
8.22KNew |
$2.8M - $3.04M
|
8.22K
$3.93M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
8.13K+ 19.89% |
$2.77M - $3.01M
|
49K
$23.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
8.12K+ 23.07% |
$2.77M - $3.01M
|
43.3K
$20.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
8.01K+ 2.44% |
$2.73M - $2.97M
|
336K
$161M
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
8KNew |
$2.73M - $2.96M
|
8K
$3.83M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
8K+ 21.18% |
$2.73M - $2.96M
|
45.8K
$21.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.92K+ 16.84% |
$2.7M - $2.94M
|
55K
$26.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
7.92K+ 42.57% |
$2.7M - $2.93M
|
26.5K
$12.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
7.8K+ 258.38% |
$2.66M - $2.89M
|
10.8K
$5.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
7.77K+ 170.77% |
$2.65M - $2.88M
|
12.3K
$5.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
7.48K+ 44.91% |
$2.55M - $2.77M
|
24.1K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
7.41K+ 278.19% |
$2.53M - $2.75M
|
10.1K
$4.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.41K+ 25.43% |
$2.53M - $2.74M
|
36.5K
$17.5M
|