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
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.18K+ 9.91% |
$1.77M - $1.92M
|
57.5K
$27.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
5.17K+ 9.06% |
$1.76M - $1.91M
|
62.2K
$29.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
5.16K+ 245.25% |
$1.76M - $1.91M
|
7.26K
$3.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
5.02K+ 20.58% |
$1.71M - $1.86M
|
29.4K
$14.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5K+ 10.22% |
$1.7M - $1.85M
|
53.9K
$25.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.9K+ 3.51% |
$1.67M - $1.82M
|
145K
$69.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
4.89K+ 14.03% |
$1.67M - $1.81M
|
39.7K
$19.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
4.88K+ 323.49% |
$1.66M - $1.81M
|
6.38K
$3.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.87K+ 4.39% |
$1.66M - $1.8M
|
116K
$55.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.81K+ 68.83% |
$1.64M - $1.78M
|
11.8K
$5.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.8K+ 5.5% |
$1.64M - $1.78M
|
92.1K
$44.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.8K+ 8.8% |
$1.63M - $1.78M
|
59.3K
$28.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
4.74K+ 34.41% |
$1.62M - $1.76M
|
18.5K
$8.88M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.7K+ 17.93% |
$1.6M - $1.74M
|
30.9K
$14.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
BUY
|
- |
4.69K+ 94.8% |
$1.6M - $1.74M
|
9.63K
$4.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4.62K+ 122.85% |
$1.57M - $1.71M
|
8.38K
$4.02M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4.62K+ 122.85% |
$1.57M - $1.71M
|
8.38K
$4.02M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.61K+ 415.21% |
$1.57M - $1.71M
|
5.72K
$2.75M
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.61K+ 2.14% |
$1.57M - $1.71M
|
220K
$106M
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
4.6K+ 33.72% |
$1.57M - $1.7M
|
18.2K
$8.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
4.6K+ 8.91% |
$1.57M - $1.7M
|
56.2K
$27M
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
4.49K+ 2.93% |
$1.53M - $1.66M
|
158K
$75.6M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
4.46K+ 9.53% |
$1.52M - $1.65M
|
51.3K
$24.6M
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
4.39K+ 467.34% |
$1.5M - $1.63M
|
5.33K
$2.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.37K+ 4.03% |
$1.49M - $1.62M
|
113K
$54.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.36K+ 83.25% |
$1.49M - $1.62M
|
9.61K
$4.61M
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
BUY
|
- |
4.33K+ 4.37% |
$1.47M - $1.6M
|
103K
$49.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.27K+ 114.43% |
$1.45M - $1.58M
|
7.99K
$3.83M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.2K+ 1.11% |
$1.43M - $1.56M
|
382K
$183M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.2K+ 7.02% |
$1.43M - $1.56M
|
64K
$30.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.19K+ 14.46% |
$1.43M - $1.55M
|
33.2K
$15.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Meyer Handelman CO
|
BUY
|
- |
4.15K+ 432.29% |
$1.41M - $1.54M
|
5.11K
$2.45M
|
|
|
Oct 19, 2023
Q3 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
4.04K+ 12.95% |
$1.38M - $1.5M
|
35.3K
$16.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4.04K+ 61.32% |
$1.38M - $1.5M
|
10.6K
$5.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
BUY
|
- |
3.98K+ 4.34% |
$1.36M - $1.47M
|
95.7K
$45.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
3.96K+ 16.54% |
$1.35M - $1.47M
|
27.9K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
3.94K+ 290.21% |
$1.34M - $1.46M
|
5.3K
$2.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.91K+ 34.15% |
$1.33M - $1.45M
|
15.3K
$7.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.88K+ 1.68% |
$1.32M - $1.44M
|
235K
$113M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.84K+ 2.89% |
$1.31M - $1.42M
|
137K
$65.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.83K+ 4.1% |
$1.31M - $1.42M
|
97.4K
$46.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
3.8K+ 10.52% |
$1.3M - $1.41M
|
40K
$19.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.78K+ 4.49% |
$1.29M - $1.4M
|
88K
$42.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
3.75K+ 6.66% |
$1.28M - $1.39M
|
60.1K
$28.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.75K+ 100.0% |
$1.28M - $1.39M
|
7.5K
$3.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.7K+ 1.05% |
$1.26M - $1.37M
|
356K
$171M
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
3.69KNew |
$1.26M - $1.37M
|
3.69K
$1.77M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
3.68K+ 3.26% |
$1.25M - $1.36M
|
117K
$55.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.68K+ 3.43% |
$1.25M - $1.36M
|
111K
$53.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
3.65K+ 1.45% |
$1.24M - $1.35M
|
254K
$122M
|