Purchases and Sales Made in Q3 2023 in Berkshire Hathaway Inc Class B (BRK-B)

BRK-B Quotes by TradingView

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
Oct 10, 2023 Q3 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
2.16K
+ 105.15%
$738K - $802K
4.22K $2.02M
Dec 04, 2023 Q3 2023
Austin Wealth Management, LLC

Austin, TX
BUY
 -
2.16K
New
$735K - $799K
2.16K $1.03M
Oct 18, 2023 Q3 2023
Oak Thistle LLC

BUY
 -
2.15K
New
$732K - $796K
2.15K $1.03M
Nov 06, 2023 Q3 2023
First National Trust CO

BUY
 -
2.15K
+ 4.44%
$732K - $796K
50.5K $24.2M
Nov 15, 2023 Q3 2023
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
2.15K
+ 1213.56%
$732K - $796K
2.33K $1.11M
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
2.15K
+ 9.12%
$732K - $795K
25.7K $12.3M
Oct 18, 2023 Q3 2023
Trinity Financial Advisors LLC

BUY
 -
2.13K
+ 6.31%
$726K - $789K
35.9K $17.2M
Nov 14, 2023 Q3 2023
Double Line ETF Adviser LP

Tampa, FL
BUY
 -
2.13K
+ 8.21%
$726K - $789K
28.1K $13.4M
Oct 17, 2023 Q3 2023
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
2.13K
+ 178.89%
$725K - $788K
3.32K $1.59M
Nov 02, 2023 Q3 2023
Main Street Financial Solutions, LLC

BUY
 -
2.11K
+ 34.42%
$718K - $780K
8.22K $3.94M
Nov 07, 2023 Q3 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
2.08K
+ 3.16%
$707K - $769K
67.8K $32.5M
Oct 13, 2023 Q3 2023
Collective Family Office LLC

BUY
 -
2.07K
New
$705K - $767K
2.07K $991K
Oct 10, 2023 Q3 2023
Activest Wealth Management

BUY
 -
2.06K
New
$703K - $764K
2.06K $988K
Oct 26, 2023 Q3 2023
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
2.06K
+ 2.77%
$701K - $761K
76.3K $36.5M
Oct 24, 2023 Q3 2023
Beach Investment Counsel Inc/Pa

West Conshohocken, PA
BUY
 -
2.05K
+ 12.17%
$699K - $759K
18.9K $9.05M
Oct 28, 2024 Q3 2023
Old North State Wealth Management, LLC

Wilmington, NC
BUY
 -
2.05K
+ 7.4%
$697K - $758K
29.7K $14.2M
Oct 16, 2023 Q3 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
2.04K
New
$696K - $757K
2.04K $978K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
2.03K
+ 2.45%
$690K - $750K
84.6K $40.5M
Nov 03, 2023 Q3 2023
Hartline Investment Corp

Winnetka, IL
BUY
 -
2.02K
+ 10.7%
$689K - $749K
20.9K $10M
Oct 13, 2023 Q3 2023
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
2.02K
New
$687K - $747K
2.02K $965K
Oct 19, 2023 Q3 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
2.02K
+ 9.56%
$687K - $747K
23.1K $11.1M
Mar 13, 2024 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
2K
+ 14.9%
$683K - $742K
15.4K $7.4M
Nov 03, 2023 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
2K
+ 14.91%
$682K - $742K
15.4K $7.39M
Apr 24, 2024 Q3 2023
Bulltick Wealth Management, LLC

Miami, FL
BUY
 -
2K
+ 154.73%
$680K - $739K
3.29K $1.57M
Nov 13, 2023 Q3 2023
Strategic Advocates LLC

Logan, UT
BUY
 -
1.98K
New
$674K - $732K
1.98K $946K
Oct 24, 2023 Q3 2023
Kure Advisory, LLC

Plymouth, MN
BUY
 -
1.96K
New
$669K - $727K
1.96K $939K
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.95K
+ 3.81%
$663K - $721K
53K $25.4M
Nov 02, 2023 Q3 2023
Tfo Tdc, LLC

BUY
 -
1.93K
+ 103.88%
$657K - $714K
3.78K $1.81M
Nov 06, 2023 Q3 2023
Abrdn PLC

BUY
 -
1.92K
+ 0.48%
$654K - $710K
398K $191M
Oct 13, 2023 Q3 2023
Ritholtz Wealth Management

BUY
 -
1.9K
+ 5.94%
$646K - $702K
33.8K $16.2M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.88K
+ 4.73%
$642K - $698K
41.7K $20M
Oct 24, 2023 Q3 2023
Segment Wealth Management, LLC

BUY
 -
1.88K
+ 1.39%
$640K - $696K
137K $65.7M
Nov 13, 2023 Q3 2023
Prosperity Consulting Group, LLC

BUY
 -
1.88K
+ 29.48%
$640K - $696K
8.25K $3.95M
Oct 13, 2023 Q3 2023
Johnson Bixby & Associates, LLC

BUY
 -
1.87K
+ 26.3%
$639K - $694K
9K $4.31M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
1.87K
+ 2.41%
$637K - $692K
79.5K $38M
Nov 14, 2023 Q3 2023
Cim Investment Management Inc

Pittsburgh, PA
BUY
 -
1.85K
+ 79.64%
$631K - $685K
4.17K $2M
Nov 13, 2023 Q3 2023
Peak6 Investments LLC

Chicago, IL
BUY
 -
1.85K
+ 92450.0%
$630K - $685K
1.85K $886K
Nov 14, 2023 Q3 2023
Pinnacle Holdings, LLC

Tulsa, OK
BUY
 -
1.84K
New
$628K - $683K
1.84K $882K
Nov 08, 2023 Q3 2023
Spinnaker Trust

BUY
 -
1.84K
+ 2.12%
$627K - $682K
88.5K $42.4M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
1.83K
+ 5.07%
$625K - $679K
38K $18.2M
Nov 13, 2023 Q3 2023
De Burlo Group Inc

Boston, MA
BUY
 -
1.81K
+ 52.36%
$615K - $669K
5.25K $2.51M
Nov 03, 2023 Q3 2023
Avantax Planning Partners, Inc.

BUY
 -
1.79K
+ 11.79%
$610K - $663K
17K $8.12M
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
1.78K
+ 14.46%
$606K - $659K
14.1K $6.74M
Nov 02, 2023 Q3 2023
Cypress Capital Group

BUY
 -
1.77K
+ 5.92%
$603K - $655K
31.6K $15.1M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
1.76K
+ 5.59%
$601K - $654K
33.3K $15.9M
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
1.76K
+ 16.17%
$601K - $653K
12.7K $6.06M
Oct 23, 2023 Q3 2023
Rmr Wealth Builders

BUY
 -
1.75K
+ 39.63%
$597K - $649K
6.17K $2.95M
Nov 14, 2023 Q3 2023
Treynor Bancshares, Inc.

BUY
 -
1.73K
+ 26.57%
$590K - $641K
8.25K $3.95M
Nov 13, 2023 Q3 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
1.71K
+ 571.0%
$584K - $635K
2.01K $964K

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