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 |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.33KNew |
$452K - $491K
|
1.33K
$635K
|
|
|
Nov 14, 2023
Q3 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
1.33KNew |
$452K - $491K
|
1.33K
$635K
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.32K+ 19.56% |
$450K - $489K
|
8.08K
$3.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.32KNew |
$449K - $488K
|
1.32K
$631K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1.31K+ 2.33% |
$446K - $485K
|
57.6K
$27.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
1.31KNew |
$446K - $485K
|
1.31K
$626K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 4.27% |
$446K - $484K
|
31.9K
$15.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.31K+ 111.05% |
$445K - $484K
|
2.48K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.3K+ 26.29% |
$443K - $482K
|
6.24K
$2.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
1.3K+ 37.64% |
$443K - $481K
|
4.75K
$2.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.3K+ 113.86% |
$442K - $481K
|
2.44K
$1.17M
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.3K+ 113.86% |
$442K - $481K
|
2.44K
$1.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.29K+ 6.96% |
$440K - $478K
|
19.8K
$9.49M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.28K+ 12.73% |
$436K - $474K
|
11.3K
$5.42M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.28K+ 6.08% |
$435K - $473K
|
22.3K
$10.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.28K+ 23.95% |
$435K - $472K
|
6.6K
$3.16M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.28K+ 59.22% |
$435K - $472K
|
3.43K
$1.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.28K+ 83.01% |
$435K - $472K
|
2.81K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.27K+ 3.04% |
$434K - $472K
|
43.2K
$20.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.27K+ 2.15% |
$434K - $472K
|
60.4K
$28.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.27K+ 8.88% |
$432K - $469K
|
15.5K
$7.44M
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.26K+ 21.44% |
$431K - $468K
|
7.16K
$3.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.26K+ 11.56% |
$430K - $468K
|
12.2K
$5.83M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.24K+ 120.16% |
$423K - $459K
|
2.27K
$1.09M
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.22KNew |
$417K - $453K
|
1.22K
$585K
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.22K+ 4.31% |
$416K - $452K
|
29.5K
$14.1M
|
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.22K+ 7.6% |
$416K - $452K
|
17.3K
$8.26M
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.21K+ 10.97% |
$413K - $449K
|
12.3K
$5.87M
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.21K+ 46.13% |
$412K - $448K
|
3.83K
$1.83M
|
|
|
Oct 17, 2023
Q3 2023
|
Fortune 45 LLC
|
BUY
|
- |
1.21K+ 82.76% |
$411K - $446K
|
2.66K
$1.27M
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.2K+ 13.56% |
$410K - $446K
|
10.1K
$4.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.2K+ 194.35% |
$410K - $446K
|
1.82K
$872K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.2K+ 1737.68% |
$409K - $444K
|
1.27K
$607K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.19K+ 25.6% |
$407K - $442K
|
5.85K
$2.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.18K+ 8.31% |
$403K - $438K
|
15.4K
$7.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.18K+ 2.9% |
$402K - $437K
|
41.8K
$20M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.18K+ 8.46% |
$401K - $436K
|
15.1K
$7.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
1.18K+ 31.54% |
$401K - $435K
|
4.9K
$2.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1.17K+ 6.67% |
$399K - $433K
|
18.7K
$8.96M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1.17K+ 14.85% |
$397K - $432K
|
9.02K
$4.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.17K+ 1.86% |
$397K - $432K
|
64K
$30.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.16K+ 24.13% |
$396K - $430K
|
5.98K
$2.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.16K+ 9.6% |
$395K - $429K
|
13.2K
$6.33M
|
|
|
Oct 20, 2023
Q3 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.15K+ 6.81% |
$391K - $425K
|
18K
$8.61M
|
|
|
Nov 02, 2023
Q3 2023
|
Channing Global Advisors, LLC
|
BUY
|
- |
1.14K+ 17.5% |
$390K - $424K
|
7.68K
$3.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
1.14K+ 5.25% |
$390K - $424K
|
22.9K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
1.14K+ 19.83% |
$389K - $422K
|
6.89K
$3.3M
|
|
|
Nov 22, 2023
Q3 2023
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
BUY
|
- |
1.13KNew |
$384K - $417K
|
1.13K
$539K
|
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.12K+ 4.35% |
$383K - $416K
|
26.9K
$12.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.12K+ 54.65% |
$382K - $416K
|
3.18K
$1.52M
|