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 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
3+ 0.05% |
$1.02K - $1.11K
|
5.77K
$2.76M
|
|
|
Apr 22, 2024
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
3+ 0.03% |
$1.02K - $1.11K
|
8.99K
$4.3M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 0.23% |
$1.02K - $1.11K
|
1.31K
$627K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 5.41% |
$682 - $741
|
39
$18.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.33% |
$682 - $741
|
606
$290K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
2+ 0.06% |
$682 - $741
|
3.14K
$1.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
2+ 0.03% |
$682 - $741
|
7.37K
$3.53M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$682 - $741
|
2.5K
$1.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.09% |
$682 - $741
|
2.16K
$1.04M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2+ 0.0% |
$682 - $741
|
58K
$27.7M
|
|
|
Nov 03, 2023
Q3 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
2+ 0.18% |
$682 - $741
|
1.13K
$541K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2+ 0.02% |
$682 - $741
|
9.79K
$4.69M
|
|
|
Nov 09, 2023
Q3 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
2+ 0.01% |
$682 - $741
|
17.1K
$8.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2+ 0.14% |
$682 - $741
|
1.43K
$682K
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
2+ 0.24% |
$682 - $741
|
834
$399K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2+ 0.11% |
$682 - $741
|
1.89K
$903K
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1+ 0.1% |
$341 - $370
|
954
$457K
|
|
|
Oct 10, 2023
Q3 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1+ 0.14% |
$341 - $370
|
702
$336K
|
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1+ 0.03% |
$341 - $370
|
2.99K
$1.43M
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1+ 0.02% |
$341 - $370
|
5.86K
$2.81M
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
1+ 0.02% |
$341 - $370
|
5.92K
$2.83M
|
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
1+ 0.07% |
$341 - $370
|
1.43K
$683K
|
|
|
Nov 07, 2023
Q3 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1+ 0.03% |
$341 - $370
|
3.28K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$341 - $370
|
12.4K
$5.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
1+ 0.03% |
$341 - $370
|
3.64K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.07% |
$341 - $370
|
1.41K
$676K
|
|
|
Oct 10, 2023
Q3 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1- 0.04% |
$341 - $370
|
2.67K
$1.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1- 0.05% |
$341 - $370
|
1.96K
$936K
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-1- 0.06% |
$341 - $370
|
1.64K
$786K
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
SELL
|
- |
-1- 0.05% |
$341 - $370
|
1.87K
$893K
|
|
|
Oct 31, 2023
Q3 2023
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-1- 0.02% |
$341 - $370
|
6.06K
$2.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-1- 0.08% |
$341 - $370
|
1.28K
$615K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 0.08% |
$341 - $370
|
1.29K
$619K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.01% |
$341 - $370
|
8.72K
$4.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-1- 0.11% |
$341 - $370
|
932
$446K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.15% |
$341 - $370
|
673
$322K
|
|
|
Oct 10, 2023
Q3 2023
|
Madden Securities Corp
|
SELL
|
- |
-2- 0.18% |
$682 - $741
|
1.1K
$527K
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
SELL
|
- |
-2- 0.63% |
$682 - $741
|
315
$151K
|
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-2- -0.0% |
$682 - $741
|
78.5K
$37.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2- 0.33% |
$682 - $741
|
600
$287K
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.06% |
$682 - $741
|
3.27K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-2- 0.01% |
$682 - $741
|
20.8K
$9.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2- 0.01% |
$682 - $741
|
36.6K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-2- 0.08% |
$682 - $741
|
2.52K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2- 0.14% |
$682 - $741
|
1.46K
$699K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2- 0.05% |
$682 - $741
|
3.85K
$1.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-3- 0.03% |
$1.02K - $1.11K
|
9.21K
$4.41M
|
|
|
Oct 13, 2023
Q3 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-3- 0.13% |
$1.02K - $1.11K
|
2.32K
$1.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-3- 0.39% |
$1.02K - $1.11K
|
758
$363K
|