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 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.71K+ 0.41% |
$582K - $633K
|
415K
$195M
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.71K+ 0.41% |
$582K - $633K
|
415K
$195M
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.69K+ 16.11% |
$577K - $628K
|
12.2K
$5.72M
|
|
Nov 14, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.69KNew |
$577K - $627K
|
1.69K
$793K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.67K+ 2.95% |
$568K - $617K
|
58.2K
$27.3M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.66KNew |
$566K - $615K
|
1.66K
$778K
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.66K+ 4.05% |
$566K - $615K
|
42.7K
$20M
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.65K+ 9.87% |
$562K - $611K
|
18.4K
$8.6M
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.64K+ 1.27% |
$558K - $606K
|
131K
$61.4M
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.64K+ 1.53% |
$558K - $606K
|
108K
$50.8M
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.64K+ 1.27% |
$558K - $606K
|
131K
$61.4M
|
|
Nov 14, 2023
Q3 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
1.63KNew |
$555K - $603K
|
1.63K
$763K
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.62K+ 8.28% |
$551K - $598K
|
21.1K
$9.9M
|
|
Nov 14, 2023
Q3 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
1.6KNew |
$545K - $593K
|
1.6K
$750K
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.59KNew |
$543K - $591K
|
1.59K
$747K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.59K+ 0.66% |
$543K - $590K
|
244K
$114M
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.57K+ 2.1% |
$534K - $580K
|
76K
$35.6M
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
1.56KNew |
$532K - $578K
|
1.56K
$732K
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.55K+ 19.54% |
$528K - $574K
|
9.48K
$4.44M
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.52K+ 1.25% |
$519K - $564K
|
123K
$57.8M
|
|
Nov 01, 2023
Q3 2023
|
Cadinha & CO LLC
|
BUY
|
- |
1.52K+ 1.91% |
$519K - $564K
|
81.2K
$38.1M
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.52K+ 6.17% |
$519K - $564K
|
26.2K
$12.3M
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
1.52K+ 34.7% |
$516K - $561K
|
5.88K
$2.76M
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.51K+ 9.74% |
$515K - $559K
|
17K
$7.97M
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.51K+ 5.14% |
$514K - $559K
|
30.8K
$14.5M
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.5K+ 3.37% |
$511K - $555K
|
45.9K
$21.5M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
1.5K+ 1.95% |
$510K - $554K
|
78.2K
$36.7M
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
1.49K+ 12.61% |
$509K - $553K
|
13.3K
$6.25M
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
1.49K+ 21.38% |
$506K - $550K
|
8.43K
$3.95M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.48K+ 1.39% |
$505K - $549K
|
108K
$50.6M
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
1.48K+ 4.03% |
$503K - $547K
|
38.1K
$17.8M
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.47K+ 19.5% |
$501K - $544K
|
9K
$4.22M
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.47KNew |
$500K - $543K
|
1.47K
$688K
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.43K+ 0.92% |
$486K - $529K
|
157K
$73.4M
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.42K+ 8.05% |
$484K - $526K
|
19.1K
$8.93M
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.4K+ 13.36% |
$479K - $520K
|
11.9K
$5.58M
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
BUY
|
- |
1.4K+ 0.77% |
$477K - $519K
|
183K
$86M
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.4K+ 201.73% |
$477K - $518K
|
2.09K
$980K
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.37K+ 2.43% |
$467K - $508K
|
57.9K
$27.1M
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.36K+ 7.82% |
$464K - $505K
|
18.8K
$8.8M
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.36K+ 9.48% |
$462K - $502K
|
15.7K
$7.34M
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.35K+ 6.87% |
$461K - $501K
|
21.1K
$9.87M
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.35K+ 9.55% |
$460K - $500K
|
15.5K
$7.26M
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.35K+ 12.01% |
$459K - $498K
|
12.5K
$5.88M
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.34K+ 2.06% |
$457K - $497K
|
66.5K
$31.2M
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.34KNew |
$457K - $496K
|
1.34K
$628K
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.34K+ 0.53% |
$457K - $496K
|
253K
$119M
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
1.33K+ 74.09% |
$453K - $493K
|
3.13K
$1.46M
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.33KNew |
$452K - $491K
|
1.33K
$621K
|
|
Nov 14, 2023
Q3 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
1.33KNew |
$452K - $491K
|
1.33K
$621K
|