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 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
153+ 11.65% |
$52.2K - $56.7K
|
1.47K
$685K
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
153+ 1.75% |
$52.2K - $56.7K
|
8.88K
$4.15M
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
152+ 6.78% |
$51.8K - $56.3K
|
2.39K
$1.12M
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
152+ 1.55% |
$51.8K - $56.3K
|
9.94K
$4.65M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
152+ 0.06% |
$51.8K - $56.3K
|
267K
$125M
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
152+ 0.56% |
$51.8K - $56.3K
|
27.1K
$12.7M
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
152+ 2.5% |
$51.8K - $56.3K
|
6.23K
$2.91M
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
151+ 1.01% |
$51.5K - $55.9K
|
15.1K
$7.07M
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
151+ 1.24% |
$51.5K - $55.9K
|
12.3K
$5.74M
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
BUY
|
- |
150+ 1.66% |
$51.1K - $55.6K
|
9.19K
$4.29M
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
150+ 4.1% |
$51.1K - $55.6K
|
3.81K
$1.78M
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
BUY
|
- |
150+ 1.56% |
$51.1K - $55.6K
|
9.77K
$4.57M
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
150+ 1.87% |
$51.1K - $55.6K
|
8.17K
$3.82M
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
150+ 7.2% |
$51.1K - $55.6K
|
2.23K
$1.04M
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
150+ 0.23% |
$51.1K - $55.6K
|
64.9K
$30.3M
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
150+ 11.68% |
$51.1K - $55.6K
|
1.43K
$670K
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
148+ 2.33% |
$50.5K - $54.8K
|
6.49K
$3.03M
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
BUY
|
- |
148+ 1.96% |
$50.5K - $54.8K
|
7.69K
$3.59M
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
148+ 15.01% |
$50.5K - $54.8K
|
1.13K
$530K
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
148+ 3.55% |
$50.5K - $54.8K
|
4.32K
$2.02M
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
147+ 4.74% |
$50.1K - $54.5K
|
3.25K
$1.52M
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
145+ 4.05% |
$49.4K - $53.7K
|
3.73K
$1.74M
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
145+ 11.44% |
$49.4K - $53.7K
|
1.41K
$661K
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
145+ 9.39% |
$49.4K - $53.7K
|
1.69K
$790K
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
145+ 0.25% |
$49.4K - $53.7K
|
59.3K
$27.7M
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
145+ 0.86% |
$49.4K - $53.7K
|
17K
$7.94M
|
|
Nov 07, 2023
Q3 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
145+ 15.3% |
$49.4K - $53.7K
|
1.09K
$511K
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
145+ 0.9% |
$49.4K - $53.7K
|
16.3K
$7.6M
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
144+ 6.15% |
$49.1K - $53.3K
|
2.49K
$1.16M
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
144+ 2.27% |
$49.1K - $53.3K
|
6.49K
$3.03M
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
144+ 1.47% |
$49.1K - $53.3K
|
9.96K
$4.66M
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
144+ 9.78% |
$49.1K - $53.3K
|
1.62K
$756K
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
142+ 0.36% |
$48.4K - $52.6K
|
39.8K
$18.6M
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
141+ 8.98% |
$48.1K - $52.2K
|
1.71K
$800K
|
|
Oct 05, 2023
Q3 2023
|
Community Bank Of Raymore
|
BUY
|
- |
140+ 6.51% |
$47.7K - $51.9K
|
2.29K
$1.07M
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
140+ 17.05% |
$47.7K - $51.9K
|
961
$449K
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
140+ 4.4% |
$47.7K - $51.9K
|
3.32K
$1.55M
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
139+ 7.27% |
$47.4K - $51.5K
|
2.05K
$959K
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
BUY
|
- |
139+ 1.8% |
$47.4K - $51.5K
|
7.87K
$3.68M
|
|
Nov 09, 2023
Q3 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
139+ 12.85% |
$47.4K - $51.5K
|
1.22K
$571K
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
138+ 6.3% |
$47K - $51.1K
|
2.33K
$1.09M
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
138+ 1.66% |
$47K - $51.1K
|
8.44K
$3.95M
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
BUY
|
- |
138+ 9.09% |
$47K - $51.1K
|
1.66K
$774K
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
137+ 16.23% |
$46.7K - $50.8K
|
981
$459K
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
136+ 13.18% |
$46.4K - $50.4K
|
1.17K
$546K
|
|
Nov 15, 2023
Q3 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
136+ 0.84% |
$46.4K - $50.4K
|
16.3K
$7.6M
|
|
Oct 05, 2023
Q3 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
135+ 2.06% |
$46K - $50K
|
6.7K
$3.13M
|
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
135+ 1.24% |
$46K - $50K
|
11K
$5.13M
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
133+ 2.2% |
$45.3K - $49.3K
|
6.19K
$2.89M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
132New |
$45K - $48.9K
|
132
$61.7K
|