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 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
81+ 8.51% |
$27.6K - $30K
|
1.03K
$483K
|
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
80+ 4.59% |
$27.3K - $29.6K
|
1.82K
$852K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
80+ 3.79% |
$27.3K - $29.6K
|
2.19K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
79+ 2.33% |
$26.9K - $29.3K
|
3.46K
$1.62M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
78+ 2.59% |
$26.6K - $28.9K
|
3.09K
$1.44M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
78+ 0.52% |
$26.6K - $28.9K
|
15.2K
$7.11M
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
77+ 3.22% |
$26.2K - $28.5K
|
2.47K
$1.16M
|
|
|
Nov 02, 2023
Q3 2023
|
William Allan, LLC
|
BUY
|
- |
77+ 4.84% |
$26.2K - $28.5K
|
1.67K
$780K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
77+ 1.04% |
$26.2K - $28.5K
|
7.52K
$3.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
77+ 1.46% |
$26.2K - $28.5K
|
5.35K
$2.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
77+ 0.4% |
$26.2K - $28.5K
|
19.2K
$8.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
77+ 1.16% |
$26.2K - $28.5K
|
6.69K
$3.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
76+ 7.41% |
$25.9K - $28.2K
|
1.1K
$515K
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
76+ 0.68% |
$25.9K - $28.2K
|
11.3K
$5.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
75+ 0.91% |
$25.6K - $27.8K
|
8.34K
$3.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
74+ 4.24% |
$25.2K - $27.4K
|
1.82K
$850K
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
74+ 5.4% |
$25.2K - $27.4K
|
1.44K
$675K
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
73+ 0.07% |
$24.9K - $27K
|
107K
$50M
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
73+ 6.27% |
$24.9K - $27K
|
1.24K
$579K
|
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
73+ 3.55% |
$24.9K - $27K
|
2.13K
$996K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
72+ 5.58% |
$24.5K - $26.7K
|
1.36K
$637K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
72+ 0.64% |
$24.5K - $26.7K
|
11.4K
$5.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
72+ 8.0% |
$24.5K - $26.7K
|
972
$454K
|
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
71+ 1.59% |
$24.2K - $26.3K
|
4.53K
$2.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
70+ 1.8% |
$23.9K - $25.9K
|
3.97K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
70+ 0.64% |
$23.9K - $25.9K
|
11K
$5.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
70+ 2.76% |
$23.9K - $25.9K
|
2.61K
$1.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
69+ 0.37% |
$23.5K - $25.6K
|
18.6K
$8.69M
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
69+ 2.0% |
$23.5K - $25.6K
|
3.52K
$1.65M
|
|
|
Oct 13, 2023
Q3 2023
|
Jacobs & CO
|
BUY
|
- |
69+ 0.53% |
$23.5K - $25.6K
|
13.1K
$6.13M
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
69+ 12.61% |
$23.5K - $25.6K
|
616
$288K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
68+ 1.17% |
$23.2K - $25.2K
|
5.88K
$2.75M
|
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
68+ 4.49% |
$23.2K - $25.2K
|
1.58K
$739K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
68+ 4.35% |
$23.2K - $25.2K
|
1.63K
$762K
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
68+ 4.16% |
$23.2K - $25.2K
|
1.7K
$796K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
67+ 78.82% |
$22.8K - $24.8K
|
152
$71.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
67+ 7.1% |
$22.8K - $24.8K
|
1.01K
$472K
|
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
BUY
|
- |
67+ 7.4% |
$22.8K - $24.8K
|
972
$454K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
66+ 4.93% |
$22.5K - $24.5K
|
1.41K
$657K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
66+ 6.24% |
$22.5K - $24.5K
|
1.12K
$525K
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
66+ 3.69% |
$22.5K - $24.5K
|
1.86K
$867K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
66+ 0.43% |
$22.5K - $24.5K
|
15.5K
$7.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
66+ 0.3% |
$22.5K - $24.5K
|
21.7K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
66+ 2.28% |
$22.5K - $24.5K
|
2.96K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
66+ 0.33% |
$22.5K - $24.5K
|
20.4K
$9.52M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
65+ 1.68% |
$22.2K - $24.1K
|
3.94K
$1.84M
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
65+ 1.92% |
$22.2K - $24.1K
|
3.46K
$1.62M
|
|
|
Nov 15, 2023
Q3 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
64+ 8.49% |
$21.8K - $23.7K
|
818
$382K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
63+ 0.58% |
$21.5K - $23.3K
|
11K
$5.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
63+ 1.41% |
$21.5K - $23.3K
|
4.55K
$2.13M
|