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 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
28+ 0.67% |
$9.55K - $10.4K
|
4.2K
$1.96M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
27+ 0.6% |
$9.2K - $10K
|
4.55K
$2.13M
|
|
|
Oct 31, 2023
Q3 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
27+ 1.95% |
$9.2K - $10K
|
1.41K
$660K
|
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
27+ 0.9% |
$9.2K - $10K
|
3.03K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
27+ 3.23% |
$9.2K - $10K
|
864
$404K
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
26+ 2.55% |
$8.86K - $9.63K
|
1.05K
$489K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
26+ 0.67% |
$8.86K - $9.63K
|
3.88K
$1.81M
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
26+ 0.68% |
$8.86K - $9.63K
|
3.83K
$1.79M
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
26+ 1.26% |
$8.86K - $9.63K
|
2.09K
$976K
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
26+ 0.15% |
$8.86K - $9.63K
|
17K
$7.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
26+ 0.09% |
$8.86K - $9.63K
|
29.1K
$13.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
26+ 0.9% |
$8.86K - $9.63K
|
2.91K
$1.36M
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
25+ 2.19% |
$8.52K - $9.26K
|
1.17K
$545K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
25+ 6.78% |
$8.52K - $9.26K
|
394
$184K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
25+ 0.4% |
$8.52K - $9.26K
|
6.28K
$2.94M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
25+ 1.03% |
$8.52K - $9.26K
|
2.44K
$1.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
25+ 3.2% |
$8.52K - $9.26K
|
807
$377K
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
25+ 0.23% |
$8.52K - $9.26K
|
10.7K
$5M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
25+ 0.3% |
$8.52K - $9.26K
|
8.39K
$3.92M
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
24+ 0.61% |
$8.18K - $8.89K
|
3.93K
$1.84M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
24+ 0.54% |
$8.18K - $8.89K
|
4.51K
$2.11M
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
24+ 0.28% |
$8.18K - $8.89K
|
8.68K
$4.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
24+ 2.1% |
$8.18K - $8.89K
|
1.17K
$545K
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
BUY
|
- |
24+ 1.35% |
$8.18K - $8.89K
|
1.8K
$843K
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
24+ 2.44% |
$8.18K - $8.89K
|
1.01K
$471K
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.15% |
$8.18K - $8.89K
|
15.8K
$7.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
24+ 4.03% |
$8.18K - $8.89K
|
620
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.02% |
$8.18K - $8.89K
|
104K
$48.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Guardian Investment Management
|
BUY
|
- |
23+ 0.32% |
$7.84K - $8.52K
|
7.19K
$3.36M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
22+ 0.89% |
$7.5K - $8.15K
|
2.49K
$1.16M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
22+ 4.17% |
$7.5K - $8.15K
|
549
$257K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
21+ 1.22% |
$7.16K - $7.78K
|
1.75K
$817K
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
21+ 1.31% |
$7.16K - $7.78K
|
1.62K
$756K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
21+ 0.92% |
$7.16K - $7.78K
|
2.31K
$1.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
21+ 1.07% |
$7.16K - $7.78K
|
1.99K
$929K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
20+ 0.12% |
$6.82K - $7.41K
|
17K
$7.96M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
20+ 3.44% |
$6.82K - $7.41K
|
602
$281K
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
20+ 3.06% |
$6.82K - $7.41K
|
674
$315K
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
20+ 0.65% |
$6.82K - $7.41K
|
3.08K
$1.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
20+ 1.9% |
$6.82K - $7.41K
|
1.07K
$500K
|
|
|
Oct 31, 2023
Q3 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
20+ 1.7% |
$6.82K - $7.41K
|
1.2K
$559K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
20+ 0.65% |
$6.82K - $7.41K
|
3.12K
$1.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
20+ 0.52% |
$6.82K - $7.41K
|
3.87K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
20+ 0.06% |
$6.82K - $7.41K
|
30.9K
$14.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
20+ 0.29% |
$6.82K - $7.41K
|
6.89K
$3.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
BUY
|
- |
19+ 0.05% |
$6.48K - $7.04K
|
40.1K
$18.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
19+ 0.71% |
$6.48K - $7.04K
|
2.69K
$1.26M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
18+ 0.81% |
$6.14K - $6.67K
|
2.24K
$1.05M
|
|
|
Oct 31, 2023
Q3 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
18+ 1.88% |
$6.14K - $6.67K
|
973
$455K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
18+ 1.95% |
$6.14K - $6.67K
|
940
$439K
|