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
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
18+ 0.93% |
$6.14K - $6.67K
|
1.95K
$910K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
18+ 0.69% |
$6.14K - $6.67K
|
2.61K
$1.22M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayport, LLC
|
BUY
|
- |
17+ 1.2% |
$5.8K - $6.3K
|
1.43K
$670K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
17+ 7.11% |
$5.8K - $6.3K
|
256
$120K
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
17+ 1.04% |
$5.8K - $6.3K
|
1.66K
$774K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
17+ 0.68% |
$5.8K - $6.3K
|
2.51K
$1.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
16+ 0.15% |
$5.45K - $5.93K
|
10.8K
$5.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
16+ 2.06% |
$5.45K - $5.93K
|
791
$370K
|
|
|
Nov 08, 2023
Q3 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
16+ 0.05% |
$5.45K - $5.93K
|
31.7K
$14.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 0.81% |
$5.11K - $5.56K
|
1.86K
$870K
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
15+ 0.15% |
$5.11K - $5.56K
|
10.3K
$4.79M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
15+ 0.08% |
$5.11K - $5.56K
|
18.3K
$8.57M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
15+ 0.93% |
$5.11K - $5.56K
|
1.63K
$762K
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
15+ 0.18% |
$5.11K - $5.56K
|
8.26K
$3.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
15+ 0.25% |
$5.11K - $5.56K
|
5.97K
$2.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
15+ 0.57% |
$5.11K - $5.56K
|
2.62K
$1.23M
|
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
14+ 1.82% |
$4.77K - $5.19K
|
785
$367K
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
14+ 0.36% |
$4.77K - $5.19K
|
3.87K
$1.81M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
14+ 0.21% |
$4.77K - $5.19K
|
6.66K
$3.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
14+ 8.97% |
$4.77K - $5.19K
|
170
$79.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
14+ 0.34% |
$4.77K - $5.19K
|
4.13K
$1.93M
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
14+ 0.77% |
$4.77K - $5.19K
|
1.83K
$857K
|
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
14+ 0.01% |
$4.77K - $5.19K
|
201K
$94M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
14+ 77.78% |
$4.77K - $5.19K
|
32
$15K
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
13+ 0.85% |
$4.43K - $4.82K
|
1.53K
$717K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
13+ 0.12% |
$4.43K - $4.82K
|
10.5K
$4.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
13+ 0.75% |
$4.43K - $4.82K
|
1.74K
$812K
|
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
13+ 0.66% |
$4.43K - $4.82K
|
1.98K
$926K
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
13+ 0.21% |
$4.43K - $4.82K
|
6.25K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
13+ 1.07% |
$4.43K - $4.82K
|
1.23K
$574K
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
BUY
|
- |
12+ 0.02% |
$4.09K - $4.45K
|
52.2K
$24.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
12+ 0.24% |
$4.09K - $4.45K
|
5K
$2.34M
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
12+ 0.1% |
$4.09K - $4.45K
|
11.6K
$5.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
12+ 0.86% |
$4.09K - $4.45K
|
1.41K
$660K
|
|
|
Oct 24, 2023
Q3 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
12+ 0.18% |
$4.09K - $4.45K
|
6.78K
$3.17M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
12+ 3.08% |
$4.09K - $4.45K
|
401
$187K
|
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
12+ 0.05% |
$4.09K - $4.45K
|
23.4K
$10.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
12+ 1.01% |
$4.09K - $4.45K
|
1.2K
$561K
|
|
|
Nov 02, 2023
Q3 2023
|
Monarch Capital Management Inc
|
BUY
|
- |
12+ 0.2% |
$4.09K - $4.45K
|
5.93K
$2.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
12+ 0.38% |
$4.09K - $4.45K
|
3.19K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
12+ 0.07% |
$4.09K - $4.45K
|
17.3K
$8.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Arnhold LLC
|
BUY
|
- |
11+ 0.03% |
$3.75K - $4.08K
|
38.1K
$17.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
11+ 1.07% |
$3.75K - $4.08K
|
1.04K
$484K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
11+ 1.02% |
$3.75K - $4.08K
|
1.09K
$510K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
11+ 0.35% |
$3.75K - $4.08K
|
3.19K
$1.49M
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
11+ 0.31% |
$3.75K - $4.08K
|
3.6K
$1.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
10+ 0.34% |
$3.41K - $3.7K
|
2.93K
$1.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
10+ 0.27% |
$3.41K - $3.7K
|
3.67K
$1.72M
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.23% |
$3.41K - $3.7K
|
4.36K
$2.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
10+ 0.35% |
$3.41K - $3.7K
|
2.87K
$1.34M
|