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 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10+ 1.27% |
$3.41K - $3.7K
|
795
$372K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
10+ 0.15% |
$3.41K - $3.7K
|
6.62K
$3.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
10+ 0.32% |
$3.41K - $3.7K
|
3.12K
$1.46M
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
10+ 1.0% |
$3.41K - $3.7K
|
1.01K
$470K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
10+ 0.07% |
$3.41K - $3.7K
|
13.7K
$6.42M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
10+ 0.34% |
$3.41K - $3.7K
|
2.92K
$1.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
10+ 0.69% |
$3.41K - $3.7K
|
1.45K
$680K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
10+ 0.03% |
$3.41K - $3.7K
|
33.7K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
10+ 0.51% |
$3.41K - $3.7K
|
1.96K
$916K
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
10+ 1.27% |
$3.41K - $3.7K
|
796
$372K
|
|
|
Oct 27, 2023
Q3 2023
|
Brickley Wealth Management
|
BUY
|
- |
9+ 0.94% |
$3.07K - $3.33K
|
963
$450K
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
9+ 0.1% |
$3.07K - $3.33K
|
9.27K
$4.34M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
9+ 0.09% |
$3.07K - $3.33K
|
10.3K
$4.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9+ 1.36% |
$3.07K - $3.33K
|
670
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
9+ 8.33% |
$3.07K - $3.33K
|
117
$54.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
8+ 0.28% |
$2.73K - $2.96K
|
2.85K
$1.33M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
8+ 0.09% |
$2.73K - $2.96K
|
9.3K
$4.35M
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
8+ 1.35% |
$2.73K - $2.96K
|
601
$281K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.3% |
$2.73K - $2.96K
|
2.69K
$1.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
8+ 0.28% |
$2.73K - $2.96K
|
2.92K
$1.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
8+ 0.06% |
$2.73K - $2.96K
|
13.7K
$6.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
8+ 0.27% |
$2.73K - $2.96K
|
2.94K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
8+ 0.53% |
$2.73K - $2.96K
|
1.51K
$705K
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
8+ 0.27% |
$2.73K - $2.96K
|
2.93K
$1.37M
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7+ 0.73% |
$2.39K - $2.59K
|
970
$453K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
7+ 0.01% |
$2.39K - $2.59K
|
60.1K
$28.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7+ 0.1% |
$2.39K - $2.59K
|
7.33K
$3.43M
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
7+ 0.17% |
$2.39K - $2.59K
|
4.18K
$1.95M
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
7+ 0.18% |
$2.39K - $2.59K
|
3.94K
$1.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
7+ 0.21% |
$2.39K - $2.59K
|
3.32K
$1.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
7+ 0.07% |
$2.39K - $2.59K
|
9.38K
$4.39M
|
|
|
Oct 13, 2023
Q3 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
6+ 0.16% |
$2.05K - $2.22K
|
3.81K
$1.78M
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.36% |
$2.05K - $2.22K
|
1.68K
$784K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
6+ 0.16% |
$2.05K - $2.22K
|
3.86K
$1.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
BUY
|
- |
6+ 0.15% |
$2.05K - $2.22K
|
4.13K
$1.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
6+ 0.56% |
$2.05K - $2.22K
|
1.07K
$502K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
5+ 0.78% |
$1.7K - $1.85K
|
650
$304K
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
5+ 0.12% |
$1.7K - $1.85K
|
4.28K
$2M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
5+ 0.08% |
$1.7K - $1.85K
|
6.4K
$2.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
BUY
|
- |
5+ 0.01% |
$1.7K - $1.85K
|
46.3K
$21.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
5+ 0.32% |
$1.7K - $1.85K
|
1.55K
$726K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4+ 0.12% |
$1.36K - $1.48K
|
3.3K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
BUY
|
- |
4+ 0.12% |
$1.36K - $1.48K
|
3.4K
$1.59M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3+ 0.13% |
$1.02K - $1.11K
|
2.37K
$1.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
3+ 0.03% |
$1.02K - $1.11K
|
8.99K
$4.2M
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
3+ 0.39% |
$1.02K - $1.11K
|
765
$358K
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3+ 0.13% |
$1.02K - $1.11K
|
2.38K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
3+ 0.05% |
$1.02K - $1.11K
|
5.77K
$2.7M
|
|
|
Apr 22, 2024
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
3+ 0.03% |
$1.02K - $1.11K
|
8.99K
$4.2M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 0.23% |
$1.02K - $1.11K
|
1.31K
$612K
|