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
|
Louisiana State Employees Retirement System
|
BUY
|
- |
2.7K+ 2.45% |
$920K - $1M
|
113K
$52.3M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.69K+ 2.71% |
$917K - $996K
|
102K
$47.3M
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.62K+ 4.45% |
$892K - $970K
|
61.5K
$28.5M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.62K+ 1.83% |
$892K - $969K
|
145K
$67.3M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.57K+ 5.06% |
$876K - $952K
|
53.3K
$24.7M
|
|
Nov 14, 2023
Q3 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.55KNew |
$870K - $945K
|
2.55K
$1.18M
|
|
Nov 01, 2023
Q3 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
2.53K+ 49.36% |
$863K - $938K
|
7.66K
$3.55M
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.52K+ 19.89% |
$860K - $934K
|
15.2K
$7.04M
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.51KNew |
$856K - $930K
|
2.51K
$1.16M
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
2.51K+ 1.61% |
$855K - $929K
|
158K
$73.1M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
2.51K+ 1.34% |
$855K - $929K
|
189K
$87.5M
|
|
Nov 07, 2023
Q3 2023
|
Dantai Capital LTD
Hong Kong, K3 |
BUY
|
- |
2.5KNew |
$852K - $926K
|
2.5K
$1.16M
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.48K+ 110.95% |
$846K - $920K
|
4.72K
$2.19M
|
|
Nov 06, 2023
Q3 2023
|
Seizert Capital Partners, LLC
|
BUY
|
- |
2.48K+ 1.4% |
$845K - $919K
|
179K
$83.1M
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.48K+ 17.23% |
$844K - $918K
|
16.8K
$7.8M
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.46K+ 4.29% |
$838K - $911K
|
59.8K
$27.7M
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
2.46KNew |
$837K - $910K
|
2.46K
$1.14M
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
2.45K+ 3.32% |
$836K - $909K
|
76.4K
$35.4M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.45K+ 8.31% |
$836K - $908K
|
32K
$14.8M
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.44KNew |
$830K - $902K
|
2.44K
$1.13M
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.43K+ 2.8% |
$829K - $901K
|
89.3K
$41.3M
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
2.43K+ 85.8% |
$828K - $900K
|
5.26K
$2.44M
|
|
Nov 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.42K+ 116.86% |
$825K - $896K
|
4.49K
$2.08M
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.42K+ 34.26% |
$824K - $896K
|
9.48K
$4.39M
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
2.41K+ 1.92% |
$823K - $894K
|
128K
$59.2M
|
|
Nov 06, 2023
Q3 2023
|
Clio Asset Management LLC
Charlottesville, VA |
BUY
|
- |
2.4K+ 9.76% |
$819K - $890K
|
27K
$12.5M
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.38K+ 3.02% |
$811K - $882K
|
81.3K
$37.7M
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.36K+ 22.69% |
$805K - $875K
|
12.8K
$5.91M
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.35K+ 9.33% |
$801K - $870K
|
27.5K
$12.7M
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.34K+ 69.6% |
$798K - $868K
|
5.71K
$2.64M
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.33KNew |
$795K - $864K
|
2.33K
$1.08M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.32K+ 33.17% |
$790K - $858K
|
9.3K
$4.31M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.32K+ 7.58% |
$789K - $858K
|
32.8K
$15.2M
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
2.3K+ 2.63% |
$785K - $853K
|
89.9K
$41.6M
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.3K+ 8.61% |
$783K - $851K
|
29K
$13.4M
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.29K+ 12.57% |
$781K - $849K
|
20.5K
$9.5M
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
2.29K+ 142.86% |
$781K - $848K
|
3.89K
$1.8M
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
2.28K+ 5.39% |
$777K - $844K
|
44.5K
$20.6M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.27K+ 6.91% |
$773K - $840K
|
35.1K
$16.3M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.27K+ 4.42% |
$772K - $839K
|
53.6K
$24.8M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.25K+ 1.29% |
$768K - $834K
|
177K
$82.2M
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
2.24K+ 1.61% |
$764K - $830K
|
141K
$65.3M
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.24K+ 0.16% |
$763K - $830K
|
1.37M
$633M
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.23K+ 10.38% |
$761K - $827K
|
23.7K
$11M
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
2.22KNew |
$758K - $824K
|
2.22K
$1.03M
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.22K+ 10.7% |
$756K - $821K
|
22.9K
$10.6M
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
2.2KNew |
$750K - $815K
|
2.2K
$1.02M
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.2K+ 8.78% |
$748K - $813K
|
27.2K
$12.6M
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2.16K+ 105.15% |
$738K - $802K
|
4.22K
$1.96M
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.16KNew |
$735K - $799K
|
2.16K
$999K
|