Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
29+ 2.86% |
$8.51K - $9.29K
|
1.04K
$506K
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
BUY
|
- |
28+ 2.1% |
$8.22K - $8.97K
|
1.36K
$659K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
28+ 1.22% |
$8.22K - $8.97K
|
2.33K
$1.13M
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
28+ 1.9% |
$8.22K - $8.97K
|
1.51K
$730K
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
28+ 0.18% |
$8.22K - $8.97K
|
16K
$7.77M
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
27+ 1.63% |
$7.92K - $8.65K
|
1.69K
$818K
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
BUY
|
- |
27+ 1.01% |
$7.92K - $8.65K
|
2.69K
$1.31M
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
27+ 2.84% |
$7.92K - $8.65K
|
977
$474K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
26+ 0.55% |
$7.63K - $8.33K
|
4.75K
$2.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
26+ 0.92% |
$7.63K - $8.33K
|
2.84K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
26+ 0.74% |
$7.63K - $8.33K
|
3.53K
$1.71M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
25+ 1.31% |
$7.34K - $8.01K
|
1.93K
$935K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
25+ 3.47% |
$7.34K - $8.01K
|
746
$362K
|
|
|
May 05, 2023
Q1 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
25+ 3.81% |
$7.34K - $8.01K
|
682
$331K
|
|
|
May 09, 2023
Q1 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
25+ 1.84% |
$7.34K - $8.01K
|
1.38K
$670K
|
|
|
May 11, 2023
Q1 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
25+ 0.28% |
$7.34K - $8.01K
|
9.11K
$4.42M
|
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
25+ 3.74% |
$7.34K - $8.01K
|
694
$337K
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
25+ 0.73% |
$7.34K - $8.01K
|
3.43K
$1.67M
|
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
24+ 2.38% |
$7.04K - $7.69K
|
1.03K
$501K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
24+ 0.07% |
$7.04K - $7.69K
|
35.2K
$17.1M
|
|
|
May 05, 2023
Q1 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
24+ 24.0% |
$7.04K - $7.69K
|
124
$60.1K
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
24+ 0.5% |
$7.04K - $7.69K
|
4.84K
$2.35M
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
23+ 0.27% |
$6.75K - $7.37K
|
8.56K
$4.15M
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
23+ 3.2% |
$6.75K - $7.37K
|
741
$359K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
23+ 1.04% |
$6.75K - $7.37K
|
2.23K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
23+ 1.36% |
$6.75K - $7.37K
|
1.72K
$832K
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
22+ 2.01% |
$6.46K - $7.05K
|
1.12K
$541K
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
22+ 0.54% |
$6.46K - $7.05K
|
4.1K
$1.99M
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
22+ 0.35% |
$6.46K - $7.05K
|
6.34K
$3.08M
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
21+ 2.89% |
$6.16K - $6.73K
|
747
$362K
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
21+ 0.68% |
$6.16K - $6.73K
|
3.09K
$1.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
21+ 1.06% |
$6.16K - $6.73K
|
2K
$968K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
21+ 6.62% |
$6.16K - $6.73K
|
338
$164K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
21+ 1.07% |
$6.16K - $6.73K
|
1.98K
$961K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
21+ 0.91% |
$6.16K - $6.73K
|
2.32K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
21+ 0.11% |
$6.16K - $6.73K
|
18.4K
$8.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
20+ 2.94% |
$5.87K - $6.41K
|
701
$340K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
20+ 0.58% |
$5.87K - $6.41K
|
3.47K
$1.68M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
20+ 1.37% |
$5.87K - $6.41K
|
1.48K
$719K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
20+ 0.34% |
$5.87K - $6.41K
|
5.92K
$2.87M
|
|
|
May 10, 2023
Q1 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
20New |
$5.87K - $6.41K
|
20
$9.7K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
20+ 0.22% |
$5.87K - $6.41K
|
9.17K
$4.45M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
19+ 0.11% |
$5.58K - $6.09K
|
17.6K
$8.54M
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
19+ 1.95% |
$5.58K - $6.09K
|
995
$483K
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
19+ 2.31% |
$5.58K - $6.09K
|
841
$408K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
19+ 1.03% |
$5.58K - $6.09K
|
1.87K
$905K
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
18+ 0.96% |
$5.28K - $5.77K
|
1.9K
$919K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
18+ 0.41% |
$5.28K - $5.77K
|
4.45K
$2.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
18+ 0.18% |
$5.28K - $5.77K
|
9.85K
$4.78M
|
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
BUY
|
- |
18+ 2.0% |
$5.28K - $5.77K
|
919
$446K
|