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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
15.9K+ 226.51% |
$4.67M - $5.09M
|
22.9K
$10.8M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
15.7K+ 8.15% |
$4.62M - $5.05M
|
209K
$98.2M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15.6K+ 4.31% |
$4.58M - $5M
|
378K
$178M
|
|
|
May 15, 2023
Q1 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
15.1KNew |
$4.44M - $4.84M
|
15.1K
$7.11M
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
BUY
|
- |
14.8K+ 79.17% |
$4.35M - $4.75M
|
33.6K
$15.8M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
14.8K+ 7233.17% |
$4.35M - $4.75M
|
15K
$7.07M
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
14.8K+ 37.75% |
$4.35M - $4.75M
|
54.1K
$25.4M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
14.7K+ 97773.33% |
$4.3M - $4.7M
|
14.7K
$6.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.6K+ 10.5% |
$4.28M - $4.67M
|
154K
$72.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
14.6K+ 633.33% |
$4.28M - $4.67M
|
16.9K
$7.93M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
14.3K+ 29.66% |
$4.2M - $4.59M
|
62.6K
$29.4M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14.2K+ 4.23% |
$4.17M - $4.55M
|
350K
$165M
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
14.2KNew |
$4.16M - $4.55M
|
14.2K
$6.67M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.2K+ 5.23% |
$4.16M - $4.54M
|
285K
$134M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
13.6KNew |
$4M - $4.37M
|
13.6K
$6.41M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
13.6KNew |
$3.99M - $4.35M
|
13.6K
$6.39M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.6K+ 42.5% |
$3.99M - $4.35M
|
45.5K
$21.4M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
12.5K+ 0.01% |
$3.66M - $3.99M
|
143M
$67.1B
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
12.4K+ 150.85% |
$3.64M - $3.97M
|
20.6K
$9.7M
|
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
11.9KNew |
$3.49M - $3.8M
|
11.9K
$5.58M
|
|
|
May 15, 2023
Q1 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
11.8K+ 3.95% |
$3.47M - $3.78M
|
311K
$146M
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
11.8KNew |
$3.46M - $3.78M
|
11.8K
$5.55M
|
|
|
May 05, 2023
Q1 2023
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
11.7K+ 12.39% |
$3.45M - $3.76M
|
107K
$50.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Planning Corporation
|
BUY
|
- |
11.7K+ 232.33% |
$3.44M - $3.75M
|
16.7K
$7.87M
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
11.6K+ 26.14% |
$3.41M - $3.72M
|
56K
$26.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
11.4K+ 2.19% |
$3.36M - $3.66M
|
533K
$251M
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
11.4K+ 1.41% |
$3.33M - $3.64M
|
814K
$383M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
11.3K+ 27.45% |
$3.32M - $3.62M
|
52.5K
$24.7M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
11.3K+ 1.22% |
$3.31M - $3.61M
|
939K
$442M
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
11.3K+ 4.42% |
$3.31M - $3.61M
|
266K
$125M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.8KNew |
$3.16M - $3.45M
|
10.8K
$5.06M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
10.7K+ 2.23% |
$3.13M - $3.42M
|
489K
$230M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.5K+ 38.52% |
$3.09M - $3.37M
|
37.8K
$17.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
10.5K+ 104.74% |
$3.08M - $3.36M
|
20.5K
$9.65M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
10.4K+ 4.22% |
$3.05M - $3.33M
|
256K
$121M
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
10.3KNew |
$3.03M - $3.31M
|
10.3K
$4.86M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
10.1K+ 27.5% |
$2.96M - $3.23M
|
46.7K
$21.9M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
10K+ 38.73% |
$2.94M - $3.21M
|
35.9K
$16.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.84K+ 6.52% |
$2.89M - $3.15M
|
161K
$75.6M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9.82K+ 14.32% |
$2.88M - $3.15M
|
78.4K
$36.9M
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
9.76KNew |
$2.86M - $3.13M
|
9.76K
$4.59M
|
|
|
May 10, 2023
Q1 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
9.51KNew |
$2.79M - $3.05M
|
9.51K
$4.47M
|
|
|
May 15, 2023
Q1 2023
|
Archon Partners LLC
Princeton Junction, NJ |
BUY
|
- |
9.43K+ 5.63% |
$2.77M - $3.02M
|
177K
$83.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
9.41KNew |
$2.76M - $3.02M
|
9.41K
$4.43M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
9.41K+ 8.13% |
$2.76M - $3.01M
|
125K
$58.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
9.4K+ 4.04% |
$2.76M - $3.01M
|
242K
$114M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
9.31K+ 5.98% |
$2.73M - $2.98M
|
165K
$77.5M
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
9.18K+ 13308.7% |
$2.7M - $2.94M
|
9.25K
$4.35M
|
|
|
Nov 13, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
8.99K+ 22.85% |
$2.64M - $2.88M
|
48.3K
$22.7M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
8.93K+ 47.58% |
$2.62M - $2.86M
|
27.7K
$13M
|