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 |
---|---|---|---|---|---|---|---|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
8.91KNew |
$2.62M - $2.85M
|
8.91K
$4.19M
|
|
Sep 20, 2023
Q1 2023
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
8.74K+ 2.56% |
$2.57M - $2.8M
|
350K
$165M
|
|
May 15, 2023
Q1 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
8.56KNew |
$2.51M - $2.74M
|
8.56K
$4.02M
|
|
May 01, 2023
Q1 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
8.55K+ 23.24% |
$2.51M - $2.74M
|
45.3K
$21.3M
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
8.35K+ 25.15% |
$2.45M - $2.67M
|
41.5K
$19.5M
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.9K+ 59.16% |
$2.32M - $2.53M
|
21.2K
$9.99M
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.82K+ 7.08% |
$2.3M - $2.51M
|
118K
$55.6M
|
|
May 12, 2023
Q1 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
7.77K+ 0.72% |
$2.28M - $2.49M
|
1.08M
$509M
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
7.69K+ 128200.0% |
$2.26M - $2.46M
|
7.7K
$3.62M
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
7.67K+ 3.4% |
$2.25M - $2.46M
|
233K
$110M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.57K+ 0.51% |
$2.22M - $2.42M
|
1.48M
$696M
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
7.57K+ 11.06% |
$2.22M - $2.42M
|
76K
$35.7M
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7.21KNew |
$2.12M - $2.31M
|
7.21K
$3.39M
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
7.18K+ 223.29% |
$2.11M - $2.3M
|
10.4K
$4.89M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7.08K+ 45.1% |
$2.08M - $2.27M
|
22.8K
$10.7M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.06K+ 4.74% |
$2.07M - $2.26M
|
156K
$73.3M
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
7.04K+ 21.84% |
$2.07M - $2.26M
|
39.3K
$18.5M
|
|
May 15, 2023
Q1 2023
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
7KNew |
$2.05M - $2.24M
|
7K
$3.29M
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
6.97K+ 45.85% |
$2.05M - $2.23M
|
22.2K
$10.4M
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
6.93K+ 5.42% |
$2.03M - $2.22M
|
135K
$63.4M
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
6.92K+ 127.23% |
$2.03M - $2.22M
|
12.4K
$5.81M
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.75K+ 14.26% |
$1.98M - $2.16M
|
54.1K
$25.4M
|
|
May 10, 2023
Q1 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
6.61KNew |
$1.94M - $2.12M
|
6.61K
$3.11M
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
6.61K+ 6.01% |
$1.94M - $2.12M
|
116K
$54.8M
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
6.58K+ 19.09% |
$1.93M - $2.11M
|
41.1K
$19.3M
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
6.58K+ 15.62% |
$1.93M - $2.11M
|
48.7K
$22.9M
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
6.55K+ 206.24% |
$1.92M - $2.1M
|
9.72K
$4.57M
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
6.52K+ 2.93% |
$1.91M - $2.09M
|
229K
$108M
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
6.45KNew |
$1.89M - $2.07M
|
6.45K
$3.03M
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.4K+ 156.08% |
$1.88M - $2.05M
|
10.5K
$4.93M
|
|
Apr 27, 2023
Q1 2023
|
Defender Capital, Llc.
|
BUY
|
- |
6.37K+ 5.0% |
$1.87M - $2.04M
|
134K
$62.8M
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
6.35K+ 38.13% |
$1.86M - $2.03M
|
23K
$10.8M
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
6.24K+ 39.83% |
$1.83M - $2M
|
21.9K
$10.3M
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
6.22K+ 183.61% |
$1.83M - $1.99M
|
9.61K
$4.52M
|
|
May 03, 2023
Q1 2023
|
Fithian, LLC
New York, NY |
BUY
|
- |
6.19K+ 88.76% |
$1.82M - $1.98M
|
13.2K
$6.19M
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.18K+ 12.17% |
$1.81M - $1.98M
|
56.9K
$26.8M
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
6.14K+ 800.39% |
$1.8M - $1.97M
|
6.91K
$3.25M
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
6.13K+ 5.66% |
$1.8M - $1.96M
|
115K
$53.8M
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.03KNew |
$1.77M - $1.93M
|
6.03K
$2.84M
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
5.99K+ 106.51% |
$1.76M - $1.92M
|
11.6K
$5.46M
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.96KNew |
$1.75M - $1.91M
|
5.96K
$2.8M
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
5.93K+ 29.4% |
$1.74M - $1.9M
|
26.1K
$12.3M
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.91K+ 12.88% |
$1.73M - $1.89M
|
51.8K
$24.3M
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.87KNew |
$1.72M - $1.88M
|
5.87K
$2.76M
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
5.84K+ 6.45% |
$1.71M - $1.87M
|
96.4K
$45.3M
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
5.77K+ 28.63% |
$1.69M - $1.85M
|
25.9K
$12.2M
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
5.69K+ 8.96% |
$1.67M - $1.82M
|
69.2K
$32.5M
|
|
May 12, 2023
Q1 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
5.65K+ 2.26% |
$1.66M - $1.81M
|
256K
$120M
|
|
Apr 13, 2023
Q1 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
5.6KNew |
$1.64M - $1.79M
|
5.6K
$2.63M
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
5.59K+ 91.57% |
$1.64M - $1.79M
|
11.7K
$5.5M
|