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 |
|---|---|---|---|---|---|---|---|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.95KNew |
$1.16M - $1.27M
|
3.95K
$1.83M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.93K+ 19.3% |
$1.15M - $1.26M
|
24.3K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.92K+ 32.99% |
$1.15M - $1.26M
|
15.8K
$7.31M
|
|
|
May 15, 2023
Q1 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
3.92K+ 20.74% |
$1.15M - $1.26M
|
22.8K
$10.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
3.8K+ 1.99% |
$1.12M - $1.22M
|
195K
$90.2M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.8K+ 34.96% |
$1.11M - $1.22M
|
14.7K
$6.78M
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.79K+ 9.81% |
$1.11M - $1.22M
|
42.5K
$19.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
3.77KNew |
$1.11M - $1.21M
|
3.77K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.72K+ 1.61% |
$1.09M - $1.19M
|
235K
$109M
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.71K+ 18.28% |
$1.09M - $1.19M
|
24K
$11.1M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.69K+ 2.58% |
$1.08M - $1.18M
|
147K
$67.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.69K+ 2.74% |
$1.08M - $1.18M
|
138K
$64M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
3.69K+ 5.22% |
$1.08M - $1.18M
|
74.3K
$34.4M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.63KNew |
$1.07M - $1.16M
|
3.63K
$1.68M
|
|
|
Apr 07, 2023
Q1 2023
|
Greylin Investment Mangement Inc
|
BUY
|
- |
3.62K+ 0.59% |
$1.06M - $1.16M
|
618K
$286M
|
|
|
Apr 27, 2023
Q1 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
3.62K+ 3.1% |
$1.06M - $1.16M
|
120K
$55.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.59K+ 1.32% |
$1.05M - $1.15M
|
275K
$127M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.56K+ 2.17% |
$1.05M - $1.14M
|
168K
$77.7M
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
BUY
|
- |
3.52KNew |
$1.03M - $1.13M
|
3.52K
$1.63M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.5KNew |
$1.03M - $1.12M
|
3.5K
$1.62M
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.48K+ 25.86% |
$1.02M - $1.11M
|
16.9K
$7.82M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.47K+ 71.82% |
$1.02M - $1.11M
|
8.31K
$3.84M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.46K+ 35.36% |
$1.01M - $1.11M
|
13.2K
$6.12M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.45K+ 30.25% |
$1.01M - $1.1M
|
14.8K
$6.87M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.43K+ 3.82% |
$1.01M - $1.1M
|
93.3K
$43.1M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.43KNew |
$1.01M - $1.1M
|
3.43K
$1.59M
|
|
|
May 11, 2023
Q1 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3.43K+ 1.26% |
$1.01M - $1.1M
|
274K
$127M
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3.39K+ 6.23% |
$996K - $1.09M
|
57.8K
$26.7M
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.39KNew |
$996K - $1.09M
|
3.39K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.39K+ 1.24% |
$994K - $1.08M
|
277K
$128M
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
3.38KNew |
$992K - $1.08M
|
3.38K
$1.56M
|
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
3.36K+ 23.0% |
$987K - $1.08M
|
18K
$8.32M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.35K+ 8.55% |
$982K - $1.07M
|
42.5K
$19.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
3.33K+ 31.81% |
$978K - $1.07M
|
13.8K
$6.38M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
BUY
|
- |
3.29K+ 15.36% |
$966K - $1.05M
|
24.7K
$11.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.26K+ 13.79% |
$957K - $1.04M
|
26.9K
$12.4M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.24K+ 3.21% |
$950K - $1.04M
|
104K
$48.1M
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
3.23K+ 14.29% |
$948K - $1.03M
|
25.8K
$11.9M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.2K+ 12.47% |
$938K - $1.02M
|
28.8K
$13.3M
|
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
3.14K+ 129.76% |
$923K - $1.01M
|
5.57K
$2.57M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.13K+ 39.78% |
$917K - $1M
|
11K
$5.08M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
3.08K+ 4.01% |
$905K - $987K
|
79.9K
$36.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
3.08K+ 0.74% |
$903K - $985K
|
421K
$195M
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.07K+ 10.06% |
$901K - $984K
|
33.6K
$15.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
3.07KNew |
$901K - $983K
|
3.07K
$1.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
3.05K+ 2.07% |
$896K - $978K
|
150K
$69.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
3.05K+ 9.26% |
$895K - $977K
|
36K
$16.6M
|
|
|
May 12, 2023
Q1 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
3.05KNew |
$894K - $976K
|
3.05K
$1.41M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
3.04K+ 2.28% |
$891K - $973K
|
136K
$63M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.03K+ 21.85% |
$890K - $971K
|
16.9K
$7.82M
|