Purchases and Sales Made in Q1 2023 in Berkshire Hathaway Inc Class B (BRK-B)

BRK-B Quotes by TradingView

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 19, 2023 Q1 2023
Nordea Investment Management Ab

Stockholm, V7
BUY
 -
2.47K
+ 0.67%
$726K - $793K
373K $176M
May 02, 2023 Q1 2023
Heritage Investment Group, Inc.

BUY
 -
2.44K
+ 106.75%
$715K - $780K
4.72K $2.22M
May 02, 2023 Q1 2023
Stack Financial Management, Inc

BUY
 -
2.43K
+ 1.95%
$713K - $778K
127K $59.6M
May 12, 2023 Q1 2023
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
2.43K
+ 3.48%
$712K - $777K
72.1K $33.9M
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
2.42K
+ 15.39%
$709K - $774K
18.1K $8.51M
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
2.41K
+ 2.39%
$709K - $773K
103K $48.7M
May 15, 2023 Q1 2023
Point72 Middle East Fze

Stamford, CT
BUY
 -
2.41K
+ 1554.84%
$707K - $772K
2.57K $1.21M
Apr 10, 2023 Q1 2023
Clarus Wealth Advisors

BUY
 -
2.41K
New
$707K - $771K
2.41K $1.13M
May 15, 2023 Q1 2023
Sherbrooke Park Advisers LLC

White Plains, NY
BUY
 -
2.4K
New
$704K - $769K
2.4K $1.13M
May 08, 2023 Q1 2023
Harvey Investment CO LLC

BUY
 -
2.4K
+ 2.12%
$703K - $767K
116K $54.4M
May 10, 2023 Q1 2023
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
2.39K
+ 0.39%
$700K - $764K
607K $285M
May 09, 2023 Q1 2023
Lazard Freres Gestion S.A.S.

BUY
 -
2.38K
+ 5.05%
$699K - $763K
49.6K $23.3M
May 04, 2023 Q1 2023
One Charles Private Wealth Services, LLC

BUY
 -
2.37K
+ 7.3%
$696K - $760K
34.8K $16.4M
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
2.37K
+ 6.0%
$695K - $758K
41.8K $19.7M
Apr 18, 2023 Q1 2023
Activest Wealth Management

BUY
 -
2.36K
New
$694K - $757K
2.36K $1.11M
May 11, 2023 Q1 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
2.35K
+ 13.07%
$691K - $754K
20.4K $9.57M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
2.34K
+ 2.17%
$687K - $750K
110K $51.9M
Apr 21, 2023 Q1 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
2.34K
+ 2.36%
$685K - $748K
101K $47.7M
May 02, 2023 Q1 2023
Aaron Wealth Advisors LLC

BUY
 -
2.32K
+ 8.68%
$681K - $743K
29K $13.6M
Apr 26, 2023 Q1 2023
Caprock Group, Inc.

BUY
 -
2.31K
+ 7.62%
$677K - $739K
32.6K $15.3M
Apr 06, 2023 Q1 2023
Alliance Wealth Advisors, LLC

BUY
 -
2.27K
+ 120.83%
$667K - $729K
4.16K $1.95M
Apr 24, 2023 Q1 2023
Mendota Financial Group, LLC

Madison, WI
BUY
 -
2.27K
+ 4.35%
$666K - $727K
54.4K $25.6M
May 26, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
2.26K
+ 731.72%
$664K - $724K
2.57K $1.21M
May 11, 2023 Q1 2023
Angeles Wealth Management, LLC

BUY
 -
2.26K
+ 61.13%
$663K - $723K
5.95K $2.8M
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
2.24K
+ 182.95%
$658K - $719K
3.47K $1.63M
May 10, 2023 Q1 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
2.22K
+ 24.05%
$652K - $712K
11.5K $5.39M
Feb 22, 2024 Q1 2023
Teza Capital Management LLC

Chicago, IL
BUY
 -
2.22K
New
$652K - $712K
2.22K $1.04M
Apr 28, 2023 Q1 2023
Guyasuta Investment Advisors Inc

BUY
 -
2.22K
+ 1.5%
$650K - $710K
150K $70.7M
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
2.21K
+ 4.16%
$650K - $709K
55.4K $26M
May 02, 2023 Q1 2023
Jacobsen Capital Management

BUY
 -
2.21K
New
$649K - $708K
2.21K $1.04M
May 10, 2023 Q1 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
2.21K
+ 1.06%
$648K - $707K
211K $99.3M
Apr 17, 2023 Q1 2023
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
2.2K
New
$644K - $703K
2.2K $1.03M
Apr 19, 2023 Q1 2023
Carnegie Capital Asset Management, LLC

BUY
 -
2.2K
+ 1.25%
$644K - $703K
178K $83.7M
May 04, 2023 Q1 2023
Journey Advisory Group, LLC

BUY
 -
2.17K
+ 29.76%
$638K - $696K
9.48K $4.46M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
2.17K
+ 9.94%
$637K - $696K
24K $11.3M
Apr 28, 2023 Q1 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
2.17K
+ 1.77%
$635K - $694K
124K $58.4M
May 11, 2023 Q1 2023
Phoenix Holdings Ltd.

Givatayim, L3
BUY
 -
2.16K
+ 20.84%
$634K - $692K
12.5K $5.89M
Oct 28, 2024 Q1 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
2.15K
+ 22.08%
$632K - $689K
11.9K $5.6M
May 04, 2023 Q1 2023
Levy Wealth Management Group, LLC

BUY
 -
2.15K
+ 55.71%
$630K - $687K
6K $2.82M
Apr 10, 2023 Q1 2023
Procyon Advisors, LLC

BUY
 -
2.14K
+ 15.0%
$629K - $687K
16.4K $7.73M
Apr 21, 2023 Q1 2023
Wesbanco Bank Inc

BUY
 -
2.14K
+ 12.55%
$629K - $686K
19.2K $9.03M
Apr 26, 2023 Q1 2023
Dock Street Asset Management Inc

BUY
 -
2.11K
+ 5.47%
$618K - $675K
40.6K $19.1M
Apr 11, 2023 Q1 2023
Pacifica Partners Inc.

BUY
 -
2.1K
+ 13.18%
$615K - $672K
18K $8.47M
Apr 05, 2023 Q1 2023
Empirical Finance, LLC

BUY
 -
2.08K
+ 4.25%
$612K - $668K
51.1K $24M
Apr 12, 2023 Q1 2023
Baker Tilly Wealth Management, LLC

BUY
 -
2.08K
+ 11.92%
$610K - $665K
19.5K $9.17M
May 16, 2023 Q1 2023
Oak Grove Capital LLC

North Hampton, NH
BUY
 -
2.06K
+ 37.38%
$604K - $660K
7.57K $3.56M
May 15, 2023 Q1 2023
Amussen Hunsaker Associates LLC

Salt Lake City, UT
BUY
 -
2.06K
+ 1.36%
$604K - $659K
154K $72.2M
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
2.04K
+ 5.2%
$600K - $655K
41.3K $19.4M
Apr 28, 2023 Q1 2023
Lountzis Asset Management, LLC

Wyomissing, PA
BUY
 -
2.03K
+ 1.41%
$597K - $651K
147K $68.9M

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