Purchases and Sales Made in Q2 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 Q2 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
Aug 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
1.45K
+ 2.85%
$449K - $495K
52.3K $24.6M
Jul 26, 2023 Q2 2023
Arlington Partners LLC

BUY
 -
1.45K
+ 4.43%
$448K - $494K
34.1K $16M
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.41K
+ 6.18%
$437K - $482K
24.3K $11.4M
Jul 24, 2023 Q2 2023
Values Added Financial LLC

Washington, DC
BUY
 -
1.41K
New
$436K - $481K
1.41K $664K
Aug 03, 2023 Q2 2023
Thoroughbred Financial Services, LLC

BUY
 -
1.41K
+ 5.85%
$434K - $479K
25.4K $12M
Aug 08, 2023 Q2 2023
Advisor Os, LLC

BUY
 -
1.4K
+ 71.93%
$434K - $479K
3.36K $1.58M
Aug 11, 2023 Q2 2023
B. Metzler Seel. Sohn & Co. Ag

Frankfurt, 2M
BUY
 -
1.4K
+ 1.55%
$434K - $478K
91.8K $43.2M
Aug 14, 2023 Q2 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
1.39K
+ 114.65%
$431K - $475K
2.61K $1.23M
Aug 11, 2023 Q2 2023
Security Financial Services, Inc.

BUY
 -
1.39K
+ 91.25%
$429K - $473K
2.91K $1.37M
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.37K
+ 2.14%
$424K - $468K
65.3K $30.7M
Jul 13, 2023 Q2 2023
Atlas Private Wealth Management

BUY
 -
1.37K
+ 24.86%
$422K - $465K
6.86K $3.22M
Aug 14, 2023 Q2 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
1.36K
+ 6.24%
$422K - $465K
23.2K $10.9M
Aug 02, 2023 Q2 2023
Northstar Group, Inc.

BUY
 -
1.36K
+ 0.58%
$420K - $464K
234K $110M
Aug 14, 2023 Q2 2023
La Banque Postale Asset Management Sa

Paris, I0
BUY
 -
1.36K
New
$420K - $463K
1.36K $639K
Jul 24, 2023 Q2 2023
Arkfeld Wealth Strategies, L.L.C.

BUY
 -
1.36K
+ 2.34%
$419K - $462K
59.2K $27.8M
Aug 14, 2023 Q2 2023
Chilton Investment CO Inc.

Stamford, CT
BUY
 -
1.36K
+ 2.57%
$419K - $462K
54.1K $25.4M
Aug 10, 2023 Q2 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
1.35K
+ 1.24%
$418K - $461K
110K $51.9M
Aug 14, 2023 Q2 2023
Systm Wealth Solutions LLC

Chicago, IL
BUY
 -
1.35K
+ 13.17%
$418K - $461K
11.6K $5.46M
Aug 01, 2023 Q2 2023
Choate Investment Advisors

Boston, MA
BUY
 -
1.33K
+ 2.28%
$410K - $453K
59.5K $28M
Aug 14, 2023 Q2 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
1.33K
+ 3.77%
$410K - $452K
36.5K $17.1M
Jul 11, 2023 Q2 2023
Monterey Private Wealth, Inc.

BUY
 -
1.31K
+ 2.94%
$405K - $447K
46K $21.6M
Jul 14, 2023 Q2 2023
Bartlett & Co. LLC

BUY
 -
1.31K
+ 0.32%
$404K - $445K
413K $194M
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
1.31K
+ 0.32%
$404K - $445K
413K $194M
Jul 10, 2023 Q2 2023
Foster Group, Inc.

BUY
 -
1.3K
+ 7.11%
$401K - $443K
19.6K $9.2M
Jul 25, 2023 Q2 2023
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
1.29K
New
$399K - $440K
1.29K $607K
Jul 24, 2023 Q2 2023
Mc Broom & Associates, LLC

BUY
 -
1.29K
+ 40.34%
$399K - $440K
4.49K $2.11M
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

BUY
 -
1.29K
+ 10.54%
$398K - $440K
13.5K $6.36M
Aug 14, 2023 Q2 2023
Vontobel Asset Management Inc

New York, NY
BUY
 -
1.28K
+ 0.45%
$396K - $437K
283K $133M
Aug 04, 2023 Q2 2023
Hemington Wealth Management

BUY
 -
1.26K
+ 46.82%
$389K - $430K
3.95K $1.86M
Aug 14, 2023 Q2 2023
Pfw Advisors LLC

Atlanta, GA
BUY
 -
1.24K
New
$384K - $424K
1.24K $584K
Jul 26, 2023 Q2 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
1.24K
+ 3.84%
$383K - $422K
33.5K $15.7M
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
1.24K
+ 11.9%
$382K - $421K
11.6K $5.46M
Jul 13, 2023 Q2 2023
Edge Wealth Management LLC

BUY
 -
1.23K
+ 2.92%
$379K - $418K
43.2K $20.3M
Jul 26, 2023 Q2 2023
Baskin Financial Services Inc.

BUY
 -
1.23K
+ 1.57%
$379K - $418K
79.3K $37.3M
Aug 10, 2023 Q2 2023
Pro Share Advisors LLC

BUY
 -
1.22K
+ 0.3%
$378K - $417K
413K $194M
Jul 31, 2023 Q2 2023
Blue Fin Capital, Inc.

BUY
 -
1.21K
+ 8.54%
$374K - $413K
15.4K $7.23M
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
1.2K
+ 11.88%
$371K - $410K
11.3K $5.32M
Aug 14, 2023 Q2 2023
Drw Securities, LLC

Chicago, IL
BUY
 -
1.2K
New
$371K - $409K
1.2K $564K
Aug 09, 2023 Q2 2023
Camden Capital, LLC

BUY
 -
1.2K
+ 34.3%
$370K - $409K
4.69K $2.21M
Aug 15, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
BUY
 -
1.2K
+ 6.83%
$370K - $409K
18.7K $8.81M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.2K
+ 0.77%
$370K - $408K
157K $73.9M
Jul 20, 2023 Q2 2023
Ls Investment Advisors, LLC

BUY
 -
1.2K
+ 7.08%
$369K - $407K
18.1K $8.5M
Aug 14, 2023 Q2 2023
Creegan & Nassoura Financial Group, LLC

Portsmouth, NH
BUY
 -
1.2K
+ 8.22%
$369K - $407K
15.7K $7.39M
Jul 13, 2023 Q2 2023
Sawgrass Asset Management LLC

BUY
 -
1.19K
+ 70.75%
$368K - $406K
2.87K $1.35M
Aug 10, 2023 Q2 2023
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
1.19K
New
$366K - $404K
1.19K $557K
Jul 25, 2023 Q2 2023
Atlas Wealth Partners, LLC

Wyomissing, PA
BUY
 -
1.18K
New
$363K - $401K
1.18K $552K
Aug 04, 2023 Q2 2023
Myecfo, LLC

La Jolla, CA
BUY
 -
1.16K
New
$358K - $395K
1.16K $544K
Aug 09, 2023 Q2 2023
Heritage Wealth Advisors

BUY
 -
1.15K
+ 0.89%
$355K - $391K
129K $60.8M
Aug 14, 2023 Q2 2023
Xtx Topco LTD

London, X0
BUY
 -
1.14K
New
$353K - $390K
1.14K $537K

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