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
Wms Partners, LLC

BUY
 -
475
+ 4.14%
$147K - $162K
11.9K $5.47M
Aug 24, 2023 Q2 2023
Strategy Asset Managers LLC

BUY
 -
475
+ 2.34%
$147K - $162K
20.8K $9.54M
Aug 09, 2023 Q2 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
474
+ 2.36%
$146K - $162K
20.6K $9.43M
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

BUY
 -
472
+ 2.2%
$146K - $161K
22K $10.1M
Aug 14, 2023 Q2 2023
Columbia Asset Management

Ann Arbor, MI
BUY
 -
472
+ 1.23%
$146K - $161K
38.8K $17.8M
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
471
+ 3.97%
$146K - $161K
12.3K $5.66M
Jul 31, 2023 Q2 2023
Moloney Securities Asset Management, LLC

BUY
 -
471
+ 1.8%
$146K - $161K
26.7K $12.2M
Aug 04, 2023 Q2 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
471
+ 1.42%
$146K - $161K
33.8K $15.5M
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
470
+ 27.21%
$145K - $160K
2.2K $1.01M
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
470
+ 1.45%
$145K - $160K
32.8K $15.1M
Jul 24, 2023 Q2 2023
Signature Wealth Management Partners, LLC

BUY
 -
464
+ 20.35%
$143K - $158K
2.74K $1.26M
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
464
+ 0.68%
$143K - $158K
68.4K $31.4M
Aug 02, 2023 Q2 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
461
+ 3.34%
$142K - $157K
14.3K $6.55M
Aug 14, 2023 Q2 2023
United Services Automobile Association

San Antonio, TX
BUY
 -
459
+ 1.14%
$142K - $157K
40.9K $18.8M
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
459
+ 2.7%
$142K - $157K
17.5K $8.02M
Aug 11, 2023 Q2 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
454
+ 5.59%
$140K - $155K
8.58K $3.93M
Jul 19, 2023 Q2 2023
Fulton Breakefield Broenniman LLC

BUY
 -
451
+ 0.42%
$139K - $154K
107K $49.1M
Jul 25, 2023 Q2 2023
Onyx Bridge Wealth Group LLC

BUY
 -
451
+ 23.59%
$139K - $154K
2.36K $1.08M
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
446
New
$138K - $152K
446 $205K
Jul 27, 2023 Q2 2023
Linden Thomas Advisory Services, LLC

Charlotte, NC
BUY
 -
444
+ 23.58%
$137K - $151K
2.33K $1.07M
Aug 07, 2023 Q2 2023
Oak Grove Capital LLC

North Hampton, NH
BUY
 -
443
+ 5.85%
$137K - $151K
8.01K $3.67M
Jul 14, 2023 Q2 2023
Cfm Wealth Partners LLC

BUY
 -
442
+ 7.95%
$137K - $151K
6.01K $2.75M
Aug 07, 2023 Q2 2023
Rkl Wealth Management LLC

BUY
 -
436
+ 5.32%
$135K - $149K
8.63K $3.96M
Jul 14, 2023 Q2 2023
Herold Advisors, Inc.

BUY
 -
433
+ 17.3%
$134K - $148K
2.94K $1.35M
Jul 25, 2023 Q2 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
432
+ 8.82%
$134K - $147K
5.33K $2.44M
Apr 02, 2024 Q2 2023
Oak Hill Wealth Advisors, LLC

Lansdowne, VA
BUY
 -
431
+ 14.6%
$133K - $147K
3.38K $1.55M
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
430
+ 8.65%
$133K - $147K
5.4K $2.48M
Aug 14, 2023 Q2 2023
Ram Investment Partners, LLC

Bellevue, WA
BUY
 -
428
+ 22.6%
$132K - $146K
2.32K $1.06M
Aug 14, 2023 Q2 2023
Wealth Dimensions Group, Ltd.

BUY
 -
428
+ 21.39%
$132K - $146K
2.43K $1.11M
Aug 09, 2023 Q2 2023
Massachusetts Financial Services CO

Boston, MA
BUY
 -
427
+ 1.05%
$132K - $146K
41.2K $18.9M
Aug 07, 2023 Q2 2023
Leeward Financial Partners, LLC

BUY
 -
425
+ 35.9%
$131K - $145K
1.61K $738K
Aug 14, 2023 Q2 2023
Options Solutions, LLC

Chevy Chase, MD
BUY
 -
425
+ 30.36%
$131K - $145K
1.83K $837K
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
419
+ 4.59%
$130K - $143K
9.55K $4.38M
Aug 09, 2023 Q2 2023
Barden Capital Management, Inc.

BUY
 -
418
+ 14.41%
$129K - $143K
3.32K $1.52M
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
416
+ 25.87%
$129K - $142K
2.02K $928K
Aug 23, 2023 Q2 2023
Adalta Capital Management LLC

New York, NY
BUY
 -
415
+ 9.82%
$128K - $142K
4.64K $2.13M
Jul 13, 2023 Q2 2023
Wealth Alliance Advisory Group, LLC

BUY
 -
410
+ 6.28%
$127K - $140K
6.94K $3.18M
Aug 02, 2023 Q2 2023
Amg National Trust Bank

BUY
 -
410
+ 1.92%
$127K - $140K
21.7K $9.97M
Aug 07, 2023 Q2 2023
Cfo4 Life Group, LLC

BUY
 -
410
+ 10.9%
$127K - $140K
4.17K $1.91M
Aug 04, 2023 Q2 2023
Peterson Financial Group, Inc.

BUY
 -
409
+ 7.74%
$126K - $139K
5.7K $2.61M
Jul 14, 2023 Q2 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
406
+ 2.11%
$125K - $138K
19.6K $9M
Jul 17, 2023 Q2 2023
Beacon Financial Advisory LLC

BUY
 -
406
+ 23.12%
$125K - $138K
2.16K $992K
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
406
New
$125K - $138K
406 $186K
Aug 01, 2023 Q2 2023
Regency Capital Management Inc.\De

BUY
 -
405
+ 1.43%
$125K - $138K
28.7K $13.2M
Aug 03, 2023 Q2 2023
Goldstream Capital Management LTD

BUY
 -
403
+ 48.44%
$125K - $137K
1.24K $566K
Aug 07, 2023 Q2 2023
Human Investing LLC

BUY
 -
403
+ 32.21%
$125K - $137K
1.65K $759K
Aug 08, 2023 Q2 2023
Gitterman Wealth Management, LLC

BUY
 -
400
+ 29.01%
$124K - $136K
1.78K $816K
Aug 11, 2023 Q2 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
400
+ 19.35%
$124K - $136K
2.47K $1.13M
Jul 17, 2023 Q2 2023
Wealth Advisors, Inc.

BUY
 -
397
+ 36.39%
$123K - $135K
1.49K $682K

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