Purchases and Sales Made in Q2 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 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 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
396+ 3.33% |
$122K - $135K
|
12.3K
$5.64M
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
394+ 0.31% |
$122K - $134K
|
125K
$57.5M
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
392+ 5.14% |
$121K - $134K
|
8.02K
$3.68M
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
391+ 8.9% |
$121K - $133K
|
4.79K
$2.2M
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
389+ 3.94% |
$120K - $133K
|
10.3K
$4.71M
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
388+ 3.69% |
$120K - $132K
|
10.9K
$5M
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
386+ 1.07% |
$119K - $132K
|
36.5K
$16.8M
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
377+ 0.54% |
$117K - $129K
|
70.8K
$32.5M
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
375+ 9.09% |
$116K - $128K
|
4.5K
$2.06M
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
375+ 3.25% |
$116K - $128K
|
11.9K
$5.47M
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
374+ 7.61% |
$116K - $128K
|
5.29K
$2.43M
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
374+ 30.14% |
$116K - $128K
|
1.62K
$741K
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
370+ 0.26% |
$114K - $126K
|
143K
$65.4M
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
368+ 5.85% |
$114K - $125K
|
6.66K
$3.05M
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
366+ 21.42% |
$113K - $125K
|
2.08K
$952K
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
365+ 7.25% |
$113K - $124K
|
5.4K
$2.48M
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
365+ 0.25% |
$113K - $124K
|
144K
$65.9M
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
361+ 2.04% |
$112K - $123K
|
18K
$8.27M
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
361+ 13.82% |
$112K - $123K
|
2.97K
$1.36M
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
358+ 7.47% |
$111K - $122K
|
5.15K
$2.36M
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
357+ 7.34% |
$110K - $122K
|
5.22K
$2.39M
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
356+ 5.91% |
$110K - $121K
|
6.38K
$2.93M
|
|
Aug 10, 2023
Q2 2023
|
Nfc Investments, LLC
Memphis, TN |
BUY
|
- |
356+ 42.89% |
$110K - $121K
|
1.19K
$544K
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
355+ 20.34% |
$110K - $121K
|
2.1K
$963K
|
|
Aug 03, 2023
Q2 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
355+ 29.46% |
$110K - $121K
|
1.56K
$715K
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
355+ 35.11% |
$110K - $121K
|
1.37K
$626K
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
354+ 1.55% |
$109K - $121K
|
23.2K
$10.6M
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
351+ 1.64% |
$108K - $120K
|
21.8K
$10M
|
|
Jul 13, 2023
Q2 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
349+ 1.02% |
$108K - $119K
|
34.7K
$15.9M
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
348+ 12.44% |
$108K - $119K
|
3.15K
$1.44M
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
348+ 41.58% |
$108K - $119K
|
1.19K
$543K
|
|
Aug 11, 2023
Q2 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
347+ 11.64% |
$107K - $118K
|
3.33K
$1.53M
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
346+ 33.33% |
$107K - $118K
|
1.38K
$635K
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
346+ 0.59% |
$107K - $118K
|
59.2K
$27.1M
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
344+ 28.17% |
$106K - $117K
|
1.57K
$718K
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
344New |
$106K - $117K
|
344
$158K
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
342+ 27.04% |
$106K - $117K
|
1.61K
$737K
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
342+ 1.32% |
$106K - $117K
|
26.2K
$12M
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
340+ 3.24% |
$105K - $116K
|
10.8K
$4.97M
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
338+ 5.12% |
$104K - $115K
|
6.95K
$3.19M
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
337+ 2.25% |
$104K - $115K
|
15.3K
$7.03M
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
335+ 3.31% |
$104K - $114K
|
10.4K
$4.79M
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
335+ 12.84% |
$104K - $114K
|
2.95K
$1.35M
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
331+ 3.54% |
$102K - $113K
|
9.68K
$4.44M
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
329+ 7.52% |
$102K - $112K
|
4.7K
$2.16M
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
329+ 1.29% |
$102K - $112K
|
25.8K
$11.8M
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
329+ 2.28% |
$102K - $112K
|
14.7K
$6.76M
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
328+ 18.26% |
$101K - $112K
|
2.12K
$974K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
328+ 1.9% |
$101K - $112K
|
17.6K
$8.09M
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
326+ 7.09% |
$101K - $111K
|
4.92K
$2.26M
|