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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
90+ 9.05% |
$27.8K - $30.7K
|
1.09K
$498K
|
|
|
Aug 10, 2023
Q2 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
90+ 0.53% |
$27.8K - $30.7K
|
17.1K
$7.84M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
89+ 0.51% |
$27.5K - $30.3K
|
17.7K
$8.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
87+ 0.1% |
$26.9K - $29.7K
|
86.7K
$39.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
86+ 3.36% |
$26.6K - $29.3K
|
2.65K
$1.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
86+ 9.13% |
$26.6K - $29.3K
|
1.03K
$471K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
86+ 1.82% |
$26.6K - $29.3K
|
4.82K
$2.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
85+ 0.34% |
$26.3K - $29K
|
25.2K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
85+ 6.18% |
$26.3K - $29K
|
1.46K
$670K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
85+ 25.6% |
$26.3K - $29K
|
417
$191K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
85+ 2.34% |
$26.3K - $29K
|
3.72K
$1.71M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
84+ 7.6% |
$26K - $28.6K
|
1.19K
$545K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
83+ 0.75% |
$25.7K - $28.3K
|
11.2K
$5.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
83+ 0.42% |
$25.7K - $28.3K
|
19.7K
$9.02M
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
83+ 2.92% |
$25.7K - $28.3K
|
2.93K
$1.34M
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
82+ 2.61% |
$25.3K - $28K
|
3.22K
$1.48M
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
82+ 1.4% |
$25.3K - $28K
|
5.92K
$2.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
81+ 0.88% |
$25K - $27.6K
|
9.25K
$4.24M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
80+ 5.68% |
$24.7K - $27.3K
|
1.49K
$682K
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
80+ 3.17% |
$24.7K - $27.3K
|
2.6K
$1.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
80+ 58.82% |
$24.7K - $27.3K
|
216
$99.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Coerente Capital Management
|
BUY
|
- |
80+ 5.33% |
$24.7K - $27.3K
|
1.58K
$726K
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
80+ 1.8% |
$24.7K - $27.3K
|
4.53K
$2.08M
|
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
80+ 0.21% |
$24.7K - $27.3K
|
37.4K
$17.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
79+ 0.19% |
$24.4K - $26.9K
|
42.8K
$19.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
79+ 3.22% |
$24.4K - $26.9K
|
2.54K
$1.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
78+ 0.11% |
$24.1K - $26.6K
|
69.8K
$32M
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
78+ 16.63% |
$24.1K - $26.6K
|
547
$251K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
77+ 1.01% |
$23.8K - $26.3K
|
7.71K
$3.53M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
77+ 2.28% |
$23.8K - $26.3K
|
3.46K
$1.59M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
77+ 0.8% |
$23.8K - $26.3K
|
9.68K
$4.44M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
77+ 0.99% |
$23.8K - $26.3K
|
7.82K
$3.59M
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
77+ 1.89% |
$23.8K - $26.3K
|
4.14K
$1.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
77+ 0.55% |
$23.8K - $26.3K
|
14.2K
$6.49M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
76+ 3.72% |
$23.5K - $25.9K
|
2.12K
$972K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
76+ 12.1% |
$23.5K - $25.9K
|
704
$323K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
76+ 1.06% |
$23.5K - $25.9K
|
7.22K
$3.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
76+ 6.44% |
$23.5K - $25.9K
|
1.26K
$576K
|
|
|
Aug 15, 2023
Q2 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
76+ 2.11% |
$23.5K - $25.9K
|
3.68K
$1.69M
|
|
|
Aug 01, 2023
Q2 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
75+ 0.8% |
$23.2K - $25.6K
|
9.49K
$4.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
75+ 2.6% |
$23.2K - $25.6K
|
2.96K
$1.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
75+ 1.67% |
$23.2K - $25.6K
|
4.56K
$2.09M
|
|
|
Oct 19, 2023
Q2 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
75+ 0.16% |
$23.2K - $25.6K
|
47.7K
$21.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
BUY
|
- |
74+ 1.0% |
$22.9K - $25.2K
|
7.47K
$3.42M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
74+ 3.21% |
$22.9K - $25.2K
|
2.38K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
74+ 0.18% |
$22.9K - $25.2K
|
41K
$18.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
BUY
|
- |
74+ 5.12% |
$22.9K - $25.2K
|
1.52K
$696K
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
73+ 2.23% |
$22.6K - $24.9K
|
3.35K
$1.54M
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
72+ 2.12% |
$22.3K - $24.6K
|
3.48K
$1.59M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
72+ 2.61% |
$22.3K - $24.6K
|
2.83K
$1.3M
|