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 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
40+ 0.85% |
$12.4K - $13.6K
|
4.72K
$2.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
40+ 0.48% |
$12.4K - $13.6K
|
8.32K
$4.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
40+ 3.89% |
$12.4K - $13.6K
|
1.07K
$517K
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
40+ 0.6% |
$12.4K - $13.6K
|
6.72K
$3.26M
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
40+ 0.45% |
$12.4K - $13.6K
|
8.99K
$4.36M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
39+ 0.57% |
$12.1K - $13.3K
|
6.9K
$3.35M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
39+ 2.78% |
$12.1K - $13.3K
|
1.44K
$700K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
39+ 0.57% |
$12.1K - $13.3K
|
6.9K
$3.35M
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
38+ 0.79% |
$11.7K - $13K
|
4.87K
$2.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
38+ 0.86% |
$11.7K - $13K
|
4.46K
$2.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
38+ 0.9% |
$11.7K - $13K
|
4.26K
$2.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
38+ 0.58% |
$11.7K - $13K
|
6.58K
$3.19M
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
38+ 0.69% |
$11.7K - $13K
|
5.54K
$2.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
38+ 0.1% |
$11.7K - $13K
|
36.6K
$17.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
37+ 1.12% |
$11.4K - $12.6K
|
3.34K
$1.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
37+ 2.59% |
$11.4K - $12.6K
|
1.47K
$711K
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
36+ 1.0% |
$11.1K - $12.3K
|
3.63K
$1.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
36+ 0.41% |
$11.1K - $12.3K
|
8.72K
$4.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
36+ 0.32% |
$11.1K - $12.3K
|
11.2K
$5.41M
|
|
|
Jul 11, 2023
Q2 2023
|
Brickley Wealth Management
|
BUY
|
- |
35+ 3.81% |
$10.8K - $11.9K
|
954
$463K
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
35+ 2.48% |
$10.8K - $11.9K
|
1.45K
$702K
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
35+ 0.23% |
$10.8K - $11.9K
|
15K
$7.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
35+ 1.71% |
$10.8K - $11.9K
|
2.08K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
35+ 1.81% |
$10.8K - $11.9K
|
1.97K
$956K
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
35+ 1.16% |
$10.8K - $11.9K
|
3.06K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
35+ 0.67% |
$10.8K - $11.9K
|
5.24K
$2.54M
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
35+ 0.97% |
$10.8K - $11.9K
|
3.66K
$1.77M
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
34+ 3.68% |
$10.5K - $11.6K
|
957
$464K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
34+ 0.25% |
$10.5K - $11.6K
|
13.5K
$6.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
34+ 0.41% |
$10.5K - $11.6K
|
8.34K
$4.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
33+ 2.72% |
$10.2K - $11.3K
|
1.25K
$605K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
33+ 3.08% |
$10.2K - $11.3K
|
1.11K
$536K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
33+ 0.13% |
$10.2K - $11.3K
|
24.7K
$12M
|
|
|
Aug 03, 2023
Q2 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
33+ 0.1% |
$10.2K - $11.3K
|
31.7K
$15.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
33+ 61.11% |
$10.2K - $11.3K
|
87
$42.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
32+ 1.55% |
$9.89K - $10.9K
|
2.1K
$1.02M
|
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
32+ 0.11% |
$9.89K - $10.9K
|
28.2K
$13.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
32+ 0.18% |
$9.89K - $10.9K
|
18K
$8.74M
|
|
|
Aug 15, 2023
Q2 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
32+ 0.56% |
$9.89K - $10.9K
|
5.71K
$2.77M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
31+ 2.98% |
$9.58K - $10.6K
|
1.07K
$519K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
31+ 2.69% |
$9.58K - $10.6K
|
1.19K
$575K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
31+ 24.8% |
$9.58K - $10.6K
|
156
$75.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
31+ 0.4% |
$9.58K - $10.6K
|
7.73K
$3.75M
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
31+ 0.17% |
$9.58K - $10.6K
|
18K
$8.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
30+ 1.8% |
$9.27K - $10.2K
|
1.7K
$825K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
30+ 0.79% |
$9.27K - $10.2K
|
3.81K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
30+ 1.12% |
$9.27K - $10.2K
|
2.72K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
30+ 2.46% |
$9.27K - $10.2K
|
1.25K
$607K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
30+ 0.95% |
$9.27K - $10.2K
|
3.18K
$1.54M
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
30+ 1.66% |
$9.27K - $10.2K
|
1.84K
$892K
|