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
|
Adirondack Trust CO
|
BUY
|
- |
28+ 0.29% |
$8.65K - $9.55K
|
9.78K
$4.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
28+ 0.13% |
$8.65K - $9.55K
|
21.5K
$9.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
27+ 0.34% |
$8.34K - $9.21K
|
7.93K
$3.64M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
26+ 0.06% |
$8.04K - $8.87K
|
40.8K
$18.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
BUY
|
- |
26+ 0.79% |
$8.04K - $8.87K
|
3.32K
$1.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
26+ 0.03% |
$8.04K - $8.87K
|
88.9K
$40.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
26+ 1.3% |
$8.04K - $8.87K
|
2.02K
$927K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26+ 3.37% |
$8.04K - $8.87K
|
797
$366K
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
26+ 0.53% |
$8.04K - $8.87K
|
4.89K
$2.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
26+ 1.96% |
$8.04K - $8.87K
|
1.35K
$620K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
26+ 2.73% |
$8.04K - $8.87K
|
977
$448K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
26+ 0.48% |
$8.04K - $8.87K
|
5.49K
$2.52M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
25+ 0.94% |
$7.73K - $8.53K
|
2.67K
$1.23M
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
25+ 0.61% |
$7.73K - $8.53K
|
4.13K
$1.89M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
25New |
$7.73K - $8.53K
|
25
$11.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
24+ 0.23% |
$7.42K - $8.18K
|
10.3K
$4.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
24+ 0.56% |
$7.42K - $8.18K
|
4.3K
$1.97M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
23New |
$7.11K - $7.84K
|
23
$10.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
23+ 0.34% |
$7.11K - $7.84K
|
6.73K
$3.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
23+ 0.22% |
$7.11K - $7.84K
|
10.5K
$4.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
23+ 0.77% |
$7.11K - $7.84K
|
2.99K
$1.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
22+ 0.13% |
$6.8K - $7.5K
|
17.1K
$7.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
22+ 0.79% |
$6.8K - $7.5K
|
2.8K
$1.28M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.65% |
$6.49K - $7.16K
|
3.27K
$1.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
21+ 2.49% |
$6.49K - $7.16K
|
863
$396K
|
|
|
Jul 31, 2023
Q2 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
21+ 2.66% |
$6.49K - $7.16K
|
811
$372K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
21+ 1.65% |
$6.49K - $7.16K
|
1.29K
$593K
|
|
|
Jul 12, 2023
Q2 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
20+ 100.0% |
$6.18K - $6.82K
|
40
$18.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
20+ 0.57% |
$6.18K - $6.82K
|
3.53K
$1.62M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20+ 2.54% |
$6.18K - $6.82K
|
807
$370K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
20+ 0.73% |
$6.18K - $6.82K
|
2.77K
$1.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
20+ 2.7% |
$6.18K - $6.82K
|
761
$349K
|
|
|
Aug 10, 2023
Q2 2023
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
20+ 0.17% |
$6.18K - $6.82K
|
12K
$5.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
19+ 0.33% |
$5.87K - $6.48K
|
5.77K
$2.65M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
19+ 3.74% |
$5.87K - $6.48K
|
527
$242K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
18+ 0.52% |
$5.56K - $6.14K
|
3.48K
$1.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
18+ 2.08% |
$5.56K - $6.14K
|
883
$405K
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
BUY
|
- |
18+ 13.85% |
$5.56K - $6.14K
|
148
$67.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
17+ 0.6% |
$5.25K - $5.8K
|
2.87K
$1.32M
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
17+ 0.56% |
$5.25K - $5.8K
|
3.04K
$1.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
BUY
|
- |
17+ 0.53% |
$5.25K - $5.8K
|
3.23K
$1.48M
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
16+ 1.57% |
$4.95K - $5.46K
|
1.03K
$473K
|
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
16+ 1.41% |
$4.95K - $5.46K
|
1.15K
$526K
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
15+ 0.41% |
$4.64K - $5.12K
|
3.64K
$1.67M
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.91% |
$4.64K - $5.12K
|
1.67K
$766K
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
15+ 0.15% |
$4.64K - $5.12K
|
10.2K
$4.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
15+ 1.17% |
$4.64K - $5.12K
|
1.29K
$593K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
15+ 0.24% |
$4.64K - $5.12K
|
6.34K
$2.91M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
15+ 1.54% |
$4.64K - $5.12K
|
986
$452K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
14+ 0.96% |
$4.33K - $4.77K
|
1.47K
$676K
|