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 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
15+ 0.41% |
$4.64K - $5.12K
|
3.64K
$1.76M
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.91% |
$4.64K - $5.12K
|
1.67K
$810K
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
15+ 0.15% |
$4.64K - $5.12K
|
10.2K
$4.97M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
15+ 1.17% |
$4.64K - $5.12K
|
1.29K
$628K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
15+ 0.24% |
$4.64K - $5.12K
|
6.34K
$3.07M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
15+ 1.54% |
$4.64K - $5.12K
|
986
$478K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
14+ 0.96% |
$4.33K - $4.77K
|
1.47K
$714K
|
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
BUY
|
- |
14+ 1.03% |
$4.33K - $4.77K
|
1.37K
$666K
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
14+ 0.36% |
$4.33K - $4.77K
|
3.86K
$1.87M
|
|
|
Aug 02, 2023
Q2 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
14+ 1.1% |
$4.33K - $4.77K
|
1.29K
$623K
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
14+ 0.96% |
$4.33K - $4.77K
|
1.47K
$713K
|
|
|
Jul 11, 2023
Q2 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
13+ 0.2% |
$4.02K - $4.43K
|
6.62K
$3.21M
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
13+ 0.14% |
$4.02K - $4.43K
|
9.27K
$4.49M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
13+ 1.66% |
$4.02K - $4.43K
|
796
$386K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
13+ 0.64% |
$4.02K - $4.43K
|
2.05K
$995K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
13+ 0.51% |
$4.02K - $4.43K
|
2.58K
$1.25M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13+ 0.84% |
$4.02K - $4.43K
|
1.56K
$758K
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.58% |
$3.71K - $4.09K
|
2.07K
$1M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
12+ 0.03% |
$3.71K - $4.09K
|
35.2K
$17.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
12+ 0.63% |
$3.71K - $4.09K
|
1.93K
$934K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
12+ 0.1% |
$3.71K - $4.09K
|
12.6K
$6.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
11+ 1.17% |
$3.4K - $3.75K
|
953
$462K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
11+ 0.03% |
$3.4K - $3.75K
|
33K
$16M
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
11+ 0.28% |
$3.4K - $3.75K
|
3.91K
$1.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
11+ 0.5% |
$3.4K - $3.75K
|
2.22K
$1.08M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
BUY
|
- |
11+ 0.21% |
$3.4K - $3.75K
|
5.19K
$2.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
11+ 0.49% |
$3.4K - $3.75K
|
2.26K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
11+ 0.17% |
$3.4K - $3.75K
|
6.62K
$3.21M
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
11+ 0.67% |
$3.4K - $3.75K
|
1.65K
$799K
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
10+ 0.34% |
$3.09K - $3.41K
|
2.92K
$1.42M
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
BUY
|
- |
10+ 1.48% |
$3.09K - $3.41K
|
685
$332K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
10+ 0.33% |
$3.09K - $3.41K
|
3.08K
$1.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10+ 0.75% |
$3.09K - $3.41K
|
1.35K
$654K
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
10+ 0.16% |
$3.09K - $3.41K
|
6.36K
$3.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
10+ 0.1% |
$3.09K - $3.41K
|
10.3K
$4.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
10+ 0.06% |
$3.09K - $3.41K
|
16K
$7.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
10+ 0.01% |
$3.09K - $3.41K
|
103K
$49.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
9+ 0.62% |
$2.78K - $3.07K
|
1.46K
$710K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
9+ 0.52% |
$2.78K - $3.07K
|
1.74K
$843K
|
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
9+ 1.25% |
$2.78K - $3.07K
|
728
$353K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
9+ 15.0% |
$2.78K - $3.07K
|
69
$33.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8+ 0.1% |
$2.47K - $2.73K
|
8.35K
$4.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
BUY
|
- |
8+ 0.5% |
$2.47K - $2.73K
|
1.61K
$780K
|
|
|
Aug 02, 2023
Q2 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
8+ 0.07% |
$2.47K - $2.73K
|
11K
$5.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
8+ 0.88% |
$2.47K - $2.73K
|
918
$445K
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
8+ 0.96% |
$2.47K - $2.73K
|
845
$410K
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
BUY
|
- |
7+ 0.01% |
$2.16K - $2.39K
|
50.1K
$24.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
7+ 1.87% |
$2.16K - $2.39K
|
381
$185K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
7+ 0.15% |
$2.16K - $2.39K
|
4.66K
$2.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
7+ 0.2% |
$2.16K - $2.39K
|
3.43K
$1.66M
|