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 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
6+ 0.33% |
$1.85K - $2.05K
|
1.83K
$838K
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6+ 0.71% |
$1.85K - $2.05K
|
847
$388K
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
6+ 0.61% |
$1.85K - $2.05K
|
983
$451K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
6+ 0.26% |
$1.85K - $2.05K
|
2.32K
$1.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
6+ 8.0% |
$1.85K - $2.05K
|
81
$37.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
6+ 0.43% |
$1.85K - $2.05K
|
1.39K
$637K
|
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
6+ 0.76% |
$1.85K - $2.05K
|
795
$365K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
5+ 0.15% |
$1.55K - $1.71K
|
3.23K
$1.48M
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
5+ 0.05% |
$1.55K - $1.71K
|
9.62K
$4.41M
|
|
|
Jul 18, 2023
Q2 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
5+ 0.25% |
$1.55K - $1.71K
|
2K
$919K
|
|
|
Jul 20, 2023
Q2 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
5+ 0.48% |
$1.55K - $1.71K
|
1.04K
$477K
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$1.55K - $1.71K
|
3.01K
$1.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.03% |
$1.55K - $1.71K
|
19.2K
$8.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
5+ 0.52% |
$1.55K - $1.71K
|
972
$446K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
5+ 0.04% |
$1.55K - $1.71K
|
11.1K
$5.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
4+ 0.57% |
$1.24K - $1.36K
|
701
$321K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
4+ 0.18% |
$1.24K - $1.36K
|
2.24K
$1.03M
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
4+ 0.48% |
$1.24K - $1.36K
|
834
$382K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4+ 1.89% |
$1.24K - $1.36K
|
216
$99.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
4+ 0.31% |
$1.24K - $1.36K
|
1.28K
$589K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.02% |
$927 - $1.02K
|
12.7K
$5.82M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3+ 0.08% |
$927 - $1.02K
|
3.65K
$1.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
3+ 0.32% |
$927 - $1.02K
|
930
$427K
|
|
|
Aug 08, 2023
Q2 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
3+ 0.28% |
$927 - $1.02K
|
1.08K
$496K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.46% |
$927 - $1.02K
|
661
$303K
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3+ 0.37% |
$927 - $1.02K
|
821
$377K
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
2+ 0.03% |
$618 - $682
|
6.34K
$2.91M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2+ 0.06% |
$618 - $682
|
3.38K
$1.55M
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
BUY
|
- |
2+ 0.05% |
$618 - $682
|
3.82K
$1.75M
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
2+ 0.04% |
$618 - $682
|
4.98K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2+ 0.02% |
$618 - $682
|
13.1K
$5.99M
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.03% |
$618 - $682
|
7.44K
$3.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
1+ 0.02% |
$309 - $341
|
4.48K
$2.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
1+ 0.07% |
$309 - $341
|
1.43K
$654K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
1+ 0.02% |
$309 - $341
|
4.71K
$2.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Cortland Associates Inc
|
BUY
|
- |
1+ 0.01% |
$309 - $341
|
7.54K
$3.46M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
1+ 0.1% |
$309 - $341
|
967
$443K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
1+ 0.03% |
$309 - $341
|
2.89K
$1.32M
|
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1- 0.07% |
$309 - $341
|
1.54K
$704K
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1- 0.08% |
$309 - $341
|
1.3K
$598K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-1- 0.02% |
$309 - $341
|
5.99K
$2.75M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1- 0.13% |
$309 - $341
|
749
$344K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1- 0.01% |
$309 - $341
|
7.23K
$3.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1- 0.07% |
$309 - $341
|
1.41K
$647K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1- 0.06% |
$309 - $341
|
1.61K
$736K
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$309 - $341
|
5.43K
$2.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1- 0.1% |
$309 - $341
|
1.05K
$482K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-1- 0.01% |
$309 - $341
|
16.2K
$7.45M
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2- 0.07% |
$618 - $682
|
2.67K
$1.22M
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2- 0.03% |
$618 - $682
|
7.43K
$3.41M
|