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 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
14.7K+ 4.06% |
$4.56M - $5.03M
|
378K
$175M
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
14.6KNew |
$4.5M - $4.96M
|
14.6K
$6.73M
|
|
Aug 14, 2023
Q2 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
14.4K+ 5.25% |
$4.45M - $4.91M
|
288K
$133M
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
14.3K+ 1.51% |
$4.42M - $4.87M
|
964K
$446M
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
14.2KNew |
$4.38M - $4.83M
|
14.2K
$6.55M
|
|
Aug 08, 2023
Q2 2023
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
13.9K+ 13.03% |
$4.29M - $4.73M
|
120K
$55.7M
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
13.8K+ 72.54% |
$4.26M - $4.7M
|
32.8K
$15.2M
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
13.7K+ 3.89% |
$4.24M - $4.68M
|
366K
$169M
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
13.6K+ 51.96% |
$4.2M - $4.63M
|
39.7K
$18.4M
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
13.4K+ 21.47% |
$4.15M - $4.58M
|
76K
$35.2M
|
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
13.4K+ 601.94% |
$4.13M - $4.56M
|
15.6K
$7.21M
|
|
Jul 28, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
13.3KNew |
$4.12M - $4.54M
|
13.3K
$6.16M
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
13.3K+ 5.71% |
$4.11M - $4.54M
|
246K
$114M
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
13.2KNew |
$4.09M - $4.51M
|
13.2K
$6.12M
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
13.2K+ 11.14% |
$4.07M - $4.49M
|
131K
$60.8M
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.1K+ 25.65% |
$4.05M - $4.47M
|
64.2K
$29.7M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13K+ 1.69% |
$4.03M - $4.44M
|
782K
$362M
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
12.5K+ 126.97% |
$3.87M - $4.27M
|
22.4K
$10.3M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
12.5K+ 2.96% |
$3.85M - $4.25M
|
434K
$201M
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.2KNew |
$3.78M - $4.17M
|
12.2K
$5.66M
|
|
Aug 02, 2023
Q2 2023
|
Hosking Partners LLP
|
BUY
|
- |
12.1K+ 7.96% |
$3.74M - $4.12M
|
164K
$75.9M
|
|
Aug 14, 2023
Q2 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
12KNew |
$3.72M - $4.11M
|
12K
$5.57M
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
12KNew |
$3.72M - $4.1M
|
12K
$5.57M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12K+ 103.79% |
$3.7M - $4.09M
|
23.5K
$10.9M
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
11.7K+ 531.52% |
$3.62M - $3.99M
|
13.9K
$6.43M
|
|
Aug 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
11.7K+ 25.7% |
$3.6M - $3.97M
|
57K
$26.4M
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
11.5K+ 3.3% |
$3.55M - $3.92M
|
360K
$166M
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
11.5K+ 9705.08% |
$3.54M - $3.91M
|
11.6K
$5.35M
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
11.4K+ 136.25% |
$3.53M - $3.9M
|
19.8K
$9.17M
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
11.4K+ 1.44% |
$3.52M - $3.88M
|
802K
$371M
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
11.4KNew |
$3.51M - $3.87M
|
11.4K
$5.25M
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
10.5K+ 23.23% |
$3.24M - $3.58M
|
55.7K
$25.7M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.4K+ 24.93% |
$3.22M - $3.56M
|
52.3K
$24.2M
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
10.3K+ 13.09% |
$3.17M - $3.5M
|
88.7K
$41M
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
10K+ 45.25% |
$3.1M - $3.42M
|
32.2K
$14.9M
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
9.68K+ 9.54% |
$2.99M - $3.3M
|
111K
$51.4M
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.53K+ 16.33% |
$2.95M - $3.25M
|
67.9K
$31.4M
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
9.5KNew |
$2.94M - $3.24M
|
9.5K
$4.39M
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.46K+ 47.98% |
$2.93M - $3.23M
|
29.2K
$13.5M
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
9.42K+ 156.23% |
$2.91M - $3.21M
|
15.5K
$7.15M
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.41K+ 12.5% |
$2.91M - $3.21M
|
84.7K
$39.2M
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
9.41K+ 1.28% |
$2.91M - $3.21M
|
745K
$345M
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
9.41K+ 3.83% |
$2.91M - $3.21M
|
255K
$118M
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.4K+ 17.3% |
$2.9M - $3.2M
|
63.7K
$29.5M
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.13K+ 18.36% |
$2.82M - $3.11M
|
58.8K
$27.2M
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
9.12KNew |
$2.82M - $3.11M
|
9.12K
$4.22M
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
9.11K+ 0.01% |
$2.82M - $3.11M
|
68M
$31.5B
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.11K+ 275.77% |
$2.81M - $3.11M
|
12.4K
$5.74M
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
8.84K+ 92.83% |
$2.73M - $3.02M
|
18.4K
$8.5M
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
8.81K+ 29.01% |
$2.72M - $3.01M
|
39.2K
$18.1M
|