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 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
8.79K+ 256.1% |
$2.72M - $3M
|
12.2K
$5.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
8.69K+ 28.88% |
$2.69M - $2.96M
|
38.8K
$17.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
8.58K+ 37.41% |
$2.65M - $2.93M
|
31.5K
$14.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
8.56K+ 21.25% |
$2.65M - $2.92M
|
48.9K
$22.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
8.51K+ 6.85% |
$2.63M - $2.9M
|
133K
$61.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
8.5KNew |
$2.63M - $2.9M
|
8.5K
$3.93M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
8.41K+ 10.61% |
$2.6M - $2.87M
|
87.7K
$40.5M
|
|
|
Aug 14, 2024
Q2 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
8.34K+ 0.08% |
$2.58M - $2.84M
|
10.7M
$4.94B
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
8.3K+ 92.14% |
$2.56M - $2.83M
|
17.3K
$8M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.2K+ 2.17% |
$2.53M - $2.8M
|
386K
$178M
|
|
|
Aug 11, 2023
Q2 2023
|
Tredje Ap Fonden
|
BUY
|
- |
8.2K+ 2.67% |
$2.53M - $2.8M
|
315K
$146M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
8.2KNew |
$2.53M - $2.79M
|
8.2K
$3.79M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
8.19K+ 3.77% |
$2.53M - $2.79M
|
225K
$104M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
8.13K+ 30.05% |
$2.51M - $2.77M
|
35.2K
$16.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
7.98K+ 10.35% |
$2.47M - $2.72M
|
85K
$39.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7.96K+ 17.09% |
$2.46M - $2.71M
|
54.5K
$25.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
7.75K+ 280.74% |
$2.4M - $2.64M
|
10.5K
$4.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7.43K+ 2.9% |
$2.3M - $2.53M
|
264K
$122M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
7.34K+ 7.1% |
$2.27M - $2.5M
|
111K
$51.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
7.27K+ 36.01% |
$2.25M - $2.48M
|
27.4K
$12.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.26K+ 3.44% |
$2.24M - $2.48M
|
219K
$101M
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
7.24K+ 11.84% |
$2.24M - $2.47M
|
68.3K
$31.6M
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
7.21K+ 20.71% |
$2.23M - $2.46M
|
42K
$19.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
7.14K+ 79.44% |
$2.21M - $2.43M
|
16.1K
$7.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
7.11K+ 3.97% |
$2.2M - $2.43M
|
186K
$86.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
7.05K+ 7.01% |
$2.18M - $2.4M
|
108K
$49.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
6.98KNew |
$2.16M - $2.38M
|
6.98K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.88K+ 5.28% |
$2.13M - $2.35M
|
137K
$63.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.87K+ 13.86% |
$2.12M - $2.34M
|
56.5K
$26.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.83KNew |
$2.11M - $2.33M
|
6.83K
$3.16M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.79K+ 23.1% |
$2.1M - $2.32M
|
36.2K
$16.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.78K+ 94.28% |
$2.09M - $2.31M
|
14K
$6.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
6.75K+ 3.23% |
$2.08M - $2.3M
|
216K
$99.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
6.61K+ 148.67% |
$2.04M - $2.25M
|
11.1K
$5.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
BUY
|
- |
6.36K+ 10.67% |
$1.96M - $2.17M
|
65.9K
$30.5M
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
6.22K+ 50.41% |
$1.92M - $2.12M
|
18.6K
$8.59M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.17K+ 37.28% |
$1.91M - $2.11M
|
22.7K
$10.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.17K+ 25.43% |
$1.91M - $2.1M
|
30.4K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
6.13KNew |
$1.89M - $2.09M
|
6.13K
$2.83M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
6.12K+ 1.25% |
$1.89M - $2.09M
|
496K
$229M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.06K+ 10.26% |
$1.87M - $2.07M
|
65.2K
$30.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.06KNew |
$1.87M - $2.07M
|
6.06K
$2.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
6.06K+ 4883.87% |
$1.87M - $2.07M
|
6.18K
$2.86M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.05K+ 6.48% |
$1.87M - $2.06M
|
99.3K
$45.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
6K+ 27.22% |
$1.86M - $2.05M
|
28K
$13M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
5.99K+ 7.82% |
$1.85M - $2.04M
|
82.6K
$38.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.98K+ 6.47% |
$1.85M - $2.04M
|
98.3K
$45.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Heron Bay Capital Management
|
BUY
|
- |
5.94K+ 28.64% |
$1.84M - $2.03M
|
26.7K
$12.3M
|
|
|
Nov 07, 2023
Q2 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
5.91K+ 2.31% |
$1.83M - $2.02M
|
262K
$121M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.87K+ 50.27% |
$1.82M - $2M
|
17.6K
$8.12M
|