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 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.97K+ 22.15% |
$918K - $1.01M
|
16.4K
$7.7M
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
2.94K+ 1.64% |
$908K - $1M
|
182K
$85.6M
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.88K+ 5.05% |
$889K - $981K
|
59.8K
$28.1M
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.87K+ 2.76% |
$887K - $979K
|
107K
$50.2M
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.85K+ 1.55% |
$880K - $970K
|
186K
$87.5M
|
|
Jul 25, 2023
Q2 2023
|
Harvey Investment CO LLC
|
BUY
|
- |
2.84K+ 2.46% |
$877K - $968K
|
118K
$55.7M
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
2.83KNew |
$875K - $965K
|
2.83K
$1.33M
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.83K+ 2.55% |
$873K - $963K
|
114K
$53.5M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.79K+ 7.95% |
$863K - $952K
|
37.9K
$17.8M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.78K+ 2.61% |
$860K - $949K
|
109K
$51.4M
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.74K+ 2.1% |
$847K - $934K
|
133K
$62.6M
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.71K+ 10.11% |
$838K - $924K
|
29.5K
$13.9M
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.7K+ 113.21% |
$834K - $921K
|
5.09K
$2.39M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.69K+ 5.49% |
$832K - $918K
|
51.7K
$24.3M
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
2.68K+ 7.65% |
$829K - $915K
|
37.8K
$17.8M
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
2.67KNew |
$826K - $911K
|
2.67K
$1.26M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.66K+ 5.59% |
$823K - $908K
|
50.3K
$23.6M
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.66K+ 27.18% |
$821K - $906K
|
12.4K
$5.85M
|
|
Aug 11, 2023
Q2 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.66KNew |
$821K - $906K
|
2.66K
$1.25M
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.65K+ 2.11% |
$818K - $903K
|
128K
$60.2M
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.64K+ 1.6% |
$816K - $900K
|
168K
$78.8M
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.62K+ 15.47% |
$808K - $892K
|
19.5K
$9.18M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.61K+ 3.34% |
$807K - $890K
|
80.7K
$37.9M
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
2.61K+ 8.38% |
$807K - $890K
|
33.7K
$15.9M
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.6K+ 9.96% |
$804K - $887K
|
28.7K
$13.5M
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
2.6K+ 47.23% |
$803K - $886K
|
8.1K
$3.81M
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
2.59K+ 16.6% |
$801K - $884K
|
18.2K
$8.57M
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2.5K+ 5.11% |
$773K - $853K
|
51.5K
$24.2M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.5K+ 0.95% |
$771K - $851K
|
267K
$125M
|
|
Aug 14, 2023
Q2 2023
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
2.49K+ 7.67% |
$771K - $850K
|
35K
$16.5M
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.49K+ 61.57% |
$770K - $849K
|
6.53K
$3.07M
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.48K+ 13.75% |
$767K - $847K
|
20.5K
$9.66M
|
|
Aug 02, 2023
Q2 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
2.48K+ 93.8% |
$767K - $846K
|
5.13K
$2.41M
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.48K+ 38.71% |
$765K - $844K
|
8.87K
$4.17M
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.45K+ 15.15% |
$756K - $834K
|
18.6K
$8.74M
|
|
Aug 21, 2023
Q2 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
2.44K+ 93.08% |
$753K - $830K
|
5.05K
$2.37M
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.43K+ 5.94% |
$750K - $828K
|
43.3K
$20.4M
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.41K+ 43.74% |
$746K - $823K
|
7.93K
$3.73M
|
|
Aug 10, 2023
Q2 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
2.4K+ 4.84% |
$742K - $819K
|
52K
$24.4M
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
2.38KNew |
$734K - $810K
|
2.38K
$1.12M
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
2.36K+ 34.06% |
$728K - $803K
|
9.27K
$4.36M
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.34KNew |
$722K - $797K
|
2.34K
$1.1M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.33K+ 1.35% |
$721K - $796K
|
175K
$82.4M
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.32KNew |
$717K - $791K
|
2.32K
$1.09M
|
|
Aug 02, 2023
Q2 2023
|
Saybrook Capital
|
BUY
|
- |
2.31K+ 2.04% |
$714K - $788K
|
115K
$54.2M
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2.29KNew |
$708K - $781K
|
2.29K
$1.08M
|
|
Jul 05, 2023
Q2 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
2.29K+ 45.07% |
$706K - $779K
|
7.36K
$3.46M
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.26K+ 5.24% |
$697K - $769K
|
45.3K
$21.3M
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
2.22K+ 6.6% |
$686K - $757K
|
35.8K
$16.8M
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.21K+ 2.83% |
$684K - $755K
|
80.5K
$37.9M
|