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 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.2K+ 0.17% |
$679K - $750K
|
1.3M
$602M
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.19K+ 41.72% |
$676K - $746K
|
7.43K
$3.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
2.16K+ 1.61% |
$669K - $738K
|
136K
$63M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.16K+ 1.29% |
$667K - $736K
|
170K
$78.6M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2.15KNew |
$665K - $733K
|
2.15K
$995K
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
2.15K+ 255.11% |
$664K - $732K
|
2.99K
$1.38M
|
|
|
Jul 06, 2023
Q2 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
2.1K+ 10.12% |
$648K - $714K
|
22.8K
$10.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.09K+ 126.79% |
$647K - $713K
|
3.74K
$1.73M
|
|
|
Jul 31, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
2.09KNew |
$646K - $713K
|
2.09K
$967K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
2.08K+ 101.56% |
$643K - $709K
|
4.13K
$1.91M
|
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.07KNew |
$640K - $706K
|
2.07K
$957K
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.07K+ 1.12% |
$639K - $706K
|
187K
$86.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.07K+ 181.94% |
$638K - $704K
|
3.2K
$1.48M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2.06KNew |
$635K - $701K
|
2.06K
$950K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.05K+ 8.22% |
$633K - $699K
|
27K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.04K+ 0.2% |
$630K - $695K
|
1.02M
$472M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.03K+ 19.26% |
$627K - $692K
|
12.6K
$5.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.03K+ 3.27% |
$626K - $691K
|
64K
$29.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
2.02KNew |
$624K - $689K
|
2.02K
$934K
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
2.02KNew |
$624K - $688K
|
2.02K
$934K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.02K+ 5.34% |
$624K - $688K
|
39.8K
$18.4M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.02K+ 1.43% |
$623K - $687K
|
143K
$66.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.01K+ 66.01% |
$621K - $685K
|
5.05K
$2.34M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2KNew |
$617K - $681K
|
2K
$924K
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2K+ 30.96% |
$617K - $681K
|
8.44K
$3.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 4.71% |
$616K - $679K
|
44.3K
$20.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Nitorum Capital, L.P.
New York, NY |
BUY
|
- |
1.99K+ 1.87% |
$615K - $679K
|
108K
$50M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.98K+ 17.29% |
$612K - $675K
|
13.4K
$6.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.97K+ 5.37% |
$609K - $672K
|
38.7K
$17.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
1.97KNew |
$609K - $672K
|
1.97K
$911K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.96K+ 5.45% |
$607K - $670K
|
38K
$17.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.96K+ 38.99% |
$605K - $668K
|
6.98K
$3.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.96K+ 0.67% |
$605K - $667K
|
296K
$137M
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.95K+ 19.17% |
$603K - $666K
|
12.1K
$5.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.95K+ 40.53% |
$602K - $664K
|
6.75K
$3.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.95K+ 66.45% |
$602K - $664K
|
4.88K
$2.26M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.95K+ 33.52% |
$601K - $663K
|
7.75K
$3.58M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.94K+ 67.71% |
$599K - $661K
|
4.8K
$2.22M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.94K+ 5.49% |
$599K - $661K
|
37.2K
$17.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.93K+ 4.55% |
$598K - $659K
|
44.4K
$20.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.93KNew |
$596K - $657K
|
1.93K
$892K
|
|
|
Sep 12, 2023
Q2 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
1.91K+ 8.95% |
$591K - $652K
|
23.3K
$10.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.91K+ 14.44% |
$591K - $652K
|
15.1K
$7.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.91K+ 1.07% |
$591K - $652K
|
180K
$83.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.91K+ 9.7% |
$590K - $651K
|
21.6K
$9.98M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.91K+ 1.33% |
$589K - $650K
|
146K
$67.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.91K+ 0.14% |
$589K - $650K
|
1.36M
$631M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
1.89K+ 4.21% |
$585K - $646K
|
46.8K
$21.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
1.85K+ 36.4% |
$572K - $631K
|
6.93K
$3.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.83K+ 1.29% |
$567K - $625K
|
144K
$66.6M
|