Purchases and Sales Made in Q1 2023 in Berkshire Hathaway Inc (BRK-A)
This table provides information about the institutional ownership of Berkshire Hathaway Inc (BRK-A) during Q1 2023. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
73.9K+ 1231100.0% |
$32.7B - $35.8B
|
73.9K
$50.3B
|
|
|
May 15, 2024
Q1 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
5.92KNew |
$2.62B - $2.87B
|
5.92K
$4.03B
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.52KNew |
$671M - $734M
|
1.52K
$1.03B
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
307New |
$136M - $149M
|
307
$209M
|
|
|
May 12, 2023
Q1 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
122New |
$54M - $59.1M
|
122
$83.1M
|
|
|
May 15, 2023
Q1 2023
|
Vontobel Asset Management Inc
New York, NY |
BUY
|
- |
119+ 36.96% |
$52.7M - $57.7M
|
441
$301M
|
|
|
Apr 28, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
100New |
$44.3M - $48.5M
|
100
$68.1M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
90+ 102.27% |
$39.8M - $43.6M
|
178
$121M
|
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
53+ 13.87% |
$23.5M - $25.7M
|
435
$296M
|
|
|
May 12, 2023
Q1 2023
|
Blacksheep Fund Management LTD
Co. Dublin, L2 |
BUY
|
- |
50+ 35.71% |
$22.1M - $24.2M
|
190
$129M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
38New |
$16.8M - $18.4M
|
38
$25.9M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
35+ 3500.0% |
$15.5M - $17M
|
36
$24.5M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
31+ 2.64% |
$13.7M - $15M
|
1.2K
$820M
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
26+ 89.66% |
$11.5M - $12.6M
|
55
$37.5M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
26+ 89.66% |
$11.5M - $12.6M
|
55
$37.5M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
17+ 6.97% |
$7.53M - $8.24M
|
261
$178M
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
15+ 10.27% |
$6.64M - $7.27M
|
161
$110M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
14New |
$6.2M - $6.78M
|
14
$9.54M
|
|
|
May 15, 2023
Q1 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
14+ 13.08% |
$6.2M - $6.78M
|
121
$82.5M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
13New |
$5.76M - $6.3M
|
13
$8.86M
|
|
|
Apr 20, 2023
Q1 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
11+ 78.57% |
$4.87M - $5.33M
|
25
$17M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10+ 6.62% |
$4.43M - $4.85M
|
161
$110M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10+ 6.62% |
$4.43M - $4.85M
|
161
$110M
|
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
10+ 0.6% |
$4.43M - $4.85M
|
1.69K
$1.15B
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10+ 14.93% |
$4.43M - $4.85M
|
77
$52.5M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9New |
$3.98M - $4.36M
|
9
$6.13M
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8New |
$3.54M - $3.88M
|
8
$5.45M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
7+ 8.86% |
$3.1M - $3.39M
|
86
$58.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
6+ 200.0% |
$2.66M - $2.91M
|
9
$6.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
6New |
$2.66M - $2.91M
|
6
$4.09M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
6+ 300.0% |
$2.66M - $2.91M
|
8
$5.45M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5New |
$2.21M - $2.42M
|
5
$3.41M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5+ 1.97% |
$2.21M - $2.42M
|
259
$176M
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
5+ 125.0% |
$2.21M - $2.42M
|
9
$6.13M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5+ 7.14% |
$2.21M - $2.42M
|
75
$51.1M
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
5+ 125.0% |
$2.21M - $2.42M
|
9
$6.13M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
5New |
$2.21M - $2.42M
|
5
$3.41M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
4+ 200.0% |
$1.77M - $1.94M
|
6
$4.09M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4New |
$1.77M - $1.94M
|
4
$2.73M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4+ 5.71% |
$1.77M - $1.94M
|
74
$50.4M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4+ 6.45% |
$1.77M - $1.94M
|
66
$45M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4New |
$1.77M - $1.94M
|
4
$2.73M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4New |
$1.77M - $1.94M
|
4
$2.73M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4New |
$1.77M - $1.94M
|
4
$2.73M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4+ 4.82% |
$1.77M - $1.94M
|
87
$59.3M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3New |
$1.33M - $1.45M
|
3
$2.04M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
3+ 0.28% |
$1.33M - $1.45M
|
1.06K
$722M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3New |
$1.33M - $1.45M
|
3
$2.04M
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3New |
$1.33M - $1.45M
|
3
$2.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3New |
$1.33M - $1.45M
|
3
$2.04M
|