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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3+ 0.18% |
$1.33M - $1.45M
|
1.69K
$1.14B
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 33.33% |
$1.33M - $1.45M
|
12
$8.12M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
2+ 33.33% |
$886K - $969K
|
8
$5.41M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
2+ 40.0% |
$886K - $969K
|
7
$4.74M
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2New |
$886K - $969K
|
2
$1.35M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2New |
$886K - $969K
|
2
$1.35M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2+ 66.67% |
$886K - $969K
|
5
$3.38M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2+ 20.0% |
$886K - $969K
|
12
$8.12M
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2New |
$886K - $969K
|
2
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2+ 2.9% |
$886K - $969K
|
71
$48M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2New |
$886K - $969K
|
2
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2New |
$886K - $969K
|
2
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2New |
$886K - $969K
|
2
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2+ 7.41% |
$886K - $969K
|
29
$19.6M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2+ 18.18% |
$886K - $969K
|
13
$8.8M
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2+ 100.0% |
$886K - $969K
|
4
$2.71M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
2New |
$886K - $969K
|
2
$1.35M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 11.11% |
$886K - $969K
|
20
$13.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
2New |
$886K - $969K
|
2
$1.35M
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2+ 20.0% |
$886K - $969K
|
12
$8.12M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2+ 200.0% |
$886K - $969K
|
3
$2.03M
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 100.0% |
$443K - $485K
|
2
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1+ 11.11% |
$443K - $485K
|
10
$6.77M
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
|
May 15, 2023
Q1 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 100.0% |
$443K - $485K
|
2
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1+ 100.0% |
$443K - $485K
|
2
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1+ 8.33% |
$443K - $485K
|
13
$8.8M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1+ 0.88% |
$443K - $485K
|
115
$77.8M
|
|
|
Dec 06, 2024
Q1 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1+ 11.11% |
$443K - $485K
|
10
$6.77M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
|
Apr 06, 2023
Q1 2023
|
Jvl Associates LLC
|
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
1+ 6.25% |
$443K - $485K
|
17
$11.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1+ 3.45% |
$443K - $485K
|
30
$20.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 3.7% |
$443K - $485K
|
28
$18.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1+ 2.22% |
$443K - $485K
|
46
$31.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|