Purchases and Sales Made in Q2 2023 in Berkshire Hathaway Inc (BRK-A)
This table provides information about the institutional ownership of Berkshire Hathaway Inc (BRK-A) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.07M+ 3091401.5% |
$969B - $1.07T
|
2.07M
$1.41T
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
86.6K+ 1442683.38% |
$40.5B - $44.8B
|
86.6K
$59B
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
9.2K+ 65692.86% |
$4.3B - $4.76B
|
9.21K
$6.28B
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
2.05KNew |
$960M - $1.06B
|
2.05K
$1.4B
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.49K+ 12400.0% |
$696M - $771M
|
1.5K
$1.02B
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
611New |
$286M - $316M
|
611
$416M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
130+ 590.91% |
$60.8M - $67.3M
|
152
$104M
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
128+ 228.57% |
$59.9M - $66.3M
|
184
$125M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
100New |
$46.8M - $51.8M
|
100
$68.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
100New |
$46.8M - $51.8M
|
100
$68.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
70New |
$32.7M - $36.2M
|
70
$47.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
70+ 4.14% |
$32.7M - $36.2M
|
1.76K
$1.2B
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62+ 3100.0% |
$29M - $32.1M
|
64
$43.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
55New |
$25.7M - $28.5M
|
55
$37.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54+ 6.59% |
$25.3M - $28M
|
874
$596M
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
53+ 18.66% |
$24.8M - $27.4M
|
337
$230M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
46+ 4600.0% |
$21.5M - $23.8M
|
47
$32M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
39New |
$18.2M - $20.2M
|
39
$26.6M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
38+ 3800.0% |
$17.8M - $19.7M
|
39
$26.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
36+ 3600.0% |
$16.8M - $18.6M
|
37
$25.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
32New |
$15M - $16.6M
|
32
$21.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
25+ 30.12% |
$11.7M - $12.9M
|
108
$73.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
22New |
$10.3M - $11.4M
|
22
$15M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
19+ 100.0% |
$8.89M - $9.84M
|
38
$25.9M
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
18+ 22.22% |
$8.42M - $9.32M
|
99
$67.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
18+ 900.0% |
$8.42M - $9.32M
|
20
$13.6M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14+ 1400.0% |
$6.55M - $7.25M
|
15
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
13+ 5.99% |
$6.08M - $6.73M
|
230
$157M
|
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
12New |
$5.61M - $6.21M
|
12
$8.18M
|
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
12New |
$5.61M - $6.21M
|
12
$8.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
11New |
$5.14M - $5.7M
|
11
$7.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
10+ 58.82% |
$4.68M - $5.18M
|
27
$18.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
9New |
$4.21M - $4.66M
|
9
$6.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
9+ 10.59% |
$4.21M - $4.66M
|
94
$64.1M
|
|
|
Oct 20, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
9New |
$4.21M - $4.66M
|
9
$6.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
9New |
$4.21M - $4.66M
|
9
$6.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8+ 5.33% |
$3.74M - $4.14M
|
158
$108M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
8New |
$3.74M - $4.14M
|
8
$5.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
8New |
$3.74M - $4.14M
|
8
$5.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
8+ 6.61% |
$3.74M - $4.14M
|
129
$87.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
8+ 15.69% |
$3.74M - $4.14M
|
59
$40.2M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8+ 12.7% |
$3.74M - $4.14M
|
71
$48.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7+ 87.5% |
$3.27M - $3.62M
|
15
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Vontobel Asset Management Inc
New York, NY |
BUY
|
- |
7+ 1.59% |
$3.27M - $3.62M
|
448
$305M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7+ 700.0% |
$3.27M - $3.62M
|
8
$5.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
6+ 17.14% |
$2.81M - $3.11M
|
41
$27.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5New |
$2.34M - $2.59M
|
5
$3.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5+ 250.0% |
$2.34M - $2.59M
|
7
$4.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4+ 57.14% |
$1.87M - $2.07M
|
11
$7.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
4+ 3.48% |
$1.87M - $2.07M
|
119
$81.1M
|