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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4New |
$1.87M - $2.07M
|
4
$2.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
4+ 200.0% |
$1.87M - $2.07M
|
6
$4.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4New |
$1.87M - $2.07M
|
4
$2.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
4+ 50.0% |
$1.87M - $2.07M
|
12
$8.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
4New |
$1.87M - $2.07M
|
4
$2.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4+ 30.77% |
$1.87M - $2.07M
|
17
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4+ 33.33% |
$1.87M - $2.07M
|
16
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3+ 2.52% |
$1.4M - $1.55M
|
122
$82.5M
|
|
|
Aug 16, 2023
Q2 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3New |
$1.4M - $1.55M
|
3
$2.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
3New |
$1.4M - $1.55M
|
3
$2.03M
|
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
3+ 50.0% |
$1.4M - $1.55M
|
9
$6.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3New |
$1.4M - $1.55M
|
3
$2.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
BUY
|
- |
3+ 300.0% |
$1.4M - $1.55M
|
4
$2.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3+ 6.52% |
$1.4M - $1.55M
|
49
$33.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3New |
$1.4M - $1.55M
|
3
$2.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3New |
$1.4M - $1.55M
|
3
$2.03M
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3New |
$1.4M - $1.55M
|
3
$2.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3+ 9.68% |
$1.4M - $1.55M
|
34
$23M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
3+ 60.0% |
$1.4M - $1.55M
|
8
$5.41M
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
3New |
$1.4M - $1.55M
|
3
$2.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3New |
$1.4M - $1.55M
|
3
$2.03M
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.35M
|
|
|
Aug 09, 2023
Q2 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
2+ 0.3% |
$935K - $1.04M
|
660
$447M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2+ 100.0% |
$935K - $1.04M
|
4
$2.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2+ 10.0% |
$935K - $1.04M
|
22
$14.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2+ 18.18% |
$935K - $1.04M
|
13
$8.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2+ 25.0% |
$935K - $1.04M
|
10
$6.77M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
2+ 3.64% |
$935K - $1.04M
|
57
$38.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2+ 2.11% |
$935K - $1.04M
|
97
$65.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
2+ 3.64% |
$935K - $1.04M
|
57
$38.6M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.35M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2+ 2.86% |
$935K - $1.04M
|
72
$48.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2+ 25.0% |
$935K - $1.04M
|
10
$6.77M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2+ 200.0% |
$935K - $1.04M
|
3
$2.03M
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2+ 5.0% |
$935K - $1.04M
|
42
$28.4M
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1+ 25.0% |
$468K - $518K
|
5
$3.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1+ 12.5% |
$468K - $518K
|
9
$6.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
BUY
|
- |
1New |
$468K - $518K
|
1
$677K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1+ 50.0% |
$468K - $518K
|
3
$2.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1New |
$468K - $518K
|
1
$677K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 8.33% |
$468K - $518K
|
13
$8.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
1New |
$468K - $518K
|
1
$677K
|