Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.66KNew |
$488K - $532K
|
1.66K
$756K
|
|
Oct 28, 2024
Q1 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.64K+ 6.36% |
$481K - $525K
|
27.4K
$12.5M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.64K+ 30.27% |
$480K - $524K
|
7.04K
$3.2M
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.64K+ 0.94% |
$480K - $524K
|
175K
$79.7M
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.63K+ 35.12% |
$480K - $523K
|
6.29K
$2.86M
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
1.62K+ 14.93% |
$474K - $517K
|
12.4K
$5.66M
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.58K+ 9.13% |
$464K - $507K
|
18.9K
$8.6M
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.57K+ 4.35% |
$462K - $504K
|
37.8K
$17.2M
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.56K+ 30.97% |
$459K - $501K
|
6.61K
$3.01M
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.55K+ 4.36% |
$455K - $496K
|
37.1K
$16.9M
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.55K+ 2.1% |
$455K - $496K
|
75.3K
$34.2M
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.55KNew |
$455K - $496K
|
1.55K
$705K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.55K+ 27.26% |
$454K - $496K
|
7.23K
$3.29M
|
|
May 05, 2023
Q1 2023
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
1.54K+ 6.01% |
$452K - $493K
|
27.2K
$12.4M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.53K+ 0.64% |
$449K - $490K
|
239K
$109M
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
1.53K+ 2.24% |
$448K - $489K
|
69.7K
$31.7M
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1.52K+ 52.34% |
$446K - $486K
|
4.42K
$2.01M
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.51KNew |
$444K - $485K
|
1.51K
$688K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.49K+ 3.24% |
$438K - $478K
|
47.6K
$21.7M
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.49K+ 0.63% |
$437K - $477K
|
240K
$109M
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.49K+ 3.3% |
$437K - $477K
|
46.6K
$21.2M
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.49K+ 100.27% |
$436K - $476K
|
2.97K
$1.35M
|
|
May 05, 2023
Q1 2023
|
Community Bank Of Raymore
|
BUY
|
- |
1.48KNew |
$434K - $474K
|
1.48K
$673K
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.48K+ 6.24% |
$434K - $474K
|
25.1K
$11.4M
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.46K+ 3.21% |
$430K - $469K
|
47K
$21.4M
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.46K+ 6.24% |
$430K - $469K
|
24.9K
$11.3M
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.46K+ 12.49% |
$429K - $468K
|
13.2K
$5.99M
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1.46K+ 35.93% |
$428K - $467K
|
5.52K
$2.51M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.46K+ 1.39% |
$427K - $466K
|
106K
$48.4M
|
|
May 15, 2023
Q1 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
1.45KNew |
$426K - $465K
|
1.45K
$661K
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.45K+ 10.07% |
$426K - $465K
|
15.8K
$7.21M
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.43K+ 5.86% |
$420K - $459K
|
25.9K
$11.8M
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.42KNew |
$417K - $455K
|
1.42K
$646K
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.42K+ 1.9% |
$417K - $455K
|
76.1K
$34.6M
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
1.42K+ 26.11% |
$416K - $454K
|
6.85K
$3.11M
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.41K+ 1.8% |
$415K - $453K
|
79.9K
$36.4M
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.41KNew |
$412K - $450K
|
1.41K
$639K
|
|
Apr 18, 2023
Q1 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
1.4K+ 11.31% |
$411K - $449K
|
13.8K
$6.27M
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.39K+ 56.35% |
$409K - $447K
|
3.87K
$1.76M
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.38K+ 7.18% |
$404K - $441K
|
20.6K
$9.36M
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.38KNew |
$404K - $441K
|
1.38K
$626K
|
|
Apr 21, 2023
Q1 2023
|
Baskin Financial Services Inc.
|
BUY
|
- |
1.37K+ 1.79% |
$403K - $440K
|
78.1K
$35.5M
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
1.36KNew |
$400K - $436K
|
1.36K
$620K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.36K+ 3.2% |
$398K - $434K
|
43.8K
$19.9M
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
1.35K+ 11.47% |
$397K - $433K
|
13.1K
$5.98M
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.35K+ 2.09% |
$397K - $433K
|
65.9K
$30M
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
1.35K+ 17.44% |
$396K - $432K
|
9.09K
$4.14M
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.35K+ 53.49% |
$396K - $432K
|
3.87K
$1.76M
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.35K+ 32.45% |
$396K - $432K
|
5.51K
$2.51M
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.35KNew |
$396K - $432K
|
1.35K
$614K
|