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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.09K+ 100.92% |
$321K - $350K
|
2.17K
$1.03M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
1.08K+ 0.73% |
$317K - $346K
|
149K
$70.4M
|
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
1.08K+ 79.39% |
$316K - $344K
|
2.43K
$1.15M
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1.07KNew |
$315K - $344K
|
1.07K
$507K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
1.06K+ 96.55% |
$312K - $341K
|
2.16K
$1.02M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.06K+ 27.27% |
$312K - $340K
|
4.96K
$2.34M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.05KNew |
$309K - $337K
|
1.05K
$497K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.05K+ 8.24% |
$308K - $337K
|
13.8K
$6.52M
|
|
|
Aug 09, 2023
Q1 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.05K+ 90.75% |
$308K - $336K
|
2.21K
$1.04M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.05K+ 5.58% |
$308K - $336K
|
19.8K
$9.36M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.04K+ 6.27% |
$306K - $334K
|
17.7K
$8.33M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
BUY
|
- |
1.04K+ 17.47% |
$305K - $333K
|
6.99K
$3.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.04K+ 4.76% |
$305K - $333K
|
22.9K
$10.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.04KNew |
$305K - $333K
|
1.04K
$490K
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.04K+ 1.0% |
$304K - $332K
|
105K
$49.6M
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
1.04K+ 9.2% |
$304K - $332K
|
12.3K
$5.8M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
1.01K+ 26.13% |
$298K - $325K
|
4.89K
$2.31M
|
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.01KNew |
$297K - $324K
|
1.01K
$477K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.01K+ 10.93% |
$296K - $323K
|
10.2K
$4.83M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.01K+ 48.74% |
$295K - $322K
|
3.07K
$1.45M
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.01K+ 2.82% |
$295K - $322K
|
36.7K
$17.3M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1KNew |
$295K - $322K
|
1K
$474K
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1K+ 35.28% |
$294K - $321K
|
3.85K
$1.82M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1K+ 76.26% |
$294K - $321K
|
2.32K
$1.09M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
1K+ 4.75% |
$294K - $320K
|
22.1K
$10.4M
|
|
|
May 01, 2023
Q1 2023
|
Grace & White Inc
|
BUY
|
- |
1KNew |
$294K - $320K
|
1K
$472K
|
|
|
May 15, 2023
Q1 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
1K+ 6.67% |
$294K - $320K
|
16K
$7.55M
|
|
|
May 16, 2023
Q1 2023
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
1K+ 30.98% |
$294K - $320K
|
4.23K
$2M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
989+ 13.19% |
$290K - $317K
|
8.49K
$4.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
986+ 1.81% |
$289K - $316K
|
55.5K
$26.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
979+ 1.61% |
$287K - $314K
|
61.6K
$29.1M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
978+ 11.12% |
$287K - $313K
|
9.77K
$4.61M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
977+ 100.21% |
$287K - $313K
|
1.95K
$921K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
977+ 0.28% |
$287K - $313K
|
355K
$168M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
962+ 2.34% |
$282K - $308K
|
42K
$19.8M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
956+ 0.83% |
$281K - $306K
|
116K
$55M
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
955+ 0.88% |
$280K - $306K
|
110K
$51.9M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
951+ 1.47% |
$279K - $305K
|
65.6K
$30.9M
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
950+ 4.46% |
$279K - $304K
|
22.3K
$10.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
949+ 0.95% |
$279K - $304K
|
100K
$47.4M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
940+ 16.09% |
$276K - $301K
|
6.78K
$3.2M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
939+ 40.81% |
$276K - $301K
|
3.24K
$1.53M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
932+ 1.08% |
$274K - $299K
|
87.4K
$41.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
927+ 32.19% |
$272K - $297K
|
3.81K
$1.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
926+ 6.94% |
$272K - $297K
|
14.3K
$6.74M
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
BUY
|
- |
926+ 2.84% |
$272K - $297K
|
33.5K
$15.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
920+ 9.97% |
$270K - $295K
|
10.2K
$4.79M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
920+ 11500.0% |
$270K - $295K
|
928
$438K
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
920New |
$270K - $295K
|
920
$434K
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
916+ 4.45% |
$269K - $293K
|
21.5K
$10.2M
|