Purchases and Sales Made in Q1 2023 in Berkshire Hathaway Inc Class B (BRK-B)

BRK-B Quotes by TradingView

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 12, 2023 Q1 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
914
New
$268K - $293K
914 $416K
May 02, 2023 Q1 2023
Signature Wealth Management Partners, LLC

BUY
 -
913
+ 66.79%
$268K - $292K
2.28K $1.04M
May 04, 2023 Q1 2023
Icici Prudential Asset Management CO LTD

BUY
 -
910
+ 9.57%
$267K - $292K
10.4K $4.74M
May 15, 2023 Q1 2023
Phillips Wealth Planners LLC

Starkville, MS
BUY
 -
908
New
$267K - $291K
908 $413K
Apr 27, 2023 Q1 2023
Professional Financial Advisors, LLC

BUY
 -
905
+ 10.27%
$266K - $290K
9.72K $4.42M
Apr 25, 2023 Q1 2023
American National Bank

BUY
 -
902
+ 2.05%
$265K - $289K
44.9K $20.4M
Apr 04, 2023 Q1 2023
Private Asset Management Inc

BUY
 -
900
+ 2.46%
$264K - $288K
37.4K $17M
May 02, 2023 Q1 2023
Firethorn Wealth Partners, LLC

BUY
 -
900
+ 25.81%
$264K - $288K
4.39K $2M
May 04, 2023 Q1 2023
Shayne & Co., LLC

BUY
 -
900
+ 0.32%
$264K - $288K
287K $130M
May 15, 2023 Q1 2023
Sentinus, LLC

Oak Brook, IL
BUY
 -
899
New
$264K - $288K
899 $409K
Apr 24, 2023 Q1 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
886
+ 17.26%
$260K - $284K
6.02K $2.74M
May 09, 2023 Q1 2023
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys

Harrisburg, PA
BUY
 -
884
+ 0.29%
$259K - $283K
305K $139M
May 11, 2023 Q1 2023
Texas Capital Bank Wealth Management Services Inc

BUY
 -
879
+ 120.91%
$258K - $282K
1.61K $731K
May 15, 2023 Q1 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
878
New
$258K - $281K
878 $399K
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
874
New
$257K - $280K
874 $398K
May 10, 2023 Q1 2023
Pring Turner Capital Group Inc

Walnut Creek, CA
BUY
 -
873
+ 10.22%
$256K - $280K
9.42K $4.28M
May 11, 2023 Q1 2023
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
870
+ 0.72%
$255K - $279K
121K $55.2M
May 11, 2023 Q1 2023
Forte Capital LLC

BUY
 -
865
+ 8.31%
$254K - $277K
11.3K $5.13M
May 12, 2023 Q1 2023
Astoria Strategic Wealth, Inc.

BUY
 -
864
New
$254K - $277K
864 $393K
May 15, 2023 Q1 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
860
+ 2.16%
$252K - $276K
40.7K $18.5M
Jan 02, 2024 Q1 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
860
+ 2.98%
$252K - $276K
29.7K $13.5M
May 17, 2024 Q1 2023
Cim, LLC

BUY
 -
860
+ 1.81%
$252K - $276K
48.3K $22M
May 15, 2023 Q1 2023
Azimuth Capital Investment Management LLC

Bloomfield Hills, MI
BUY
 -
858
+ 4.78%
$252K - $275K
18.8K $8.55M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
855
+ 2.79%
$251K - $274K
31.5K $14.3M
May 02, 2023 Q1 2023
Financial Strategies Group, Inc.

BUY
 -
855
+ 13.38%
$251K - $274K
7.25K $3.3M
May 04, 2023 Q1 2023
Intrust Bank Na

Wichita, KS
BUY
 -
854
+ 3.84%
$251K - $274K
23.1K $10.5M
Apr 27, 2023 Q1 2023
Heirloom Wealth Management

Greenwood Village, CO
BUY
 -
851
+ 2.6%
$250K - $273K
33.6K $15.3M
Apr 11, 2023 Q1 2023
Obsidian Personal Planning Solutions LLC

BUY
 -
850
+ 64.69%
$249K - $272K
2.16K $984K
May 12, 2023 Q1 2023
Ardent Capital Management, Inc.

Cincinnati, OH
BUY
 -
846
+ 0.6%
$248K - $271K
142K $64.7M
May 04, 2023 Q1 2023
Planning Alternatives LTD

BUY
 -
844
+ 91.74%
$248K - $270K
1.76K $802K
May 08, 2023 Q1 2023
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
837
New
$246K - $268K
837 $381K
May 03, 2023 Q1 2023
Goldstream Capital Management LTD

BUY
 -
832
New
$244K - $267K
832 $378K
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
827
+ 3.26%
$243K - $265K
26.2K $11.9M
May 10, 2023 Q1 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
825
+ 2.18%
$242K - $264K
38.7K $17.6M
May 02, 2023 Q1 2023
Friedenthal Financial

BUY
 -
822
New
$241K - $263K
822 $374K
May 03, 2023 Q1 2023
St. Louis Trust CO

BUY
 -
821
+ 12.41%
$241K - $263K
7.44K $3.38M
May 12, 2023 Q1 2023
Penn Capital Management Company, LLC

Philadelphia, PA
BUY
 -
820
New
$241K - $263K
820 $373K
Apr 17, 2023 Q1 2023
Paragon Private Wealth Management, LLC

BUY
 -
819
+ 20.35%
$240K - $262K
4.84K $2.2M
Apr 18, 2023 Q1 2023
Tanager Wealth Management LLP

BUY
 -
818
+ 25.02%
$240K - $262K
4.09K $1.86M
Apr 25, 2023 Q1 2023
James Investment Research Inc

BUY
 -
816
+ 9.95%
$240K - $261K
9.02K $4.1M
May 11, 2023 Q1 2023
Poehling Capital Management, Inc.

Madison, WI
BUY
 -
805
+ 1.25%
$236K - $258K
65K $29.6M
Apr 20, 2023 Q1 2023
Wbh Advisory Inc

BUY
 -
800
+ 4.45%
$235K - $256K
18.8K $8.54M
May 12, 2023 Q1 2023
Intact Investment Management Inc.

Montreal, A8
BUY
 -
800
+ 15.38%
$235K - $256K
6K $2.73M
May 12, 2023 Q1 2023
Geller Advisors LLC

New York, NY
BUY
 -
793
+ 29.13%
$233K - $254K
3.52K $1.6M
May 19, 2023 Q1 2023
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
789
+ 14.2%
$232K - $253K
6.34K $2.89M
May 15, 2023 Q1 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
788
New
$231K - $252K
788 $358K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
787
New
$231K - $252K
787 $358K
May 12, 2023 Q1 2023
Longbow Finance Sa

Lutry, V8
BUY
 -
779
+ 2.13%
$229K - $250K
37.4K $17M
May 12, 2023 Q1 2023
Itau Unibanco Holding S.A.

Sao Paulo, D5
BUY
 -
776
New
$228K - $249K
776 $353K

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