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 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
774+ 0.9% |
$227K - $248K
|
86.7K
$39.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
772+ 2.76% |
$227K - $247K
|
28.8K
$13.1M
|
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
772+ 1.65% |
$227K - $247K
|
47.6K
$21.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
771+ 15.0% |
$226K - $247K
|
5.91K
$2.69M
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
770New |
$226K - $247K
|
770
$350K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
768+ 2.16% |
$225K - $246K
|
36.3K
$16.5M
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
767New |
$225K - $246K
|
767
$349K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
761+ 41.11% |
$223K - $244K
|
2.61K
$1.19M
|
|
|
May 04, 2023
Q1 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
757New |
$222K - $243K
|
757
$344K
|
|
|
May 08, 2023
Q1 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
757New |
$222K - $243K
|
757
$344K
|
|
|
Apr 21, 2023
Q1 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
754New |
$221K - $242K
|
754
$343K
|
|
|
May 08, 2023
Q1 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
753+ 2.74% |
$221K - $241K
|
28.3K
$12.9M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
752+ 1.99% |
$221K - $241K
|
38.6K
$17.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
748+ 6.89% |
$220K - $240K
|
11.6K
$5.28M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
748+ 3.38% |
$220K - $240K
|
22.9K
$10.4M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
747+ 1.01% |
$219K - $239K
|
74.6K
$33.9M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
746+ 0.72% |
$219K - $239K
|
104K
$47.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
744+ 6.61% |
$218K - $238K
|
12K
$5.46M
|
|
|
May 10, 2023
Q1 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
742+ 1.35% |
$218K - $238K
|
55.6K
$25.3M
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
730+ 8.28% |
$214K - $234K
|
9.55K
$4.34M
|
|
|
May 10, 2023
Q1 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
728New |
$214K - $233K
|
728
$331K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
728+ 8.99% |
$214K - $233K
|
8.83K
$4.02M
|
|
|
Apr 25, 2023
Q1 2023
|
Solitude Financial Services
|
BUY
|
- |
723+ 1.04% |
$212K - $232K
|
70.4K
$32M
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
723+ 0.74% |
$212K - $232K
|
98.6K
$44.8M
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
723+ 18.44% |
$212K - $232K
|
4.64K
$2.11M
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
723+ 18.44% |
$212K - $232K
|
4.64K
$2.11M
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
722+ 1.87% |
$212K - $231K
|
39.4K
$17.9M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
722New |
$212K - $231K
|
722
$328K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
721+ 12.38% |
$212K - $231K
|
6.55K
$2.98M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
721+ 9.33% |
$212K - $231K
|
8.45K
$3.84M
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
719+ 6.67% |
$211K - $230K
|
11.5K
$5.23M
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
715+ 4.69% |
$210K - $229K
|
16K
$7.27M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
713+ 0.26% |
$209K - $228K
|
270K
$123M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
713+ 12.55% |
$209K - $228K
|
6.4K
$2.91M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
709+ 50.5% |
$208K - $227K
|
2.11K
$961K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
708+ 0.91% |
$208K - $227K
|
78.3K
$35.6M
|
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
708New |
$208K - $227K
|
708
$322K
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
706+ 15.66% |
$207K - $226K
|
5.22K
$2.37M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
705+ 2.21% |
$207K - $226K
|
32.7K
$14.9M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
705+ 6.76% |
$207K - $226K
|
11.1K
$5.07M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
700+ 0.6% |
$205K - $224K
|
117K
$53.3M
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
700+ 0.27% |
$205K - $224K
|
259K
$118M
|
|
|
Apr 14, 2023
Q1 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
697New |
$205K - $223K
|
697
$317K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
693+ 6.16% |
$203K - $222K
|
11.9K
$5.44M
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
685+ 15.38% |
$201K - $219K
|
5.14K
$2.34M
|
|
|
May 10, 2023
Q1 2023
|
Puzo Michael J
|
BUY
|
- |
680+ 22.44% |
$200K - $218K
|
3.71K
$1.69M
|
|
|
Apr 12, 2023
Q1 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
675+ 12.3% |
$198K - $216K
|
6.16K
$2.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
674New |
$198K - $216K
|
674
$307K
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
670+ 14.07% |
$197K - $215K
|
5.43K
$2.47M
|
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
670+ 1.78% |
$197K - $215K
|
38.3K
$17.4M
|