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 11, 2023 Q1 2023
Wellington Shields & Co., LLC

New York, NY
BUY
 -
668
+ 11.25%
$196K - $214K
6.6K $3.16M
Apr 20, 2023 Q1 2023
Granite Bay Wealth Management, LLC

BUY
 -
667
+ 4.4%
$196K - $214K
15.8K $7.58M
May 15, 2023 Q1 2023
Clifford Group, LLC

Wayland, MA
BUY
 -
666
New
$195K - $213K
666 $319K
Oct 09, 2024 Q1 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
665
+ 22.48%
$195K - $213K
3.62K $1.73M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
658
+ 0.22%
$193K - $211K
297K $142M
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
656
+ 17.51%
$193K - $210K
4.4K $2.11M
May 04, 2023 Q1 2023
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
656
New
$193K - $210K
656 $314K
May 08, 2023 Q1 2023
Reston Wealth Management LLC

BUY
 -
653
New
$192K - $209K
653 $312K
Apr 06, 2023 Q1 2023
Peterson Wealth Services

BUY
 -
652
+ 4.43%
$191K - $209K
15.4K $7.36M
May 15, 2023 Q1 2023
Arrowstreet Capital, Limited Partnership

Boston, MA
BUY
 -
651
New
$191K - $209K
651 $312K
Apr 12, 2023 Q1 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
641
+ 9.01%
$188K - $205K
7.75K $3.71M
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

BUY
 -
639
+ 5.89%
$188K - $205K
11.5K $5.5M
May 08, 2023 Q1 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
636
+ 0.25%
$187K - $204K
254K $122M
May 12, 2023 Q1 2023
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
630
+ 15.24%
$185K - $202K
4.76K $2.28M
May 10, 2023 Q1 2023
Spouting Rock Asset Management, LLC

Bryn Mawr, PA
BUY
 -
626
+ 13.55%
$184K - $201K
5.25K $2.51M
Apr 06, 2023 Q1 2023
Trinity Legacy Partners, LLC

BUY
 -
624
+ 3.84%
$183K - $200K
16.9K $8.08M
Apr 12, 2023 Q1 2023
Mayflower Financial Advisors, LLC

BUY
 -
624
+ 3.37%
$183K - $200K
19.1K $9.15M
Apr 14, 2023 Q1 2023
First International Bank & Trust

Watford City, ND
BUY
 -
623
+ 68.01%
$183K - $200K
1.54K $737K
May 15, 2023 Q1 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
622
+ 0.5%
$183K - $199K
125K $60M
Apr 21, 2023 Q1 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
615
+ 6.31%
$181K - $197K
10.4K $4.96M
May 11, 2023 Q1 2023
Icon Wealth Partners, LLC

BUY
 -
612
+ 4.87%
$180K - $196K
13.2K $6.3M
Apr 25, 2023 Q1 2023
Everhart Financial Group, Inc.

BUY
 -
611
+ 11.66%
$179K - $196K
5.85K $2.8M
May 08, 2023 Q1 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
606
+ 3.74%
$178K - $194K
16.8K $8.03M
Apr 06, 2023 Q1 2023
Cra Financial Services, LLC

BUY
 -
595
+ 6.41%
$175K - $191K
9.88K $4.73M
May 05, 2023 Q1 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
595
New
$175K - $191K
595 $285K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
592
+ 10.71%
$174K - $190K
6.12K $2.93M
May 05, 2023 Q1 2023
John G Ullman & Associates Inc

BUY
 -
582
+ 36.24%
$171K - $186K
2.19K $1.05M
Apr 24, 2023 Q1 2023
Linden Thomas Advisory Services, LLC

Charlotte, NC
BUY
 -
580
+ 44.51%
$170K - $186K
1.88K $901K
Apr 27, 2023 Q1 2023
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
576
+ 24.2%
$169K - $185K
2.96K $1.41M
Apr 19, 2023 Q1 2023
Close Asset Management LTD

BUY
 -
575
+ 0.61%
$169K - $184K
94.4K $45.2M
May 15, 2023 Q1 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
575
+ 4.72%
$169K - $184K
12.8K $6.1M
May 03, 2023 Q1 2023
Moseley Investment Management Inc

BUY
 -
572
+ 2.74%
$168K - $183K
21.5K $10.3M
Apr 17, 2023 Q1 2023
Burns J W & CO Inc

BUY
 -
571
+ 1.31%
$168K - $183K
44.2K $21.2M
May 12, 2023 Q1 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
567
+ 0.92%
$166K - $182K
62K $29.7M
May 10, 2023 Q1 2023
Kentucky Retirement Systems

Frankfort, KY
BUY
 -
558
+ 0.39%
$164K - $179K
142K $68.2M
May 12, 2023 Q1 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
552
+ 7.8%
$162K - $177K
7.63K $3.65M
Apr 13, 2023 Q1 2023
Bridge Creek Capital Management LLC

BUY
 -
550
+ 69.01%
$161K - $176K
1.35K $645K
May 05, 2023 Q1 2023
Meridian Investment Counsel Inc.

Lafayette, CA
BUY
 -
550
+ 9.49%
$161K - $176K
6.35K $3.04M
May 10, 2023 Q1 2023
Amg National Trust Bank

BUY
 -
546
+ 2.63%
$160K - $175K
21.3K $10.2M
May 10, 2023 Q1 2023
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
541
+ 6.39%
$159K - $173K
9.01K $4.31M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
540
+ 0.73%
$158K - $173K
74.4K $35.6M
Apr 24, 2023 Q1 2023
Thompson Investment Management, Inc.

BUY
 -
536
New
$157K - $172K
536 $257K
May 15, 2023 Q1 2023
Delap Wealth Advisory, LLC

Lake Oswego, OR
BUY
 -
535
+ 39.9%
$157K - $171K
1.88K $898K
Apr 11, 2023 Q1 2023
Harbor Group, Inc.

BUY
 -
530
+ 23.22%
$156K - $170K
2.81K $1.35M
May 12, 2023 Q1 2023
Elkhorn Partners Limited Partnership

Omaha, NE
BUY
 -
530
+ 0.92%
$156K - $170K
58.1K $27.8M
Apr 06, 2023 Q1 2023
Woodstock Corp

BUY
 -
528
+ 3.02%
$155K - $169K
18K $8.63M
May 12, 2023 Q1 2023
Trail Ridge Investment Advisors, LLC

BUY
 -
528
+ 9.11%
$155K - $169K
6.32K $3.03M
May 10, 2023 Q1 2023
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
527
+ 2.68%
$155K - $169K
20.2K $9.65M
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
524
+ 35.26%
$154K - $168K
2.01K $962K

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