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 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
523+ 3.12% |
$154K - $168K
|
17.3K
$8.17M
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
520+ 65.33% |
$153K - $167K
|
1.32K
$621K
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
520+ 10.43% |
$153K - $167K
|
5.51K
$2.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
519+ 0.9% |
$152K - $166K
|
58.1K
$27.4M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
517+ 0.7% |
$152K - $166K
|
74.8K
$35.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
515+ 22.8% |
$151K - $165K
|
2.77K
$1.31M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
514+ 7.16% |
$151K - $165K
|
7.69K
$3.63M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
514+ 8.03% |
$151K - $165K
|
6.92K
$3.27M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
513+ 5.34% |
$151K - $164K
|
10.1K
$4.78M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
512+ 2.0% |
$150K - $164K
|
26.1K
$12.3M
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
510+ 17.48% |
$150K - $163K
|
3.43K
$1.62M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
509+ 0.45% |
$149K - $163K
|
115K
$54.1M
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
509+ 0.54% |
$149K - $163K
|
93.9K
$44.3M
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
508+ 0.41% |
$149K - $163K
|
125K
$58.8M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
505+ 2.5% |
$148K - $162K
|
20.7K
$9.76M
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
503+ 38.87% |
$148K - $161K
|
1.8K
$848K
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
501+ 2.57% |
$147K - $161K
|
20K
$9.43M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
500+ 64.1% |
$147K - $160K
|
1.28K
$604K
|
|
|
May 08, 2023
Q1 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
500+ 19.92% |
$147K - $160K
|
3.01K
$1.42M
|
|
|
May 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
500+ 52.3% |
$147K - $160K
|
1.46K
$687K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
500+ 13.23% |
$147K - $160K
|
4.28K
$2.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
499+ 5.19% |
$146K - $160K
|
10.1K
$4.78M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
495+ 4.64% |
$145K - $159K
|
11.2K
$5.27M
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
494+ 3.02% |
$145K - $158K
|
16.8K
$7.95M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
487+ 2.78% |
$143K - $156K
|
18K
$8.49M
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
487+ 4.79% |
$143K - $156K
|
10.7K
$5.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
486+ 18.27% |
$143K - $156K
|
3.15K
$1.49M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
485+ 9.12% |
$142K - $155K
|
5.8K
$2.74M
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
484+ 4.12% |
$142K - $155K
|
12.2K
$5.77M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
482+ 0.64% |
$141K - $154K
|
75.8K
$35.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
481+ 4.98% |
$141K - $154K
|
10.1K
$4.79M
|
|
|
May 12, 2023
Q1 2023
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
481+ 1.58% |
$141K - $154K
|
30.8K
$14.6M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
476+ 48.42% |
$140K - $152K
|
1.46K
$689K
|
|
|
May 02, 2023
Q1 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
475+ 18.51% |
$139K - $152K
|
3.04K
$1.44M
|
|
|
May 10, 2023
Q1 2023
|
Birinyi Associates Inc
|
BUY
|
- |
475+ 2.95% |
$139K - $152K
|
16.6K
$7.81M
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
472+ 51.87% |
$139K - $151K
|
1.38K
$652K
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
471+ 180.46% |
$138K - $151K
|
732
$346K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
470+ 5.58% |
$138K - $151K
|
8.89K
$4.2M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
466+ 11.71% |
$137K - $149K
|
4.44K
$2.1M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
466+ 0.62% |
$137K - $149K
|
75.4K
$35.6M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
463+ 1.56% |
$136K - $148K
|
30.2K
$14.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
460+ 19.41% |
$135K - $147K
|
2.83K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
459+ 8.1% |
$135K - $147K
|
6.12K
$2.89M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
455+ 3.61% |
$134K - $146K
|
13.1K
$6.16M
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
453+ 0.61% |
$133K - $145K
|
74.9K
$35.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
451+ 1.91% |
$132K - $144K
|
24K
$11.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
450+ 46.78% |
$132K - $144K
|
1.41K
$667K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
450+ 6.22% |
$132K - $144K
|
7.69K
$3.63M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
449+ 0.77% |
$132K - $144K
|
58.5K
$27.6M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
448+ 5.13% |
$131K - $144K
|
9.18K
$4.33M
|