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 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
340+ 2.86% |
$99.8K - $109K
|
12.2K
$5.82M
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
338+ 26.26% |
$99.2K - $108K
|
1.63K
$774K
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
337+ 1.59% |
$98.9K - $108K
|
21.5K
$10.2M
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
BUY
|
- |
336+ 3.66% |
$98.6K - $108K
|
9.53K
$4.54M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
335+ 0.57% |
$98.3K - $107K
|
59K
$28.1M
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
333+ 1.85% |
$97.7K - $107K
|
18.3K
$8.74M
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
329New |
$96.6K - $105K
|
329
$157K
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
327+ 1.59% |
$96K - $105K
|
20.9K
$9.95M
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
326+ 1.82% |
$95.7K - $104K
|
18.3K
$8.7M
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
325+ 12.55% |
$95.4K - $104K
|
2.91K
$1.39M
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
325+ 1.7% |
$95.4K - $104K
|
19.5K
$9.28M
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
325+ 10.93% |
$95.4K - $104K
|
3.3K
$1.57M
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
325+ 3.76% |
$95.4K - $104K
|
8.97K
$4.27M
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
324+ 7.56% |
$95.1K - $104K
|
4.61K
$2.2M
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
321+ 2.21% |
$94.2K - $103K
|
14.8K
$7.07M
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
319+ 0.46% |
$93.6K - $102K
|
69.8K
$33.3M
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
317+ 1.49% |
$93K - $102K
|
21.5K
$10.3M
|
|
May 10, 2023
Q1 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
317+ 0.99% |
$93K - $102K
|
32.5K
$15.5M
|
|
Apr 03, 2023
Q1 2023
|
Centre Asset Management, LLC
|
BUY
|
- |
313+ 1.55% |
$91.9K - $100K
|
20.5K
$9.78M
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
313+ 3.28% |
$91.9K - $100K
|
9.86K
$4.7M
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
311+ 7.66% |
$91.3K - $99.6K
|
4.37K
$2.08M
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
311+ 35.95% |
$91.3K - $99.6K
|
1.18K
$560K
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
310+ 12.23% |
$91K - $99.3K
|
2.85K
$1.36M
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
309+ 1.85% |
$90.7K - $99K
|
17K
$8.1M
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
307+ 2.77% |
$90.1K - $98.4K
|
11.4K
$5.43M
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
306+ 2.03% |
$89.8K - $98K
|
15.4K
$7.32M
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
306+ 2.03% |
$89.8K - $98K
|
15.4K
$7.32M
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
305+ 1.75% |
$89.5K - $97.7K
|
17.7K
$8.43M
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
302+ 0.48% |
$88.6K - $96.8K
|
63.1K
$30.1M
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
301+ 0.12% |
$88.3K - $96.4K
|
257K
$123M
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
BUY
|
- |
300+ 0.6% |
$88.1K - $96.1K
|
50.1K
$23.9M
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
299+ 4.16% |
$87.8K - $95.8K
|
7.48K
$3.56M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
299+ 2.35% |
$87.8K - $95.8K
|
13K
$6.21M
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
296+ 1.42% |
$86.9K - $94.8K
|
21.1K
$10.1M
|
|
May 03, 2023
Q1 2023
|
Account Management LLC
|
BUY
|
- |
295+ 0.5% |
$86.6K - $94.5K
|
59.7K
$28.5M
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
293+ 0.28% |
$86K - $93.9K
|
107K
$50.8M
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
292+ 5.94% |
$85.7K - $93.5K
|
5.2K
$2.48M
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
290+ 3.81% |
$85.1K - $92.9K
|
7.9K
$3.77M
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
290+ 6.89% |
$85.1K - $92.9K
|
4.5K
$2.14M
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
BUY
|
- |
285+ 0.74% |
$83.7K - $91.3K
|
38.9K
$18.5M
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
285+ 20.58% |
$83.7K - $91.3K
|
1.67K
$796K
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
285+ 11.71% |
$83.7K - $91.3K
|
2.72K
$1.3M
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
283+ 1.69% |
$83.1K - $90.7K
|
17K
$8.12M
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
282+ 1.84% |
$82.8K - $90.3K
|
15.6K
$7.45M
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
281+ 3.95% |
$82.5K - $90K
|
7.39K
$3.52M
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
281+ 4.22% |
$82.5K - $90K
|
6.94K
$3.31M
|
|
May 02, 2023
Q1 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
281+ 6.53% |
$82.5K - $90K
|
4.58K
$2.18M
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
281+ 2.05% |
$82.5K - $90K
|
14K
$6.65M
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
279+ 2.23% |
$81.9K - $89.4K
|
12.8K
$6.08M
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
278+ 4.51% |
$81.6K - $89.1K
|
6.44K
$3.07M
|