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 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
276+ 1.64% |
$81K - $88.4K
|
17.1K
$7.78M
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
275+ 4.17% |
$80.7K - $88.1K
|
6.87K
$3.12M
|
|
Apr 24, 2023
Q1 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
275+ 2.53% |
$80.7K - $88.1K
|
11.2K
$5.07M
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
272+ 18.93% |
$79.8K - $87.1K
|
1.71K
$777K
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
271+ 0.47% |
$79.5K - $86.8K
|
58.3K
$26.5M
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
270+ 2.04% |
$79.2K - $86.5K
|
13.5K
$6.15M
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
268+ 1.92% |
$78.7K - $85.9K
|
14.2K
$6.47M
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
268+ 1.92% |
$78.7K - $85.9K
|
14.2K
$6.47M
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
BUY
|
- |
265+ 0.27% |
$77.8K - $84.9K
|
99.1K
$45.1M
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
263+ 0.73% |
$77.2K - $84.3K
|
36.5K
$16.6M
|
|
May 08, 2023
Q1 2023
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
262+ 3.63% |
$76.9K - $83.9K
|
7.49K
$3.4M
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
262+ 1.07% |
$76.9K - $83.9K
|
24.9K
$11.3M
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
262+ 0.32% |
$76.9K - $83.9K
|
81.9K
$37.3M
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
261+ 5.57% |
$76.6K - $83.6K
|
4.95K
$2.25M
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
261+ 1.5% |
$76.6K - $83.6K
|
17.7K
$8.04M
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
261+ 10.4% |
$76.6K - $83.6K
|
2.77K
$1.26M
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
260+ 0.58% |
$76.3K - $83.3K
|
45.1K
$20.5M
|
|
Apr 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
259+ 3.34% |
$76K - $83K
|
8.02K
$3.65M
|
|
May 15, 2023
Q1 2023
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
258+ 0.81% |
$75.7K - $82.7K
|
32.1K
$14.6M
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
257+ 3.86% |
$75.4K - $82.3K
|
6.92K
$3.15M
|
|
May 15, 2023
Q1 2023
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
256+ 1.36% |
$75.1K - $82K
|
19.1K
$8.71M
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
254+ 2.02% |
$74.6K - $81.4K
|
12.8K
$5.82M
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
254+ 1.84% |
$74.6K - $81.4K
|
14.1K
$6.4M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
254+ 37.69% |
$74.6K - $81.4K
|
928
$422K
|
|
May 15, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
253+ 16.77% |
$74.3K - $81.1K
|
1.76K
$802K
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
252+ 4.43% |
$74K - $80.7K
|
5.94K
$2.7M
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
250+ 15.66% |
$73.4K - $80.1K
|
1.85K
$840K
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
250+ 28.6% |
$73.4K - $80.1K
|
1.12K
$511K
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
250+ 2.51% |
$73.4K - $80.1K
|
10.2K
$4.65M
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
248+ 4.73% |
$72.8K - $79.5K
|
5.49K
$2.5M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
247+ 0.82% |
$72.5K - $79.1K
|
30.3K
$13.8M
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
245+ 0.88% |
$71.9K - $78.5K
|
27.9K
$12.7M
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
243+ 3.09% |
$71.3K - $77.8K
|
8.1K
$3.69M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
241+ 1.83% |
$70.7K - $77.2K
|
13.4K
$6.12M
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
240+ 7.48% |
$70.4K - $76.9K
|
3.45K
$1.57M
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
239+ 4.13% |
$70.1K - $76.6K
|
6.02K
$2.74M
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
237+ 1.99% |
$69.6K - $75.9K
|
12.1K
$5.51M
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
233+ 12.83% |
$68.4K - $74.6K
|
2.05K
$932K
|
|
Apr 27, 2023
Q1 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
233+ 0.95% |
$68.4K - $74.6K
|
24.7K
$11.2M
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
233+ 0.28% |
$68.4K - $74.6K
|
83.3K
$37.9M
|
|
Apr 25, 2023
Q1 2023
|
Benin Management Corp
|
BUY
|
- |
232+ 3.93% |
$68.1K - $74.3K
|
6.14K
$2.79M
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
232+ 2.34% |
$68.1K - $74.3K
|
10.1K
$4.62M
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
232+ 5.85% |
$68.1K - $74.3K
|
4.2K
$1.91M
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
227+ 0.91% |
$66.6K - $72.7K
|
25.2K
$11.5M
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
BUY
|
- |
225+ 0.56% |
$66K - $72.1K
|
40.5K
$18.4M
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
225+ 3.53% |
$66K - $72.1K
|
6.59K
$3M
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
223+ 0.44% |
$65.5K - $71.4K
|
50.9K
$23.1M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
223+ 3.84% |
$65.5K - $71.4K
|
6.04K
$2.75M
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
BUY
|
- |
222+ 13.33% |
$65.2K - $71.1K
|
1.89K
$859K
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
222+ 6.66% |
$65.2K - $71.1K
|
3.56K
$1.62M
|