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
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
232+ 2.34% |
$68.1K - $74.3K
|
10.1K
$4.97M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
232+ 5.85% |
$68.1K - $74.3K
|
4.2K
$2.05M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
227+ 0.91% |
$66.6K - $72.7K
|
25.2K
$12.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
BUY
|
- |
225+ 0.56% |
$66K - $72.1K
|
40.5K
$19.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
225+ 3.53% |
$66K - $72.1K
|
6.59K
$3.23M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
223+ 0.44% |
$65.5K - $71.4K
|
50.9K
$24.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
223+ 3.84% |
$65.5K - $71.4K
|
6.04K
$2.95M
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
BUY
|
- |
222+ 13.33% |
$65.2K - $71.1K
|
1.89K
$924K
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
222+ 6.66% |
$65.2K - $71.1K
|
3.56K
$1.74M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
221+ 3.26% |
$64.9K - $70.8K
|
6.99K
$3.42M
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
221+ 8.52% |
$64.9K - $70.8K
|
2.82K
$1.38M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
220+ 6.98% |
$64.6K - $70.5K
|
3.37K
$1.65M
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
220New |
$64.6K - $70.5K
|
220
$108K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
220+ 76.39% |
$64.6K - $70.5K
|
508
$249K
|
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
219+ 1.43% |
$64.3K - $70.2K
|
15.6K
$7.62M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
218+ 2.13% |
$64K - $69.8K
|
10.4K
$5.11M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
216+ 11.8% |
$63.4K - $69.2K
|
2.05K
$1M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
215+ 3.54% |
$63.1K - $68.9K
|
6.29K
$3.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
215+ 8.87% |
$63.1K - $68.9K
|
2.64K
$1.29M
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
214+ 4.37% |
$62.8K - $68.6K
|
5.11K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
214+ 1.47% |
$62.8K - $68.6K
|
14.8K
$7.24M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
212New |
$62.2K - $67.9K
|
212
$104K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
211+ 15.37% |
$61.9K - $67.6K
|
1.58K
$775K
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
210+ 2.1% |
$61.6K - $67.3K
|
10.2K
$4.99M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
210+ 4.27% |
$61.6K - $67.3K
|
5.13K
$2.51M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
209+ 6.9% |
$61.3K - $67K
|
3.24K
$1.58M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
207+ 4.24% |
$60.8K - $66.3K
|
5.09K
$2.49M
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
BUY
|
- |
206+ 11.29% |
$60.5K - $66K
|
2.03K
$994K
|
|
|
Apr 22, 2024
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
206+ 2.36% |
$60.5K - $66K
|
8.95K
$4.38M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
204+ 6.2% |
$59.9K - $65.4K
|
3.49K
$1.71M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
203+ 0.62% |
$59.6K - $65K
|
33.1K
$16.2M
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
203+ 1.78% |
$59.6K - $65K
|
11.6K
$5.69M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
203+ 4.88% |
$59.6K - $65K
|
4.36K
$2.13M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
202+ 0.88% |
$59.3K - $64.7K
|
23.2K
$11.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
200+ 4.15% |
$58.7K - $64.1K
|
5.02K
$2.46M
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
BUY
|
- |
200+ 0.75% |
$58.7K - $64.1K
|
27K
$13.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
200+ 7.55% |
$58.7K - $64.1K
|
2.85K
$1.39M
|
|
|
May 01, 2023
Q1 2023
|
Grant
|
BUY
|
- |
200+ 1.99% |
$58.7K - $64.1K
|
10.3K
$5.02M
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
200+ 1.49% |
$58.7K - $64.1K
|
13.7K
$6.68M
|
|
|
May 01, 2023
Q1 2023
|
F
|
BUY
|
- |
200+ 7.33% |
$58.7K - $64.1K
|
2.93K
$1.43M
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
200+ 3.39% |
$58.7K - $64.1K
|
6.1K
$2.99M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
200+ 1.96% |
$58.7K - $64.1K
|
10.4K
$5.08M
|
|
|
May 03, 2023
Q1 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
200+ 24.6% |
$58.7K - $64.1K
|
1.01K
$496K
|
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
200+ 16.37% |
$58.7K - $64.1K
|
1.42K
$696K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
199+ 51.42% |
$58.4K - $63.8K
|
586
$287K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
199+ 3.31% |
$58.4K - $63.8K
|
6.22K
$3.04M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
198+ 26.61% |
$58.1K - $63.4K
|
942
$461K
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
198+ 9.15% |
$58.1K - $63.4K
|
2.36K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
197+ 1.74% |
$57.8K - $63.1K
|
11.5K
$5.64M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
196+ 2.79% |
$57.5K - $62.8K
|
7.23K
$3.54M
|