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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
221+ 3.26% |
$64.9K - $70.8K
|
6.99K
$3.18M
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
221+ 8.52% |
$64.9K - $70.8K
|
2.82K
$1.28M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
220+ 6.98% |
$64.6K - $70.5K
|
3.37K
$1.53M
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
220New |
$64.6K - $70.5K
|
220
$100K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
220+ 76.39% |
$64.6K - $70.5K
|
508
$231K
|
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
219+ 1.43% |
$64.3K - $70.2K
|
15.6K
$7.09M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
218+ 2.13% |
$64K - $69.8K
|
10.4K
$4.75M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
216+ 11.8% |
$63.4K - $69.2K
|
2.05K
$931K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
215+ 3.54% |
$63.1K - $68.9K
|
6.29K
$2.86M
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
215+ 8.87% |
$63.1K - $68.9K
|
2.64K
$1.2M
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
214+ 4.37% |
$62.8K - $68.6K
|
5.11K
$2.32M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
214+ 1.47% |
$62.8K - $68.6K
|
14.8K
$6.73M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
212New |
$62.2K - $67.9K
|
212
$96.4K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
211+ 15.37% |
$61.9K - $67.6K
|
1.58K
$721K
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
210+ 2.1% |
$61.6K - $67.3K
|
10.2K
$4.64M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
210+ 4.27% |
$61.6K - $67.3K
|
5.13K
$2.33M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
209+ 6.9% |
$61.3K - $67K
|
3.24K
$1.47M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
207+ 4.24% |
$60.8K - $66.3K
|
5.09K
$2.32M
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
BUY
|
- |
206+ 11.29% |
$60.5K - $66K
|
2.03K
$924K
|
|
|
Apr 22, 2024
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
206+ 2.36% |
$60.5K - $66K
|
8.95K
$4.07M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
204+ 6.2% |
$59.9K - $65.4K
|
3.49K
$1.59M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
203+ 0.62% |
$59.6K - $65K
|
33.1K
$15M
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
203+ 1.78% |
$59.6K - $65K
|
11.6K
$5.29M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
203+ 4.88% |
$59.6K - $65K
|
4.36K
$1.98M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
202+ 0.88% |
$59.3K - $64.7K
|
23.2K
$10.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
200+ 4.15% |
$58.7K - $64.1K
|
5.02K
$2.28M
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
BUY
|
- |
200+ 0.75% |
$58.7K - $64.1K
|
27K
$12.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
200+ 7.55% |
$58.7K - $64.1K
|
2.85K
$1.3M
|
|
|
May 01, 2023
Q1 2023
|
Grant
|
BUY
|
- |
200+ 1.99% |
$58.7K - $64.1K
|
10.3K
$4.67M
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
200+ 1.49% |
$58.7K - $64.1K
|
13.7K
$6.21M
|
|
|
May 01, 2023
Q1 2023
|
F
|
BUY
|
- |
200+ 7.33% |
$58.7K - $64.1K
|
2.93K
$1.33M
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
200+ 3.39% |
$58.7K - $64.1K
|
6.1K
$2.78M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
200+ 1.96% |
$58.7K - $64.1K
|
10.4K
$4.72M
|
|
|
May 03, 2023
Q1 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
200+ 24.6% |
$58.7K - $64.1K
|
1.01K
$461K
|
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
200+ 16.37% |
$58.7K - $64.1K
|
1.42K
$647K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
199+ 51.42% |
$58.4K - $63.8K
|
586
$267K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
199+ 3.31% |
$58.4K - $63.8K
|
6.22K
$2.83M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
198+ 26.61% |
$58.1K - $63.4K
|
942
$429K
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
198+ 9.15% |
$58.1K - $63.4K
|
2.36K
$1.07M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
197+ 1.74% |
$57.8K - $63.1K
|
11.5K
$5.24M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
196+ 2.79% |
$57.5K - $62.8K
|
7.23K
$3.29M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
196+ 1.46% |
$57.5K - $62.8K
|
13.7K
$6.21M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
196+ 21.19% |
$57.5K - $62.8K
|
1.12K
$510K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
196+ 1.22% |
$57.5K - $62.8K
|
16.2K
$7.39M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
196+ 14.71% |
$57.5K - $62.8K
|
1.53K
$695K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
195+ 4.53% |
$57.2K - $62.5K
|
4.5K
$2.05M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
194+ 2.74% |
$56.9K - $62.2K
|
7.27K
$3.31M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
194+ 3.84% |
$56.9K - $62.2K
|
5.25K
$2.39M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
194+ 2.45% |
$56.9K - $62.2K
|
8.12K
$3.69M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
190+ 13.94% |
$55.8K - $60.9K
|
1.55K
$706K
|