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
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
190+ 0.87% |
$55.8K - $60.9K
|
22K
$10.5M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
190+ 5.75% |
$55.8K - $60.9K
|
3.5K
$1.67M
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
189+ 4.31% |
$55.5K - $60.5K
|
4.58K
$2.19M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
189+ 5.14% |
$55.5K - $60.5K
|
3.87K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
189+ 2.6% |
$55.5K - $60.5K
|
7.46K
$3.57M
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
188+ 13.23% |
$55.2K - $60.2K
|
1.61K
$770K
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
186+ 3.69% |
$54.6K - $59.6K
|
5.23K
$2.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
185+ 1.59% |
$54.3K - $59.3K
|
11.8K
$5.66M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
184+ 1.38% |
$54K - $58.9K
|
13.5K
$6.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
BUY
|
- |
184+ 1.35% |
$54K - $58.9K
|
13.8K
$6.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
184+ 4.47% |
$54K - $58.9K
|
4.3K
$2.06M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
BUY
|
- |
183+ 1.84% |
$53.7K - $58.6K
|
10.1K
$4.85M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
182+ 5.02% |
$53.4K - $58.3K
|
3.81K
$1.82M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
182+ 0.01% |
$53.4K - $58.3K
|
1.3M
$622M
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
182+ 7.83% |
$53.4K - $58.3K
|
2.51K
$1.2M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
181+ 24.43% |
$53.1K - $58K
|
922
$441K
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
181+ 2.94% |
$53.1K - $58K
|
6.33K
$3.03M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
180+ 1.13% |
$52.8K - $57.7K
|
16.1K
$7.69M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
180+ 1.4% |
$52.8K - $57.7K
|
13K
$6.22M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
177+ 4.14% |
$52K - $56.7K
|
4.45K
$2.13M
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
177+ 10.71% |
$52K - $56.7K
|
1.83K
$875K
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
BUY
|
- |
176+ 7.46% |
$51.7K - $56.4K
|
2.53K
$1.21M
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
175+ 1.31% |
$51.4K - $56.1K
|
13.6K
$6.49M
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
175+ 0.86% |
$51.4K - $56.1K
|
20.5K
$9.83M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
173+ 1.24% |
$50.8K - $55.4K
|
14.1K
$6.74M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
173+ 0.1% |
$50.8K - $55.4K
|
175K
$83.7M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
171+ 19.7% |
$50.2K - $54.8K
|
1.04K
$497K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
170+ 2.04% |
$49.9K - $54.5K
|
8.49K
$4.06M
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
167+ 2.84% |
$49K - $53.5K
|
6.06K
$2.9M
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
166+ 0.87% |
$48.7K - $53.2K
|
19.2K
$9.17M
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
165+ 7.27% |
$48.4K - $52.9K
|
2.44K
$1.17M
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
165+ 21.88% |
$48.4K - $52.9K
|
919
$440K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
165+ 0.29% |
$48.4K - $52.9K
|
56.6K
$27.1M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
165+ 7.77% |
$48.4K - $52.9K
|
2.29K
$1.09M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
164+ 4.05% |
$48.1K - $52.5K
|
4.22K
$2.02M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
162+ 4.53% |
$47.5K - $51.9K
|
3.74K
$1.79M
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
162+ 4.18% |
$47.5K - $51.9K
|
4.04K
$1.93M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
161+ 2.77% |
$47.3K - $51.6K
|
5.97K
$2.85M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
160+ 5.28% |
$47K - $51.3K
|
3.19K
$1.53M
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
160+ 21.33% |
$47K - $51.3K
|
910
$435K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
157+ 0.42% |
$46.1K - $50.3K
|
37.3K
$17.8M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
157+ 1.56% |
$46.1K - $50.3K
|
10.2K
$4.88M
|
|
|
May 08, 2023
Q1 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
156+ 13.28% |
$45.8K - $50K
|
1.33K
$637K
|
|
|
May 12, 2023
Q1 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
155+ 0.67% |
$45.5K - $49.7K
|
23.1K
$11.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
154+ 7.02% |
$45.2K - $49.3K
|
2.35K
$1.12M
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
153+ 4.66% |
$44.9K - $49K
|
3.44K
$1.65M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
152+ 1.07% |
$44.6K - $48.7K
|
14.3K
$6.86M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
152+ 3.85% |
$44.6K - $48.7K
|
4.1K
$1.96M
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
151+ 7.36% |
$44.3K - $48.4K
|
2.2K
$1.05M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
151+ 0.23% |
$44.3K - $48.4K
|
65.9K
$31.5M
|