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 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
151+ 5.02% |
$44.3K - $48.4K
|
3.16K
$1.44M
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
150+ 2.2% |
$44K - $48.1K
|
6.96K
$3.17M
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
150+ 13.89% |
$44K - $48.1K
|
1.23K
$560K
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
150+ 2.29% |
$44K - $48.1K
|
6.69K
$3.05M
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
150+ 7.83% |
$44K - $48.1K
|
2.07K
$940K
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
150+ 7.65% |
$44K - $48.1K
|
2.11K
$960K
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
150+ 18.09% |
$44K - $48.1K
|
979
$445K
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
150+ 6.99% |
$44K - $48.1K
|
2.3K
$1.04M
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
149+ 14.26% |
$43.7K - $47.7K
|
1.19K
$543K
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
148+ 0.97% |
$43.4K - $47.4K
|
15.4K
$7.02M
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
146+ 11.88% |
$42.9K - $46.8K
|
1.38K
$625K
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
146+ 11.21% |
$42.9K - $46.8K
|
1.45K
$659K
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
145+ 7.66% |
$42.6K - $46.5K
|
2.04K
$927K
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
144+ 1.31% |
$42.3K - $46.1K
|
11.1K
$5.06M
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
144+ 10.16% |
$42.3K - $46.1K
|
1.56K
$711K
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
142+ 1.29% |
$41.7K - $45.5K
|
11.2K
$5.07M
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
141+ 2.82% |
$41.4K - $45.2K
|
5.14K
$2.34M
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
141+ 2.92% |
$41.4K - $45.2K
|
4.97K
$2.26M
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
139+ 3.97% |
$40.8K - $44.5K
|
3.64K
$1.65M
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
138+ 3.49% |
$40.5K - $44.2K
|
4.09K
$1.86M
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
137+ 13.5% |
$40.2K - $43.9K
|
1.15K
$524K
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
137+ 8.7% |
$40.2K - $43.9K
|
1.71K
$779K
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
136+ 1.55% |
$39.9K - $43.6K
|
8.92K
$4.06M
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
136+ 0.49% |
$39.9K - $43.6K
|
28.1K
$12.8M
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
133+ 1.95% |
$39K - $42.6K
|
6.96K
$3.17M
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
133+ 0.06% |
$39K - $42.6K
|
222K
$101M
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
133+ 0.39% |
$39K - $42.6K
|
33.9K
$15.4M
|
|
May 15, 2023
Q1 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
132+ 3.05% |
$38.7K - $42.3K
|
4.46K
$2.03M
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
131+ 2.43% |
$38.4K - $42K
|
5.52K
$2.51M
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
129+ 1.66% |
$37.9K - $41.3K
|
7.92K
$3.6M
|
|
May 01, 2023
Q1 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
129+ 0.75% |
$37.9K - $41.3K
|
17.4K
$7.91M
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
129+ 6.27% |
$37.9K - $41.3K
|
2.19K
$995K
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
128+ 1.99% |
$37.6K - $41K
|
6.56K
$2.98M
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
BUY
|
- |
127+ 1.89% |
$37.3K - $40.7K
|
6.86K
$3.12M
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
127+ 13.22% |
$37.3K - $40.7K
|
1.09K
$495K
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
BUY
|
- |
125+ 1.93% |
$36.7K - $40K
|
6.61K
$3.01M
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
125+ 3.42% |
$36.7K - $40K
|
3.78K
$1.72M
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
125+ 1.73% |
$36.7K - $40K
|
7.36K
$3.35M
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
125+ 3.68% |
$36.7K - $40K
|
3.52K
$1.6M
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
125+ 1.73% |
$36.7K - $40K
|
7.36K
$3.35M
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
125+ 1.73% |
$36.7K - $40K
|
7.36K
$3.35M
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
BUY
|
- |
122+ 0.41% |
$35.8K - $39.1K
|
29.6K
$13.5M
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
120+ 2.99% |
$35.2K - $38.4K
|
4.13K
$1.88M
|
|
May 01, 2023
Q1 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
120+ 14.42% |
$35.2K - $38.4K
|
952
$433K
|
|
Apr 19, 2023
Q1 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
119+ 1.34% |
$34.9K - $38.1K
|
8.97K
$4.08M
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
118+ 5.26% |
$34.6K - $37.8K
|
2.36K
$1.07M
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
118+ 4.55% |
$34.6K - $37.8K
|
2.71K
$1.23M
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
118+ 3.99% |
$34.6K - $37.8K
|
3.07K
$1.4M
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
116+ 0.63% |
$34K - $37.2K
|
18.5K
$8.41M
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
116+ 53.7% |
$34K - $37.2K
|
332
$151K
|