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 |
---|---|---|---|---|---|---|---|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
125+ 1.73% |
$36.7K - $40K
|
7.36K
$3.6M
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
125+ 1.73% |
$36.7K - $40K
|
7.36K
$3.6M
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
BUY
|
- |
122+ 0.41% |
$35.8K - $39.1K
|
29.6K
$14.5M
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
120+ 2.99% |
$35.2K - $38.4K
|
4.13K
$2.02M
|
|
May 01, 2023
Q1 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
120+ 14.42% |
$35.2K - $38.4K
|
952
$466K
|
|
Apr 19, 2023
Q1 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
119+ 1.34% |
$34.9K - $38.1K
|
8.97K
$4.39M
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
118+ 5.26% |
$34.6K - $37.8K
|
2.36K
$1.16M
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
118+ 4.55% |
$34.6K - $37.8K
|
2.71K
$1.33M
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
118+ 3.99% |
$34.6K - $37.8K
|
3.07K
$1.5M
|
|
Jun 10, 2025
Q1 2023
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
117+ 9.77% |
$34.3K - $37.5K
|
1.31K
$643K
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
116+ 0.63% |
$34K - $37.2K
|
18.5K
$9.05M
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
116+ 53.7% |
$34K - $37.2K
|
332
$162K
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
116+ 1.75% |
$34K - $37.2K
|
6.76K
$3.31M
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
116+ 5.27% |
$34K - $37.2K
|
2.32K
$1.13M
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
115+ 5.18% |
$33.8K - $36.8K
|
2.34K
$1.14M
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
115+ 0.73% |
$33.8K - $36.8K
|
15.9K
$7.77M
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
115+ 0.99% |
$33.8K - $36.8K
|
11.8K
$5.76M
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
115+ 1.39% |
$33.8K - $36.8K
|
8.38K
$4.1M
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
115+ 2.99% |
$33.8K - $36.8K
|
3.96K
$1.94M
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
115+ 0.83% |
$33.8K - $36.8K
|
14K
$6.85M
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
115+ 21.18% |
$33.8K - $36.8K
|
658
$322K
|
|
May 12, 2023
Q1 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
115+ 1.61% |
$33.8K - $36.8K
|
7.26K
$3.55M
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
114+ 2.33% |
$33.5K - $36.5K
|
5K
$2.45M
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
BUY
|
- |
114+ 0.22% |
$33.5K - $36.5K
|
52.3K
$25.6M
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
114+ 1.99% |
$33.5K - $36.5K
|
5.85K
$2.86M
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
114+ 0.85% |
$33.5K - $36.5K
|
13.5K
$6.61M
|
|
Apr 11, 2023
Q1 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
113+ 0.55% |
$33.2K - $36.2K
|
20.7K
$10.1M
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
112+ 0.97% |
$32.9K - $35.9K
|
11.6K
$5.7M
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
111+ 2.48% |
$32.6K - $35.6K
|
4.6K
$2.25M
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
111+ 4.05% |
$32.6K - $35.6K
|
2.85K
$1.39M
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
110+ 0.67% |
$32.3K - $35.2K
|
16.6K
$8.14M
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
BUY
|
- |
110+ 3.18% |
$32.3K - $35.2K
|
3.56K
$1.74M
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
109+ 13.52% |
$32K - $34.9K
|
915
$448K
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
BUY
|
- |
109+ 3.5% |
$32K - $34.9K
|
3.22K
$1.58M
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
109+ 1.18% |
$32K - $34.9K
|
9.35K
$4.58M
|
|
Oct 23, 2024
Q1 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
109+ 9.28% |
$32K - $34.9K
|
1.28K
$628K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
107+ 0.06% |
$31.4K - $34.3K
|
173K
$84.6M
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
107+ 1.64% |
$31.4K - $34.3K
|
6.62K
$3.24M
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
107+ 13.11% |
$31.4K - $34.3K
|
923
$452K
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
106+ 1.85% |
$31.1K - $34K
|
5.85K
$2.86M
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
106+ 1.63% |
$31.1K - $34K
|
6.62K
$3.24M
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
106+ 9.25% |
$31.1K - $34K
|
1.25K
$613K
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
105+ 0.86% |
$30.8K - $33.6K
|
12.4K
$6.06M
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
104+ 0.28% |
$30.5K - $33.3K
|
36.6K
$17.9M
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
102+ 5.39% |
$29.9K - $32.7K
|
1.99K
$976K
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
102+ 1.63% |
$29.9K - $32.7K
|
6.34K
$3.1M
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
101+ 2.62% |
$29.6K - $32.4K
|
3.95K
$1.93M
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
101+ 14.19% |
$29.6K - $32.4K
|
813
$398K
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
100New |
$29.4K - $32K
|
100
$48.9K
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
BUY
|
- |
100+ 2.66% |
$29.4K - $32K
|
3.86K
$1.89M
|