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 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
99+ 1.06% |
$29.1K - $31.7K
|
9.48K
$4.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
99+ 4.33% |
$29.1K - $31.7K
|
2.38K
$1.14M
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
98+ 1.43% |
$28.8K - $31.4K
|
6.97K
$3.34M
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
98+ 1.64% |
$28.8K - $31.4K
|
6.07K
$2.91M
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
98+ 0.24% |
$28.8K - $31.4K
|
40.3K
$19.3M
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
98+ 3.83% |
$28.8K - $31.4K
|
2.66K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
98+ 0.38% |
$28.8K - $31.4K
|
25.8K
$12.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
BUY
|
- |
97+ 6.25% |
$28.5K - $31.1K
|
1.65K
$791K
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
95+ 16.35% |
$27.9K - $30.4K
|
676
$324K
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
95+ 2.18% |
$27.9K - $30.4K
|
4.46K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
BUY
|
- |
95+ 5.51% |
$27.9K - $30.4K
|
1.82K
$873K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
94+ 8.98% |
$27.6K - $30.1K
|
1.14K
$547K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
94+ 1.58% |
$27.6K - $30.1K
|
6.04K
$2.9M
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
93+ 3.56% |
$27.3K - $29.8K
|
2.71K
$1.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
92+ 0.45% |
$27K - $29.5K
|
20.4K
$9.79M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
91+ 1.61% |
$26.7K - $29.2K
|
5.74K
$2.75M
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
90+ 2.85% |
$26.4K - $28.8K
|
3.25K
$1.56M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
90+ 3.05% |
$26.4K - $28.8K
|
3.04K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
90+ 1.37% |
$26.4K - $28.8K
|
6.68K
$3.2M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
89+ 0.73% |
$26.1K - $28.5K
|
12.3K
$5.92M
|
|
|
Apr 25, 2023
Q1 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
87+ 0.55% |
$25.5K - $27.9K
|
16K
$7.66M
|
|
|
May 04, 2023
Q1 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
87+ 9.03% |
$25.5K - $27.9K
|
1.05K
$504K
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
87+ 1.96% |
$25.5K - $27.9K
|
4.53K
$2.17M
|
|
|
Dec 02, 2024
Q1 2023
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
85+ 1.64% |
$24.9K - $27.2K
|
5.27K
$2.53M
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
84+ 0.57% |
$24.7K - $26.9K
|
14.9K
$7.16M
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
84+ 1.04% |
$24.7K - $26.9K
|
8.18K
$3.92M
|
|
|
May 09, 2023
Q1 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
84+ 0.67% |
$24.7K - $26.9K
|
12.6K
$6.04M
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
84+ 0.33% |
$24.7K - $26.9K
|
25.6K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
84+ 0.58% |
$24.7K - $26.9K
|
14.5K
$6.97M
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
83+ 4.81% |
$24.4K - $26.6K
|
1.81K
$868K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
82+ 0.65% |
$24.1K - $26.3K
|
12.7K
$6.08M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
82+ 1.12% |
$24.1K - $26.3K
|
7.42K
$3.56M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
82+ 2.51% |
$24.1K - $26.3K
|
3.36K
$1.61M
|
|
|
May 10, 2023
Q1 2023
|
Reik & Co., LLC
|
BUY
|
- |
82+ 0.1% |
$24.1K - $26.3K
|
82.4K
$39.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Saybrook Capital
|
BUY
|
- |
81+ 0.07% |
$23.8K - $25.9K
|
113K
$54.2M
|
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
81+ 6.07% |
$23.8K - $25.9K
|
1.42K
$679K
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
81+ 0.63% |
$23.8K - $25.9K
|
12.9K
$6.2M
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
81+ 10.81% |
$23.8K - $25.9K
|
830
$398K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
81+ 1.17% |
$23.8K - $25.9K
|
7.01K
$3.36M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
80+ 2.37% |
$23.5K - $25.6K
|
3.45K
$1.66M
|
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
79+ 1.21% |
$23.2K - $25.3K
|
6.6K
$3.17M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
78+ 4.14% |
$22.9K - $25K
|
1.96K
$940K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
78+ 1.35% |
$22.9K - $25K
|
5.86K
$2.81M
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
78+ 1.93% |
$22.9K - $25K
|
4.13K
$1.98M
|
|
|
May 01, 2023
Q1 2023
|
Udine Wealth Management, Inc.
|
BUY
|
- |
77+ 0.59% |
$22.6K - $24.7K
|
13.1K
$6.29M
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
77+ 0.73% |
$22.6K - $24.7K
|
10.6K
$5.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
76+ 0.29% |
$22.3K - $24.3K
|
26K
$12.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
75+ 3.06% |
$22K - $24K
|
2.52K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
75+ 3.15% |
$22K - $24K
|
2.46K
$1.18M
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
74+ 1.06% |
$21.7K - $23.7K
|
7.03K
$3.37M
|