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 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
72+ 15.09% |
$21.1K - $23.1K
|
549
$262K
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
72+ 3.06% |
$21.1K - $23.1K
|
2.42K
$1.15M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
71+ 4.67% |
$20.8K - $22.7K
|
1.59K
$758K
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
71+ 0.36% |
$20.8K - $22.7K
|
20.1K
$9.56M
|
|
|
Apr 03, 2023
Q1 2023
|
Campbell Capital Management Inc
|
BUY
|
- |
70+ 2.29% |
$20.5K - $22.4K
|
3.13K
$1.49M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
70+ 0.72% |
$20.5K - $22.4K
|
9.82K
$4.68M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
70+ 5.43% |
$20.5K - $22.4K
|
1.36K
$648K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
70+ 5.84% |
$20.5K - $22.4K
|
1.27K
$604K
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
70+ 8.14% |
$20.5K - $22.4K
|
930
$443K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
69+ 9.02% |
$20.3K - $22.1K
|
834
$397K
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
BUY
|
- |
68+ 9.51% |
$20K - $21.8K
|
783
$373K
|
|
|
Jul 10, 2023
Q1 2023
|
Triad Investment Management
|
BUY
|
- |
68+ 2.61% |
$20K - $21.8K
|
2.67K
$1.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
67+ 0.67% |
$19.7K - $21.5K
|
10.1K
$4.83M
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
67+ 3.86% |
$19.7K - $21.5K
|
1.8K
$858K
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
67+ 15.47% |
$19.7K - $21.5K
|
500
$238K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
66+ 0.53% |
$19.4K - $21.1K
|
12.5K
$5.98M
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
66+ 0.76% |
$19.4K - $21.1K
|
8.74K
$4.16M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
65+ 8.63% |
$19.1K - $20.8K
|
818
$390K
|
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
65+ 1.27% |
$19.1K - $20.8K
|
5.17K
$2.47M
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
65+ 0.78% |
$19.1K - $20.8K
|
8.43K
$4.02M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
64+ 2.38% |
$18.8K - $20.5K
|
2.76K
$1.31M
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
64+ 2.26% |
$18.8K - $20.5K
|
2.9K
$1.38M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
63+ 2.36% |
$18.5K - $20.2K
|
2.73K
$1.3M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
63+ 4.41% |
$18.5K - $20.2K
|
1.49K
$712K
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
63+ 0.62% |
$18.5K - $20.2K
|
10.3K
$4.89M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
62+ 0.64% |
$18.2K - $19.9K
|
9.76K
$4.65M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
62+ 0.65% |
$18.2K - $19.9K
|
9.64K
$4.59M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
62+ 2.39% |
$18.2K - $19.9K
|
2.66K
$1.27M
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
61+ 2.02% |
$17.9K - $19.5K
|
3.09K
$1.47M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
61+ 1.85% |
$17.9K - $19.5K
|
3.36K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
61+ 24.9% |
$17.9K - $19.5K
|
306
$146K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
60+ 0.09% |
$17.6K - $19.2K
|
65K
$31M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
60+ 2.12% |
$17.6K - $19.2K
|
2.89K
$1.37M
|
|
|
May 01, 2023
Q1 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
60+ 4.55% |
$17.6K - $19.2K
|
1.38K
$657K
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
BUY
|
- |
60+ 3.13% |
$17.6K - $19.2K
|
1.97K
$941K
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
59+ 4.27% |
$17.3K - $18.9K
|
1.44K
$687K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
58+ 1.23% |
$17K - $18.6K
|
4.79K
$2.28M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
58+ 5.73% |
$17K - $18.6K
|
1.07K
$510K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
58+ 0.34% |
$17K - $18.6K
|
17.1K
$8.15M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
58+ 1.88% |
$17K - $18.6K
|
3.14K
$1.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
57+ 2.14% |
$16.7K - $18.3K
|
2.73K
$1.3M
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
57+ 7.69% |
$16.7K - $18.3K
|
798
$380K
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
57+ 3.79% |
$16.7K - $18.3K
|
1.56K
$743K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
57+ 0.15% |
$16.7K - $18.3K
|
37.5K
$17.9M
|
|
|
May 15, 2023
Q1 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
57+ 0.16% |
$16.7K - $18.3K
|
35.8K
$17M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
56+ 1.22% |
$16.4K - $17.9K
|
4.65K
$2.21M
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
56+ 1.35% |
$16.4K - $17.9K
|
4.2K
$2M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
56+ 0.72% |
$16.4K - $17.9K
|
7.85K
$3.74M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
55+ 0.7% |
$16.1K - $17.6K
|
7.91K
$3.77M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
54+ 0.14% |
$15.8K - $17.3K
|
38.6K
$18.4M
|