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
|
Heritage Financial Services, LLC
|
BUY
|
- |
54+ 2.0% |
$15.8K - $17.3K
|
2.75K
$1.25M
|
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
BUY
|
- |
54+ 0.66% |
$15.8K - $17.3K
|
8.18K
$3.72M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
53+ 0.87% |
$15.6K - $17K
|
6.15K
$2.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
52+ 1.42% |
$15.3K - $16.7K
|
3.71K
$1.69M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
51+ 1.44% |
$15K - $16.3K
|
3.59K
$1.63M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
51+ 0.01% |
$15K - $16.3K
|
362K
$165M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
51+ 1.13% |
$15K - $16.3K
|
4.56K
$2.07M
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
51+ 9.64% |
$15K - $16.3K
|
580
$264K
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
50+ 4.98% |
$14.7K - $16K
|
1.06K
$480K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
50+ 6.82% |
$14.7K - $16K
|
783
$356K
|
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
50+ 0.48% |
$14.7K - $16K
|
10.5K
$4.78M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
50+ 0.61% |
$14.7K - $16K
|
8.25K
$3.75M
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
50+ 1.02% |
$14.7K - $16K
|
4.96K
$2.26M
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
BUY
|
- |
50+ 0.52% |
$14.7K - $16K
|
9.62K
$4.38M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
50+ 7.03% |
$14.7K - $16K
|
761
$346K
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
50+ 0.25% |
$14.7K - $16K
|
20.2K
$9.18M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
50+ 1.11% |
$14.7K - $16K
|
4.54K
$2.06M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
50+ 1.18% |
$14.7K - $16K
|
4.3K
$1.96M
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
50+ 0.67% |
$14.7K - $16K
|
7.51K
$3.42M
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
50+ 2.75% |
$14.7K - $16K
|
1.87K
$850K
|
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
BUY
|
- |
49+ 0.09% |
$14.4K - $15.7K
|
52.5K
$23.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
BUY
|
- |
49+ 1.53% |
$14.4K - $15.7K
|
3.26K
$1.48M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
49+ 2.43% |
$14.4K - $15.7K
|
2.07K
$940K
|
|
|
Apr 11, 2023
Q1 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
48+ 0.26% |
$14.1K - $15.4K
|
18.6K
$8.47M
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
48+ 2.27% |
$14.1K - $15.4K
|
2.17K
$985K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
47+ 0.26% |
$13.8K - $15.1K
|
18.1K
$8.21M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
46+ 1.37% |
$13.5K - $14.7K
|
3.41K
$1.55M
|
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
46+ 0.28% |
$13.5K - $14.7K
|
16.4K
$7.45M
|
|
|
May 05, 2023
Q1 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
46+ 0.09% |
$13.5K - $14.7K
|
49.3K
$22.4M
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
45+ 3.63% |
$13.2K - $14.4K
|
1.29K
$585K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
45+ 0.62% |
$13.2K - $14.4K
|
7.26K
$3.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
44+ 5.9% |
$12.9K - $14.1K
|
790
$359K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
44+ 1.25% |
$12.9K - $14.1K
|
3.58K
$1.63M
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
BUY
|
- |
44+ 0.57% |
$12.9K - $14.1K
|
7.7K
$3.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
43+ 0.37% |
$12.6K - $13.8K
|
11.5K
$5.25M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
43+ 0.7% |
$12.6K - $13.8K
|
6.18K
$2.81M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
42+ 1.84% |
$12.3K - $13.5K
|
2.32K
$1.06M
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
42+ 1.29% |
$12.3K - $13.5K
|
3.3K
$1.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Brown Financial Advisory
|
BUY
|
- |
42+ 1.07% |
$12.3K - $13.5K
|
3.98K
$1.81M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
42+ 3.51% |
$12.3K - $13.5K
|
1.24K
$564K
|
|
|
Apr 06, 2023
Q1 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
41+ 3.3% |
$12K - $13.1K
|
1.28K
$584K
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
41+ 0.5% |
$12K - $13.1K
|
8.29K
$3.77M
|
|
|
May 08, 2023
Q1 2023
|
Verity Wealth Advisors
|
BUY
|
- |
41+ 2.29% |
$12K - $13.1K
|
1.83K
$834K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
41+ 0.11% |
$12K - $13.1K
|
38K
$17.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
40+ 5.42% |
$11.7K - $12.8K
|
778
$354K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
40+ 1.76% |
$11.7K - $12.8K
|
2.32K
$1.05M
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
40+ 4.34% |
$11.7K - $12.8K
|
961
$437K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
40+ 1.3% |
$11.7K - $12.8K
|
3.13K
$1.42M
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
39+ 3.04% |
$11.4K - $12.5K
|
1.32K
$601K
|
|
|
May 10, 2023
Q1 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
39+ 2.41% |
$11.4K - $12.5K
|
1.66K
$754K
|