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 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
40+ 5.42% |
$11.7K - $12.8K
|
778
$373K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
40+ 1.76% |
$11.7K - $12.8K
|
2.32K
$1.11M
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
40+ 4.34% |
$11.7K - $12.8K
|
961
$461K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
40+ 1.3% |
$11.7K - $12.8K
|
3.13K
$1.5M
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
39+ 3.04% |
$11.4K - $12.5K
|
1.32K
$634K
|
|
|
May 10, 2023
Q1 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
39+ 2.41% |
$11.4K - $12.5K
|
1.66K
$795K
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
39+ 4.16% |
$11.4K - $12.5K
|
977
$469K
|
|
|
Apr 24, 2023
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
38+ 0.43% |
$11.2K - $12.2K
|
8.95K
$4.29M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
38+ 0.19% |
$11.2K - $12.2K
|
20.1K
$9.63M
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
38+ 0.39% |
$11.2K - $12.2K
|
9.7K
$4.65M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
38+ 0.53% |
$11.2K - $12.2K
|
7.15K
$3.43M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
37+ 0.47% |
$10.9K - $11.9K
|
7.96K
$3.82M
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
37+ 5.32% |
$10.9K - $11.9K
|
732
$351K
|
|
|
May 10, 2023
Q1 2023
|
Biechele Royce Advisors
|
BUY
|
- |
37+ 1.17% |
$10.9K - $11.9K
|
3.21K
$1.54M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
36+ 6.08% |
$10.6K - $11.5K
|
628
$301K
|
|
|
Apr 06, 2023
Q1 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
35+ 0.9% |
$10.3K - $11.2K
|
3.93K
$1.88M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
35+ 0.28% |
$10.3K - $11.2K
|
12.7K
$6.08M
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
35+ 0.85% |
$10.3K - $11.2K
|
4.13K
$1.98M
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
35+ 0.05% |
$10.3K - $11.2K
|
70.9K
$34M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
35+ 0.45% |
$10.3K - $11.2K
|
7.9K
$3.79M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.92% |
$9.98K - $10.9K
|
3.73K
$1.79M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
34+ 0.42% |
$9.98K - $10.9K
|
8.06K
$3.86M
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
34+ 0.04% |
$9.98K - $10.9K
|
77.2K
$37M
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
32+ 1.35% |
$9.39K - $10.3K
|
2.4K
$1.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
32+ 0.42% |
$9.39K - $10.3K
|
7.68K
$3.68M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
32+ 1.7% |
$9.39K - $10.3K
|
1.91K
$917K
|
|
|
May 09, 2023
Q1 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
32+ 0.57% |
$9.39K - $10.3K
|
5.68K
$2.72M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
32+ 0.15% |
$9.39K - $10.3K
|
22K
$10.6M
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
31+ 0.65% |
$9.1K - $9.93K
|
4.83K
$2.32M
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
31+ 0.26% |
$9.1K - $9.93K
|
12.2K
$5.84M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
31+ 0.87% |
$9.1K - $9.93K
|
3.58K
$1.71M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
31+ 1.1% |
$9.1K - $9.93K
|
2.84K
$1.36M
|
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
30+ 1.3% |
$8.81K - $9.61K
|
2.33K
$1.12M
|
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
30+ 0.97% |
$8.81K - $9.61K
|
3.11K
$1.49M
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
30+ 0.33% |
$8.81K - $9.61K
|
9.13K
$4.38M
|
|
|
Apr 21, 2023
Q1 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
30+ 0.91% |
$8.81K - $9.61K
|
3.33K
$1.6M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
30+ 2.34% |
$8.81K - $9.61K
|
1.31K
$630K
|
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
30+ 0.45% |
$8.81K - $9.61K
|
6.75K
$3.24M
|
|
|
May 03, 2023
Q1 2023
|
Bruni J V & CO
|
BUY
|
- |
30+ 0.83% |
$8.81K - $9.61K
|
3.66K
$1.76M
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
30+ 0.28% |
$8.81K - $9.61K
|
10.6K
$5.07M
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.59% |
$8.81K - $9.61K
|
5.14K
$2.46M
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
30+ 0.19% |
$8.81K - $9.61K
|
16K
$7.65M
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
30+ 0.52% |
$8.81K - $9.61K
|
5.75K
$2.76M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
29+ 1.66% |
$8.51K - $9.29K
|
1.77K
$850K
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
29+ 0.96% |
$8.51K - $9.29K
|
3.04K
$1.46M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
29+ 2.86% |
$8.51K - $9.29K
|
1.04K
$501K
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
BUY
|
- |
28+ 2.1% |
$8.22K - $8.97K
|
1.36K
$652K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
28+ 1.22% |
$8.22K - $8.97K
|
2.33K
$1.12M
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
28+ 1.9% |
$8.22K - $8.97K
|
1.51K
$722K
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
28+ 0.18% |
$8.22K - $8.97K
|
16K
$7.68M
|