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 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
27+ 1.63% |
$7.92K - $8.65K
|
1.69K
$809K
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
BUY
|
- |
27+ 1.01% |
$7.92K - $8.65K
|
2.69K
$1.29M
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
27+ 2.84% |
$7.92K - $8.65K
|
977
$469K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
26+ 0.55% |
$7.63K - $8.33K
|
4.75K
$2.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
26+ 0.92% |
$7.63K - $8.33K
|
2.84K
$1.36M
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
26+ 0.74% |
$7.63K - $8.33K
|
3.53K
$1.69M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
25+ 1.31% |
$7.34K - $8.01K
|
1.93K
$924K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
25+ 3.47% |
$7.34K - $8.01K
|
746
$358K
|
|
|
May 05, 2023
Q1 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
25+ 3.81% |
$7.34K - $8.01K
|
682
$327K
|
|
|
May 09, 2023
Q1 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
25+ 1.84% |
$7.34K - $8.01K
|
1.38K
$662K
|
|
|
May 11, 2023
Q1 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
25+ 0.28% |
$7.34K - $8.01K
|
9.11K
$4.37M
|
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
25+ 3.74% |
$7.34K - $8.01K
|
694
$333K
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
25+ 0.73% |
$7.34K - $8.01K
|
3.43K
$1.65M
|
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
24+ 2.38% |
$7.04K - $7.69K
|
1.03K
$496K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
24+ 0.07% |
$7.04K - $7.69K
|
35.2K
$16.9M
|
|
|
May 05, 2023
Q1 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
24+ 24.0% |
$7.04K - $7.69K
|
124
$59.5K
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
24+ 0.5% |
$7.04K - $7.69K
|
4.84K
$2.32M
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
23+ 0.27% |
$6.75K - $7.37K
|
8.56K
$4.1M
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
23+ 3.2% |
$6.75K - $7.37K
|
741
$355K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
23+ 1.04% |
$6.75K - $7.37K
|
2.23K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
23+ 1.36% |
$6.75K - $7.37K
|
1.72K
$822K
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
22+ 2.01% |
$6.46K - $7.05K
|
1.12K
$535K
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
22+ 0.54% |
$6.46K - $7.05K
|
4.1K
$1.97M
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
22+ 0.35% |
$6.46K - $7.05K
|
6.34K
$3.04M
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
21+ 2.89% |
$6.16K - $6.73K
|
747
$358K
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
21+ 0.68% |
$6.16K - $6.73K
|
3.09K
$1.48M
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
21+ 1.06% |
$6.16K - $6.73K
|
2K
$957K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
21+ 6.62% |
$6.16K - $6.73K
|
338
$162K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
21+ 1.07% |
$6.16K - $6.73K
|
1.98K
$950K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
21+ 0.91% |
$6.16K - $6.73K
|
2.32K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
21+ 0.11% |
$6.16K - $6.73K
|
18.4K
$8.81M
|
|
|
Apr 14, 2023
Q1 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
20+ 2.94% |
$5.87K - $6.41K
|
701
$336K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
20+ 0.58% |
$5.87K - $6.41K
|
3.47K
$1.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
20+ 1.37% |
$5.87K - $6.41K
|
1.48K
$711K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
20+ 0.34% |
$5.87K - $6.41K
|
5.92K
$2.84M
|
|
|
May 10, 2023
Q1 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
20New |
$5.87K - $6.41K
|
20
$9.59K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
20+ 0.22% |
$5.87K - $6.41K
|
9.17K
$4.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
19+ 0.11% |
$5.58K - $6.09K
|
17.6K
$8.45M
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
19+ 1.95% |
$5.58K - $6.09K
|
995
$477K
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
19+ 2.31% |
$5.58K - $6.09K
|
841
$403K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
19+ 1.03% |
$5.58K - $6.09K
|
1.87K
$895K
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
18+ 0.96% |
$5.28K - $5.77K
|
1.9K
$909K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
18+ 0.41% |
$5.28K - $5.77K
|
4.45K
$2.14M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
18+ 0.18% |
$5.28K - $5.77K
|
9.85K
$4.72M
|
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
BUY
|
- |
18+ 2.0% |
$5.28K - $5.77K
|
919
$441K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
18+ 0.16% |
$5.28K - $5.77K
|
11.4K
$5.45M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
18+ 0.03% |
$5.28K - $5.77K
|
69.7K
$33.4M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
18+ 0.73% |
$5.28K - $5.77K
|
2.47K
$1.18M
|
|
|
Feb 11, 2025
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
18+ 0.34% |
$5.28K - $5.77K
|
5.25K
$2.52M
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
17+ 0.02% |
$4.99K - $5.45K
|
86.4K
$41.4M
|