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 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
32.6K+ 2616.37% |
$9.57M - $10.4M
|
33.8K
$15.4M
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
32.2K+ 156.54% |
$9.46M - $10.3M
|
52.8K
$24M
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
32K+ 21.15% |
$9.39M - $10.2M
|
183K
$83.3M
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
31.9K+ 1.52% |
$9.35M - $10.2M
|
2.12M
$966M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
31.6K+ 4.21% |
$9.26M - $10.1M
|
781K
$355M
|
|
May 15, 2023
Q1 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
31.2KNew |
$9.16M - $10M
|
31.2K
$14.2M
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
31.1K+ 520.75% |
$9.12M - $9.95M
|
37K
$16.8M
|
|
Apr 20, 2023
Q1 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
30.3K+ 67.3% |
$8.89M - $9.7M
|
75.3K
$34.2M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
30.1K+ 72.71% |
$8.84M - $9.65M
|
71.6K
$32.5M
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
30K+ 51.36% |
$8.8M - $9.6M
|
88.3K
$40.2M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30K+ 0.69% |
$8.79M - $9.6M
|
4.36M
$1.98B
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.7K+ 9.5% |
$8.73M - $9.53M
|
343K
$156M
|
|
May 12, 2023
Q1 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
28K+ 15.64% |
$8.22M - $8.97M
|
207K
$94.2M
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
28K+ 71.16% |
$8.22M - $8.97M
|
67.3K
$30.6M
|
|
May 15, 2023
Q1 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
27.8K+ 1.58% |
$8.16M - $8.91M
|
1.78M
$811M
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
27.2K+ 49.92% |
$7.99M - $8.72M
|
81.8K
$37.2M
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
26.5K+ 207.99% |
$7.77M - $8.49M
|
39.2K
$17.8M
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
26K+ 0.74% |
$7.62M - $8.32M
|
3.52M
$1.6B
|
|
Apr 14, 2023
Q1 2023
|
Scharf Investments, LLC
|
BUY
|
- |
25.2K+ 3.34% |
$7.4M - $8.07M
|
780K
$355M
|
|
May 15, 2023
Q1 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
24.8KNew |
$7.29M - $7.96M
|
24.8K
$11.3M
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
24.7K+ 96.43% |
$7.26M - $7.92M
|
50.4K
$22.9M
|
|
May 15, 2023
Q1 2023
|
Progeny 3, Inc.
Seattle, WA |
BUY
|
- |
24.4KNew |
$7.17M - $7.83M
|
24.4K
$11.1M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.1K+ 2.1% |
$7.08M - $7.73M
|
1.17M
$534M
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
23.5K+ 29.11% |
$6.91M - $7.54M
|
104K
$47.5M
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
22.8K+ 8.18% |
$6.69M - $7.3M
|
301K
$137M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.7K+ 84.37% |
$6.66M - $7.27M
|
49.6K
$22.6M
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
22.2K+ 3.22% |
$6.5M - $7.1M
|
710K
$323M
|
|
May 10, 2023
Q1 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
22KNew |
$6.46M - $7.05M
|
22K
$10M
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
21.9K+ 553.32% |
$6.44M - $7.03M
|
25.9K
$11.8M
|
|
May 17, 2023
Q1 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
21.5KNew |
$6.31M - $6.89M
|
21.5K
$9.78M
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
21.4K+ 16.38% |
$6.27M - $6.84M
|
152K
$69M
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
21.3KNew |
$6.26M - $6.84M
|
21.3K
$9.71M
|
|
May 10, 2023
Q1 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
21.3K+ 39.48% |
$6.25M - $6.82M
|
75.2K
$34.2M
|
|
Apr 26, 2023
Q1 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
20.4KNew |
$6M - $6.55M
|
20.4K
$9.3M
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.7KNew |
$5.79M - $6.32M
|
19.7K
$8.97M
|
|
May 05, 2023
Q1 2023
|
Saratoga Research & Investment Management
|
BUY
|
- |
19.1K+ 6.62% |
$5.62M - $6.13M
|
308K
$140M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
18.8K+ 7.86% |
$5.52M - $6.03M
|
258K
$117M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.3K+ 1.72% |
$5.38M - $5.87M
|
1.08M
$492M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.1K+ 2.07% |
$5.32M - $5.81M
|
894K
$407M
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
17.5K+ 1.41% |
$5.14M - $5.61M
|
1.26M
$573M
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
17.4K+ 0.87% |
$5.12M - $5.59M
|
2.01M
$915M
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
17.4K+ 7.17% |
$5.11M - $5.57M
|
260K
$118M
|
|
May 02, 2023
Q1 2023
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
17.2K+ 0.87% |
$5.06M - $5.52M
|
2M
$909M
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
17.1K+ 131.58% |
$5.02M - $5.48M
|
30.1K
$13.7M
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
17KNew |
$4.99M - $5.44M
|
17K
$7.73M
|
|
May 10, 2023
Q1 2023
|
Tredje Ap Fonden
|
BUY
|
- |
16.7K+ 5.74% |
$4.89M - $5.34M
|
307K
$140M
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
16.6KNew |
$4.87M - $5.32M
|
16.6K
$7.55M
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
16.6K+ 69.98% |
$4.87M - $5.32M
|
40.3K
$18.3M
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
16.3K+ 0.23% |
$4.78M - $5.22M
|
7.14M
$3.25B
|
|
Apr 28, 2023
Q1 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
16.1K+ 5.31% |
$4.72M - $5.15M
|
319K
$145M
|