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 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
16+ 0.39% |
$4.7K - $5.13K
|
4.12K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
16+ 0.41% |
$4.7K - $5.13K
|
3.91K
$1.78M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.46% |
$4.4K - $4.81K
|
3.28K
$1.49M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
15+ 0.54% |
$4.4K - $4.81K
|
2.8K
$1.27M
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
15+ 0.26% |
$4.4K - $4.81K
|
5.81K
$2.64M
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
15+ 1.16% |
$4.4K - $4.81K
|
1.31K
$594K
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
15+ 1.57% |
$4.4K - $4.81K
|
973
$443K
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
15+ 1.39% |
$4.4K - $4.81K
|
1.1K
$498K
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
14+ 0.57% |
$4.11K - $4.49K
|
2.46K
$1.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
14+ 1.97% |
$4.11K - $4.49K
|
726
$330K
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
14+ 1.59% |
$4.11K - $4.49K
|
892
$406K
|
|
|
May 04, 2023
Q1 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
14+ 0.34% |
$4.11K - $4.49K
|
4.13K
$1.88M
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
14+ 0.95% |
$4.11K - $4.49K
|
1.49K
$678K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
14+ 0.14% |
$4.11K - $4.49K
|
9.78K
$4.45M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
14+ 0.55% |
$4.11K - $4.49K
|
2.55K
$1.16M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
14+ 0.15% |
$4.11K - $4.49K
|
9.2K
$4.18M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
13+ 0.34% |
$3.82K - $4.16K
|
3.85K
$1.75M
|
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
13+ 0.22% |
$3.82K - $4.16K
|
6.03K
$2.74M
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
12+ 0.62% |
$3.52K - $3.84K
|
1.95K
$886K
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
12+ 0.8% |
$3.52K - $3.84K
|
1.5K
$684K
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
12+ 0.1% |
$3.52K - $3.84K
|
12K
$5.46M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
12+ 0.06% |
$3.52K - $3.84K
|
21.5K
$9.8M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
12+ 0.84% |
$3.52K - $3.84K
|
1.44K
$657K
|
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
11+ 0.86% |
$3.23K - $3.52K
|
1.29K
$585K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
BUY
|
- |
11+ 0.34% |
$3.23K - $3.52K
|
3.27K
$1.49M
|
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
11+ 0.23% |
$3.23K - $3.52K
|
4.83K
$2.2M
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11+ 0.74% |
$3.23K - $3.52K
|
1.5K
$684K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11New |
$3.23K - $3.52K
|
11
$5K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
10+ 0.17% |
$2.94K - $3.2K
|
5.8K
$2.64M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
10+ 0.21% |
$2.94K - $3.2K
|
4.67K
$2.13M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
10+ 0.18% |
$2.94K - $3.2K
|
5.72K
$2.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
10+ 0.3% |
$2.94K - $3.2K
|
3.29K
$1.5M
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
BUY
|
- |
10+ 0.81% |
$2.94K - $3.2K
|
1.25K
$569K
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
10+ 0.78% |
$2.94K - $3.2K
|
1.29K
$585K
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
9+ 0.62% |
$2.64K - $2.88K
|
1.45K
$661K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
9+ 180.0% |
$2.64K - $2.88K
|
14
$6.37K
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
8+ 0.08% |
$2.35K - $2.56K
|
10.2K
$4.65M
|
|
|
May 04, 2023
Q1 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
8+ 0.83% |
$2.35K - $2.56K
|
967
$440K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
7+ 0.05% |
$2.05K - $2.24K
|
14.6K
$6.66M
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
7+ 0.26% |
$2.05K - $2.24K
|
2.66K
$1.21M
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
7+ 0.9% |
$2.05K - $2.24K
|
789
$359K
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
7+ 0.43% |
$2.05K - $2.24K
|
1.64K
$745K
|
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
7+ 0.0% |
$2.05K - $2.24K
|
202K
$91.8M
|
|
|
May 11, 2023
Q1 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
7+ 0.65% |
$2.05K - $2.24K
|
1.08K
$491K
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
7+ 0.34% |
$2.05K - $2.24K
|
2.07K
$940K
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
7+ 0.58% |
$2.05K - $2.24K
|
1.22K
$553K
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
6+ 0.38% |
$1.76K - $1.92K
|
1.57K
$715K
|
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
6+ 0.39% |
$1.76K - $1.92K
|
1.54K
$699K
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
6+ 0.56% |
$1.76K - $1.92K
|
1.07K
$486K
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
BUY
|
- |
5+ 0.17% |
$1.47K - $1.6K
|
2.91K
$1.32M
|