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 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
19+ 1.03% |
$5.58K - $6.09K
|
1.87K
$913K
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
18+ 0.96% |
$5.28K - $5.77K
|
1.9K
$927K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
18+ 0.41% |
$5.28K - $5.77K
|
4.45K
$2.18M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
18+ 0.18% |
$5.28K - $5.77K
|
9.85K
$4.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
BUY
|
- |
18+ 2.0% |
$5.28K - $5.77K
|
919
$450K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
18+ 0.16% |
$5.28K - $5.77K
|
11.4K
$5.56M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
18+ 0.03% |
$5.28K - $5.77K
|
69.7K
$34.1M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
18+ 0.73% |
$5.28K - $5.77K
|
2.47K
$1.21M
|
|
|
Feb 11, 2025
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
18+ 0.34% |
$5.28K - $5.77K
|
5.25K
$2.57M
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
17+ 0.02% |
$4.99K - $5.45K
|
86.4K
$42.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
17+ 1.22% |
$4.99K - $5.45K
|
1.41K
$691K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
17+ 340.0% |
$4.99K - $5.45K
|
22
$10.8K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
17+ 0.52% |
$4.99K - $5.45K
|
3.28K
$1.61M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
17+ 0.45% |
$4.99K - $5.45K
|
3.79K
$1.85M
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
16+ 0.18% |
$4.7K - $5.13K
|
8.69K
$4.25M
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
16+ 0.16% |
$4.7K - $5.13K
|
10.3K
$5.02M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
16+ 0.93% |
$4.7K - $5.13K
|
1.73K
$846K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
16+ 0.39% |
$4.7K - $5.13K
|
4.12K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
16+ 0.41% |
$4.7K - $5.13K
|
3.91K
$1.91M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.46% |
$4.4K - $4.81K
|
3.28K
$1.61M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
15+ 0.54% |
$4.4K - $4.81K
|
2.8K
$1.37M
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
15+ 0.26% |
$4.4K - $4.81K
|
5.81K
$2.84M
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
15+ 1.16% |
$4.4K - $4.81K
|
1.31K
$639K
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
15+ 1.57% |
$4.4K - $4.81K
|
973
$476K
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
15+ 1.39% |
$4.4K - $4.81K
|
1.1K
$536K
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
14+ 0.57% |
$4.11K - $4.49K
|
2.46K
$1.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
14+ 1.97% |
$4.11K - $4.49K
|
726
$355K
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
14+ 1.59% |
$4.11K - $4.49K
|
892
$436K
|
|
|
May 04, 2023
Q1 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
14+ 0.34% |
$4.11K - $4.49K
|
4.13K
$2.02M
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
14+ 0.95% |
$4.11K - $4.49K
|
1.49K
$730K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
14+ 0.14% |
$4.11K - $4.49K
|
9.78K
$4.78M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
14+ 0.55% |
$4.11K - $4.49K
|
2.55K
$1.25M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
14+ 0.15% |
$4.11K - $4.49K
|
9.2K
$4.5M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
13+ 0.34% |
$3.82K - $4.16K
|
3.85K
$1.89M
|
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
13+ 0.22% |
$3.82K - $4.16K
|
6.03K
$2.95M
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
12+ 0.62% |
$3.52K - $3.84K
|
1.95K
$953K
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
12+ 0.8% |
$3.52K - $3.84K
|
1.5K
$735K
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
12+ 0.1% |
$3.52K - $3.84K
|
12K
$5.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
12+ 0.06% |
$3.52K - $3.84K
|
21.5K
$10.5M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
12+ 0.84% |
$3.52K - $3.84K
|
1.44K
$707K
|
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
11+ 0.86% |
$3.23K - $3.52K
|
1.29K
$630K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
BUY
|
- |
11+ 0.34% |
$3.23K - $3.52K
|
3.27K
$1.6M
|
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
11+ 0.23% |
$3.23K - $3.52K
|
4.83K
$2.36M
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11+ 0.74% |
$3.23K - $3.52K
|
1.5K
$735K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11New |
$3.23K - $3.52K
|
11
$5.38K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
10+ 0.17% |
$2.94K - $3.2K
|
5.8K
$2.84M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
10+ 0.21% |
$2.94K - $3.2K
|
4.67K
$2.29M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
10+ 0.18% |
$2.94K - $3.2K
|
5.72K
$2.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
10+ 0.3% |
$2.94K - $3.2K
|
3.29K
$1.61M
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
BUY
|
- |
10+ 0.81% |
$2.94K - $3.2K
|
1.25K
$612K
|