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 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
5+ 0.42% |
$1.47K - $1.6K
|
1.21K
$548K
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5+ 0.43% |
$1.47K - $1.6K
|
1.17K
$531K
|
|
|
May 04, 2023
Q1 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
5+ 0.25% |
$1.47K - $1.6K
|
1.98K
$899K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
5+ 0.14% |
$1.47K - $1.6K
|
3.55K
$1.62M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
5+ 0.18% |
$1.47K - $1.6K
|
2.8K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
Good Haven Capital Management, LLC
Millburn, NJ |
BUY
|
- |
5+ 0.01% |
$1.47K - $1.6K
|
90.7K
$41.3M
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5+ 0.01% |
$1.47K - $1.6K
|
35.3K
$16.1M
|
|
|
May 12, 2023
Q1 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 0.01% |
$1.47K - $1.6K
|
39.8K
$18.1M
|
|
|
May 23, 2023
Q1 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
5+ 0.2% |
$1.47K - $1.6K
|
2.46K
$1.12M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.39% |
$1.17K - $1.28K
|
1.02K
$466K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4+ 3.03% |
$1.17K - $1.28K
|
136
$61.9K
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
4+ 0.32% |
$1.17K - $1.28K
|
1.25K
$569K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 0.03% |
$1.17K - $1.28K
|
15.6K
$7.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
3+ 0.04% |
$881 - $961
|
6.9K
$3.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
3+ 0.04% |
$881 - $961
|
8.07K
$3.67M
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$881 - $961
|
3.24K
$1.48M
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3New |
$881 - $961
|
3
$1.36K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$881 - $961
|
3.55K
$1.61M
|
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
3+ 0.08% |
$881 - $961
|
3.6K
$1.64M
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.27% |
$881 - $961
|
1.11K
$504K
|
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
3+ 0.01% |
$881 - $961
|
22K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3+ 0.02% |
$881 - $961
|
14.9K
$6.77M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.11% |
$587 - $641
|
1.76K
$799K
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
2+ 0.03% |
$587 - $641
|
7.87K
$3.58M
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
2+ 0.08% |
$587 - $641
|
2.41K
$1.1M
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2+ 0.04% |
$587 - $641
|
4.65K
$2.12M
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
2+ 0.16% |
$587 - $641
|
1.22K
$554K
|
|
|
May 15, 2023
Q1 2023
|
Whitford Management LLC
New York, NY |
BUY
|
- |
2+ 0.18% |
$587 - $641
|
1.1K
$502K
|
|
|
Apr 14, 2023
Q1 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1+ 0.01% |
$294 - $320
|
7.17K
$3.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
1+ 0.02% |
$294 - $320
|
4.57K
$2.08M
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
1+ 0.07% |
$294 - $320
|
1.38K
$625K
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1+ 0.09% |
$294 - $320
|
1.17K
$530K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
1+ 0.16% |
$294 - $320
|
626
$285K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$294 - $320
|
3.42K
$1.55M
|
|
|
May 12, 2023
Q1 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
1+ 0.01% |
$294 - $320
|
16.1K
$7.34M
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1+ 0.09% |
$294 - $320
|
1.08K
$490K
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1- 0.07% |
$294 - $320
|
1.42K
$645K
|
|
|
Apr 14, 2023
Q1 2023
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-1- 0.09% |
$294 - $320
|
1.14K
$519K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
SELL
|
- |
-1- 0.02% |
$294 - $320
|
5.84K
$2.66M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 0.05% |
$294 - $320
|
2.04K
$929K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1- 0.08% |
$294 - $320
|
1.29K
$588K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 0.42% |
$294 - $320
|
239
$109K
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
SELL
|
- |
-1- 0.05% |
$294 - $320
|
2.05K
$931K
|
|
|
May 02, 2023
Q1 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$294 - $320
|
21.8K
$9.93M
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1- 0.02% |
$294 - $320
|
4.31K
$1.96M
|
|
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1- 0.04% |
$294 - $320
|
2.24K
$1.02M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1- 0.01% |
$294 - $320
|
10.9K
$4.97M
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1- 0.01% |
$294 - $320
|
17K
$7.75M
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1- 0.04% |
$294 - $320
|
2.75K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1- 1.64% |
$294 - $320
|
60
$27.3K
|