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 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
5.59K+ 0.71% |
$1.64M - $1.79M
|
791K
$373M
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
5.56KNew |
$1.63M - $1.78M
|
5.56K
$2.63M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.55K+ 6.39% |
$1.63M - $1.78M
|
92.3K
$43.6M
|
|
|
May 10, 2023
Q1 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
5.5KNew |
$1.61M - $1.76M
|
5.5K
$2.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.49K+ 3.71% |
$1.61M - $1.76M
|
153K
$72.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5.47K+ 19.43% |
$1.61M - $1.75M
|
33.6K
$15.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.46K+ 189.06% |
$1.6M - $1.75M
|
8.35K
$3.94M
|
|
|
May 12, 2023
Q1 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
5.38K+ 28.32% |
$1.58M - $1.72M
|
24.4K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.31K+ 5.19% |
$1.56M - $1.7M
|
108K
$50.8M
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
5.24K+ 107.58% |
$1.54M - $1.68M
|
10.1K
$4.77M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
5.14KNew |
$1.51M - $1.65M
|
5.14K
$2.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Sather Financial Group Inc
|
BUY
|
- |
5.13K+ 1.4% |
$1.51M - $1.64M
|
372K
$175M
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
5.11K+ 73.92% |
$1.5M - $1.64M
|
12K
$5.68M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
5.1K+ 1.42% |
$1.5M - $1.63M
|
364K
$172M
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
5.05K+ 256.48% |
$1.48M - $1.62M
|
7.02K
$3.31M
|
|
|
May 15, 2023
Q1 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
5.05K+ 4.38% |
$1.48M - $1.62M
|
120K
$56.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.04K+ 18.55% |
$1.48M - $1.62M
|
32.2K
$15.2M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
5.03K+ 4.08% |
$1.48M - $1.61M
|
128K
$60.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5.02K+ 92.6% |
$1.47M - $1.61M
|
10.4K
$4.93M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.02K+ 3.66% |
$1.47M - $1.61M
|
142K
$67M
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
5K+ 8.37% |
$1.47M - $1.6M
|
64.8K
$30.6M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
4.97K+ 17.36% |
$1.46M - $1.59M
|
33.6K
$15.9M
|
|
|
May 05, 2023
Q1 2023
|
Guardian Investment Management
|
BUY
|
- |
4.97K+ 69.58% |
$1.46M - $1.59M
|
12.1K
$5.71M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.84KNew |
$1.42M - $1.55M
|
4.84K
$2.29M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.81K+ 8.97% |
$1.41M - $1.54M
|
58.4K
$27.6M
|
|
|
May 12, 2023
Q1 2023
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
4.75K+ 2.51% |
$1.39M - $1.52M
|
194K
$91.4M
|
|
|
May 12, 2023
Q1 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
4.74K+ 6.94% |
$1.39M - $1.52M
|
73K
$34.5M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.7K+ 10.19% |
$1.38M - $1.51M
|
50.9K
$24M
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.64K+ 3.51% |
$1.36M - $1.48M
|
137K
$64.6M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
4.62K+ 12.78% |
$1.36M - $1.48M
|
40.8K
$19.3M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
4.62K+ 17.24% |
$1.35M - $1.48M
|
31.4K
$14.8M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
4.56K+ 0.6% |
$1.34M - $1.46M
|
770K
$363M
|
|
|
May 11, 2023
Q1 2023
|
Heron Bay Capital Management
|
BUY
|
- |
4.55K+ 28.12% |
$1.34M - $1.46M
|
20.7K
$9.79M
|
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
4.51K+ 574.14% |
$1.32M - $1.44M
|
5.29K
$2.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
4.5KNew |
$1.32M - $1.44M
|
4.5K
$2.12M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
4.49K+ 6.22% |
$1.32M - $1.44M
|
76.6K
$36.2M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
4.43K+ 28.1% |
$1.3M - $1.42M
|
20.2K
$9.53M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
4.24K+ 40.36% |
$1.25M - $1.36M
|
14.8K
$6.97M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.23K+ 3.36% |
$1.24M - $1.36M
|
130K
$61.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
4.22K+ 41.23% |
$1.24M - $1.35M
|
14.5K
$6.83M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.19K+ 180.39% |
$1.23M - $1.34M
|
6.52K
$3.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.19K+ 15.73% |
$1.23M - $1.34M
|
30.8K
$14.5M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4.18KNew |
$1.23M - $1.34M
|
4.18K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
4.16K+ 1.81% |
$1.22M - $1.33M
|
233K
$110M
|
|
|
Apr 18, 2023
Q1 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
4.12K+ 10.02% |
$1.21M - $1.32M
|
45.2K
$21.3M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.1KNew |
$1.2M - $1.31M
|
4.1K
$1.94M
|
|
|
Apr 28, 2023
Q1 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
4.08K+ 14.8% |
$1.2M - $1.31M
|
31.6K
$14.9M
|
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
4.06KNew |
$1.19M - $1.3M
|
4.06K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.04KNew |
$1.19M - $1.3M
|
4.04K
$1.91M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.95KNew |
$1.16M - $1.27M
|
3.95K
$1.87M
|