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 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3.02KNew |
$887K - $968K
|
3.02K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Symmetry Investments LP
|
BUY
|
- |
3KNew |
$881K - $961K
|
3K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.99K+ 3.58% |
$879K - $959K
|
86.7K
$40.9M
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
2.99K+ 4.23% |
$877K - $958K
|
73.7K
$34.8M
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.98K+ 159.49% |
$873K - $953K
|
4.84K
$2.29M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.96K+ 4.66% |
$870K - $949K
|
66.6K
$31.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.95K+ 244.81% |
$866K - $945K
|
4.16K
$1.96M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
2.95K+ 78.79% |
$866K - $945K
|
6.69K
$3.16M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.95K+ 106.13% |
$864K - $943K
|
5.72K
$2.7M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.93K+ 40.9% |
$861K - $940K
|
10.1K
$4.77M
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.93K+ 124.22% |
$860K - $938K
|
5.29K
$2.5M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.91K+ 100.0% |
$853K - $931K
|
5.81K
$2.74M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.9KNew |
$852K - $930K
|
2.9K
$1.37M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.89K+ 5.9% |
$848K - $925K
|
51.8K
$24.5M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.89K+ 10.31% |
$847K - $924K
|
30.9K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
2.88K+ 3.38% |
$844K - $921K
|
88.1K
$41.6M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.86K+ 21.59% |
$839K - $916K
|
16.1K
$7.6M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.83K+ 23.37% |
$832K - $908K
|
15K
$7.06M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.83K+ 0.76% |
$832K - $908K
|
378K
$178M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.83K+ 59.35% |
$830K - $906K
|
7.6K
$3.59M
|
|
|
Apr 12, 2023
Q1 2023
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
2.83K+ 0.82% |
$830K - $906K
|
347K
$164M
|
|
|
Apr 11, 2023
Q1 2023
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
2.81K+ 22.21% |
$825K - $900K
|
15.5K
$7.3M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.81K+ 2.08% |
$824K - $899K
|
138K
$65.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
2.78K+ 233.59% |
$817K - $891K
|
3.97K
$1.88M
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.77K+ 50.81% |
$814K - $888K
|
8.23K
$3.89M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.76K+ 0.7% |
$810K - $885K
|
397K
$187M
|
|
|
Apr 14, 2023
Q1 2023
|
Bristol John W & CO Inc
|
BUY
|
- |
2.76K+ 0.73% |
$809K - $883K
|
379K
$179M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.75K+ 11.37% |
$807K - $880K
|
26.9K
$12.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
2.73K+ 4.96% |
$802K - $876K
|
57.8K
$27.3M
|
|
|
May 12, 2023
Q1 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
2.73K+ 2.69% |
$802K - $875K
|
104K
$49.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.71K+ 895.05% |
$796K - $869K
|
3.02K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.71K+ 22.18% |
$796K - $869K
|
14.9K
$7.05M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.71K+ 53.54% |
$795K - $868K
|
7.77K
$3.67M
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.67KNew |
$784K - $856K
|
2.67K
$1.26M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.67K+ 223.89% |
$784K - $856K
|
3.86K
$1.82M
|
|
|
May 04, 2023
Q1 2023
|
Unison Asset Management LLC
|
BUY
|
- |
2.67K+ 6.38% |
$782K - $854K
|
44.4K
$21M
|
|
|
May 04, 2023
Q1 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
2.65KNew |
$777K - $848K
|
2.65K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.63K+ 3.28% |
$772K - $843K
|
82.8K
$39.1M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
2.63K+ 7.84% |
$772K - $842K
|
36.2K
$17.1M
|
|
|
May 10, 2023
Q1 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
2.61KNew |
$766K - $836K
|
2.61K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
2.6KNew |
$764K - $834K
|
2.6K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.6K+ 3.11% |
$762K - $832K
|
86K
$40.6M
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.57K+ 22.59% |
$753K - $822K
|
13.9K
$6.57M
|
|
|
May 11, 2023
Q1 2023
|
Arnhold LLC
|
BUY
|
- |
2.56K+ 7.15% |
$750K - $819K
|
38.3K
$18.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.55K+ 36.24% |
$748K - $817K
|
9.59K
$4.53M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.52KNew |
$739K - $807K
|
2.52K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.51KNew |
$736K - $803K
|
2.51K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2.5K+ 16.5% |
$735K - $802K
|
17.7K
$8.35M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.5K+ 25.37% |
$734K - $801K
|
12.4K
$5.83M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.49K+ 5.39% |
$732K - $799K
|
48.7K
$23M
|