Purchases and Sales Made in Q2 2023 in Berkshire Hathaway Inc Class B (BRK-B)

BRK-B Quotes by TradingView

This table provides information about the institutional ownership of Berkshire Hathaway Inc Class B (BRK-B) during Q2 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
Jul 26, 2023 Q2 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
1.14K
+ 12.74%
$351K - $387K
10K $4.81M
Jul 24, 2023 Q2 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
1.13K
+ 121.29%
$349K - $385K
2.06K $985K
Aug 08, 2023 Q2 2023
L.M. Kohn & Company

BUY
 -
1.13K
+ 8.06%
$349K - $385K
15.1K $7.24M
Nov 08, 2023 Q2 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
1.13K
+ 60.71%
$348K - $384K
2.98K $1.43M
Aug 14, 2023 Q2 2023
Slagle Financial, LLC

Edwardsville, IL
BUY
 -
1.12K
New
$346K - $382K
1.12K $536K
Aug 14, 2023 Q2 2023
Double Line ETF Adviser LP

Tampa, FL
BUY
 -
1.12K
+ 4.5%
$346K - $381K
26K $12.4M
Jul 25, 2023 Q2 2023
Ferguson Shapiro LLC

BUY
 -
1.12K
New
$345K - $381K
1.12K $534K
Jul 12, 2023 Q2 2023
Matthew Goff Investment Advisor, LLC

BUY
 -
1.11K
+ 1.17%
$342K - $378K
96.1K $46M
Jul 17, 2023 Q2 2023
Trust CO Of Vermont

BUY
 -
1.11K
+ 0.97%
$342K - $378K
116K $55.4M
Aug 03, 2023 Q2 2023
Corundum Trust Company, Inc

Sioux Falls, SD
BUY
 -
1.1K
New
$341K - $376K
1.1K $528K
Jul 20, 2023 Q2 2023
Sather Financial Group Inc

BUY
 -
1.08K
+ 0.29%
$334K - $369K
373K $178M
Oct 23, 2023 Q2 2023
Slocum, Gordon & CO LLP

Newport, RI
BUY
 -
1.08K
New
$333K - $367K
1.08K $515K
Aug 02, 2023 Q2 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
1.07K
+ 9.24%
$329K - $363K
12.6K $6.02M
Jul 24, 2023 Q2 2023
Sage Mountain Advisors LLC

BUY
 -
1.06K
+ 10.49%
$329K - $362K
11.2K $5.36M
Jul 20, 2023 Q2 2023
Mason & Associates Inc

BUY
 -
1.06K
+ 27.36%
$328K - $362K
4.94K $2.37M
Aug 02, 2023 Q2 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
1.06K
+ 14.67%
$328K - $361K
8.29K $3.97M
Aug 04, 2023 Q2 2023
Carmichael Hill & Associates, Inc.

BUY
 -
1.05K
+ 5.43%
$325K - $358K
20.4K $9.76M
Aug 22, 2023 Q2 2023
Idaho Trust Bank

Boise, ID
BUY
 -
1.05K
New
$325K - $358K
1.05K $502K
Jul 18, 2023 Q2 2023
Hanson & Doremus Investment Management

BUY
 -
1.05K
+ 6.59%
$324K - $357K
16.9K $8.11M
Aug 10, 2023 Q2 2023
Qtron Investments LLC

Boston, MA
BUY
 -
1.04K
+ 8.53%
$321K - $354K
13.2K $6.32M
Aug 14, 2023 Q2 2023
Jcp Investment Management, LLC

BUY
 -
1.04K
+ 4.11%
$320K - $353K
26.2K $12.5M
Aug 14, 2023 Q2 2023
Union Savings Bank

Litchfield, CT
BUY
 -
1.03K
New
$319K - $352K
1.03K $494K
Jul 21, 2023 Q2 2023
Purus Wealth Management, LLC

BUY
 -
1.02K
New
$315K - $347K
1.02K $488K
Jul 24, 2023 Q2 2023
Accel Wealth Management

BUY
 -
1.01K
+ 87.59%
$312K - $344K
2.16K $1.03M
Aug 11, 2023 Q2 2023
British Columbia Investment Management Corp

Victoria, A1
BUY
 -
1.01K
+ 0.87%
$312K - $344K
117K $56.2M
Aug 10, 2023 Q2 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
1.01K
+ 6.25%
$311K - $343K
17.1K $8.19M
Aug 11, 2023 Q2 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
1.01K
+ 4.45%
$311K - $343K
23.6K $11.3M
Aug 08, 2023 Q2 2023
Heirloom Wealth Management

Greenwood Village, CO
BUY
 -
1K
+ 2.99%
$310K - $342K
34.6K $16.5M
Jul 09, 2024 Q2 2023
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
1K
+ 10.91%
$310K - $342K
10.2K $4.88M
Aug 14, 2023 Q2 2023
Hamilton Wealth, LLC

BUY
 -
1K
New
$310K - $342K
1K $480K
Jul 18, 2023 Q2 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
1K
+ 92.34%
$309K - $341K
2.08K $997K
Jul 19, 2023 Q2 2023
Wallington Asset Management, LLC

BUY
 -
1K
New
$309K - $341K
1K $479K
Aug 08, 2023 Q2 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
1K
+ 216.45%
$309K - $341K
1.46K $700K
Aug 14, 2023 Q2 2023
Taconic Capital Advisors LP

New York, NY
BUY
 -
1K
+ 6.25%
$309K - $341K
17K $8.14M
Aug 03, 2023 Q2 2023
Evergreen Wealth Management, LLC

Williamston, MI
BUY
 -
993
+ 9.51%
$307K - $339K
11.4K $5.47M
Aug 01, 2023 Q2 2023
Farmers & Merchants Investments Inc

BUY
 -
992
+ 0.97%
$307K - $338K
104K $49.6M
Aug 07, 2023 Q2 2023
Suncoast Equity Management

BUY
 -
991
+ 2.13%
$306K - $338K
47.5K $22.8M
Aug 11, 2023 Q2 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
990
+ 236.84%
$306K - $338K
1.41K $674K
Apr 22, 2024 Q2 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
990
+ 236.84%
$306K - $338K
1.41K $674K
Jul 19, 2023 Q2 2023
Cic Wealth, LLC

Rockville, MD
BUY
 -
989
+ 8.7%
$306K - $337K
12.4K $5.91M
Aug 09, 2023 Q2 2023
Regions Financial Corp

BUY
 -
989
+ 1.14%
$306K - $337K
87.6K $41.9M
Aug 08, 2023 Q2 2023
Donald Yacktman Yacktman Asset Management LP
BUY
 -
985
+ 0.14%
$304K - $336K
707K $339M
Jul 21, 2023 Q2 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
978
+ 7.17%
$302K - $333K
14.6K $6.99M
Jul 12, 2023 Q2 2023
Foundation Resource Management Inc

BUY
 -
976
+ 0.95%
$302K - $333K
104K $49.6M
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
971
+ 1.75%
$300K - $331K
56.3K $27M
Aug 07, 2023 Q2 2023
Harfst & Associates, Inc.

BUY
 -
971
+ 9.46%
$300K - $331K
11.2K $5.38M
Jul 27, 2023 Q2 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
969
+ 28.27%
$299K - $330K
4.4K $2.1M
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
964
+ 2.38%
$298K - $329K
41.6K $19.9M
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
956
+ 27.56%
$295K - $326K
4.43K $2.12M

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