Purchases and Sales Made in Q2 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
580+ 48.95% |
$179K - $198K
|
1.77K
$845K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
573+ 3.19% |
$177K - $195K
|
18.5K
$8.87M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
573+ 7.84% |
$177K - $195K
|
7.88K
$3.77M
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
568+ 9.71% |
$176K - $194K
|
6.42K
$3.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
568+ 3.0% |
$176K - $194K
|
19.5K
$9.32M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
568+ 4.94% |
$176K - $194K
|
12.1K
$5.77M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
565+ 98.09% |
$175K - $193K
|
1.14K
$546K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
562+ 6.63% |
$174K - $192K
|
9.04K
$4.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
560+ 44.8% |
$173K - $191K
|
1.81K
$866K
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
560+ 2.72% |
$173K - $191K
|
21.1K
$10.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
555+ 1.93% |
$172K - $189K
|
29.3K
$14M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
552+ 7.84% |
$171K - $188K
|
7.59K
$3.63M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
551+ 4.37% |
$170K - $188K
|
13.2K
$6.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
551+ 2.07% |
$170K - $188K
|
27.2K
$13M
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
BUY
|
- |
550+ 7.87% |
$170K - $188K
|
7.54K
$3.61M
|
|
|
Jul 06, 2023
Q2 2023
|
Centre Asset Management, LLC
|
BUY
|
- |
549+ 2.68% |
$170K - $187K
|
21.1K
$10.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
545+ 14.83% |
$168K - $186K
|
4.22K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
543+ 17.83% |
$168K - $185K
|
3.59K
$1.72M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
541+ 67.88% |
$167K - $184K
|
1.34K
$640K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
538+ 146.59% |
$166K - $183K
|
905
$433K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
535+ 2.53% |
$165K - $182K
|
21.6K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
531+ 9.9% |
$164K - $181K
|
5.9K
$2.82M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
530+ 6.41% |
$164K - $181K
|
8.79K
$4.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
528+ 44.9% |
$163K - $180K
|
1.7K
$815K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
521+ 0.73% |
$161K - $178K
|
72.1K
$34.5M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
521+ 0.73% |
$161K - $178K
|
72.1K
$34.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
519+ 1.52% |
$160K - $177K
|
34.7K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
516+ 1.21% |
$159K - $176K
|
43K
$20.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
510+ 67.37% |
$158K - $174K
|
1.27K
$606K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
508+ 11.1% |
$157K - $173K
|
5.09K
$2.43M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
505+ 3.64% |
$156K - $172K
|
14.4K
$6.88M
|
|
|
Jul 27, 2023
Q2 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
505+ 28.37% |
$156K - $172K
|
2.29K
$1.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
503+ 0.41% |
$155K - $172K
|
122K
$58.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
502+ 7.75% |
$155K - $171K
|
6.98K
$3.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
501+ 6.51% |
$155K - $171K
|
8.19K
$3.92M
|
|
|
Jul 26, 2023
Q2 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
500+ 12.64% |
$155K - $171K
|
4.46K
$2.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
500+ 6.59% |
$155K - $171K
|
8.09K
$3.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
500+ 20.58% |
$155K - $171K
|
2.93K
$1.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
497+ 2.14% |
$154K - $169K
|
23.7K
$11.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
497+ 0.21% |
$154K - $169K
|
243K
$116M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
496+ 8.58% |
$153K - $169K
|
6.28K
$3M
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
495+ 5.08% |
$153K - $169K
|
10.2K
$4.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
BUY
|
- |
491+ 3.19% |
$152K - $167K
|
15.9K
$7.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
491+ 5.21% |
$152K - $167K
|
9.91K
$4.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
490+ 14.44% |
$151K - $167K
|
3.88K
$1.86M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
483+ 4.92% |
$149K - $165K
|
10.3K
$4.93M
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
477+ 52.77% |
$147K - $163K
|
1.38K
$661K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
477+ 0.85% |
$147K - $163K
|
56.5K
$27M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
475+ 2.59% |
$147K - $162K
|
18.8K
$9M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
475+ 4.14% |
$147K - $162K
|
11.9K
$5.71M
|