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
Aug 15, 2023 Q2 2023
Retirement Group, LLC

BUY
 -
394
+ 0.31%
$122K - $134K
125K $60.6M
Aug 10, 2023 Q2 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
392
+ 5.14%
$121K - $134K
8.02K $3.88M
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
391
+ 8.9%
$121K - $133K
4.79K $2.31M
Jul 11, 2023 Q2 2023
Cra Financial Services, LLC

BUY
 -
389
+ 3.94%
$120K - $133K
10.3K $4.96M
Jul 18, 2023 Q2 2023
Little House Capital LLC

Braintree, MA
BUY
 -
388
+ 3.69%
$120K - $132K
10.9K $5.27M
Aug 08, 2023 Q2 2023
Family Firm, Inc.

BUY
 -
386
+ 1.07%
$119K - $132K
36.5K $17.6M
Jul 06, 2023 Q2 2023
Solitude Financial Services

BUY
 -
377
+ 0.54%
$117K - $129K
70.8K $34.2M
Aug 02, 2023 Q2 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
375
+ 9.09%
$116K - $128K
4.5K $2.17M
Aug 04, 2023 Q2 2023
Sonata Capital Group Inc

BUY
 -
375
+ 3.25%
$116K - $128K
11.9K $5.76M
Aug 11, 2023 Q2 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
374
+ 7.61%
$116K - $128K
5.29K $2.56M
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
370
+ 0.26%
$114K - $126K
143K $68.9M
Jul 18, 2023 Q2 2023
Gradient Capital Advisors, LLC

BUY
 -
368
+ 5.85%
$114K - $125K
6.66K $3.22M
Jul 17, 2023 Q2 2023
Centennial Wealth Advisory LLC

BUY
 -
366
+ 21.42%
$113K - $125K
2.08K $1M
Jul 17, 2023 Q2 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
365
+ 7.25%
$113K - $124K
5.4K $2.61M
Aug 01, 2023 Q2 2023
Cutter & CO Brokerage, Inc.

BUY
 -
365
+ 0.25%
$113K - $124K
144K $69.4M
Aug 14, 2023 Q2 2023
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
361
+ 2.04%
$112K - $123K
18K $8.71M
Aug 14, 2023 Q2 2023
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
361
+ 13.82%
$112K - $123K
2.97K $1.44M
Aug 11, 2023 Q2 2023
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
358
+ 7.47%
$111K - $122K
5.15K $2.49M
Aug 10, 2023 Q2 2023
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
357
+ 7.34%
$110K - $122K
5.22K $2.52M
Jul 12, 2023 Q2 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
356
+ 5.91%
$110K - $121K
6.38K $3.08M
Aug 10, 2023 Q2 2023
Nfc Investments, LLC

Memphis, TN
BUY
 -
356
+ 42.89%
$110K - $121K
1.19K $573K
Jul 13, 2023 Q2 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
355
+ 20.34%
$110K - $121K
2.1K $1.01M
Aug 03, 2023 Q2 2023
Massachusetts Wealth Management

North Andover, MA
BUY
 -
355
+ 29.46%
$110K - $121K
1.56K $754K
Aug 09, 2023 Q2 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
355
+ 35.11%
$110K - $121K
1.37K $660K
Jul 26, 2023 Q2 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
354
+ 1.55%
$109K - $121K
23.2K $11.2M
Jul 06, 2023 Q2 2023
Moseley Investment Management Inc

BUY
 -
351
+ 1.64%
$108K - $120K
21.8K $10.5M
Jul 13, 2023 Q2 2023
Presidio Capital Management, LLC

BUY
 -
349
+ 1.02%
$108K - $119K
34.7K $16.8M
Jul 20, 2023 Q2 2023
Spinnaker Investment Group, LLC

BUY
 -
348
+ 12.44%
$108K - $119K
3.15K $1.52M
Aug 02, 2023 Q2 2023
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
348
+ 41.58%
$108K - $119K
1.19K $572K
Aug 11, 2023 Q2 2023
South Street Advisors LLC

New York, NY
BUY
 -
347
+ 11.64%
$107K - $118K
3.33K $1.61M
Jul 28, 2023 Q2 2023
Lion Street Advisors, LLC

BUY
 -
346
+ 33.33%
$107K - $118K
1.38K $668K
Aug 10, 2023 Q2 2023
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
346
+ 0.59%
$107K - $118K
59.2K $28.6M
Aug 04, 2023 Q2 2023
Oxbow Advisors, LLC

Corpus Christi, TX
BUY
 -
344
+ 28.17%
$106K - $117K
1.57K $756K
Aug 23, 2023 Q2 2023
Dunhill Financial, LLC

London, X0
BUY
 -
344
New
$106K - $117K
344 $166K
Jul 13, 2023 Q2 2023
Falcon Wealth Planning

BUY
 -
342
+ 27.04%
$106K - $117K
1.61K $776K
Aug 02, 2023 Q2 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
342
+ 1.32%
$106K - $117K
26.2K $12.7M
Jul 17, 2023 Q2 2023
Claybrook Capital, LLC

BUY
 -
340
+ 3.24%
$105K - $116K
10.8K $5.24M
Jul 05, 2023 Q2 2023
Modus Advisors, LLC

BUY
 -
338
+ 5.12%
$104K - $115K
6.95K $3.35M
Jul 28, 2023 Q2 2023
Calamos Wealth Management LLC

BUY
 -
337
+ 2.25%
$104K - $115K
15.3K $7.4M
Aug 11, 2023 Q2 2023
Core Wealth Partners LLC

Santa Rosa, CA
BUY
 -
335
+ 3.31%
$104K - $114K
10.4K $5.04M
Aug 15, 2023 Q2 2023
Pinnacle West Asset Management, Inc.

Casper, WY
BUY
 -
335
+ 12.84%
$104K - $114K
2.95K $1.42M
Jul 21, 2023 Q2 2023
Cypress Wealth Services, LLC

BUY
 -
331
+ 3.54%
$102K - $113K
9.68K $4.68M
Aug 08, 2023 Q2 2023
Legacy Financial Advisors, Inc.

BUY
 -
329
+ 7.52%
$102K - $112K
4.7K $2.27M
Aug 10, 2023 Q2 2023
Financial Partners Group, LLC

Gallatin, TN
BUY
 -
329
+ 1.29%
$102K - $112K
25.8K $12.5M
Aug 14, 2023 Q2 2023
Proficio Capital Partners LLC

Newton, MA
BUY
 -
329
+ 2.28%
$102K - $112K
14.7K $7.12M
Jul 14, 2023 Q2 2023
Act Wealth Management, LLC

BUY
 -
328
+ 18.26%
$101K - $112K
2.12K $1.03M
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
328
+ 1.9%
$101K - $112K
17.6K $8.52M
Aug 11, 2023 Q2 2023
Enterprise Financial Services Corp

Clayton, MO
BUY
 -
326
+ 7.09%
$101K - $111K
4.92K $2.38M
Aug 14, 2023 Q2 2023
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
326
+ 1.62%
$101K - $111K
20.5K $9.89M

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