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 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
325
+ 2.02%
$100K - $111K
16.4K $7.87M
Aug 10, 2023 Q2 2023
Capital Performance Advisors LLP

BUY
 -
325
+ 2.68%
$100K - $111K
12.5K $5.96M
Aug 11, 2023 Q2 2023
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
325
+ 1.48%
$100K - $111K
22.3K $10.7M
Aug 15, 2023 Q2 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
325
+ 4.97%
$100K - $111K
6.87K $3.29M
Aug 09, 2023 Q2 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
324
+ 1.34%
$100K - $110K
24.4K $11.7M
Jul 25, 2023 Q2 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
323
+ 7.18%
$99.8K - $110K
4.82K $2.31M
Jul 20, 2023 Q2 2023
Cassia Capital Partners, LLC

Winston Salem, NC
BUY
 -
322
+ 18.26%
$99.5K - $110K
2.09K $998K
Aug 08, 2023 Q2 2023
Forvis Wealth Advisors, LLC

BUY
 -
322
+ 1.06%
$99.5K - $110K
30.6K $14.6M
Aug 14, 2023 Q2 2023
Private Capital Management, LLC

Naples, FL
BUY
 -
321
+ 43.61%
$99.2K - $109K
1.06K $506K
Jan 02, 2024 Q2 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
321
+ 4.9%
$99.2K - $109K
6.88K $3.29M
Aug 08, 2023 Q2 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
314
+ 2.11%
$97K - $107K
15.2K $7.26M
Aug 28, 2023 Q2 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
314
+ 24.28%
$97K - $107K
1.61K $769K
Jul 24, 2023 Q2 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
313
+ 6.15%
$96.7K - $107K
5.41K $2.59M
Aug 02, 2023 Q2 2023
Legacy Cg, LLC

Plano, TX
BUY
 -
312
+ 2.44%
$96.4K - $106K
13.1K $6.26M
Jul 21, 2023 Q2 2023
Jessup Wealth Management, Inc

Dayton, OH
BUY
 -
311
+ 10.29%
$96.1K - $106K
3.33K $1.59M
Jul 24, 2023 Q2 2023
Provence Wealth Management Group

BUY
 -
311
+ 6.27%
$96.1K - $106K
5.27K $2.52M
Aug 07, 2023 Q2 2023
White Lighthouse Investment Management Inc.

BUY
 -
310
+ 10.75%
$95.8K - $106K
3.2K $1.53M
Aug 10, 2023 Q2 2023
Robinson Value Management, Ltd.

San Antonio, TX
BUY
 -
310
New
$95.8K - $106K
310 $148K
Aug 10, 2023 Q2 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
309
+ 3.64%
$95.5K - $105K
8.8K $4.21M
Jul 13, 2023 Q2 2023
Consilium Wealth Advisory, LLC

BUY
 -
308
+ 16.24%
$95.2K - $105K
2.21K $1.06M
Jul 26, 2023 Q2 2023
Aaron Wealth Advisors LLC

BUY
 -
308
+ 1.06%
$95.2K - $105K
29.3K $14M
Jul 28, 2023 Q2 2023
Sea Bridge Investment Advisors LLC

BUY
 -
308
+ 1.48%
$95.2K - $105K
21.1K $10.1M
Jul 27, 2023 Q2 2023
David R. Rahn & Associates Inc.

BUY
 -
306
+ 4.37%
$94.6K - $104K
7.31K $3.5M
Aug 04, 2023 Q2 2023
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
303
+ 28.42%
$93.6K - $103K
1.37K $655K
Jul 25, 2023 Q2 2023
Alta Advisers LTD

BUY
 -
300
+ 6.52%
$92.7K - $102K
4.9K $2.34M
Jul 25, 2023 Q2 2023
Mcia Inc

BUY
 -
299
+ 17.85%
$92.4K - $102K
1.97K $945K
Jul 28, 2023 Q2 2023
Middleton & CO Inc

BUY
 -
299
+ 1.11%
$92.4K - $102K
27.3K $13.1M
Aug 15, 2023 Q2 2023
Tradewinds, Llc.

Raleigh, NC
BUY
 -
298
+ 2.1%
$92.1K - $102K
14.5K $6.93M
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
295
New
$91.2K - $101K
295 $141K
Aug 14, 2023 Q2 2023
American Trust Investment Advisors, LLC

BUY
 -
293
+ 0.82%
$90.6K - $99.9K
36K $17.3M
Aug 14, 2023 Q2 2023
Old West Investment Management, LLC

Los Angeles, CA
BUY
 -
293
+ 3.91%
$90.6K - $99.9K
7.78K $3.72M
Feb 16, 2024 Q2 2023
Main Street Investment Advisors LLC

BUY
 -
293
+ 10.28%
$90.6K - $99.9K
3.14K $1.5M
Aug 10, 2023 Q2 2023
Leelyn Smith, LLC

Geneva, IL
BUY
 -
291
+ 1.73%
$89.9K - $99.2K
17.1K $8.2M
Jul 28, 2023 Q2 2023
Costello Asset Management, Inc

BUY
 -
289
+ 2.35%
$89.3K - $98.5K
12.6K $6.02M
Jan 02, 2024 Q2 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
288
+ 0.97%
$89K - $98.2K
30K $14.4M
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
285
+ 10.46%
$88.1K - $97.2K
3.01K $1.44M
Aug 14, 2023 Q2 2023
Palisade Capital Management LLC

Fort Lee, NJ
BUY
 -
283
+ 0.89%
$87.5K - $96.5K
32.2K $15.4M
Aug 08, 2023 Q2 2023
Western Pacific Wealth Management, LP

BUY
 -
280
+ 3.46%
$86.5K - $95.5K
8.37K $4.01M
Jul 18, 2023 Q2 2023
First County Bank /Ct/

Stamford, CT
BUY
 -
276
+ 12.06%
$85.3K - $94.1K
2.56K $1.23M
Jul 24, 2023 Q2 2023
Pb Mares Wealth Management LLC

BUY
 -
275
+ 7.69%
$85K - $93.8K
3.85K $1.84M
Jul 24, 2023 Q2 2023
Annex Advisory Services, LLC

BUY
 -
273
+ 4.13%
$84.4K - $93.1K
6.89K $3.3M
Aug 02, 2023 Q2 2023
Wambolt & Associates, LLC

BUY
 -
270
+ 2.92%
$83.4K - $92.1K
9.52K $4.55M
Jul 20, 2023 Q2 2023
Aj Wealth Strategies, LLC

BUY
 -
268
+ 3.7%
$82.8K - $91.4K
7.51K $3.59M
Aug 14, 2023 Q2 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
267
+ 4.14%
$82.5K - $91K
6.71K $3.21M
Jul 11, 2023 Q2 2023
Flagship Harbor Advisors, LLC

BUY
 -
265
+ 2.01%
$81.9K - $90.4K
13.4K $6.43M
Aug 02, 2023 Q2 2023
Jacobsen Capital Management

BUY
 -
265
+ 11.99%
$81.9K - $90.4K
2.48K $1.18M
Aug 08, 2023 Q2 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
265
+ 34.82%
$81.9K - $90.4K
1.03K $491K
Jul 14, 2023 Q2 2023
Avion Wealth

The Woodlands, TX
BUY
 -
264
+ 7.35%
$81.6K - $90K
3.86K $1.84M
Aug 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
264
+ 6.29%
$81.6K - $90K
4.46K $2.14M

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