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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
262+ 3.72% |
$81K - $89.3K
|
7.3K
$3.53M
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
261+ 11.37% |
$80.7K - $89K
|
2.56K
$1.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
258+ 4.23% |
$79.7K - $88K
|
6.36K
$3.07M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
258+ 16.52% |
$79.7K - $88K
|
1.82K
$879K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
257+ 15.14% |
$79.4K - $87.6K
|
1.95K
$944K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
256+ 1.87% |
$79.1K - $87.3K
|
13.9K
$6.72M
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
256+ 1.11% |
$79.1K - $87.3K
|
23.3K
$11.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
252+ 6.33% |
$77.9K - $85.9K
|
4.23K
$2.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
252+ 1.26% |
$77.9K - $85.9K
|
20.3K
$9.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
251+ 9.37% |
$77.6K - $85.6K
|
2.93K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
251+ 11.31% |
$77.6K - $85.6K
|
2.47K
$1.19M
|
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
250+ 12.28% |
$77.3K - $85.3K
|
2.29K
$1.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
250+ 16.32% |
$77.3K - $85.3K
|
1.78K
$861K
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
BUY
|
- |
248+ 3.2% |
$76.6K - $84.6K
|
8.01K
$3.87M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
246+ 5.65% |
$76K - $83.9K
|
4.6K
$2.22M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
244+ 11.48% |
$75.4K - $83.2K
|
2.37K
$1.14M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
242+ 8.87% |
$74.8K - $82.5K
|
2.97K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
242+ 10.63% |
$74.8K - $82.5K
|
2.52K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
242+ 2.27% |
$74.8K - $82.5K
|
10.9K
$5.26M
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
240+ 16.52% |
$74.2K - $81.8K
|
1.69K
$818K
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
240+ 9.04% |
$74.2K - $81.8K
|
2.9K
$1.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
239+ 2.06% |
$73.9K - $81.5K
|
11.8K
$5.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
238+ 3.71% |
$73.6K - $81.2K
|
6.65K
$3.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
238+ 12.06% |
$73.6K - $81.2K
|
2.21K
$1.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
237+ 28.9% |
$73.2K - $80.8K
|
1.06K
$511K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
237+ 7.58% |
$73.2K - $80.8K
|
3.37K
$1.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
235+ 1.26% |
$72.6K - $80.1K
|
18.9K
$9.12M
|
|
|
Aug 04, 2023
Q2 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
235+ 1.62% |
$72.6K - $80.1K
|
14.8K
$7.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
235+ 0.31% |
$72.6K - $80.1K
|
75.5K
$36.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
235+ 1.8% |
$72.6K - $80.1K
|
13.3K
$6.41M
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
234+ 8.71% |
$72.3K - $79.8K
|
2.92K
$1.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
233+ 1.69% |
$72K - $79.5K
|
14K
$6.78M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
232+ 12.73% |
$71.7K - $79.1K
|
2.05K
$992K
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
228+ 5.64% |
$70.5K - $77.7K
|
4.27K
$2.06M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
228+ 0.63% |
$70.5K - $77.7K
|
36.2K
$17.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
228+ 16.58% |
$70.5K - $77.7K
|
1.6K
$774K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
227+ 20.25% |
$70.2K - $77.4K
|
1.35K
$651K
|
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
227+ 15.71% |
$70.2K - $77.4K
|
1.67K
$808K
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
BUY
|
- |
226+ 5.02% |
$69.8K - $77.1K
|
4.73K
$2.28M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
223+ 1.22% |
$68.9K - $76K
|
18.5K
$8.94M
|
|
|
Jul 27, 2023
Q2 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
222+ 3.24% |
$68.6K - $75.7K
|
7.07K
$3.41M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
221+ 8.84% |
$68.3K - $75.4K
|
2.72K
$1.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
220+ 8.91% |
$68K - $75K
|
2.69K
$1.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
219+ 3.55% |
$67.7K - $74.7K
|
6.39K
$3.09M
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
218+ 0.25% |
$67.4K - $74.3K
|
86.6K
$41.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
217+ 2.66% |
$67.1K - $74K
|
8.36K
$4.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
217+ 1.6% |
$67.1K - $74K
|
13.8K
$6.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
217+ 1.66% |
$67.1K - $74K
|
13.3K
$6.41M
|
|
|
Jul 14, 2023
Q2 2023
|
Muhlenkamp & CO Inc
|
BUY
|
- |
216+ 0.58% |
$66.8K - $73.7K
|
37.6K
$18.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
216+ 9.87% |
$66.8K - $73.7K
|
2.4K
$1.16M
|