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
Rothschild Investment Corp

BUY
 -
215
+ 0.35%
$66.5K - $73.3K
61.1K $29.5M
Jul 27, 2023 Q2 2023
Fiduciary Group LLC

Savannah, GA
BUY
 -
215
+ 0.37%
$66.5K - $73.3K
58.9K $28.5M
Aug 04, 2023 Q2 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
215
+ 12.86%
$66.5K - $73.3K
1.89K $911K
Aug 08, 2023 Q2 2023
9258 Wealth Management, LLC

BUY
 -
215
+ 6.06%
$66.5K - $73.3K
3.76K $1.82M
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

BUY
 -
214
+ 0.74%
$66.1K - $73K
29K $14M
Jul 14, 2023 Q2 2023
Hofer & Associates. Inc

Thousand Oaks, CA
BUY
 -
212
+ 7.65%
$65.5K - $72.3K
2.98K $1.44M
Jul 26, 2023 Q2 2023
American Institute For Advanced Investment Management, LLP

BUY
 -
212
+ 16.2%
$65.5K - $72.3K
1.52K $735K
Aug 07, 2023 Q2 2023
Xml Financial, LLC

BUY
 -
212
+ 0.58%
$65.5K - $72.3K
36.5K $17.6M
Aug 02, 2023 Q2 2023
Mc Adam, LLC

BUY
 -
211
+ 10.5%
$65.2K - $72K
2.22K $1.07M
Aug 14, 2023 Q2 2023
Rodgers Brothers Inc.

Harmony, PA
BUY
 -
211
+ 11.0%
$65.2K - $72K
2.13K $1.03M
Jul 24, 2023 Q2 2023
Citizens National Bank Trust Department

BUY
 -
207
+ 1.0%
$64K - $70.6K
20.9K $10.1M
Jul 18, 2023 Q2 2023
Atwood & Palmer Inc

BUY
 -
205
+ 5.3%
$63.4K - $69.9K
4.07K $1.97M
Aug 11, 2023 Q2 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
205
+ 7.56%
$63.4K - $69.9K
2.92K $1.41M
Aug 14, 2023 Q2 2023
Gilbert & Cook, Inc.

BUY
 -
205
+ 3.39%
$63.4K - $69.9K
6.25K $3.02M
Jul 28, 2023 Q2 2023
Oakworth Capital, Inc.

BUY
 -
204
+ 2.57%
$63.1K - $69.6K
8.14K $3.93M
Aug 02, 2023 Q2 2023
Jackson Thornton Asset Management, LLC

BUY
 -
204
+ 11.58%
$63.1K - $69.6K
1.97K $950K
Jul 10, 2023 Q2 2023
Outlook Wealth Advisors, LLC

BUY
 -
203
+ 13.7%
$62.7K - $69.2K
1.69K $814K
Aug 03, 2023 Q2 2023
Triumph Capital Management

BUY
 -
203
+ 3.09%
$62.7K - $69.2K
6.78K $3.27M
Jul 17, 2023 Q2 2023
Tranquility Partners, LLC

BUY
 -
201
+ 3.96%
$62.1K - $68.5K
5.28K $2.55M
Jul 13, 2023 Q2 2023
Sugarloaf Wealth Management, LLC

BUY
 -
200
+ 10.2%
$61.8K - $68.2K
2.16K $1.04M
Jul 28, 2023 Q2 2023
Rezny Wealth Management, Inc.

BUY
 -
200
+ 16.67%
$61.8K - $68.2K
1.4K $676K
Jul 28, 2023 Q2 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
200
+ 40.0%
$61.8K - $68.2K
700 $338K
Aug 07, 2023 Q2 2023
Live Oak Private Wealth LLC

BUY
 -
200
+ 0.27%
$61.8K - $68.2K
75.1K $36.3M
Aug 07, 2023 Q2 2023
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
200
+ 0.78%
$61.8K - $68.2K
26K $12.6M
Aug 08, 2023 Q2 2023
Mitchell Capital Management CO

BUY
 -
200
+ 1.03%
$61.8K - $68.2K
19.7K $9.5M
Aug 10, 2023 Q2 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
200
+ 5.92%
$61.8K - $68.2K
3.58K $1.73M
Aug 22, 2023 Q2 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
199
+ 7.14%
$61.5K - $67.9K
2.99K $1.44M
Sep 13, 2023 Q2 2023
Ims Capital Management

BUY
 -
199
+ 2.43%
$61.5K - $67.9K
8.38K $4.05M
Nov 30, 2023 Q2 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
199
+ 34.31%
$61.5K - $67.9K
779 $376K
Jul 31, 2023 Q2 2023
Agate Pass Investment Management, LLC

Bainbridge Island, WA
BUY
 -
198
+ 10.34%
$61.2K - $67.5K
2.11K $1.02M
Aug 14, 2023 Q2 2023
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
198
+ 3960.0%
$61.2K - $67.5K
203 $98.1K
Jul 24, 2023 Q2 2023
Alliance Wealth Advisors, LLC

BUY
 -
196
+ 4.72%
$60.6K - $66.8K
4.35K $2.1M
Jul 24, 2023 Q2 2023
Total Clarity Wealth Management, Inc.

BUY
 -
195
+ 5.62%
$60.3K - $66.5K
3.66K $1.77M
Aug 14, 2023 Q2 2023
Industrial Alliance Investment Management Inc.

Quebec, A8
BUY
 -
194
New
$60K - $66.2K
194 $93.7K
Aug 28, 2024 Q2 2023
Farmers National Bank

Danville, KY
BUY
 -
194
+ 6.0%
$60K - $66.2K
3.43K $1.66M
Aug 14, 2023 Q2 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
193
+ 7.13%
$59.7K - $65.8K
2.9K $1.4M
Jul 17, 2023 Q2 2023
Kcs Wealth Advisory

BUY
 -
191
+ 1.28%
$59K - $65.1K
15.2K $7.33M
Jul 31, 2023 Q2 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
191
+ 22.9%
$59K - $65.1K
1.03K $495K
Aug 10, 2023 Q2 2023
Rock Point Advisors, LLC

Burlington, VT
BUY
 -
190
+ 15.0%
$58.7K - $64.8K
1.46K $704K
Aug 08, 2023 Q2 2023
Claro Advisors LLC

Boston, MA
BUY
 -
189
+ 5.1%
$58.4K - $64.4K
3.89K $1.88M
Jul 20, 2023 Q2 2023
Veracity Capital LLC

BUY
 -
188
+ 8.74%
$58.1K - $64.1K
2.34K $1.13M
Aug 07, 2023 Q2 2023
Boston Financial Mangement LLC

Boston, MA
BUY
 -
187
+ 0.56%
$57.8K - $63.8K
33.5K $16.2M
Jul 20, 2023 Q2 2023
Marino, Stram & Associates LLC

BUY
 -
185
+ 2.28%
$57.2K - $63.1K
8.29K $4M
Jul 24, 2023 Q2 2023
Source Financial Advisors LLC

New York, NY
BUY
 -
185
+ 13.1%
$57.2K - $63.1K
1.6K $771K
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

BUY
 -
185
+ 0.8%
$57.2K - $63.1K
23.3K $11.3M
Aug 08, 2023 Q2 2023
Clearwater Capital Advisors, LLC

BUY
 -
185
+ 20.33%
$57.2K - $63.1K
1.1K $529K
Oct 28, 2024 Q2 2023
Old North State Wealth Management, LLC

Wilmington, NC
BUY
 -
185
+ 0.67%
$57.2K - $63.1K
27.6K $13.3M
Aug 02, 2023 Q2 2023
Wealthstream Advisors, Inc.

BUY
 -
184
+ 10.06%
$56.9K - $62.7K
2.01K $972K
Aug 09, 2023 Q2 2023
Pittenger & Anderson Inc

BUY
 -
184
+ 0.65%
$56.9K - $62.7K
28.3K $13.7M

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