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 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
184+ 101.66% |
$56.9K - $62.7K
|
365
$176K
|
|
|
Aug 02, 2023
Q2 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
182+ 0.58% |
$56.3K - $62.1K
|
31.8K
$15.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
182+ 1.18% |
$56.3K - $62.1K
|
15.5K
$7.51M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
182+ 1.18% |
$56.3K - $62.1K
|
15.5K
$7.51M
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
181+ 5.65% |
$55.9K - $61.7K
|
3.38K
$1.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
181+ 0.86% |
$55.9K - $61.7K
|
21.2K
$10.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
181+ 0.81% |
$55.9K - $61.7K
|
22.5K
$10.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
180+ 16.54% |
$55.6K - $61.4K
|
1.27K
$612K
|
|
|
Nov 14, 2023
Q2 2023
|
Silicon Valley Community Foundation
Mountain View, CA |
BUY
|
- |
180+ 36.36% |
$55.6K - $61.4K
|
675
$326K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
176+ 1.64% |
$54.4K - $60K
|
10.9K
$5.28M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
176+ 0.17% |
$54.4K - $60K
|
102K
$49.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
176+ 16.07% |
$54.4K - $60K
|
1.27K
$614K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
175+ 2.2% |
$54.1K - $59.7K
|
8.15K
$3.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
175+ 0.03% |
$54.1K - $59.7K
|
575K
$278M
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
175+ 0.7% |
$54.1K - $59.7K
|
25.1K
$12.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
174+ 0.75% |
$53.8K - $59.3K
|
23.4K
$11.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
173+ 2.35% |
$53.5K - $59K
|
7.54K
$3.64M
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
172+ 3.29% |
$53.2K - $58.7K
|
5.4K
$2.61M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
169+ 1.28% |
$52.2K - $57.6K
|
13.3K
$6.44M
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
168+ 4.36% |
$51.9K - $57.3K
|
4.02K
$1.94M
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
168+ 8.98% |
$51.9K - $57.3K
|
2.04K
$984K
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
167+ 6.18% |
$51.6K - $56.9K
|
2.87K
$1.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
167+ 1.79% |
$51.6K - $56.9K
|
9.52K
$4.6M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
165+ 5.95% |
$51K - $56.3K
|
2.94K
$1.42M
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
164+ 49.85% |
$50.7K - $55.9K
|
493
$238K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
162+ 1.33% |
$50.1K - $55.2K
|
12.3K
$5.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
160+ 1.93% |
$49.5K - $54.6K
|
8.45K
$4.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
160+ 32.0% |
$49.5K - $54.6K
|
660
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
160+ 1.37% |
$49.5K - $54.6K
|
11.8K
$5.71M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
157+ 4.59% |
$48.5K - $53.5K
|
3.58K
$1.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
157+ 3.96% |
$48.5K - $53.5K
|
4.12K
$1.99M
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
156+ 5.27% |
$48.2K - $53.2K
|
3.11K
$1.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
155+ 4.54% |
$47.9K - $52.9K
|
3.57K
$1.72M
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
154+ 4.1% |
$47.6K - $52.5K
|
3.91K
$1.89M
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
154+ 1.34% |
$47.6K - $52.5K
|
11.7K
$5.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
153+ 4.51% |
$47.3K - $52.2K
|
3.55K
$1.71M
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
151+ 2.53% |
$46.7K - $51.5K
|
6.11K
$2.95M
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
150+ 18.45% |
$46.4K - $51.2K
|
963
$465K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
150+ 4.22% |
$46.4K - $51.2K
|
3.7K
$1.79M
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
149+ 6.21% |
$46.1K - $50.8K
|
2.55K
$1.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
149+ 5.84% |
$46.1K - $50.8K
|
2.7K
$1.3M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
146+ 0.3% |
$45.1K - $49.8K
|
48.4K
$23.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
145+ 5.77% |
$44.8K - $49.4K
|
2.66K
$1.28M
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
143+ 3.4% |
$44.2K - $48.8K
|
4.34K
$2.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
142+ 0.83% |
$43.9K - $48.4K
|
17.3K
$8.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
141+ 6.85% |
$43.6K - $48.1K
|
2.2K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
140+ 3.45% |
$43.3K - $47.7K
|
4.2K
$2.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
140+ 0.74% |
$43.3K - $47.7K
|
18.9K
$9.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
139+ 16.69% |
$43K - $47.4K
|
972
$469K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
138+ 0.6% |
$42.7K - $47.1K
|
23.1K
$11.1M
|