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 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
138+ 3.15% |
$42.7K - $47.1K
|
4.53K
$2.17M
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
135+ 30.2% |
$41.7K - $46K
|
582
$279K
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
135+ 1.59% |
$41.7K - $46K
|
8.62K
$4.13M
|
|
Jul 07, 2023
Q2 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
134+ 10.44% |
$41.4K - $45.7K
|
1.42K
$678K
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
133+ 18.79% |
$41.1K - $45.4K
|
841
$402K
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
132+ 2.19% |
$40.8K - $45K
|
6.15K
$2.94M
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
132+ 3.71% |
$40.8K - $45K
|
3.69K
$1.77M
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
132+ 0.05% |
$40.8K - $45K
|
257K
$123M
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
129+ 0.86% |
$39.9K - $44K
|
15.1K
$7.21M
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
128+ 3.85% |
$39.6K - $43.6K
|
3.45K
$1.65M
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
128+ 6.25% |
$39.6K - $43.6K
|
2.18K
$1.04M
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
127+ 1.77% |
$39.3K - $43.3K
|
7.32K
$3.5M
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
127+ 0.63% |
$39.3K - $43.3K
|
20.3K
$9.72M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
127+ 0.56% |
$39.3K - $43.3K
|
22.7K
$10.9M
|
|
Aug 11, 2023
Q2 2023
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
126+ 9.59% |
$38.9K - $43K
|
1.44K
$689K
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
125+ 2.65% |
$38.6K - $42.6K
|
4.85K
$2.32M
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
125+ 0.21% |
$38.6K - $42.6K
|
59.1K
$28.3M
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
125+ 3.1% |
$38.6K - $42.6K
|
4.16K
$1.99M
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
124+ 6.43% |
$38.3K - $42.3K
|
2.05K
$982K
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
124+ 18.84% |
$38.3K - $42.3K
|
782
$374K
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
BUY
|
- |
123+ 6.04% |
$38K - $41.9K
|
2.16K
$1.03M
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
123+ 11.84% |
$38K - $41.9K
|
1.16K
$556K
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
122+ 2.63% |
$37.7K - $41.6K
|
4.76K
$2.28M
|
|
Aug 09, 2023
Q2 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
122+ 1.54% |
$37.7K - $41.6K
|
8.02K
$3.84M
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
122+ 3.89% |
$37.7K - $41.6K
|
3.26K
$1.56M
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
121+ 12.44% |
$37.4K - $41.3K
|
1.09K
$524K
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
120+ 6.36% |
$37.1K - $40.9K
|
2.01K
$961K
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
118+ 1.93% |
$36.5K - $40.2K
|
6.22K
$2.98M
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
118+ 4.14% |
$36.5K - $40.2K
|
2.97K
$1.42M
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
118+ 15.11% |
$36.5K - $40.2K
|
899
$430K
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
117+ 0.19% |
$36.2K - $39.9K
|
62.8K
$30.1M
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
116+ 4.09% |
$35.9K - $39.6K
|
2.95K
$1.41M
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
116+ 0.63% |
$35.9K - $39.6K
|
18.4K
$8.83M
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
116+ 1.74% |
$35.9K - $39.6K
|
6.8K
$3.25M
|
|
Aug 10, 2023
Q2 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
116+ 7.0% |
$35.9K - $39.6K
|
1.77K
$849K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
116+ 5.07% |
$35.9K - $39.6K
|
2.41K
$1.15M
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
113+ 3.0% |
$34.9K - $38.5K
|
3.88K
$1.86M
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
112+ 14.66% |
$34.6K - $38.2K
|
876
$419K
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
112+ 8.94% |
$34.6K - $38.2K
|
1.37K
$653K
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
111+ 2.45% |
$34.3K - $37.9K
|
4.64K
$2.22M
|
|
Jul 28, 2023
Q2 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
111+ 0.57% |
$34.3K - $37.9K
|
19.6K
$9.39M
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
111+ 1.47% |
$34.3K - $37.9K
|
7.66K
$3.67M
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
111+ 2.73% |
$34.3K - $37.9K
|
4.17K
$2M
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
110+ 2.82% |
$34K - $37.5K
|
4.01K
$1.92M
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
110+ 0.42% |
$34K - $37.5K
|
26.3K
$12.6M
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
BUY
|
- |
109+ 5.99% |
$33.7K - $37.2K
|
1.93K
$923K
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
109+ 6.36% |
$33.7K - $37.2K
|
1.82K
$873K
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
108New |
$33.4K - $36.8K
|
108
$51.7K
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
107+ 3.26% |
$33.1K - $36.5K
|
3.39K
$1.62M
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
106New |
$32.8K - $36.1K
|
106
$50.7K
|