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 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
106+ 8.39% |
$32.8K - $36.1K
|
1.37K
$662K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
106+ 0.62% |
$32.8K - $36.1K
|
17.1K
$8.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
106+ 3.89% |
$32.8K - $36.1K
|
2.83K
$1.37M
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
105+ 0.73% |
$32.5K - $35.8K
|
14.6K
$7.03M
|
|
|
Jul 18, 2023
Q2 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
104+ 0.48% |
$32.1K - $35.5K
|
21.8K
$10.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
104+ 1.92% |
$32.1K - $35.5K
|
5.51K
$2.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
104+ 6.07% |
$32.1K - $35.5K
|
1.82K
$877K
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
103+ 3.53% |
$31.8K - $35.1K
|
3.02K
$1.46M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
103+ 1.06% |
$31.8K - $35.1K
|
9.85K
$4.76M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
102+ 1.94% |
$31.5K - $34.8K
|
5.35K
$2.58M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
102+ 0.88% |
$31.5K - $34.8K
|
11.6K
$5.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
102+ 1.31% |
$31.5K - $34.8K
|
7.91K
$3.82M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
102+ 0.57% |
$31.5K - $34.8K
|
17.9K
$8.66M
|
|
|
Jul 24, 2023
Q2 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
101+ 1.26% |
$31.2K - $34.4K
|
8.13K
$3.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
101+ 1.39% |
$31.2K - $34.4K
|
7.38K
$3.57M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
101+ 0.74% |
$31.2K - $34.4K
|
13.7K
$6.61M
|
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
100+ 7.85% |
$30.9K - $34.1K
|
1.37K
$664K
|
|
|
Jul 10, 2023
Q2 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
100+ 5.93% |
$30.9K - $34.1K
|
1.79K
$863K
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
100+ 3333.33% |
$30.9K - $34.1K
|
103
$49.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
100+ 4.79% |
$30.9K - $34.1K
|
2.19K
$1.06M
|
|
|
Jul 24, 2023
Q2 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
100+ 2.65% |
$30.9K - $34.1K
|
3.87K
$1.87M
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
100+ 2.49% |
$30.9K - $34.1K
|
4.12K
$1.99M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
100+ 1.66% |
$30.9K - $34.1K
|
6.13K
$2.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
100+ 1.17% |
$30.9K - $34.1K
|
8.66K
$4.18M
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
100+ 13.18% |
$30.9K - $34.1K
|
859
$415K
|
|
|
Aug 02, 2023
Q2 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
100+ 0.81% |
$30.9K - $34.1K
|
12.5K
$6.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
100+ 12.69% |
$30.9K - $34.1K
|
888
$429K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
100+ 2.7% |
$30.9K - $34.1K
|
3.81K
$1.84M
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
100+ 0.95% |
$30.9K - $34.1K
|
10.7K
$5.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
100+ 7.85% |
$30.9K - $34.1K
|
1.37K
$664K
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
100+ 12.0% |
$30.9K - $34.1K
|
933
$451K
|
|
|
Mar 06, 2024
Q2 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
100+ 1.45% |
$30.9K - $34.1K
|
6.99K
$3.38M
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
99New |
$30.6K - $33.8K
|
99
$47.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
96+ 5.91% |
$29.7K - $32.7K
|
1.72K
$831K
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
96+ 0.07% |
$29.7K - $32.7K
|
143K
$69M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
95+ 3.01% |
$29.4K - $32.4K
|
3.25K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
95+ 0.74% |
$29.4K - $32.4K
|
12.8K
$6.21M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
94+ 0.84% |
$29.1K - $32.1K
|
11.3K
$5.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
94+ 0.74% |
$29.1K - $32.1K
|
12.8K
$6.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortune 45 LLC
|
BUY
|
- |
94+ 6.9% |
$29.1K - $32.1K
|
1.46K
$703K
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
94+ 7.86% |
$29.1K - $32.1K
|
1.29K
$623K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
93+ 0.18% |
$28.7K - $31.7K
|
52.4K
$25.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
93+ 0.17% |
$28.7K - $31.7K
|
53.5K
$25.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
93+ 2.38% |
$28.7K - $31.7K
|
3.99K
$1.93M
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
92+ 10.56% |
$28.4K - $31.4K
|
963
$465K
|
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
92+ 0.53% |
$28.4K - $31.4K
|
17.5K
$8.45M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
91+ 0.59% |
$28.1K - $31K
|
15.4K
$7.46M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
91+ 10.17% |
$28.1K - $31K
|
986
$476K
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
90+ 1.17% |
$27.8K - $30.7K
|
7.76K
$3.75M
|
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
90+ 9.05% |
$27.8K - $30.7K
|
1.09K
$524K
|