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 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
71+ 1.8% |
$21.9K - $24.2K
|
4.03K
$1.94M
|
|
|
Jul 11, 2023
Q2 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
70+ 1.08% |
$21.6K - $23.9K
|
6.56K
$3.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
70+ 5.52% |
$21.6K - $23.9K
|
1.34K
$646K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
70+ 0.69% |
$21.6K - $23.9K
|
10.2K
$4.92M
|
|
|
Jul 27, 2023
Q2 2023
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
70+ 6.52% |
$21.6K - $23.9K
|
1.14K
$553K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
70+ 2.71% |
$21.6K - $23.9K
|
2.65K
$1.28M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
69+ 0.41% |
$21.3K - $23.5K
|
16.9K
$8.19M
|
|
|
Jul 12, 2023
Q2 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
69+ 0.17% |
$21.3K - $23.5K
|
40K
$19.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
69+ 0.95% |
$21.3K - $23.5K
|
7.37K
$3.56M
|
|
|
Jul 26, 2023
Q2 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
68+ 1.13% |
$21K - $23.2K
|
6.08K
$2.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
68+ 2.83% |
$21K - $23.2K
|
2.47K
$1.19M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
67+ 1.03% |
$20.7K - $22.8K
|
6.59K
$3.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
67+ 0.9% |
$20.7K - $22.8K
|
7.53K
$3.63M
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
67+ 0.17% |
$20.7K - $22.8K
|
40.3K
$19.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
67+ 0.76% |
$20.7K - $22.8K
|
8.92K
$4.31M
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
66+ 2.04% |
$20.4K - $22.5K
|
3.31K
$1.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
66+ 3.09% |
$20.4K - $22.5K
|
2.2K
$1.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
66+ 0.26% |
$20.4K - $22.5K
|
25.3K
$12.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
66+ 2.34% |
$20.4K - $22.5K
|
2.88K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
65+ 0.41% |
$20.1K - $22.2K
|
15.9K
$7.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
64+ 0.36% |
$19.8K - $21.8K
|
17.7K
$8.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
64+ 2.76% |
$19.8K - $21.8K
|
2.38K
$1.15M
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
63+ 2.04% |
$19.5K - $21.5K
|
3.15K
$1.52M
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
63+ 0.36% |
$19.5K - $21.5K
|
17.6K
$8.52M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
63+ 286.36% |
$19.5K - $21.5K
|
85
$41.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
63+ 0.99% |
$19.5K - $21.5K
|
6.42K
$3.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
63+ 1.78% |
$19.5K - $21.5K
|
3.61K
$1.74M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
62+ 2.67% |
$19.2K - $21.1K
|
2.39K
$1.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
62+ 0.43% |
$19.2K - $21.1K
|
14.5K
$6.99M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
62+ 0.64% |
$19.2K - $21.1K
|
9.82K
$4.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
62+ 3.35% |
$19.2K - $21.1K
|
1.91K
$924K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
62+ 1.15% |
$19.2K - $21.1K
|
5.44K
$2.63M
|
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
61+ 5.35% |
$18.9K - $20.8K
|
1.2K
$581K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
61+ 4.71% |
$18.9K - $20.8K
|
1.36K
$655K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
61+ 3.34% |
$18.9K - $20.8K
|
1.89K
$910K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
60+ 1.67% |
$18.5K - $20.5K
|
3.66K
$1.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
60+ 0.51% |
$18.5K - $20.5K
|
11.9K
$5.74M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
60+ 1.6% |
$18.5K - $20.5K
|
3.81K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
60+ 4.35% |
$18.5K - $20.5K
|
1.44K
$695K
|
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
59+ 0.96% |
$18.2K - $20.1K
|
6.18K
$2.99M
|
|
|
Jul 24, 2023
Q2 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
58+ 0.25% |
$17.9K - $19.8K
|
23.6K
$11.4M
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
58+ 6.91% |
$17.9K - $19.8K
|
897
$433K
|
|
|
Jul 28, 2023
Q2 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
58+ 8.76% |
$17.9K - $19.8K
|
720
$348K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
58+ 1.91% |
$17.9K - $19.8K
|
3.1K
$1.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
57+ 0.69% |
$17.6K - $19.4K
|
8.3K
$4.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
56+ 2.12% |
$17.3K - $19.1K
|
2.7K
$1.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
56+ 1.5% |
$17.3K - $19.1K
|
3.79K
$1.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
56+ 0.41% |
$17.3K - $19.1K
|
13.6K
$6.55M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
55+ 1.79% |
$17K - $18.8K
|
3.13K
$1.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
55+ 3.02% |
$17K - $18.8K
|
1.88K
$906K
|