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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
54+ 1.05% |
$16.7K - $18.4K
|
5.19K
$2.51M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
54+ 0.08% |
$16.7K - $18.4K
|
65.9K
$31.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
52+ 2.73% |
$16.1K - $17.7K
|
1.96K
$945K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
52+ 0.68% |
$16.1K - $17.7K
|
7.74K
$3.74M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
52+ 5.82% |
$16.1K - $17.7K
|
946
$457K
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
51+ 1.09% |
$15.8K - $17.4K
|
4.72K
$2.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
BUY
|
- |
51+ 7.42% |
$15.8K - $17.4K
|
738
$356K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
51+ 0.47% |
$15.8K - $17.4K
|
10.9K
$5.26M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
50+ 5.95% |
$15.5K - $17.1K
|
891
$430K
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
50+ 3.8% |
$15.5K - $17.1K
|
1.37K
$660K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.52% |
$15.5K - $17.1K
|
3.33K
$1.61M
|
|
|
Aug 03, 2023
Q2 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
50+ 0.74% |
$15.5K - $17.1K
|
6.8K
$3.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
50+ 31.25% |
$15.5K - $17.1K
|
210
$101K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
50+ 1.96% |
$15.5K - $17.1K
|
2.6K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
50+ 5.69% |
$15.5K - $17.1K
|
928
$448K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
50+ 7.08% |
$15.5K - $17.1K
|
756
$365K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
50+ 11.24% |
$15.5K - $17.1K
|
495
$239K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
49+ 0.86% |
$15.1K - $16.7K
|
5.77K
$2.79M
|
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
49+ 1.01% |
$15.1K - $16.7K
|
4.88K
$2.36M
|
|
|
Jul 21, 2023
Q2 2023
|
Insight Folios Inc
|
BUY
|
- |
48+ 2.62% |
$14.8K - $16.4K
|
1.88K
$909K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
48+ 1.36% |
$14.8K - $16.4K
|
3.58K
$1.73M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
47+ 1.01% |
$14.5K - $16K
|
4.72K
$2.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
47+ 1.92% |
$14.5K - $16K
|
2.5K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
47+ 0.78% |
$14.5K - $16K
|
6.08K
$2.94M
|
|
|
Aug 21, 2023
Q2 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
47+ 2.15% |
$14.5K - $16K
|
2.24K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
46+ 2.6% |
$14.2K - $15.7K
|
1.82K
$878K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
45+ 1.54% |
$13.9K - $15.3K
|
2.96K
$1.43M
|
|
|
Jul 12, 2023
Q2 2023
|
Epiq Partners, LLC
|
BUY
|
- |
45+ 0.39% |
$13.9K - $15.3K
|
11.6K
$5.62M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
45+ 0.44% |
$13.9K - $15.3K
|
10.3K
$4.99M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
45+ 3.32% |
$13.9K - $15.3K
|
1.4K
$677K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
44+ 0.42% |
$13.6K - $15K
|
10.5K
$5.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
43+ 1.21% |
$13.3K - $14.7K
|
3.59K
$1.73M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
43+ 3.75% |
$13.3K - $14.7K
|
1.19K
$574K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
43+ 0.35% |
$13.3K - $14.7K
|
12.4K
$5.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
43+ 0.36% |
$13.3K - $14.7K
|
12.1K
$5.83M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
42+ 0.34% |
$13K - $14.3K
|
12.3K
$5.93M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
42+ 0.34% |
$13K - $14.3K
|
12.3K
$5.93M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
41+ 0.2% |
$12.7K - $14K
|
20.6K
$9.95M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
41+ 1.35% |
$12.7K - $14K
|
3.08K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
41+ 0.4% |
$12.7K - $14K
|
10.3K
$4.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
41+ 2.73% |
$12.7K - $14K
|
1.55K
$746K
|
|
|
Jul 06, 2023
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
40+ 0.45% |
$12.4K - $13.6K
|
8.99K
$4.34M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
40+ 0.43% |
$12.4K - $13.6K
|
9.29K
$4.49M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
40+ 0.85% |
$12.4K - $13.6K
|
4.72K
$2.28M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
40+ 0.48% |
$12.4K - $13.6K
|
8.32K
$4.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
40+ 3.89% |
$12.4K - $13.6K
|
1.07K
$515K
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
40+ 0.6% |
$12.4K - $13.6K
|
6.72K
$3.24M
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
40+ 0.45% |
$12.4K - $13.6K
|
8.99K
$4.34M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
39+ 0.57% |
$12.1K - $13.3K
|
6.9K
$3.33M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
39+ 2.78% |
$12.1K - $13.3K
|
1.44K
$697K
|