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
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
4.22KNew |
$1.3M - $1.44M
|
4.22K
$2.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.2K+ 9.81% |
$1.3M - $1.43M
|
47.1K
$22.5M
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
4.2K+ 5.04% |
$1.3M - $1.43M
|
87.6K
$41.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
4.19KNew |
$1.29M - $1.43M
|
4.19K
$2M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.18K+ 24.63% |
$1.29M - $1.43M
|
21.2K
$10.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
4.13K+ 4.48% |
$1.28M - $1.41M
|
96.4K
$46.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.01K+ 10.62% |
$1.24M - $1.37M
|
41.8K
$20M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4K+ 334.76% |
$1.24M - $1.36M
|
5.19K
$2.48M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.95K+ 42.14% |
$1.22M - $1.35M
|
13.3K
$6.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
3.91K+ 8.6% |
$1.21M - $1.33M
|
49.3K
$23.6M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.8K+ 8.04% |
$1.17M - $1.3M
|
51.1K
$24.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
3.79K+ 20.62% |
$1.17M - $1.29M
|
22.1K
$10.6M
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
3.74K+ 70.45% |
$1.15M - $1.27M
|
9.04K
$4.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
3.73K+ 17.79% |
$1.15M - $1.27M
|
24.7K
$11.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.68K+ 25.27% |
$1.14M - $1.25M
|
18.2K
$8.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.62KNew |
$1.12M - $1.23M
|
3.62K
$1.73M
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
3.61K+ 0.51% |
$1.12M - $1.23M
|
714K
$342M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.61K+ 13.41% |
$1.12M - $1.23M
|
30.5K
$14.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.5K+ 17.09% |
$1.08M - $1.19M
|
24K
$11.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
BUY
|
- |
3.5KNew |
$1.08M - $1.19M
|
3.5K
$1.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.5K+ 3.06% |
$1.08M - $1.19M
|
118K
$56.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
3.45KNew |
$1.07M - $1.18M
|
3.45K
$1.65M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.44K+ 41.19% |
$1.06M - $1.17M
|
11.8K
$5.64M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3.43K+ 450.46% |
$1.06M - $1.17M
|
4.19K
$2M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
3.37K+ 12.79% |
$1.04M - $1.15M
|
29.7K
$14.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.36K+ 4.66% |
$1.04M - $1.14M
|
75.5K
$36.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.34K+ 2.63% |
$1.03M - $1.14M
|
131K
$62.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.29K+ 289.52% |
$1.02M - $1.12M
|
4.43K
$2.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
3.28K+ 6.79% |
$1.01M - $1.12M
|
51.6K
$24.7M
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
3.26K+ 31.35% |
$1.01M - $1.11M
|
13.7K
$6.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.26K+ 45.02% |
$1.01M - $1.11M
|
10.5K
$5.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
3.23K+ 0.99% |
$999K - $1.1M
|
328K
$157M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.23K+ 8.36% |
$998K - $1.1M
|
41.9K
$20M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
3.22K+ 15.59% |
$996K - $1.1M
|
23.9K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
3.18K+ 488.63% |
$983K - $1.08M
|
3.83K
$1.83M
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
3.17K+ 44.65% |
$978K - $1.08M
|
10.3K
$4.91M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3.16K+ 88.61% |
$976K - $1.08M
|
6.72K
$3.22M
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
3.14KNew |
$970K - $1.07M
|
3.14K
$1.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
BUY
|
- |
3.11K+ 0.96% |
$962K - $1.06M
|
329K
$157M
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
3.1K+ 20.61% |
$958K - $1.06M
|
18.1K
$8.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.09KNew |
$956K - $1.06M
|
3.09K
$1.48M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.04K+ 38.58% |
$940K - $1.04M
|
10.9K
$5.23M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.03KNew |
$936K - $1.03M
|
3.03K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.03K+ 4.03% |
$936K - $1.03M
|
78.1K
$37.4M
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
3.02K+ 1.22% |
$934K - $1.03M
|
250K
$120M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
3.02K+ 15.68% |
$933K - $1.03M
|
22.3K
$10.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
3.02K+ 4.93% |
$932K - $1.03M
|
64.2K
$30.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3K+ 2.9% |
$928K - $1.02M
|
106K
$50.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
BUY
|
- |
3K+ 60.46% |
$927K - $1.02M
|
7.96K
$3.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
3K+ 411.54% |
$926K - $1.02M
|
3.72K
$1.78M
|