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 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
645New |
$199K - $220K
|
645
$309K
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
BUY
|
- |
645New |
$199K - $220K
|
645
$309K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
645+ 25.43% |
$199K - $220K
|
3.18K
$1.52M
|
|
|
Aug 15, 2023
Q2 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
645+ 15.0% |
$199K - $220K
|
4.94K
$2.37M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
641+ 14.3% |
$198K - $219K
|
5.12K
$2.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
641+ 1.63% |
$198K - $219K
|
40K
$19.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
638+ 5.57% |
$197K - $218K
|
12.1K
$5.79M
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
637+ 5.32% |
$197K - $217K
|
12.6K
$6.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
633New |
$196K - $216K
|
633
$303K
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
632New |
$195K - $216K
|
632
$303K
|
|
|
Aug 02, 2023
Q2 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
631+ 0.5% |
$195K - $215K
|
127K
$61M
|
|
|
Aug 14, 2023
Q2 2023
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
628New |
$194K - $214K
|
628
$301K
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
627New |
$194K - $214K
|
627
$300K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
626New |
$193K - $213K
|
626
$300K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
626+ 4.45% |
$193K - $213K
|
14.7K
$7.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Kidder Stephen W
|
BUY
|
- |
626+ 15.05% |
$193K - $213K
|
4.79K
$2.29M
|
|
|
Jul 20, 2023
Q2 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
625New |
$193K - $213K
|
625
$299K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
625+ 6.75% |
$193K - $213K
|
9.89K
$4.73M
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
623+ 56.18% |
$193K - $212K
|
1.73K
$829K
|
|
|
Aug 04, 2023
Q2 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
622New |
$192K - $212K
|
622
$298K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
621+ 2.16% |
$192K - $212K
|
29.4K
$14.1M
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
621New |
$192K - $212K
|
621
$297K
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
619New |
$191K - $211K
|
619
$296K
|
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
618New |
$191K - $211K
|
618
$296K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
617+ 13.77% |
$191K - $210K
|
5.1K
$2.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
614+ 66.59% |
$190K - $209K
|
1.54K
$735K
|
|
|
Jul 17, 2023
Q2 2023
|
Pacific Wealth Management
|
BUY
|
- |
612New |
$189K - $209K
|
612
$293K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
612+ 3.87% |
$189K - $209K
|
16.4K
$7.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
610+ 38.22% |
$189K - $208K
|
2.21K
$1.06M
|
|
|
Jul 13, 2023
Q2 2023
|
Jvl Associates LLC
|
BUY
|
- |
609New |
$188K - $208K
|
609
$292K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
609+ 86.38% |
$188K - $208K
|
1.31K
$629K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
607+ 1.93% |
$188K - $207K
|
32.1K
$15.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
606+ 12.25% |
$187K - $207K
|
5.55K
$2.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
606+ 9.3% |
$187K - $207K
|
7.13K
$3.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
604New |
$187K - $206K
|
604
$289K
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
603New |
$186K - $206K
|
603
$289K
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
603New |
$186K - $206K
|
603
$289K
|
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
BUY
|
- |
603+ 4.71% |
$186K - $206K
|
13.4K
$6.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
602New |
$186K - $205K
|
602
$288K
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
597New |
$185K - $204K
|
597
$286K
|
|
|
Jul 17, 2023
Q2 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
596+ 6.72% |
$184K - $203K
|
9.46K
$4.53M
|
|
|
Jul 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
595New |
$184K - $203K
|
595
$285K
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
595+ 8.8% |
$184K - $203K
|
7.36K
$3.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
594+ 0.69% |
$184K - $203K
|
87.2K
$41.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
591+ 0.68% |
$183K - $202K
|
87.3K
$41.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
589New |
$182K - $201K
|
589
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Tri Locum Partners LP
New York, NY |
BUY
|
- |
588New |
$182K - $201K
|
588
$281K
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
587New |
$181K - $200K
|
587
$281K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
587+ 4.67% |
$181K - $200K
|
13.2K
$6.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
BUY
|
- |
587New |
$181K - $200K
|
587
$281K
|