Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
2.03K+ 1.41% |
$597K - $651K
|
147K
$67.9M
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.02K+ 10.17% |
$592K - $647K
|
21.9K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.98K+ 6.97% |
$581K - $634K
|
30.4K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.95K+ 7.84% |
$572K - $624K
|
26.8K
$12.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.95K+ 5.73% |
$571K - $624K
|
36K
$16.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.94K+ 24.5% |
$569K - $621K
|
9.85K
$4.56M
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.94K+ 0.74% |
$569K - $621K
|
263K
$122M
|
|
|
May 01, 2023
Q1 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
1.93KNew |
$566K - $618K
|
1.93K
$894K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.91K+ 72.38% |
$561K - $612K
|
4.55K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.91K+ 4.86% |
$560K - $611K
|
41.2K
$19.1M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.91K+ 8.75% |
$559K - $611K
|
23.7K
$11M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.9K+ 12.34% |
$556K - $607K
|
17.3K
$8M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.88K+ 12.43% |
$553K - $603K
|
17K
$7.89M
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
1.87KNew |
$548K - $598K
|
1.87K
$865K
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
1.87K+ 156.85% |
$547K - $597K
|
3.05K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.86K+ 6.93% |
$544K - $594K
|
28.6K
$13.3M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.84K+ 1.68% |
$539K - $589K
|
111K
$51.6M
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.84K+ 33.54% |
$539K - $588K
|
7.31K
$3.38M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.83K+ 5.49% |
$537K - $586K
|
35.1K
$16.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
BUY
|
- |
1.82K+ 1.38% |
$535K - $584K
|
134K
$62.1M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.82K+ 5.78% |
$535K - $584K
|
33.4K
$15.5M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.82KNew |
$535K - $584K
|
1.82K
$844K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.82K+ 4.03% |
$535K - $584K
|
47.1K
$21.8M
|
|
|
May 08, 2023
Q1 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
1.82K+ 6.79% |
$534K - $583K
|
28.6K
$13.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.82K+ 10.44% |
$533K - $582K
|
19.2K
$8.91M
|
|
|
Apr 13, 2023
Q1 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.8K+ 71.96% |
$528K - $576K
|
4.3K
$1.99M
|
|
|
May 04, 2023
Q1 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
1.8K+ 6.03% |
$528K - $576K
|
31.6K
$14.7M
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.8K+ 12.71% |
$527K - $576K
|
15.9K
$7.38M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.8K+ 20.06% |
$527K - $575K
|
10.8K
$4.98M
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.8K+ 6.12% |
$527K - $575K
|
31.1K
$14.4M
|
|
|
Aug 14, 2023
Q1 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
1.79K+ 0.58% |
$526K - $574K
|
313K
$145M
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.76K+ 76.7% |
$515K - $562K
|
4.04K
$1.87M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.76K+ 0.37% |
$515K - $562K
|
471K
$218M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.75K+ 28.64% |
$515K - $562K
|
7.88K
$3.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.75K+ 2.81% |
$513K - $560K
|
64K
$29.6M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.75K+ 2.29% |
$512K - $559K
|
78.1K
$36.2M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.74K+ 5.87% |
$512K - $558K
|
31.4K
$14.6M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.74K+ 12.9% |
$512K - $558K
|
15.3K
$7.06M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.74KNew |
$510K - $557K
|
1.74K
$805K
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.74K+ 1.51% |
$510K - $556K
|
117K
$54M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.73K+ 14.6% |
$507K - $554K
|
13.6K
$6.28M
|
|
|
May 11, 2023
Q1 2023
|
Ruffer LLP
|
BUY
|
- |
1.71K+ 2.44% |
$503K - $549K
|
71.9K
$33.3M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1.71K+ 94.12% |
$503K - $549K
|
3.54K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.71K+ 8.04% |
$501K - $547K
|
22.9K
$10.6M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.7K+ 15.95% |
$498K - $544K
|
12.3K
$5.72M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
1.69K+ 14.91% |
$495K - $541K
|
13K
$6.02M
|
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.69KNew |
$495K - $540K
|
1.69K
$781K
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.68K+ 207.55% |
$492K - $537K
|
2.49K
$1.15M
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
1.67K+ 1.56% |
$490K - $535K
|
109K
$50.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
1.66K+ 21.05% |
$488K - $533K
|
9.57K
$4.43M
|