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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.35KNew |
$396K - $432K
|
1.35K
$625K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.35K+ 21.31% |
$395K - $431K
|
7.66K
$3.55M
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.34K+ 76.15% |
$393K - $429K
|
3.1K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.34K+ 19.89% |
$392K - $428K
|
8.05K
$3.73M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.33KNew |
$389K - $424K
|
1.33K
$614K
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.32K+ 85.6% |
$387K - $423K
|
2.86K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.32K+ 0.74% |
$387K - $422K
|
179K
$83M
|
|
|
May 12, 2023
Q1 2023
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
1.31KNew |
$386K - $421K
|
1.31K
$609K
|
|
|
Apr 21, 2023
Q1 2023
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
1.31K+ 1.73% |
$385K - $421K
|
77.1K
$35.7M
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
BUY
|
- |
1.31K+ 15.71% |
$385K - $421K
|
9.67K
$4.48M
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
1.31K+ 0.57% |
$385K - $420K
|
233K
$108M
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.3K+ 2.02% |
$382K - $417K
|
65.6K
$30.4M
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
1.3K+ 46.43% |
$382K - $416K
|
4.1K
$1.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Baker Boyer National Bank
|
BUY
|
- |
1.29K+ 64.27% |
$378K - $413K
|
3.29K
$1.52M
|
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1.29KNew |
$377K - $412K
|
1.29K
$596K
|
|
|
May 09, 2023
Q1 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.29KNew |
$377K - $412K
|
1.29K
$595K
|
|
|
May 04, 2023
Q1 2023
|
Independent Family Office, LLC
|
BUY
|
- |
1.28K+ 42.03% |
$377K - $411K
|
4.34K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.28K+ 10.41% |
$376K - $410K
|
13.6K
$6.29M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.27K+ 17.61% |
$373K - $407K
|
8.48K
$3.93M
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.26KNew |
$371K - $405K
|
1.26K
$585K
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.26K+ 1.44% |
$370K - $404K
|
88.9K
$41.2M
|
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.26K+ 2.76% |
$370K - $404K
|
46.8K
$21.7M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.25KNew |
$367K - $400K
|
1.25K
$579K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.25K+ 5.8% |
$365K - $399K
|
22.7K
$10.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.24K+ 0.59% |
$363K - $397K
|
212K
$98.3M
|
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
BUY
|
- |
1.24KNew |
$363K - $396K
|
1.24K
$573K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.23K+ 5.89% |
$362K - $395K
|
22.1K
$10.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.23K+ 8.64% |
$361K - $394K
|
15.5K
$7.16M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.22K+ 0.65% |
$359K - $392K
|
189K
$87.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.22K+ 4.42% |
$358K - $391K
|
28.8K
$13.3M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.21K+ 0.69% |
$354K - $387K
|
177K
$81.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
BUY
|
- |
1.2K+ 47.28% |
$352K - $384K
|
3.74K
$1.73M
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.2KNew |
$352K - $384K
|
1.2K
$556K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.19K+ 16.9% |
$350K - $382K
|
8.24K
$3.82M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.19K+ 1.1% |
$348K - $380K
|
109K
$50.5M
|
|
|
May 10, 2023
Q1 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.18K+ 36.33% |
$347K - $379K
|
4.44K
$2.06M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.17K+ 137.21% |
$343K - $375K
|
2.02K
$936K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.17K+ 9.26% |
$343K - $374K
|
13.8K
$6.38M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.16K+ 0.32% |
$340K - $371K
|
358K
$166M
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.15K+ 0.63% |
$338K - $369K
|
185K
$85.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.15KNew |
$336K - $367K
|
1.15K
$531K
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.14K+ 0.81% |
$335K - $366K
|
143K
$66.1M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.14K+ 13.81% |
$333K - $364K
|
9.35K
$4.33M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.12K+ 30.42% |
$329K - $359K
|
4.81K
$2.23M
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.12K+ 2.7% |
$328K - $358K
|
42.5K
$19.7M
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.11K+ 32.85% |
$327K - $357K
|
4.5K
$2.08M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.11K+ 16.07% |
$327K - $357K
|
8.04K
$3.72M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.11K+ 35.62% |
$325K - $355K
|
4.22K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
1.1KNew |
$323K - $352K
|
1.1K
$510K
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.1KNew |
$323K - $352K
|
1.1K
$509K
|