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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
449+ 0.77% |
$132K - $144K
|
58.5K
$27.6M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
448+ 5.13% |
$131K - $144K
|
9.18K
$4.33M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
440+ 5.29% |
$129K - $141K
|
8.76K
$4.14M
|
|
|
May 01, 2023
Q1 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
437+ 8.49% |
$128K - $140K
|
5.58K
$2.64M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
436+ 2.49% |
$128K - $140K
|
18K
$8.48M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
433+ 1.56% |
$127K - $139K
|
28.1K
$13.3M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
432+ 26.57% |
$127K - $138K
|
2.06K
$972K
|
|
|
May 09, 2023
Q1 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
431+ 1.83% |
$127K - $138K
|
23.9K
$11.3M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
430+ 0.17% |
$126K - $138K
|
258K
$122M
|
|
|
May 15, 2023
Q1 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
430+ 76.79% |
$126K - $138K
|
990
$467K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
429+ 4.12% |
$126K - $137K
|
10.8K
$5.11M
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
428+ 11.76% |
$126K - $137K
|
4.07K
$1.92M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
427+ 19.23% |
$125K - $137K
|
2.65K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
422+ 9.17% |
$124K - $135K
|
5.03K
$2.37M
|
|
|
May 12, 2023
Q1 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
422+ 46.42% |
$124K - $135K
|
1.33K
$628K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
412+ 3.38% |
$121K - $132K
|
12.6K
$5.95M
|
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
410+ 1.89% |
$120K - $131K
|
22K
$10.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
409+ 3.36% |
$120K - $131K
|
12.6K
$5.93M
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
403+ 15.77% |
$118K - $129K
|
2.96K
$1.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
402+ 13.5% |
$118K - $129K
|
3.38K
$1.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
BUY
|
- |
402+ 11.56% |
$118K - $129K
|
3.88K
$1.83M
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
400+ 23.58% |
$117K - $128K
|
2.1K
$990K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
400+ 4.6% |
$117K - $128K
|
9.09K
$4.29M
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
395+ 5.43% |
$116K - $127K
|
7.67K
$3.62M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
390+ 14.44% |
$114K - $125K
|
3.09K
$1.46M
|
|
|
May 08, 2023
Q1 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
388+ 1.96% |
$114K - $124K
|
20.2K
$9.53M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
387+ 18.6% |
$114K - $124K
|
2.47K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
386+ 45.15% |
$113K - $124K
|
1.24K
$586K
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
385+ 33.1% |
$113K - $123K
|
1.55K
$731K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
383+ 2.62% |
$112K - $123K
|
15K
$7.08M
|
|
|
May 08, 2023
Q1 2023
|
Parthenon LLC
|
BUY
|
- |
383+ 0.25% |
$112K - $123K
|
156K
$73.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
379+ 29.7% |
$111K - $121K
|
1.66K
$781K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
379+ 3.79% |
$111K - $121K
|
10.4K
$4.91M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
378+ 0.79% |
$111K - $121K
|
48.2K
$22.8M
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
376+ 18.13% |
$110K - $120K
|
2.45K
$1.16M
|
|
|
Apr 13, 2023
Q1 2023
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
375+ 2.09% |
$110K - $120K
|
18.4K
$8.67M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
373+ 1.64% |
$109K - $119K
|
23.1K
$10.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
373+ 7.47% |
$109K - $119K
|
5.36K
$2.53M
|
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
373+ 2.08% |
$109K - $119K
|
18.3K
$8.65M
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
371+ 4.59% |
$109K - $119K
|
8.45K
$3.99M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
361+ 7.1% |
$106K - $116K
|
5.45K
$2.57M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
359+ 3.21% |
$105K - $115K
|
11.5K
$5.45M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
358+ 14.15% |
$105K - $115K
|
2.89K
$1.36M
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
356+ 3.18% |
$104K - $114K
|
11.5K
$5.45M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
356+ 4.19% |
$104K - $114K
|
8.85K
$4.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
352+ 9.71% |
$103K - $113K
|
3.98K
$1.88M
|
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
350+ 10.58% |
$103K - $112K
|
3.66K
$1.73M
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
350+ 7.59% |
$103K - $112K
|
4.96K
$2.34M
|
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
BUY
|
- |
350+ 0.76% |
$103K - $112K
|
46.6K
$22M
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
345+ 15.85% |
$101K - $111K
|
2.52K
$1.19M
|