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 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
118+ 3.99% |
$34.6K - $37.8K
|
3.07K
$1.44M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
116+ 0.63% |
$34K - $37.2K
|
18.5K
$8.65M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
116+ 53.7% |
$34K - $37.2K
|
332
$155K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
116+ 1.75% |
$34K - $37.2K
|
6.76K
$3.16M
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
116+ 5.27% |
$34K - $37.2K
|
2.32K
$1.08M
|
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
115+ 5.18% |
$33.8K - $36.8K
|
2.34K
$1.09M
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
115+ 0.73% |
$33.8K - $36.8K
|
15.9K
$7.43M
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
115+ 0.99% |
$33.8K - $36.8K
|
11.8K
$5.51M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
115+ 1.39% |
$33.8K - $36.8K
|
8.38K
$3.92M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
115+ 2.99% |
$33.8K - $36.8K
|
3.96K
$1.85M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
115+ 0.83% |
$33.8K - $36.8K
|
14K
$6.54M
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
115+ 21.18% |
$33.8K - $36.8K
|
658
$308K
|
|
|
May 12, 2023
Q1 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
115+ 1.61% |
$33.8K - $36.8K
|
7.26K
$3.39M
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
114+ 2.33% |
$33.5K - $36.5K
|
5K
$2.34M
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
BUY
|
- |
114+ 0.22% |
$33.5K - $36.5K
|
52.3K
$24.4M
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
114+ 1.99% |
$33.5K - $36.5K
|
5.85K
$2.73M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
114+ 0.85% |
$33.5K - $36.5K
|
13.5K
$6.31M
|
|
|
Apr 11, 2023
Q1 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
113+ 0.55% |
$33.2K - $36.2K
|
20.7K
$9.68M
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
112+ 0.97% |
$32.9K - $35.9K
|
11.6K
$5.45M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
111+ 2.48% |
$32.6K - $35.6K
|
4.6K
$2.15M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
111+ 4.05% |
$32.6K - $35.6K
|
2.85K
$1.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
110+ 0.67% |
$32.3K - $35.2K
|
16.6K
$7.78M
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
BUY
|
- |
110+ 3.18% |
$32.3K - $35.2K
|
3.56K
$1.67M
|
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
109+ 13.52% |
$32K - $34.9K
|
915
$428K
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
BUY
|
- |
109+ 3.5% |
$32K - $34.9K
|
3.22K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
109+ 1.18% |
$32K - $34.9K
|
9.35K
$4.37M
|
|
|
Oct 23, 2024
Q1 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
109+ 9.28% |
$32K - $34.9K
|
1.28K
$600K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
107+ 0.06% |
$31.4K - $34.3K
|
173K
$80.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
107+ 1.64% |
$31.4K - $34.3K
|
6.62K
$3.09M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
107+ 13.11% |
$31.4K - $34.3K
|
923
$431K
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
106+ 1.85% |
$31.1K - $34K
|
5.85K
$2.73M
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
106+ 1.63% |
$31.1K - $34K
|
6.62K
$3.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
106+ 9.25% |
$31.1K - $34K
|
1.25K
$585K
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
105+ 0.86% |
$30.8K - $33.6K
|
12.4K
$5.79M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
104+ 0.28% |
$30.5K - $33.3K
|
36.6K
$17.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
102+ 5.39% |
$29.9K - $32.7K
|
1.99K
$932K
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
102+ 1.63% |
$29.9K - $32.7K
|
6.34K
$2.97M
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
101+ 2.62% |
$29.6K - $32.4K
|
3.95K
$1.85M
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
101+ 14.19% |
$29.6K - $32.4K
|
813
$380K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
100New |
$29.4K - $32K
|
100
$46.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
BUY
|
- |
100+ 2.66% |
$29.4K - $32K
|
3.86K
$1.8M
|
|
|
May 01, 2023
Q1 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
100+ 7.19% |
$29.4K - $32K
|
1.49K
$697K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
100+ 6.17% |
$29.4K - $32K
|
1.72K
$805K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
100+ 1.64% |
$29.4K - $32K
|
6.22K
$2.91M
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
BUY
|
- |
100+ 8.96% |
$29.4K - $32K
|
1.22K
$568K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
100+ 1.25% |
$29.4K - $32K
|
8.09K
$3.78M
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
100+ 2.86% |
$29.4K - $32K
|
3.59K
$1.68M
|
|
|
May 12, 2023
Q1 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
100+ 3.28% |
$29.4K - $32K
|
3.15K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Epacria Capital Partners, LLC
Boulder, CO |
BUY
|
- |
100+ 0.26% |
$29.4K - $32K
|
39K
$18.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
99+ 1.06% |
$29.1K - $31.7K
|
9.48K
$4.43M
|