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 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
772New |
$239K - $263K
|
772
$370K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
772+ 26.12% |
$239K - $263K
|
3.73K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
768+ 2.71% |
$237K - $262K
|
29.1K
$13.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
767+ 4.81% |
$237K - $262K
|
16.7K
$8.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
765+ 11.43% |
$236K - $261K
|
7.46K
$3.58M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
762+ 1.21% |
$236K - $260K
|
63.9K
$30.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
757+ 10.65% |
$234K - $258K
|
7.87K
$3.77M
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
752+ 3.76% |
$232K - $256K
|
20.7K
$9.94M
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
747New |
$231K - $255K
|
747
$358K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
745+ 2.29% |
$230K - $254K
|
33.3K
$16M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
739+ 7.3% |
$228K - $252K
|
10.9K
$5.21M
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
736+ 0.69% |
$227K - $251K
|
107K
$51.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
735+ 1.77% |
$227K - $251K
|
42.3K
$20.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
735New |
$227K - $251K
|
735
$352K
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
731New |
$226K - $249K
|
731
$351K
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
727+ 19.45% |
$225K - $248K
|
4.47K
$2.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Pachira Investments Inc.
|
BUY
|
- |
726New |
$224K - $248K
|
726
$348K
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
719+ 10.33% |
$222K - $245K
|
7.68K
$3.68M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
717+ 80.93% |
$222K - $244K
|
1.6K
$769K
|
|
|
Aug 14, 2023
Q2 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
715+ 23.75% |
$221K - $244K
|
3.73K
$1.79M
|
|
|
Jul 20, 2023
Q2 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
707+ 39.08% |
$219K - $241K
|
2.52K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
707+ 10.87% |
$219K - $241K
|
7.21K
$3.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
705New |
$218K - $240K
|
705
$338K
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
700+ 10.04% |
$216K - $239K
|
7.67K
$3.68M
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
BUY
|
- |
696New |
$215K - $237K
|
696
$334K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
696+ 2.69% |
$215K - $237K
|
26.6K
$12.7M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
694+ 14.49% |
$214K - $237K
|
5.48K
$2.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
694+ 4.31% |
$214K - $237K
|
16.8K
$8.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
693New |
$214K - $236K
|
693
$332K
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
693+ 25.68% |
$214K - $236K
|
3.39K
$1.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
692+ 9.33% |
$214K - $236K
|
8.11K
$3.89M
|
|
|
Aug 04, 2023
Q2 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
690+ 7.2% |
$213K - $235K
|
10.3K
$4.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
689+ 10.42% |
$213K - $235K
|
7.3K
$3.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
687+ 8.97% |
$212K - $234K
|
8.35K
$4M
|
|
|
Jul 14, 2023
Q2 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
679New |
$210K - $232K
|
679
$326K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
675+ 31.84% |
$209K - $230K
|
2.8K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
BUY
|
- |
675New |
$209K - $230K
|
675
$324K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
673+ 8.68% |
$208K - $229K
|
8.43K
$4.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
670+ 5.88% |
$207K - $228K
|
12.1K
$5.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Community Bank Of Raymore
|
BUY
|
- |
670+ 45.27% |
$207K - $228K
|
2.15K
$1.03M
|
|
|
Jul 20, 2023
Q2 2023
|
James Hambro & Partners
|
BUY
|
- |
666+ 9.45% |
$206K - $227K
|
7.71K
$3.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
666+ 2.78% |
$206K - $227K
|
24.6K
$11.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
663+ 47.42% |
$205K - $226K
|
2.06K
$988K
|
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
661+ 1.76% |
$204K - $225K
|
38.2K
$18.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
657+ 8.78% |
$203K - $224K
|
8.14K
$3.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
657+ 1.85% |
$203K - $224K
|
36.2K
$17.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
656New |
$203K - $224K
|
656
$315K
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
654New |
$202K - $223K
|
654
$314K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
647+ 5.39% |
$200K - $221K
|
12.7K
$6.07M
|
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
646+ 5.79% |
$200K - $220K
|
11.8K
$5.66M
|