Purchases and Sales Made in Q2 2023 in Berkshire Hathaway Inc Class B (BRK-B)

BRK-B Quotes by TradingView

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
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
29
+ 1.13%
$8.96K - $9.89K
2.59K $1.25M
Aug 11, 2023 Q2 2023
Loomis Sayles & CO L P

BUY
 -
29
+ 6.78%
$8.96K - $9.89K
457 $220K
Jul 31, 2023 Q2 2023
Coyle Financial Counsel LLC

Glenview, IL
BUY
 -
28
+ 2.85%
$8.65K - $9.55K
1.01K $486K
Aug 08, 2023 Q2 2023
Hanlon Investment Management, Inc.

BUY
 -
28
+ 1.77%
$8.65K - $9.55K
1.61K $777K
Aug 09, 2023 Q2 2023
Adirondack Trust CO

BUY
 -
28
+ 0.29%
$8.65K - $9.55K
9.78K $4.71M
Aug 14, 2023 Q2 2023
Brasada Capital Management, LP

Houston, TX
BUY
 -
28
+ 0.13%
$8.65K - $9.55K
21.5K $10.4M
Aug 11, 2023 Q2 2023
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
27
+ 0.34%
$8.34K - $9.21K
7.93K $3.82M
Jul 24, 2023 Q2 2023
Exchange Capital Management, Inc.

BUY
 -
26
+ 0.06%
$8.04K - $8.87K
40.8K $19.6M
Jul 26, 2023 Q2 2023
Acas, LLC

BUY
 -
26
+ 0.79%
$8.04K - $8.87K
3.32K $1.6M
Aug 03, 2023 Q2 2023
Sp Asset Management LLC

Cupertino, CA
BUY
 -
26
+ 0.03%
$8.04K - $8.87K
88.9K $42.9M
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
26
+ 3.37%
$8.04K - $8.87K
797 $384K
Aug 10, 2023 Q2 2023
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
26
+ 0.53%
$8.04K - $8.87K
4.89K $2.36M
Aug 11, 2023 Q2 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
26
+ 1.96%
$8.04K - $8.87K
1.35K $651K
Apr 12, 2024 Q2 2023
Lane & Associates LLC

Moorestown, NJ
BUY
 -
26
+ 2.73%
$8.04K - $8.87K
977 $471K
Aug 06, 2024 Q2 2023
Hantz Financial Services, Inc.

BUY
 -
26
+ 0.48%
$8.04K - $8.87K
5.49K $2.64M
Jul 10, 2023 Q2 2023
Financial Management Professionals, Inc.

BUY
 -
25
+ 0.94%
$7.73K - $8.53K
2.67K $1.29M
Jul 21, 2023 Q2 2023
Terra Nova Asset Management LLC

BUY
 -
25
+ 0.61%
$7.73K - $8.53K
4.13K $1.99M
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
25
New
$7.73K - $8.53K
25 $12K
Aug 11, 2023 Q2 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
24
+ 0.23%
$7.42K - $8.18K
10.3K $4.94M
Aug 11, 2023 Q2 2023
Accuvest Global Advisors

Provo, UT
BUY
 -
24
+ 0.56%
$7.42K - $8.18K
4.3K $2.07M
Aug 03, 2023 Q2 2023
Psagot Value Holdings Ltd.

Tel Aviv, L3
BUY
 -
23
New
$7.11K - $7.84K
23 $11.1K
Aug 03, 2023 Q2 2023
Addison Advisors LLC

BUY
 -
23
+ 0.34%
$7.11K - $7.84K
6.73K $3.24M
Aug 07, 2023 Q2 2023
Northwest Wealth Management, LLC

BUY
 -
23
+ 0.22%
$7.11K - $7.84K
10.5K $5.04M
Aug 08, 2023 Q2 2023
Klcm Advisors, Inc.

BUY
 -
23
+ 0.77%
$7.11K - $7.84K
2.99K $1.44M
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
22
+ 0.13%
$6.8K - $7.5K
17.1K $8.25M
Aug 09, 2023 Q2 2023
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
22
+ 0.79%
$6.8K - $7.5K
2.8K $1.35M
Jul 28, 2023 Q2 2023
Paces Ferry Wealth Advisors, LLC

BUY
 -
21
+ 0.65%
$6.49K - $7.16K
3.27K $1.58M
Jul 31, 2023 Q2 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
21
+ 2.49%
$6.49K - $7.16K
863 $416K
Jul 31, 2023 Q2 2023
Echo45 Advisors LLC

BUY
 -
21
+ 2.66%
$6.49K - $7.16K
811 $391K
Aug 03, 2023 Q2 2023
New Millennium Group LLC

Sandy, UT
BUY
 -
21
+ 1.65%
$6.49K - $7.16K
1.29K $623K
Jul 12, 2023 Q2 2023
Richelieu Gestion PLC

BUY
 -
20
+ 100.0%
$6.18K - $6.82K
40 $19.3K
Jul 25, 2023 Q2 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
20
+ 0.57%
$6.18K - $6.82K
3.53K $1.7M
Jul 27, 2023 Q2 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
20
+ 2.54%
$6.18K - $6.82K
807 $389K
Aug 02, 2023 Q2 2023
One Day In July LLC

BUY
 -
20
+ 0.73%
$6.18K - $6.82K
2.77K $1.34M
Aug 07, 2023 Q2 2023
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
20
+ 2.7%
$6.18K - $6.82K
761 $367K
Aug 10, 2023 Q2 2023
Heartland Advisors Inc

Milwaukee, WI
BUY
 -
20
+ 0.17%
$6.18K - $6.82K
12K $5.8M
Aug 07, 2023 Q2 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
19
+ 0.33%
$5.87K - $6.48K
5.77K $2.78M
Sep 08, 2023 Q2 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
19
+ 3.74%
$5.87K - $6.48K
527 $254K
Jul 11, 2023 Q2 2023
Northwest Investment Counselors, LLC

BUY
 -
18
+ 0.52%
$5.56K - $6.14K
3.48K $1.68M
Jul 14, 2023 Q2 2023
Ccg Wealth Management, LLC

BUY
 -
18
+ 2.08%
$5.56K - $6.14K
883 $425K
Aug 03, 2023 Q2 2023
Emfo, LLC

BUY
 -
18
+ 13.85%
$5.56K - $6.14K
148 $71.3K
Jul 14, 2023 Q2 2023
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
17
+ 0.6%
$5.25K - $5.8K
2.87K $1.38M
Jul 24, 2023 Q2 2023
Valtinson Bruner Financial Planning LLC

BUY
 -
17
+ 0.56%
$5.25K - $5.8K
3.04K $1.47M
Aug 08, 2023 Q2 2023
Biechele Royce Advisors

BUY
 -
17
+ 0.53%
$5.25K - $5.8K
3.23K $1.55M
Jul 14, 2023 Q2 2023
Wealthstar Advisors, LLC

Plano, TX
BUY
 -
16
+ 1.57%
$4.95K - $5.46K
1.03K $497K
Jul 27, 2023 Q2 2023
Melone Private Wealth, LLC

BUY
 -
16
+ 1.41%
$4.95K - $5.46K
1.15K $553K
Jul 07, 2023 Q2 2023
Fulcrum Equity Management

BUY
 -
15
+ 0.41%
$4.64K - $5.12K
3.64K $1.75M
Jul 17, 2023 Q2 2023
Warren Street Wealth Advisors, LLC

BUY
 -
15
+ 0.91%
$4.64K - $5.12K
1.67K $805K
Jul 24, 2023 Q2 2023
Bridgewater Advisors Inc.

BUY
 -
15
+ 0.15%
$4.64K - $5.12K
10.2K $4.93M

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