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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
33.1KNew |
$10.2M - $11.3M
|
33.1K
$15.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.6K+ 2.2% |
$10.1M - $11.1M
|
1.51M
$714M
|
|
|
Jul 06, 2023
Q2 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
32.1KNew |
$9.92M - $10.9M
|
32.1K
$15.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
32K+ 1753.7% |
$9.88M - $10.9M
|
33.8K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
31.2K+ 153.45% |
$9.66M - $10.7M
|
51.6K
$24.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
30.2K+ 28.78% |
$9.35M - $10.3M
|
135K
$63.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
BUY
|
- |
29.2KNew |
$9.01M - $9.94M
|
29.2K
$13.8M
|
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
BUY
|
- |
28.8K+ 9.52% |
$8.91M - $9.83M
|
332K
$157M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
27.2K+ 273.66% |
$8.41M - $9.28M
|
37.1K
$17.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
27.2KNew |
$8.41M - $9.28M
|
27.2K
$12.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
27.1K+ 19.02% |
$8.37M - $9.24M
|
169K
$80M
|
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
26.2KNew |
$8.09M - $8.93M
|
26.2K
$12.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
25.2K+ 5.67% |
$7.8M - $8.6M
|
470K
$222M
|
|
|
Jul 26, 2023
Q2 2023
|
Clio Asset Management LLC
Charlottesville, VA |
BUY
|
- |
24.6KNew |
$7.6M - $8.39M
|
24.6K
$11.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
24.4KNew |
$7.53M - $8.31M
|
24.4K
$11.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
23.9K+ 31.95% |
$7.39M - $8.16M
|
98.8K
$46.6M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
23.8K+ 6.58% |
$7.36M - $8.12M
|
386K
$182M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
22.6K+ 8.92% |
$6.99M - $7.72M
|
276K
$130M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
22.3KNew |
$6.88M - $7.59M
|
22.3K
$10.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
22.1K+ 42.72% |
$6.84M - $7.54M
|
73.9K
$34.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
21.4KNew |
$6.61M - $7.3M
|
21.4K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
21.2K+ 29.06% |
$6.56M - $7.24M
|
94.2K
$44.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
21.2K+ 32.32% |
$6.55M - $7.23M
|
86.8K
$41M
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
21.2K+ 10.08% |
$6.55M - $7.22M
|
231K
$109M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
20.9K+ 253.59% |
$6.46M - $7.13M
|
29.1K
$13.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.7K+ 7.28% |
$6.41M - $7.07M
|
306K
$144M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.7K+ 2.31% |
$6.39M - $7.05M
|
915K
$432M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20.4K+ 18.44% |
$6.29M - $6.94M
|
131K
$61.7M
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
19.7K+ 5.27% |
$6.08M - $6.71M
|
393K
$186M
|
|
|
Aug 14, 2023
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
19.3K+ 363.89% |
$5.95M - $6.57M
|
24.5K
$11.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
19.1K+ 7.25% |
$5.9M - $6.51M
|
283K
$133M
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
19K+ 2320.12% |
$5.88M - $6.49M
|
19.8K
$9.37M
|
|
|
Jul 26, 2023
Q2 2023
|
Cadinha & CO LLC
|
BUY
|
- |
18.9K+ 31.05% |
$5.84M - $6.44M
|
79.7K
$37.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.8K+ 50.63% |
$5.8M - $6.4M
|
55.9K
$26.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
18.3K+ 8.85% |
$5.66M - $6.24M
|
225K
$106M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
18.1K+ 11.8% |
$5.59M - $6.17M
|
171K
$80.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.9K+ 6.47% |
$5.54M - $6.11M
|
295K
$139M
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
17.6K+ 15.14% |
$5.45M - $6.01M
|
134K
$63.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
17.1K+ 357.45% |
$5.28M - $5.83M
|
21.9K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.9K+ 1.92% |
$5.23M - $5.77M
|
896K
$423M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Baker Capital Management LP
Larkspur, CA |
BUY
|
- |
16.5KNew |
$5.1M - $5.63M
|
16.5K
$7.79M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
16.2KNew |
$5.01M - $5.53M
|
16.2K
$7.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
15.9K+ 157.08% |
$4.92M - $5.43M
|
26.1K
$12.3M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
BUY
|
- |
15.6KNew |
$4.83M - $5.33M
|
15.6K
$7.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
BUY
|
- |
15.6K+ 4.38% |
$4.82M - $5.31M
|
371K
$175M
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
15.5KNew |
$4.79M - $5.29M
|
15.5K
$7.32M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.5K+ 0.59% |
$4.79M - $5.28M
|
2.64M
$1.25B
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
15.1K+ 612.52% |
$4.67M - $5.15M
|
17.6K
$8.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.9K+ 32.73% |
$4.62M - $5.1M
|
60.6K
$28.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
14.9K+ 32.91% |
$4.6M - $5.08M
|
60.1K
$28.4M
|