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 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-248- 3.29% |
$72.8K - $79.5K
|
7.28K
$3.53M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-249Closed |
$73.1K - $79.8K
|
0
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-250- 8.47% |
$73.4K - $80.1K
|
2.7K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-250- 15.31% |
$73.4K - $80.1K
|
1.38K
$671K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-251- 11.6% |
$73.7K - $80.4K
|
1.91K
$927K
|
|
|
May 04, 2023
Q1 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-252- 0.48% |
$74K - $80.7K
|
51.8K
$25.1M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-253- 2.39% |
$74.3K - $81.1K
|
10.3K
$5.01M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-254- 15.44% |
$74.6K - $81.4K
|
1.39K
$675K
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-254- 27.37% |
$74.6K - $81.4K
|
674
$327K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-255- 1.27% |
$74.8K - $81.7K
|
19.9K
$9.64M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-256- 10.64% |
$75.1K - $82K
|
2.15K
$1.04M
|
|
|
May 01, 2023
Q1 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-257- 11.08% |
$75.4K - $82.3K
|
2.06K
$1M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-262- 0.99% |
$76.9K - $83.9K
|
26.3K
$12.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-264- 25.96% |
$77.5K - $84.6K
|
753
$365K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-266- 3.43% |
$78.1K - $85.2K
|
7.5K
$3.64M
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-267- 23.46% |
$78.4K - $85.5K
|
871
$422K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-268- 2.8% |
$78.7K - $85.9K
|
9.29K
$4.51M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-268- 11.05% |
$78.7K - $85.9K
|
2.16K
$1.05M
|
|
|
May 08, 2023
Q1 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-270- 0.62% |
$79.2K - $86.5K
|
43.6K
$21.1M
|
|
|
May 12, 2023
Q1 2023
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-271- 0.23% |
$79.5K - $86.8K
|
116K
$56.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-272- 6.58% |
$79.8K - $87.1K
|
3.86K
$1.87M
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-272- 1.14% |
$79.8K - $87.1K
|
23.5K
$11.4M
|
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-275- 2.02% |
$80.7K - $88.1K
|
13.3K
$6.46M
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-280- 6.79% |
$82.2K - $89.7K
|
3.84K
$1.86M
|
|
|
May 10, 2023
Q1 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-280- 18.31% |
$82.2K - $89.7K
|
1.25K
$606K
|
|
|
May 15, 2023
Q1 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-282- 0.52% |
$82.8K - $90.3K
|
54.1K
$26.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-283- 8.67% |
$83.1K - $90.7K
|
2.98K
$1.45M
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
SELL
|
- |
-285- 0.09% |
$83.7K - $91.3K
|
326K
$158M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-285- 0.56% |
$83.7K - $91.3K
|
50.4K
$24.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-286- 22.31% |
$83.9K - $91.6K
|
996
$483K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-286- 4.09% |
$83.9K - $91.6K
|
6.7K
$3.25M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-289- 4.09% |
$84.8K - $92.6K
|
6.77K
$3.29M
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-292- 0.08% |
$85.7K - $93.5K
|
364K
$177M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-294- 0.5% |
$86.3K - $94.2K
|
58.2K
$28.2M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-294- 0.34% |
$86.3K - $94.2K
|
85.2K
$41.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Foundation Resource Management Inc
|
SELL
|
- |
-295- 0.29% |
$86.6K - $94.5K
|
103K
$49.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-295- 5.6% |
$86.6K - $94.5K
|
4.98K
$2.41M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-296- 1.32% |
$86.9K - $94.8K
|
22.2K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-297- 20.81% |
$87.2K - $95.1K
|
1.13K
$548K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-298- 3.3% |
$87.5K - $95.5K
|
8.74K
$4.24M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-299- 11.87% |
$87.8K - $95.8K
|
2.22K
$1.08M
|
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-300- 11.32% |
$88.1K - $96.1K
|
2.35K
$1.14M
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-300- 7.4% |
$88.1K - $96.1K
|
3.75K
$1.82M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-300- 1.16% |
$88.1K - $96.1K
|
25.5K
$12.4M
|
|
|
May 15, 2023
Q1 2023
|
Kiltearn Partners LLP
Edinburgh, X0 |
SELL
|
- |
-300- 0.39% |
$88.1K - $96.1K
|
76.2K
$37M
|
|
|
May 17, 2023
Q1 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-300- 1.41% |
$88.1K - $96.1K
|
21K
$10.2M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-304- 4.53% |
$89.2K - $97.4K
|
6.41K
$3.11M
|
|
|
May 15, 2023
Q1 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-306- 4.53% |
$89.8K - $98K
|
6.45K
$3.13M
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-307- 2.28% |
$90.1K - $98.4K
|
13.1K
$6.37M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-308- 26.3% |
$90.4K - $98.7K
|
863
$419K
|