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 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-386- 10.01% |
$113K - $124K
|
3.47K
$1.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-387- 0.32% |
$114K - $124K
|
119K
$55.1M
|
|
|
May 08, 2023
Q1 2023
|
Private Management Group Inc
|
SELL
|
- |
-387- 0.16% |
$114K - $124K
|
235K
$109M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-388- 2.47% |
$114K - $124K
|
15.3K
$7.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-388- 7.93% |
$114K - $124K
|
4.51K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-388- 12.7% |
$114K - $124K
|
2.67K
$1.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-389- 4.41% |
$114K - $125K
|
8.44K
$3.9M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-390- 0.94% |
$114K - $125K
|
41K
$18.9M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-390- 26.92% |
$114K - $125K
|
1.06K
$490K
|
|
|
May 15, 2023
Q1 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-391- 0.64% |
$115K - $125K
|
61K
$28.2M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-393- 9.84% |
$115K - $126K
|
3.6K
$1.66M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-393- 9.84% |
$115K - $126K
|
3.6K
$1.66M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-394- 0.66% |
$116K - $126K
|
59K
$27.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-395- 12.85% |
$116K - $127K
|
2.68K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-395- 15.35% |
$116K - $127K
|
2.18K
$1.01M
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-398- 35.19% |
$117K - $128K
|
733
$339K
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-399- 3.53% |
$117K - $128K
|
10.9K
$5.04M
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-400- 10.36% |
$117K - $128K
|
3.46K
$1.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-402- 13.09% |
$118K - $129K
|
2.67K
$1.23M
|
|
|
Apr 03, 2023
Q1 2023
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-404- 2.7% |
$119K - $129K
|
14.6K
$6.74M
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-405- 9.42% |
$119K - $130K
|
3.9K
$1.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-407- 4.17% |
$119K - $130K
|
9.36K
$4.33M
|
|
|
Apr 12, 2023
Q1 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-408- 6.0% |
$120K - $131K
|
6.4K
$2.96M
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-410- 2.91% |
$120K - $131K
|
13.7K
$6.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-411- 0.31% |
$121K - $132K
|
131K
$60.6M
|
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-412- 4.22% |
$121K - $132K
|
9.35K
$4.33M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-414- 3.58% |
$122K - $133K
|
11.2K
$5.16M
|
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-414- 0.61% |
$122K - $133K
|
67K
$31M
|
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-415- 0.34% |
$122K - $133K
|
122K
$56.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-415- 6.48% |
$122K - $133K
|
5.99K
$2.77M
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-416- 1.23% |
$122K - $133K
|
33.3K
$15.4M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-417- 3.38% |
$122K - $134K
|
11.9K
$5.51M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-419- 0.51% |
$123K - $134K
|
81.1K
$37.5M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-420- 3.27% |
$123K - $135K
|
12.4K
$5.75M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-424- 8.63% |
$124K - $136K
|
4.49K
$2.08M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-425- 3.02% |
$125K - $136K
|
13.7K
$6.32M
|
|
|
May 15, 2023
Q1 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-425- 31.16% |
$125K - $136K
|
939
$434K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-427- 10.13% |
$125K - $137K
|
3.79K
$1.75M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-428- 4.97% |
$126K - $137K
|
8.19K
$3.79M
|
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-428- 10.78% |
$126K - $137K
|
3.54K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-429- 9.53% |
$126K - $137K
|
4.07K
$1.88M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-430- 3.97% |
$126K - $138K
|
10.4K
$4.82M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-430- 5.72% |
$126K - $138K
|
7.08K
$3.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-431- 1.47% |
$127K - $138K
|
28.9K
$13.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-432- 0.5% |
$127K - $138K
|
86.6K
$40.1M
|
|
|
Apr 06, 2023
Q1 2023
|
New Capital Management LP
|
SELL
|
- |
-434- 0.39% |
$127K - $139K
|
111K
$51.5M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-435- 2.03% |
$128K - $139K
|
21K
$9.7M
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-435- 5.75% |
$128K - $139K
|
7.13K
$3.3M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-439- 1.08% |
$129K - $141K
|
40.1K
$18.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-442- 2.15% |
$130K - $142K
|
20.1K
$9.29M
|