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 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-549- 6.14% |
$161K - $176K
|
8.39K
$3.88M
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-550- 1.68% |
$161K - $176K
|
32.2K
$14.9M
|
|
|
May 08, 2023
Q1 2023
|
Brooktree Capital Management
|
SELL
|
- |
-550- 1.93% |
$161K - $176K
|
28K
$12.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-551- 12.61% |
$162K - $177K
|
3.82K
$1.77M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-551- 0.99% |
$162K - $177K
|
55.2K
$25.5M
|
|
|
May 15, 2023
Q1 2023
|
Permit Capital, LLC
West Conshohocken, PA |
SELL
|
- |
-555- 22.07% |
$163K - $178K
|
1.96K
$906K
|
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-560- 0.43% |
$164K - $179K
|
128K
$59.3M
|
|
|
Dec 06, 2024
Q1 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-565- 22.35% |
$166K - $181K
|
1.96K
$908K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-566- 2.25% |
$166K - $181K
|
24.6K
$11.4M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-569- 0.88% |
$167K - $182K
|
64.1K
$29.7M
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-570- 5.18% |
$167K - $183K
|
10.4K
$4.82M
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-572- 31.39% |
$168K - $183K
|
1.25K
$578K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-589- 0.56% |
$173K - $189K
|
104K
$47.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-591- 2.94% |
$173K - $189K
|
19.5K
$9.03M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-595- 1.81% |
$175K - $191K
|
32.4K
$15M
|
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-597- 5.37% |
$175K - $191K
|
10.5K
$4.86M
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-600- 19.45% |
$176K - $192K
|
2.49K
$1.15M
|
|
|
May 08, 2023
Q1 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-600- 9.65% |
$176K - $192K
|
5.62K
$2.6M
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-600- 5.23% |
$176K - $192K
|
10.9K
$5.03M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-601- 2.71% |
$176K - $193K
|
21.6K
$9.99M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-606- 2.1% |
$178K - $194K
|
28.2K
$13M
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-607- 11.97% |
$178K - $194K
|
4.46K
$2.06M
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-609- 2.18% |
$179K - $195K
|
27.4K
$12.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-610- 0.25% |
$179K - $195K
|
244K
$113M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-612- 4.64% |
$180K - $196K
|
12.6K
$5.81M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-612- 2.52% |
$180K - $196K
|
23.6K
$10.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-614- 1.42% |
$180K - $197K
|
42.7K
$19.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-619- 1.12% |
$182K - $198K
|
54.6K
$25.2M
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-619- 33.51% |
$182K - $198K
|
1.23K
$568K
|
|
|
Apr 18, 2023
Q1 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-620- 1.27% |
$182K - $199K
|
48.2K
$22.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-622- 41.83% |
$183K - $199K
|
865
$400K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-622- 4.64% |
$183K - $199K
|
12.8K
$5.91M
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-627- 33.35% |
$184K - $201K
|
1.25K
$579K
|
|
|
May 01, 2023
Q1 2023
|
Qv Investors Inc.
|
SELL
|
- |
-630- 5.02% |
$185K - $202K
|
11.9K
$5.52M
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-631- 1.6% |
$185K - $202K
|
38.9K
$18M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-633- 3.01% |
$186K - $203K
|
20.4K
$9.44M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-633- 1.52% |
$186K - $203K
|
40.9K
$18.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-636- 2.05% |
$187K - $204K
|
30.4K
$14.1M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-640- 59.93% |
$188K - $205K
|
428
$198K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
SELL
|
- |
-642- 6.17% |
$188K - $206K
|
9.76K
$4.52M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-647- 11.29% |
$190K - $207K
|
5.08K
$2.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-653- 1.78% |
$192K - $209K
|
35.9K
$16.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-655- 1.64% |
$192K - $210K
|
39.3K
$18.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-659- 1.38% |
$193K - $211K
|
47.1K
$21.8M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-661- 2.43% |
$194K - $212K
|
26.6K
$12.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-675- 0.56% |
$198K - $216K
|
119K
$55M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-679- 5.59% |
$199K - $218K
|
11.5K
$5.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-680- 0.1% |
$200K - $218K
|
710K
$328M
|
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-680- 22.58% |
$200K - $218K
|
2.33K
$1.08M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-682Closed |
$200K - $218K
|
0
$0
|