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
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-688- 3.32% |
$202K - $220K
|
20K
$9.26M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-692- 0.79% |
$203K - $222K
|
86.6K
$40.1M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-692- 20.76% |
$203K - $222K
|
2.64K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-696- 18.99% |
$204K - $223K
|
2.97K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-700- 27.61% |
$205K - $224K
|
1.84K
$849K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-704- 1.33% |
$207K - $226K
|
52.4K
$24.2M
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-710- 11.32% |
$208K - $227K
|
5.56K
$2.57M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-711- 30.82% |
$209K - $228K
|
1.6K
$738K
|
|
|
May 02, 2023
Q1 2023
|
Investment Management Associates Inc
|
SELL
|
- |
-711- 5.78% |
$209K - $228K
|
11.6K
$5.36M
|
|
|
Apr 17, 2023
Q1 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-714- 2.58% |
$210K - $229K
|
27K
$12.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-714- 1.96% |
$210K - $229K
|
35.8K
$16.5M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-718- 1.39% |
$211K - $230K
|
50.9K
$23.6M
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-718Closed |
$211K - $230K
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-725- 0.96% |
$213K - $232K
|
74.8K
$34.6M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-725- 2.15% |
$213K - $232K
|
33K
$15.2M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-728- 1.67% |
$214K - $233K
|
42.8K
$19.8M
|
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-729- 1.69% |
$214K - $234K
|
42.5K
$19.7M
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-729- 18.35% |
$214K - $234K
|
3.24K
$1.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-730- 9.32% |
$214K - $234K
|
7.11K
$3.29M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-731- 0.34% |
$215K - $234K
|
213K
$98.6M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-735- 1.38% |
$216K - $235K
|
52.4K
$24.2M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-735- 88.02% |
$216K - $235K
|
100
$46.2K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-739- 3.34% |
$217K - $237K
|
21.4K
$9.89M
|
|
|
May 11, 2023
Q1 2023
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-740- 1.57% |
$217K - $237K
|
46.5K
$21.5M
|
|
|
May 15, 2023
Q1 2023
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
SELL
|
- |
-741- 1.27% |
$217K - $237K
|
57.5K
$26.6M
|
|
|
Apr 03, 2023
Q1 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-750- 4.87% |
$220K - $240K
|
14.6K
$6.77M
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-750- 71.43% |
$220K - $240K
|
300
$139K
|
|
|
Apr 27, 2023
Q1 2023
|
St. James Investment Company, LLC
|
SELL
|
- |
-751- 0.35% |
$220K - $241K
|
215K
$99.3M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-752- 16.64% |
$221K - $241K
|
3.77K
$1.74M
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-754- 1.39% |
$221K - $242K
|
53.4K
$24.7M
|
|
|
May 09, 2023
Q1 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-755- 0.45% |
$222K - $242K
|
167K
$77.3M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-758- 1.99% |
$222K - $243K
|
37.4K
$17.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-763- 2.18% |
$224K - $244K
|
34.3K
$15.9M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-768- 4.91% |
$225K - $246K
|
14.9K
$6.89M
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-769- 1.69% |
$226K - $246K
|
44.6K
$20.6M
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-770- 2.01% |
$226K - $247K
|
37.6K
$17.4M
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-778- 53.99% |
$228K - $249K
|
663
$307K
|
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-785- 5.81% |
$230K - $251K
|
12.7K
$5.89M
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-788- 3.92% |
$231K - $252K
|
19.3K
$8.94M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-793- 0.29% |
$233K - $254K
|
271K
$125M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-800- 1.93% |
$235K - $256K
|
40.6K
$18.8M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-812- 0.39% |
$238K - $260K
|
208K
$96.2M
|
|
|
Apr 21, 2023
Q1 2023
|
James Hambro & Partners
|
SELL
|
- |
-819- 10.41% |
$240K - $262K
|
7.05K
$3.26M
|
|
|
May 15, 2023
Q1 2023
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-820- 3.26% |
$241K - $263K
|
24.4K
$11.3M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-823- 6.58% |
$242K - $264K
|
11.7K
$5.4M
|
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-826- 9.13% |
$242K - $265K
|
8.23K
$3.8M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-830- 4.19% |
$244K - $266K
|
19K
$8.78M
|
|
|
May 15, 2023
Q1 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-835- 0.53% |
$245K - $268K
|
156K
$72.1M
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-835- 66.64% |
$245K - $268K
|
418
$193K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-836- 10.86% |
$245K - $268K
|
6.87K
$3.17M
|