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 |
---|---|---|---|---|---|---|---|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-788- 3.92% |
$231K - $252K
|
19.3K
$9.37M
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-793- 0.29% |
$233K - $254K
|
271K
$131M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-800- 1.93% |
$235K - $256K
|
40.6K
$19.7M
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-812- 0.39% |
$238K - $260K
|
208K
$101M
|
|
Apr 21, 2023
Q1 2023
|
James Hambro & Partners
|
SELL
|
- |
-819- 10.41% |
$240K - $262K
|
7.05K
$3.42M
|
|
May 15, 2023
Q1 2023
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-820- 3.26% |
$241K - $263K
|
24.4K
$11.8M
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-823- 6.58% |
$242K - $264K
|
11.7K
$5.67M
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-826- 9.13% |
$242K - $265K
|
8.23K
$3.99M
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-830- 4.19% |
$244K - $266K
|
19K
$9.21M
|
|
May 15, 2023
Q1 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-835- 0.53% |
$245K - $268K
|
156K
$75.6M
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-835- 66.64% |
$245K - $268K
|
418
$203K
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-836- 10.86% |
$245K - $268K
|
6.87K
$3.33M
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-837- 18.12% |
$246K - $268K
|
3.78K
$1.83M
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-847- 2.59% |
$249K - $271K
|
31.9K
$15.4M
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-847- 32.55% |
$249K - $271K
|
1.76K
$851K
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-849- 22.09% |
$249K - $272K
|
2.99K
$1.45M
|
|
May 08, 2023
Q1 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-858- 5.29% |
$252K - $275K
|
15.4K
$7.45M
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-859- 10.46% |
$252K - $275K
|
7.35K
$3.57M
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-870- 7.69% |
$255K - $279K
|
10.4K
$5.06M
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-870- 22.04% |
$255K - $279K
|
3.08K
$1.49M
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-875- 30.42% |
$257K - $280K
|
2K
$970K
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-877- 3.79% |
$257K - $281K
|
22.3K
$10.8M
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-880- 8.81% |
$258K - $282K
|
9.11K
$4.42M
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-885- 11.78% |
$260K - $284K
|
6.63K
$3.21M
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-887- 4.33% |
$260K - $284K
|
19.6K
$9.51M
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-889- 1.34% |
$261K - $285K
|
65.6K
$31.8M
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-891- 4.08% |
$262K - $285K
|
21K
$10.2M
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-892- 3.17% |
$262K - $286K
|
27.3K
$13.2M
|
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-894- 33.07% |
$262K - $286K
|
1.81K
$877K
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-900- 7.54% |
$264K - $288K
|
11K
$5.35M
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-922- 11.48% |
$271K - $295K
|
7.11K
$3.45M
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-931- 14.69% |
$273K - $298K
|
5.41K
$2.62M
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-942- 10.67% |
$276K - $302K
|
7.88K
$3.82M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-950- 1.9% |
$279K - $304K
|
49K
$23.8M
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-954- 12.58% |
$280K - $306K
|
6.63K
$3.22M
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-955- 4.44% |
$280K - $306K
|
20.6K
$9.97M
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-968- 8.87% |
$284K - $310K
|
9.94K
$4.82M
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-993- 1.5% |
$291K - $318K
|
65.1K
$31.6M
|
|
May 05, 2023
Q1 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-998- 2.67% |
$293K - $320K
|
36.4K
$17.7M
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-1K- 12.7% |
$294K - $321K
|
6.89K
$3.34M
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1K- 34.37% |
$295K - $322K
|
1.92K
$930K
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.01K- 12.36% |
$297K - $325K
|
7.19K
$3.48M
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.02K- 4.05% |
$298K - $325K
|
24.1K
$11.7M
|
|
Apr 14, 2023
Q1 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-1.02K- 1.03% |
$301K - $328K
|
98.4K
$47.7M
|
|
May 04, 2023
Q1 2023
|
Arga Investment Management, LP
|
SELL
|
- |
-1.03K- 17.35% |
$301K - $329K
|
4.89K
$2.37M
|
|
Jan 03, 2024
Q1 2023
|
Arga Investment Management, LP
|
SELL
|
- |
-1.03K- 17.35% |
$301K - $329K
|
4.89K
$2.37M
|
|
May 30, 2023
Q1 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-1.03K- 21.53% |
$302K - $330K
|
3.75K
$1.82M
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1.03K- 32.74% |
$303K - $331K
|
2.12K
$1.03M
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.04K- 12.76% |
$306K - $334K
|
7.13K
$3.46M
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-1.04K- 28.07% |
$306K - $334K
|
2.67K
$1.3M
|