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 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.21K- 0.16% |
$650K - $709K
|
1.36M
$630M
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-2.22K- 11.18% |
$652K - $711K
|
17.6K
$8.16M
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-2.22K- 11.18% |
$652K - $711K
|
17.6K
$8.16M
|
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-2.24K- 1.17% |
$658K - $718K
|
189K
$87.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-2.26K- 10.1% |
$663K - $723K
|
20.1K
$9.3M
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.27K- 54.92% |
$667K - $728K
|
1.87K
$863K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-2.28K- 5.67% |
$669K - $730K
|
37.9K
$17.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.31K- 1.63% |
$678K - $740K
|
139K
$64.5M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.31K- 4.5% |
$679K - $741K
|
49.1K
$22.7M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.33K- 16.07% |
$684K - $746K
|
12.2K
$5.63M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.33K- 12.63% |
$685K - $747K
|
16.1K
$7.46M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.34K- 1.21% |
$686K - $749K
|
191K
$88.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Security National Bank
|
SELL
|
- |
-2.35K- 3.5% |
$689K - $752K
|
64.8K
$30M
|
|
|
May 09, 2023
Q1 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.35K- 6.72% |
$689K - $752K
|
32.6K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
SELL
|
- |
-2.39K- 3.86% |
$701K - $766K
|
59.6K
$27.5M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.4K- 1.94% |
$704K - $769K
|
121K
$56M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-2.4K- 3.8% |
$706K - $770K
|
60.9K
$28.1M
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.42K- 50.38% |
$711K - $776K
|
2.39K
$1.1M
|
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-2.43K- 37.41% |
$713K - $778K
|
4.06K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-2.43K- 10.91% |
$714K - $779K
|
19.9K
$9.19M
|
|
|
May 03, 2023
Q1 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-2.44K- 2.86% |
$715K - $781K
|
82.9K
$38.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-2.45K- 1.05% |
$720K - $786K
|
231K
$107M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.45K- 88.82% |
$720K - $786K
|
309
$143K
|
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-2.47K- 0.87% |
$725K - $791K
|
281K
$130M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-2.48K- 76.96% |
$727K - $794K
|
742
$343K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-2.5K- 6.65% |
$733K - $800K
|
35.1K
$16.2M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-2.54K- 16.28% |
$745K - $813K
|
13.1K
$6.04M
|
|
|
Apr 10, 2023
Q1 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-2.56K- 2.13% |
$751K - $820K
|
117K
$54.3M
|
|
|
May 15, 2023
Q1 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-2.61K- 1.8% |
$766K - $836K
|
142K
$65.9M
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.63K- 20.32% |
$773K - $844K
|
10.3K
$4.78M
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
SELL
|
- |
-2.64K- 64.49% |
$775K - $845K
|
1.45K
$672K
|
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-2.66K- 20.78% |
$781K - $852K
|
10.1K
$4.69M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2.67K- 69.13% |
$784K - $856K
|
1.19K
$552K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.68K- 6.93% |
$787K - $859K
|
36K
$16.7M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.7K- 3.14% |
$792K - $865K
|
83.4K
$38.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Next Capital Management LLC
|
SELL
|
- |
-2.71K- 25.87% |
$795K - $868K
|
7.76K
$3.59M
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-2.73K- 1.9% |
$802K - $876K
|
141K
$65.4M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2.75KClosed |
$808K - $882K
|
0
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-2.84K- 6.35% |
$833K - $910K
|
41.9K
$19.4M
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2.91K- 69.55% |
$853K - $931K
|
1.27K
$588K
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-2.93K- 72.04% |
$859K - $938K
|
1.14K
$525K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2.93K- 51.26% |
$861K - $939K
|
2.79K
$1.29M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.94K- 1.71% |
$864K - $943K
|
169K
$78.1M
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-2.95K- 0.32% |
$866K - $945K
|
914K
$423M
|
|
|
May 09, 2023
Q1 2023
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-2.97K- 0.84% |
$872K - $952K
|
350K
$162M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.97K- 11.62% |
$872K - $952K
|
22.6K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-3.01K- 1.63% |
$882K - $963K
|
182K
$84M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-3.01K- 69.92% |
$884K - $965K
|
1.3K
$599K
|
|
|
May 18, 2023
Q1 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-3.09K- 7.58% |
$906K - $989K
|
37.6K
$17.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-3.09K- 7.18% |
$907K - $990K
|
40K
$18.5M
|