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 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3.1K- 30.45% |
$911K - $994K
|
7.09K
$3.25M
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.12K- 12.0% |
$915K - $999K
|
22.9K
$10.5M
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-3.16K- 27.34% |
$926K - $1.01M
|
8.39K
$3.85M
|
|
May 09, 2023
Q1 2023
|
Nfc Investments, LLC
Memphis, TN |
SELL
|
- |
-3.17K- 79.25% |
$930K - $1.02M
|
830
$381K
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-3.18K- 33.27% |
$933K - $1.02M
|
6.38K
$2.92M
|
|
May 12, 2023
Q1 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-3.18K- 4.19% |
$934K - $1.02M
|
72.9K
$33.4M
|
|
May 12, 2023
Q1 2023
|
Sbb Research Group LLC
|
SELL
|
- |
-3.2K- 14.43% |
$939K - $1.03M
|
19K
$8.71M
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
SELL
|
- |
-3.25K- 66.63% |
$954K - $1.04M
|
1.63K
$746K
|
|
May 09, 2023
Q1 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-3.25K- 28.97% |
$954K - $1.04M
|
7.97K
$3.65M
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3.33K- 1.63% |
$977K - $1.07M
|
201K
$92.1M
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.38K- 51.72% |
$991K - $1.08M
|
3.15K
$1.45M
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.39K- 22.78% |
$996K - $1.09M
|
11.5K
$5.28M
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-3.4K- 6.14% |
$998K - $1.09M
|
52K
$23.8M
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.45K- 81.92% |
$1.01M - $1.1M
|
761
$349K
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-3.45K- 17.84% |
$1.01M - $1.11M
|
15.9K
$7.29M
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.5K- 35.63% |
$1.03M - $1.12M
|
6.33K
$2.9M
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-3.51K- 6.17% |
$1.03M - $1.13M
|
53.4K
$24.5M
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.57K- 2.33% |
$1.05M - $1.14M
|
149K
$68.5M
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.58K- 7.86% |
$1.05M - $1.15M
|
41.9K
$19.2M
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.63K- 6.54% |
$1.06M - $1.16M
|
51.9K
$23.8M
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-3.66K- 52.75% |
$1.08M - $1.17M
|
3.28K
$1.5M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.69K- 14.44% |
$1.08M - $1.18M
|
21.9K
$10M
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.71K- 1.03% |
$1.09M - $1.19M
|
357K
$164M
|
|
Apr 12, 2023
Q1 2023
|
Menlo Advisors LLC
|
SELL
|
- |
-3.72K- 4.54% |
$1.09M - $1.19M
|
78.3K
$35.9M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.73K- 18.6% |
$1.09M - $1.19M
|
16.3K
$7.48M
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-3.73K- 43.78% |
$1.09M - $1.19M
|
4.79K
$2.2M
|
|
May 15, 2023
Q1 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-3.77K- 5.38% |
$1.11M - $1.21M
|
66.3K
$30.4M
|
|
May 15, 2023
Q1 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-3.83K- 0.66% |
$1.13M - $1.23M
|
575K
$264M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.88K- 2.76% |
$1.14M - $1.24M
|
137K
$62.8M
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.91K- 1.58% |
$1.15M - $1.25M
|
244K
$112M
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.96K- 1.33% |
$1.16M - $1.27M
|
294K
$135M
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-3.99K- 25.47% |
$1.17M - $1.28M
|
11.7K
$5.36M
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-4K- 13.21% |
$1.17M - $1.28M
|
26.3K
$12.1M
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
SELL
|
- |
-4.06K- 1.14% |
$1.19M - $1.3M
|
354K
$162M
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.11K- 1.6% |
$1.21M - $1.32M
|
252K
$116M
|
|
May 15, 2023
Q1 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-4.11K- 16.04% |
$1.21M - $1.32M
|
21.5K
$9.86M
|
|
May 11, 2023
Q1 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-4.11K- 0.9% |
$1.21M - $1.32M
|
455K
$209M
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.11K- 5.2% |
$1.21M - $1.32M
|
75K
$34.4M
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-4.14K- 6.14% |
$1.21M - $1.32M
|
63.2K
$29M
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-4.14K- 56.05% |
$1.22M - $1.33M
|
3.25K
$1.49M
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-4.19K- 32.83% |
$1.23M - $1.34M
|
8.57K
$3.93M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.2K- 5.55% |
$1.23M - $1.35M
|
71.6K
$32.8M
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.22K- 14.39% |
$1.24M - $1.35M
|
25.1K
$11.5M
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4.22K- 18.95% |
$1.24M - $1.35M
|
18.1K
$8.28M
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-4.26K- 11.56% |
$1.25M - $1.36M
|
32.6K
$14.9M
|
|
May 10, 2023
Q1 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-4.26K- 2.42% |
$1.25M - $1.37M
|
172K
$79M
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-4.29K- 1.98% |
$1.26M - $1.38M
|
213K
$97.7M
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-4.33K- 5.18% |
$1.27M - $1.39M
|
79.3K
$36.4M
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
SELL
|
- |
-4.36K- 2.89% |
$1.28M - $1.4M
|
146K
$67.1M
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4.39K- 1.77% |
$1.29M - $1.41M
|
243K
$112M
|