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
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-4.51K- 85.21% |
$1.32M - $1.44M
|
782
$359K
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-4.51K- 16.98% |
$1.32M - $1.44M
|
22K
$10.1M
|
|
May 09, 2023
Q1 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-4.61K- 4.16% |
$1.35M - $1.48M
|
106K
$48.7M
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-4.62K- 31.32% |
$1.36M - $1.48M
|
10.1K
$4.65M
|
|
May 15, 2023
Q1 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-4.63K- 1.4% |
$1.36M - $1.48M
|
325K
$149M
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-4.66K- 32.5% |
$1.37M - $1.49M
|
9.67K
$4.43M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-4.72K- 11.72% |
$1.38M - $1.51M
|
35.5K
$16.3M
|
|
May 11, 2023
Q1 2023
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-4.86K- 1.74% |
$1.43M - $1.56M
|
274K
$126M
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-4.93K- 20.07% |
$1.45M - $1.58M
|
19.6K
$9M
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.94K- 5.65% |
$1.45M - $1.58M
|
82.3K
$37.8M
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.96K- 8.37% |
$1.46M - $1.59M
|
54.3K
$24.9M
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-5K- 16.81% |
$1.47M - $1.6M
|
24.7K
$11.3M
|
|
May 10, 2023
Q1 2023
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-5K- 5.13% |
$1.47M - $1.6M
|
92.4K
$42.4M
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-5.08K- 8.19% |
$1.49M - $1.63M
|
56.9K
$26.1M
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-5.09K- 26.81% |
$1.49M - $1.63M
|
13.9K
$6.37M
|
|
May 08, 2023
Q1 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-5.1K- 1.92% |
$1.5M - $1.63M
|
261K
$120M
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-5.12K- 27.63% |
$1.5M - $1.64M
|
13.4K
$6.15M
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-5.12K- 3.47% |
$1.5M - $1.64M
|
142K
$65.3M
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-5.14K- 85.3% |
$1.51M - $1.65M
|
886
$406K
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-5.24K- 48.98% |
$1.54M - $1.68M
|
5.46K
$2.5M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.26K- 8.71% |
$1.54M - $1.68M
|
55.1K
$25.3M
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-5.26K- 11.04% |
$1.54M - $1.68M
|
42.4K
$19.4M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.28K- 8.2% |
$1.55M - $1.69M
|
59.1K
$27.1M
|
|
May 10, 2023
Q1 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-5.3K- 11.03% |
$1.56M - $1.7M
|
42.7K
$19.6M
|
|
May 18, 2023
Q1 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-5.34K- 2.54% |
$1.57M - $1.71M
|
205K
$94M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.36K- 3.77% |
$1.57M - $1.72M
|
137K
$62.8M
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-5.39K- 34.1% |
$1.58M - $1.73M
|
10.4K
$4.77M
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-5.42K- 2.67% |
$1.59M - $1.74M
|
198K
$90.8M
|
|
Apr 21, 2023
Q1 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-5.43K- 24.38% |
$1.59M - $1.74M
|
16.9K
$7.73M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.48K- 2.03% |
$1.61M - $1.75M
|
264K
$121M
|
|
May 10, 2023
Q1 2023
|
Oldfield Partners LLP
|
SELL
|
- |
-5.5K- 1.3% |
$1.61M - $1.76M
|
417K
$191M
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-5.51K- 6.35% |
$1.62M - $1.77M
|
81.3K
$37.3M
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.57K- 1.18% |
$1.64M - $1.78M
|
465K
$213M
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-5.65K- 42.61% |
$1.66M - $1.81M
|
7.6K
$3.49M
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-5.65K- 7.02% |
$1.66M - $1.81M
|
74.9K
$34.3M
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-5.82K- 92.89% |
$1.71M - $1.86M
|
445
$204K
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-5.82K- 12.1% |
$1.71M - $1.86M
|
42.3K
$19.4M
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-5.87K- 10.03% |
$1.72M - $1.88M
|
52.6K
$24.1M
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-5.98K- 1.64% |
$1.75M - $1.91M
|
358K
$164M
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-5.99K- 15.26% |
$1.76M - $1.92M
|
33.3K
$15.3M
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-6.01K- 3.5% |
$1.76M - $1.92M
|
165K
$75.9M
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.03K- 13.47% |
$1.77M - $1.93M
|
38.7K
$17.8M
|
|
May 12, 2023
Q1 2023
|
Steginsky Capital LLC
|
SELL
|
- |
-6.31K- 7.56% |
$1.85M - $2.02M
|
77.1K
$35.4M
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-6.39K- 37.76% |
$1.87M - $2.05M
|
10.5K
$4.83M
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-6.56K- 11.67% |
$1.93M - $2.1M
|
49.7K
$22.8M
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-6.56K- 11.67% |
$1.93M - $2.1M
|
49.7K
$22.8M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.61K- 0.59% |
$1.94M - $2.12M
|
1.12M
$512M
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-6.64K- 1.59% |
$1.95M - $2.13M
|
412K
$189M
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.64K- 1.59% |
$1.95M - $2.13M
|
412K
$189M
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-6.71K- 2.01% |
$1.97M - $2.15M
|
327K
$150M
|