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 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-5.82K- 12.1% |
$1.71M - $1.86M
|
42.3K
$20.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-5.87K- 10.03% |
$1.72M - $1.88M
|
52.6K
$25.5M
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-5.98K- 1.64% |
$1.75M - $1.91M
|
358K
$174M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-5.99K- 15.26% |
$1.76M - $1.92M
|
33.3K
$16.1M
|
|
|
May 07, 2025
Q1 2023
|
Symmetry Investments LP
|
SELL
|
- |
-6K- 66.67% |
$1.76M - $1.92M
|
3K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-6.01K- 3.5% |
$1.76M - $1.92M
|
165K
$80.2M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.03K- 13.47% |
$1.77M - $1.93M
|
38.7K
$18.8M
|
|
|
May 12, 2023
Q1 2023
|
Steginsky Capital LLC
|
SELL
|
- |
-6.31K- 7.56% |
$1.85M - $2.02M
|
77.1K
$37.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-6.39K- 37.76% |
$1.87M - $2.05M
|
10.5K
$5.11M
|
|
|
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
$24.1M
|
|
|
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
$24.1M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.61K- 0.59% |
$1.94M - $2.12M
|
1.12M
$541M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-6.64K- 1.59% |
$1.95M - $2.13M
|
412K
$200M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.64K- 1.59% |
$1.95M - $2.13M
|
412K
$200M
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-6.71K- 2.01% |
$1.97M - $2.15M
|
327K
$159M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.73K- 0.27% |
$1.98M - $2.16M
|
2.45M
$1.19B
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-6.78K- 0.8% |
$1.99M - $2.17M
|
840K
$407M
|
|
|
May 12, 2023
Q1 2023
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-7K- 1.84% |
$2.05M - $2.24M
|
373K
$181M
|
|
|
Apr 19, 2023
Q1 2023
|
Asset Management Advisors, LLC
|
SELL
|
- |
-7.02K- 5.69% |
$2.06M - $2.25M
|
116K
$56.4M
|
|
|
Jul 11, 2023
Q1 2023
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-7.07K- 1.78% |
$2.07M - $2.26M
|
389K
$189M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.08K- 13.95% |
$2.08M - $2.27M
|
43.6K
$21.2M
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-7.25K- 68.13% |
$2.13M - $2.32M
|
3.39K
$1.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-7.33K- 1.2% |
$2.15M - $2.35M
|
606K
$294M
|
|
|
Apr 26, 2023
Q1 2023
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-7.51K- 6.37% |
$2.2M - $2.4M
|
110K
$53.5M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-7.69K- 8.54% |
$2.26M - $2.46M
|
82.4K
$39.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-7.76K- 18.94% |
$2.28M - $2.49M
|
33.2K
$16.1M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-7.79K- 3.45% |
$2.29M - $2.5M
|
218K
$106M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-7.79K- 31.99% |
$2.29M - $2.5M
|
16.6K
$8.03M
|
|
|
May 15, 2023
Q1 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-7.97K- 6.53% |
$2.34M - $2.55M
|
114K
$55.4M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-8.15K- 3.61% |
$2.39M - $2.61M
|
217K
$105M
|
|
|
Sep 30, 2024
Q1 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-8.16K- 47.86% |
$2.4M - $2.61M
|
8.89K
$4.31M
|
|
|
Oct 02, 2024
Q1 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-8.16K- 47.86% |
$2.4M - $2.61M
|
8.89K
$4.31M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-8.22K- 2.89% |
$2.41M - $2.63M
|
276K
$134M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-8.3K- 78.99% |
$2.43M - $2.66M
|
2.21K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-8.62K- 14.34% |
$2.53M - $2.76M
|
51.5K
$25M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-8.89K- 3.7% |
$2.61M - $2.85M
|
232K
$112M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-8.9K- 7.42% |
$2.61M - $2.85M
|
111K
$53.8M
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-8.91K- 76.33% |
$2.61M - $2.85M
|
2.76K
$1.34M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.97K- 15.94% |
$2.63M - $2.87M
|
47.3K
$22.9M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.03K- 2.95% |
$2.65M - $2.89M
|
297K
$144M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-9.06K- 32.0% |
$2.66M - $2.9M
|
19.3K
$9.34M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-9.1K- 72.11% |
$2.67M - $2.92M
|
3.52K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-9.2K- 18.83% |
$2.7M - $2.95M
|
39.7K
$19.2M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-9.27K- 23.96% |
$2.72M - $2.97M
|
29.4K
$14.3M
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-9.49K- 32.0% |
$2.79M - $3.04M
|
20.2K
$9.78M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-9.51K- 4.79% |
$2.79M - $3.05M
|
189K
$91.7M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-9.53K- 0.45% |
$2.8M - $3.05M
|
2.11M
$1.03B
|
|
|
May 08, 2023
Q1 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-9.57K- 3.12% |
$2.81M - $3.06M
|
297K
$144M
|
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-9.6K- 26.04% |
$2.82M - $3.08M
|
27.3K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-9.7K- 48.6% |
$2.85M - $3.11M
|
10.3K
$4.98M
|