Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-2- 0.06% |
$618 - $682
|
3.46K
$1.59M
|
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2- 0.04% |
$618 - $682
|
4.58K
$2.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-2- 0.04% |
$618 - $682
|
5.69K
$2.61M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-2- 0.04% |
$618 - $682
|
4.69K
$2.15M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2- 0.15% |
$618 - $682
|
1.36K
$624K
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-2- 0.05% |
$618 - $682
|
3.77K
$1.73M
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-2- 0.18% |
$618 - $682
|
1.14K
$521K
|
|
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-2- 0.12% |
$618 - $682
|
1.63K
$749K
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-3- 0.18% |
$927 - $1.02K
|
1.64K
$754K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-3- 0.12% |
$927 - $1.02K
|
2.45K
$1.12M
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-3- 0.34% |
$927 - $1.02K
|
868
$398K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-3- 0.34% |
$927 - $1.02K
|
870
$399K
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-3- 0.16% |
$927 - $1.02K
|
1.87K
$856K
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-3- 0.01% |
$927 - $1.02K
|
20.1K
$9.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-3- 0.21% |
$927 - $1.02K
|
1.42K
$653K
|
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-3- 0.01% |
$927 - $1.02K
|
22K
$10.1M
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
SELL
|
- |
-4- 0.11% |
$1.24K - $1.36K
|
3.72K
$1.71M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-4- 1.25% |
$1.24K - $1.36K
|
317
$145K
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-4- 0.14% |
$1.24K - $1.36K
|
2.89K
$1.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4- 0.48% |
$1.24K - $1.36K
|
830
$381K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4- 0.19% |
$1.24K - $1.36K
|
2.15K
$987K
|
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-4- 0.09% |
$1.24K - $1.36K
|
4.24K
$1.94M
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-4- 0.03% |
$1.24K - $1.36K
|
13.6K
$6.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4- 0.11% |
$1.24K - $1.36K
|
3.53K
$1.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-4- 0.17% |
$1.24K - $1.36K
|
2.42K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Whitford Management LLC
New York, NY |
SELL
|
- |
-4- 0.36% |
$1.24K - $1.36K
|
1.1K
$504K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-5- 0.01% |
$1.55K - $1.71K
|
61.4K
$28.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-5- 0.13% |
$1.55K - $1.71K
|
3.89K
$1.78M
|
|
|
Jul 24, 2023
Q2 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-5- 0.17% |
$1.55K - $1.71K
|
2.95K
$1.35M
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-5- 0.09% |
$1.55K - $1.71K
|
5.54K
$2.54M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-5- 0.04% |
$1.55K - $1.71K
|
13.8K
$6.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-5- 0.84% |
$1.55K - $1.71K
|
590
$271K
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-5- 0.02% |
$1.55K - $1.71K
|
20.2K
$9.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-5- 0.05% |
$1.55K - $1.71K
|
9.21K
$4.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-5- 0.04% |
$1.55K - $1.71K
|
12.3K
$5.62M
|
|
|
Dec 06, 2024
Q2 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-5- 0.25% |
$1.55K - $1.71K
|
1.96K
$898K
|
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-6- 0.89% |
$1.85K - $2.05K
|
668
$306K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-6- 0.3% |
$1.85K - $2.05K
|
1.99K
$912K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-6- 0.42% |
$1.85K - $2.05K
|
1.41K
$647K
|
|
|
Jul 26, 2023
Q2 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-6- 0.08% |
$1.85K - $2.05K
|
7.12K
$3.27M
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-6- 0.83% |
$1.85K - $2.05K
|
720
$330K
|
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-7- 0.06% |
$2.16K - $2.39K
|
11.5K
$5.29M
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-7- 0.28% |
$2.16K - $2.39K
|
2.46K
$1.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-7- 0.01% |
$2.16K - $2.39K
|
139K
$63.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-7- 0.07% |
$2.16K - $2.39K
|
10.8K
$4.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-7- 0.25% |
$2.16K - $2.39K
|
2.83K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-7- 0.01% |
$2.16K - $2.39K
|
119K
$54.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-7- 0.28% |
$2.16K - $2.39K
|
2.5K
$1.15M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-7- 0.76% |
$2.16K - $2.39K
|
916
$420K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-8- 1.46% |
$2.47K - $2.73K
|
541
$248K
|