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 |
|---|---|---|---|---|---|---|---|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-21- 1.49% |
$6.49K - $7.16K
|
1.39K
$638K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-22- 2.28% |
$6.8K - $7.5K
|
943
$432K
|
|
|
Jul 26, 2023
Q2 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-22- 1.13% |
$6.8K - $7.5K
|
1.93K
$885K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-22- 0.03% |
$6.8K - $7.5K
|
81.1K
$37.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-23- 0.28% |
$7.11K - $7.84K
|
8.12K
$3.72M
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-24- 0.77% |
$7.42K - $8.18K
|
3.09K
$1.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-24- 1.33% |
$7.42K - $8.18K
|
1.77K
$814K
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-24- 18.05% |
$7.42K - $8.18K
|
109
$50K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-24- 2.24% |
$7.42K - $8.18K
|
1.05K
$480K
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-25- 0.88% |
$7.73K - $8.53K
|
2.82K
$1.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-25- 0.68% |
$7.73K - $8.53K
|
3.64K
$1.67M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-25- 0.26% |
$7.73K - $8.53K
|
9.62K
$4.41M
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-25- 0.22% |
$7.73K - $8.53K
|
11.1K
$5.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-25- 0.85% |
$7.73K - $8.53K
|
2.93K
$1.34M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-25- 0.42% |
$7.73K - $8.53K
|
5.89K
$2.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-25- 0.19% |
$7.73K - $8.53K
|
13.3K
$6.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-25- 0.83% |
$7.73K - $8.53K
|
3K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-25- 0.15% |
$7.73K - $8.53K
|
16.1K
$7.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-26- 1.44% |
$8.04K - $8.87K
|
1.78K
$816K
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-26- 0.32% |
$8.04K - $8.87K
|
8.04K
$3.69M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-26- 0.84% |
$8.04K - $8.87K
|
3.08K
$1.41M
|
|
|
Feb 06, 2024
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-26- 0.15% |
$8.04K - $8.87K
|
16.9K
$7.77M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-27- 4.02% |
$8.34K - $9.21K
|
644
$295K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-28- 1.46% |
$8.65K - $9.55K
|
1.89K
$866K
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-28- 0.69% |
$8.65K - $9.55K
|
4.06K
$1.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-28- 0.29% |
$8.65K - $9.55K
|
9.73K
$4.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
SELL
|
- |
-28- 1.6% |
$8.65K - $9.55K
|
1.73K
$792K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-28- 0.74% |
$8.65K - $9.55K
|
3.76K
$1.72M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-28- 0.74% |
$8.65K - $9.55K
|
3.76K
$1.72M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-29- 1.55% |
$8.96K - $9.89K
|
1.84K
$844K
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-30- 1.71% |
$9.27K - $10.2K
|
1.73K
$792K
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-30- 0.97% |
$9.27K - $10.2K
|
3.06K
$1.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-30- 0.3% |
$9.27K - $10.2K
|
9.82K
$4.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-30- 2.99% |
$9.27K - $10.2K
|
973
$446K
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-30- 0.36% |
$9.27K - $10.2K
|
8.4K
$3.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-30- 2.2% |
$9.27K - $10.2K
|
1.33K
$612K
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-30- 2.79% |
$9.27K - $10.2K
|
1.05K
$480K
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-30- 3.28% |
$9.27K - $10.2K
|
884
$405K
|
|
|
Aug 14, 2023
Q2 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-30- 0.03% |
$9.27K - $10.2K
|
104K
$47.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-31- 1.0% |
$9.58K - $10.6K
|
3.08K
$1.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-31- 0.12% |
$9.58K - $10.6K
|
25.4K
$11.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-31- 1.31% |
$9.58K - $10.6K
|
2.34K
$1.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-32- 1.25% |
$9.89K - $10.9K
|
2.54K
$1.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-32- 0.93% |
$9.89K - $10.9K
|
3.41K
$1.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-32- 3.59% |
$9.89K - $10.9K
|
860
$394K
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-33- 1.36% |
$10.2K - $11.3K
|
2.4K
$1.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-33- 5.43% |
$10.2K - $11.3K
|
575
$264K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-33- 0.54% |
$10.2K - $11.3K
|
6.12K
$2.81M
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-34- 0.39% |
$10.5K - $11.6K
|
8.65K
$3.97M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-35- 1.02% |
$10.8K - $11.9K
|
3.39K
$1.56M
|