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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-35- 0.28% |
$10.8K - $11.9K
|
12.7K
$5.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-35- 0.01% |
$10.8K - $11.9K
|
254K
$116M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-35- 0.71% |
$10.8K - $11.9K
|
4.89K
$2.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-35- 1.0% |
$10.8K - $11.9K
|
3.48K
$1.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-36- 0.8% |
$11.1K - $12.3K
|
4.46K
$2.05M
|
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-36- 1.13% |
$11.1K - $12.3K
|
3.15K
$1.44M
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-36- 1.93% |
$11.1K - $12.3K
|
1.83K
$837K
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-36- 3.27% |
$11.1K - $12.3K
|
1.06K
$488K
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-36- 0.18% |
$11.1K - $12.3K
|
19.7K
$9.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-36- 4.82% |
$11.1K - $12.3K
|
711
$326K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-36- 0.12% |
$11.1K - $12.3K
|
30.2K
$13.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-36- 0.56% |
$11.1K - $12.3K
|
6.34K
$2.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-36- 0.17% |
$11.1K - $12.3K
|
21.5K
$9.86M
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-39- 0.52% |
$12.1K - $13.3K
|
7.43K
$3.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-40- 5.14% |
$12.4K - $13.6K
|
738
$338K
|
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-40- 0.09% |
$12.4K - $13.6K
|
46.8K
$21.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-40- 0.52% |
$12.4K - $13.6K
|
7.61K
$3.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-41- 5.59% |
$12.7K - $14K
|
692
$317K
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-41- 4.7% |
$12.7K - $14K
|
832
$382K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-42- 1.9% |
$13K - $14.3K
|
2.16K
$992K
|
|
|
Jul 28, 2023
Q2 2023
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-42- 0.69% |
$13K - $14.3K
|
6.06K
$2.78M
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-42- 0.33% |
$13K - $14.3K
|
12.5K
$5.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-42- 1.25% |
$13K - $14.3K
|
3.31K
$1.52M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-43- 0.6% |
$13.3K - $14.7K
|
7.18K
$3.29M
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-43- 0.4% |
$13.3K - $14.7K
|
10.6K
$4.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-43- 0.75% |
$13.3K - $14.7K
|
5.72K
$2.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-43- 0.55% |
$13.3K - $14.7K
|
7.81K
$3.58M
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-45- 3.39% |
$13.9K - $15.3K
|
1.28K
$588K
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
SELL
|
- |
-45- 1.34% |
$13.9K - $15.3K
|
3.32K
$1.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Puzo Michael J
|
SELL
|
- |
-45- 1.21% |
$13.9K - $15.3K
|
3.67K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-45- 1.09% |
$13.9K - $15.3K
|
4.07K
$1.87M
|
|
|
Jul 18, 2023
Q2 2023
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-46- 0.25% |
$14.2K - $15.7K
|
18.5K
$8.49M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-46- 0.79% |
$14.2K - $15.7K
|
5.8K
$2.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-47- 0.34% |
$14.5K - $16K
|
13.7K
$6.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-47- 4.22% |
$14.5K - $16K
|
1.07K
$490K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-47- 1.15% |
$14.5K - $16K
|
4.04K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-48- 6.92% |
$14.8K - $16.4K
|
646
$296K
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
SELL
|
- |
-50- 6.06% |
$15.5K - $17.1K
|
775
$355K
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-50- 5.24% |
$15.5K - $17.1K
|
905
$415K
|
|
|
Jul 21, 2023
Q2 2023
|
Brown Financial Advisory
|
SELL
|
- |
-50- 1.26% |
$15.5K - $17.1K
|
3.93K
$1.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-50- 2.34% |
$15.5K - $17.1K
|
2.09K
$956K
|
|
|
Aug 02, 2023
Q2 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-50- 2.12% |
$15.5K - $17.1K
|
2.31K
$1.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-50- 3.64% |
$15.5K - $17.1K
|
1.33K
$608K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-50- 4.38% |
$15.5K - $17.1K
|
1.09K
$501K
|
|
|
Aug 11, 2023
Q2 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-50- 1.36% |
$15.5K - $17.1K
|
3.64K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-50- 1.06% |
$15.5K - $17.1K
|
4.67K
$2.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-50- 4.37% |
$15.5K - $17.1K
|
1.09K
$501K
|
|
|
Aug 14, 2023
Q2 2023
|
Dempze Nancy E
|
SELL
|
- |
-50- 2.57% |
$15.5K - $17.1K
|
1.9K
$870K
|
|
|
Aug 14, 2023
Q2 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-50- 5.38% |
$15.5K - $17.1K
|
880
$404K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-51- 1.57% |
$15.8K - $17.4K
|
3.2K
$1.47M
|