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
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-31- 1.31% |
$9.58K - $10.6K
|
2.34K
$1.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-32- 1.25% |
$9.89K - $10.9K
|
2.54K
$1.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-32- 0.93% |
$9.89K - $10.9K
|
3.41K
$1.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-32- 3.59% |
$9.89K - $10.9K
|
860
$417K
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-33- 1.36% |
$10.2K - $11.3K
|
2.4K
$1.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-33- 5.43% |
$10.2K - $11.3K
|
575
$279K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-33- 0.54% |
$10.2K - $11.3K
|
6.12K
$2.97M
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-34- 0.39% |
$10.5K - $11.6K
|
8.65K
$4.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-35- 1.02% |
$10.8K - $11.9K
|
3.39K
$1.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-35- 0.28% |
$10.8K - $11.9K
|
12.7K
$6.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-35- 0.01% |
$10.8K - $11.9K
|
254K
$123M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-35- 0.71% |
$10.8K - $11.9K
|
4.89K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-35- 1.0% |
$10.8K - $11.9K
|
3.48K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-36- 0.8% |
$11.1K - $12.3K
|
4.46K
$2.16M
|
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-36- 1.13% |
$11.1K - $12.3K
|
3.15K
$1.53M
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-36- 1.93% |
$11.1K - $12.3K
|
1.83K
$886K
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-36- 3.27% |
$11.1K - $12.3K
|
1.06K
$516K
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-36- 0.18% |
$11.1K - $12.3K
|
19.7K
$9.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-36- 4.82% |
$11.1K - $12.3K
|
711
$345K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-36- 0.12% |
$11.1K - $12.3K
|
30.2K
$14.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-36- 0.56% |
$11.1K - $12.3K
|
6.34K
$3.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-36- 0.17% |
$11.1K - $12.3K
|
21.5K
$10.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-39- 0.52% |
$12.1K - $13.3K
|
7.43K
$3.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-40- 5.14% |
$12.4K - $13.6K
|
738
$358K
|
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-40- 0.09% |
$12.4K - $13.6K
|
46.8K
$22.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-40- 0.52% |
$12.4K - $13.6K
|
7.61K
$3.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-41- 5.59% |
$12.7K - $14K
|
692
$336K
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-41- 4.7% |
$12.7K - $14K
|
832
$404K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-42- 1.9% |
$13K - $14.3K
|
2.16K
$1.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-42- 0.69% |
$13K - $14.3K
|
6.06K
$2.94M
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-42- 0.33% |
$13K - $14.3K
|
12.5K
$6.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-42- 1.25% |
$13K - $14.3K
|
3.31K
$1.6M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-43- 0.6% |
$13.3K - $14.7K
|
7.18K
$3.48M
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-43- 0.4% |
$13.3K - $14.7K
|
10.6K
$5.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-43- 0.75% |
$13.3K - $14.7K
|
5.72K
$2.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-43- 0.55% |
$13.3K - $14.7K
|
7.81K
$3.79M
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-45- 3.39% |
$13.9K - $15.3K
|
1.28K
$621K
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
SELL
|
- |
-45- 1.34% |
$13.9K - $15.3K
|
3.32K
$1.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Puzo Michael J
|
SELL
|
- |
-45- 1.21% |
$13.9K - $15.3K
|
3.67K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-45- 1.09% |
$13.9K - $15.3K
|
4.07K
$1.97M
|
|
|
Jul 18, 2023
Q2 2023
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-46- 0.25% |
$14.2K - $15.7K
|
18.5K
$8.98M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-46- 0.79% |
$14.2K - $15.7K
|
5.8K
$2.81M
|
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-47- 0.34% |
$14.5K - $16K
|
13.7K
$6.66M
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-47- 4.22% |
$14.5K - $16K
|
1.07K
$518K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-47- 1.15% |
$14.5K - $16K
|
4.04K
$1.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-48- 6.92% |
$14.8K - $16.4K
|
646
$313K
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
SELL
|
- |
-50- 6.06% |
$15.5K - $17.1K
|
775
$376K
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-50- 5.24% |
$15.5K - $17.1K
|
905
$439K
|
|
|
Jul 21, 2023
Q2 2023
|
Brown Financial Advisory
|
SELL
|
- |
-50- 1.26% |
$15.5K - $17.1K
|
3.93K
$1.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-50- 2.34% |
$15.5K - $17.1K
|
2.09K
$1.01M
|