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 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-51- 0.87% |
$15.8K - $17.4K
|
5.81K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-51- 0.1% |
$15.8K - $17.4K
|
48.7K
$22.3M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-51- 16.67% |
$15.8K - $17.4K
|
255
$117K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-52- 0.24% |
$16.1K - $17.7K
|
21.5K
$9.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-52- 1.51% |
$16.1K - $17.7K
|
3.39K
$1.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-52- 4.15% |
$16.1K - $17.7K
|
1.2K
$550K
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-54- 0.16% |
$16.7K - $18.4K
|
33.4K
$15.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-54- 6.55% |
$16.7K - $18.4K
|
771
$354K
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-54- 3.59% |
$16.7K - $18.4K
|
1.45K
$665K
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-54- 0.88% |
$16.7K - $18.4K
|
6.11K
$2.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-55- 7.59% |
$17K - $18.8K
|
670
$307K
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-55- 2.06% |
$17K - $18.8K
|
2.61K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-55- 2.08% |
$17K - $18.8K
|
2.59K
$1.19M
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-55- 3.99% |
$17K - $18.8K
|
1.32K
$607K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-56- 1.22% |
$17.3K - $19.1K
|
4.54K
$2.08M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-56- 0.06% |
$17.3K - $19.1K
|
91.7K
$42.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-56- 2.39% |
$17.3K - $19.1K
|
2.29K
$1.05M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-57- 0.74% |
$17.6K - $19.4K
|
7.61K
$3.49M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-57- 1.73% |
$17.6K - $19.4K
|
3.24K
$1.49M
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-57- 0.79% |
$17.6K - $19.4K
|
7.15K
$3.28M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-57- 0.82% |
$17.6K - $19.4K
|
6.88K
$3.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-57- 1.7% |
$17.6K - $19.4K
|
3.3K
$1.51M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-58- 4.71% |
$17.9K - $19.8K
|
1.17K
$538K
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-58- 0.48% |
$17.9K - $19.8K
|
12K
$5.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-58- 0.4% |
$17.9K - $19.8K
|
14.5K
$6.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-58- 3.22% |
$17.9K - $19.8K
|
1.74K
$798K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-58- 0.21% |
$17.9K - $19.8K
|
27.9K
$12.8M
|
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-58- 3.72% |
$17.9K - $19.8K
|
1.5K
$688K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-59- 1.23% |
$18.2K - $20.1K
|
4.75K
$2.18M
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-60- 2.56% |
$18.5K - $20.5K
|
2.28K
$1.05M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-60- 1.86% |
$18.5K - $20.5K
|
3.17K
$1.46M
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-60- 0.19% |
$18.5K - $20.5K
|
32.1K
$14.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-60- 0.64% |
$18.5K - $20.5K
|
9.36K
$4.29M
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-60- 3.56% |
$18.5K - $20.5K
|
1.63K
$746K
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
SELL
|
- |
-61- 4.72% |
$18.9K - $20.8K
|
1.23K
$565K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-62- 0.53% |
$19.2K - $21.1K
|
11.6K
$5.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-62- 8.88% |
$19.2K - $21.1K
|
636
$292K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-62- 2.27% |
$19.2K - $21.1K
|
2.67K
$1.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-62- 0.6% |
$19.2K - $21.1K
|
10.3K
$4.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-62- 0.32% |
$19.2K - $21.1K
|
19.1K
$8.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-63- 2.22% |
$19.5K - $21.5K
|
2.77K
$1.27M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-63- 0.66% |
$19.5K - $21.5K
|
9.47K
$4.35M
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-65- 2.96% |
$20.1K - $22.2K
|
2.13K
$979K
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-65- 0.61% |
$20.1K - $22.2K
|
10.5K
$4.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-65- 0.17% |
$20.1K - $22.2K
|
37.8K
$17.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Beddow Capital Management Inc
|
SELL
|
- |
-65- 0.38% |
$20.1K - $22.2K
|
17.2K
$7.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-66- 0.92% |
$20.4K - $22.5K
|
7.12K
$3.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-66- 0.67% |
$20.4K - $22.5K
|
9.79K
$4.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-66- 0.39% |
$20.4K - $22.5K
|
17K
$7.78M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-67- 2.17% |
$20.7K - $22.8K
|
3.02K
$1.39M
|