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 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-133- 1.69% |
$41.1K - $45.4K
|
7.71K
$3.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-135- 0.11% |
$41.7K - $46K
|
124K
$57M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-135- 1.99% |
$41.7K - $46K
|
6.64K
$3.04M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-136- 0.34% |
$42K - $46.4K
|
40.2K
$18.4M
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-136- 2.81% |
$42K - $46.4K
|
4.71K
$2.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-137- 0.23% |
$42.3K - $46.7K
|
58.2K
$26.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-139- 4.09% |
$43K - $47.4K
|
3.26K
$1.49M
|
|
|
Jul 25, 2023
Q2 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-139- 0.65% |
$43K - $47.4K
|
21.4K
$9.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-140- 6.97% |
$43.3K - $47.7K
|
1.87K
$858K
|
|
|
Jul 26, 2023
Q2 2023
|
Parthenon LLC
|
SELL
|
- |
-140- 0.09% |
$43.3K - $47.7K
|
156K
$71.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-140- 0.41% |
$43.3K - $47.7K
|
34.4K
$15.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-142- 7.53% |
$43.9K - $48.4K
|
1.75K
$800K
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-143- 0.96% |
$44.2K - $48.8K
|
14.8K
$6.79M
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-143- 5.67% |
$44.2K - $48.8K
|
2.38K
$1.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-143- 0.25% |
$44.2K - $48.8K
|
58K
$26.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-143- 1.24% |
$44.2K - $48.8K
|
11.4K
$5.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-144- 0.71% |
$44.5K - $49.1K
|
20.3K
$9.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Capitol Family Office, Inc.
|
SELL
|
- |
-144- 1.5% |
$44.5K - $49.1K
|
9.45K
$4.33M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-144- 13.1% |
$44.5K - $49.1K
|
955
$438K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-145- 3.61% |
$44.8K - $49.4K
|
3.87K
$1.77M
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-145- 1.55% |
$44.8K - $49.4K
|
9.21K
$4.23M
|
|
|
Jul 21, 2023
Q2 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-145- 3.83% |
$44.8K - $49.4K
|
3.64K
$1.67M
|
|
|
Aug 01, 2023
Q2 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-145- 0.91% |
$44.8K - $49.4K
|
15.8K
$7.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-145- 0.19% |
$44.8K - $49.4K
|
74.4K
$34.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-145- 0.22% |
$44.8K - $49.4K
|
65.8K
$30.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-146- 0.95% |
$45.1K - $49.8K
|
15.2K
$6.99M
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-146- 2.87% |
$45.1K - $49.8K
|
4.94K
$2.26M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-146- 1.93% |
$45.1K - $49.8K
|
7.4K
$3.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-146- 10.97% |
$45.1K - $49.8K
|
1.19K
$543K
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-147- 16.19% |
$45.4K - $50.1K
|
761
$349K
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-148- 9.2% |
$45.7K - $50.5K
|
1.46K
$670K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-148- 3.32% |
$45.7K - $50.5K
|
4.31K
$1.98M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-149- 4.94% |
$46.1K - $50.8K
|
2.87K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-149- 1.55% |
$46.1K - $50.8K
|
9.44K
$4.33M
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-150- 2.28% |
$46.4K - $51.2K
|
6.42K
$2.95M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-150- 1.65% |
$46.4K - $51.2K
|
8.93K
$4.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-150- 4.61% |
$46.4K - $51.2K
|
3.11K
$1.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-150- 8.02% |
$46.4K - $51.2K
|
1.72K
$789K
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-150- 0.74% |
$46.4K - $51.2K
|
20.2K
$9.28M
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-151- 3.67% |
$46.7K - $51.5K
|
3.96K
$1.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-151- 3.4% |
$46.7K - $51.5K
|
4.29K
$1.97M
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-152- 1.1% |
$47K - $51.8K
|
13.6K
$6.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-152- 1.54% |
$47K - $51.8K
|
9.71K
$4.45M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-153- 5.11% |
$47.3K - $52.2K
|
2.84K
$1.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-153- 3.44% |
$47.3K - $52.2K
|
4.3K
$1.97M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-154- 4.37% |
$47.6K - $52.5K
|
3.37K
$1.55M
|
|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-154- 18.2% |
$47.6K - $52.5K
|
692
$317K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-155- 2.51% |
$47.9K - $52.9K
|
6.02K
$2.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-156- 17.07% |
$48.2K - $53.2K
|
758
$348K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-158- 0.64% |
$48.8K - $53.9K
|
24.7K
$11.3M
|