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 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-125- 14.35% |
$38.6K - $42.6K
|
746
$362K
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-126- 2.91% |
$38.9K - $43K
|
4.21K
$2.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-127- 1.84% |
$39.3K - $43.3K
|
6.78K
$3.29M
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-127- 0.28% |
$39.3K - $43.3K
|
45K
$21.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-129- 0.22% |
$39.9K - $44K
|
57.7K
$28M
|
|
|
Aug 11, 2023
Q2 2023
|
Good Haven Capital Management, LLC
Millburn, NJ |
SELL
|
- |
-130- 0.14% |
$40.2K - $44.3K
|
90.6K
$43.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-133- 1.11% |
$41.1K - $45.4K
|
11.8K
$5.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-133- 0.68% |
$41.1K - $45.4K
|
19.4K
$9.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-133- 0.25% |
$41.1K - $45.4K
|
53.3K
$25.8M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-133- 1.69% |
$41.1K - $45.4K
|
7.71K
$3.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-135- 0.11% |
$41.7K - $46K
|
124K
$60.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-135- 1.99% |
$41.7K - $46K
|
6.64K
$3.22M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-136- 0.34% |
$42K - $46.4K
|
40.2K
$19.5M
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-136- 2.81% |
$42K - $46.4K
|
4.71K
$2.28M
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-137- 0.23% |
$42.3K - $46.7K
|
58.2K
$28.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-139- 4.09% |
$43K - $47.4K
|
3.26K
$1.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-139- 0.65% |
$43K - $47.4K
|
21.4K
$10.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-140- 6.97% |
$43.3K - $47.7K
|
1.87K
$907K
|
|
|
Jul 26, 2023
Q2 2023
|
Parthenon LLC
|
SELL
|
- |
-140- 0.09% |
$43.3K - $47.7K
|
156K
$75.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-140- 0.41% |
$43.3K - $47.7K
|
34.4K
$16.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-142- 7.53% |
$43.9K - $48.4K
|
1.75K
$846K
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-143- 0.96% |
$44.2K - $48.8K
|
14.8K
$7.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-143- 5.67% |
$44.2K - $48.8K
|
2.38K
$1.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-143- 0.25% |
$44.2K - $48.8K
|
58K
$28.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-143- 1.24% |
$44.2K - $48.8K
|
11.4K
$5.53M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-144- 0.71% |
$44.5K - $49.1K
|
20.3K
$9.83M
|
|
|
Jul 17, 2023
Q2 2023
|
Capitol Family Office, Inc.
|
SELL
|
- |
-144- 1.5% |
$44.5K - $49.1K
|
9.45K
$4.58M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-144- 13.1% |
$44.5K - $49.1K
|
955
$463K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-145- 3.61% |
$44.8K - $49.4K
|
3.87K
$1.88M
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-145- 1.55% |
$44.8K - $49.4K
|
9.21K
$4.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-145- 3.83% |
$44.8K - $49.4K
|
3.64K
$1.77M
|
|
|
Aug 01, 2023
Q2 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-145- 0.91% |
$44.8K - $49.4K
|
15.8K
$7.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-145- 0.19% |
$44.8K - $49.4K
|
74.4K
$36.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-145- 0.22% |
$44.8K - $49.4K
|
65.8K
$31.9M
|
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-145- 1.02% |
$44.8K - $49.4K
|
14.1K
$6.85M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-146- 0.95% |
$45.1K - $49.8K
|
15.2K
$7.39M
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-146- 2.87% |
$45.1K - $49.8K
|
4.94K
$2.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-146- 1.93% |
$45.1K - $49.8K
|
7.4K
$3.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-146- 10.97% |
$45.1K - $49.8K
|
1.19K
$575K
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-147- 16.19% |
$45.4K - $50.1K
|
761
$369K
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-148- 9.2% |
$45.7K - $50.5K
|
1.46K
$709K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-148- 3.32% |
$45.7K - $50.5K
|
4.31K
$2.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-149- 4.94% |
$46.1K - $50.8K
|
2.87K
$1.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-149- 1.55% |
$46.1K - $50.8K
|
9.44K
$4.58M
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-150- 2.28% |
$46.4K - $51.2K
|
6.42K
$3.12M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-150- 1.65% |
$46.4K - $51.2K
|
8.93K
$4.33M
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-150- 4.61% |
$46.4K - $51.2K
|
3.11K
$1.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-150- 8.02% |
$46.4K - $51.2K
|
1.72K
$834K
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-150- 0.74% |
$46.4K - $51.2K
|
20.2K
$9.81M
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-151- 3.67% |
$46.7K - $51.5K
|
3.96K
$1.92M
|