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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-224- 1.39% |
$69.2K - $76.4K
|
15.9K
$7.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-224- 1.9% |
$69.2K - $76.4K
|
11.6K
$5.61M
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-225- 0.63% |
$69.5K - $76.7K
|
35.5K
$17.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-226- 1.03% |
$69.8K - $77.1K
|
21.7K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-226- 4.9% |
$69.8K - $77.1K
|
4.38K
$2.13M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-227- 3.87% |
$70.2K - $77.4K
|
5.65K
$2.74M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-227- 4.64% |
$70.2K - $77.4K
|
4.67K
$2.26M
|
|
|
Jul 17, 2023
Q2 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-229- 7.53% |
$70.8K - $78.1K
|
2.81K
$1.36M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-229- 5.76% |
$70.8K - $78.1K
|
3.74K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-231- 0.2% |
$71.4K - $78.8K
|
113K
$54.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
SELL
|
- |
-232- 0.36% |
$71.7K - $79.1K
|
64.6K
$31.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-233- 1.48% |
$72K - $79.5K
|
15.5K
$7.52M
|
|
|
Aug 14, 2023
Q2 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-233- 6.63% |
$72K - $79.5K
|
3.28K
$1.59M
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
SELL
|
- |
-234- 1.43% |
$72.3K - $79.8K
|
16.2K
$7.83M
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-234- 2.63% |
$72.3K - $79.8K
|
8.66K
$4.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
SELL
|
- |
-234- 19.21% |
$72.3K - $79.8K
|
984
$477K
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-235- 23.36% |
$72.6K - $80.1K
|
771
$374K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-235- 1.4% |
$72.6K - $80.1K
|
16.6K
$8.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Reaves W H & CO Inc
|
SELL
|
- |
-237- 1.01% |
$73.2K - $80.8K
|
23.2K
$11.3M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-237- 6.59% |
$73.2K - $80.8K
|
3.36K
$1.63M
|
|
|
Jul 26, 2023
Q2 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-238- 22.18% |
$73.6K - $81.2K
|
835
$405K
|
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-238- 12.02% |
$73.6K - $81.2K
|
1.74K
$845K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-238- 2.59% |
$73.6K - $81.2K
|
8.94K
$4.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-240- 2.58% |
$74.2K - $81.8K
|
9.06K
$4.39M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-240- 0.57% |
$74.2K - $81.8K
|
41.8K
$20.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-240- 5.04% |
$74.2K - $81.8K
|
4.52K
$2.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-241- 0.23% |
$74.5K - $82.2K
|
104K
$50.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-242- 1.13% |
$74.8K - $82.5K
|
21.1K
$10.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-242- 1.37% |
$74.8K - $82.5K
|
17.4K
$8.45M
|
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-244- 1.94% |
$75.4K - $83.2K
|
12.4K
$5.99M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-244- 1.83% |
$75.4K - $83.2K
|
13.1K
$6.35M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-245- 0.74% |
$75.7K - $83.5K
|
32.8K
$15.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-246- 4.92% |
$76K - $83.9K
|
4.76K
$2.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Hendley & CO Inc
|
SELL
|
- |
-246- 0.4% |
$76K - $83.9K
|
60.9K
$29.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-248- 6.67% |
$76.6K - $84.6K
|
3.47K
$1.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-248- 1.05% |
$76.6K - $84.6K
|
23.3K
$11.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-250- 22.94% |
$77.3K - $85.3K
|
840
$407K
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-250- 26.4% |
$77.3K - $85.3K
|
697
$338K
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-250- 2.96% |
$77.3K - $85.3K
|
8.19K
$3.97M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-250- 1.62% |
$77.3K - $85.3K
|
15.2K
$7.36M
|
|
|
Aug 03, 2023
Q2 2023
|
Mad River Investors
|
SELL
|
- |
-250- 3.08% |
$77.3K - $85.3K
|
7.86K
$3.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-250- 1.51% |
$77.3K - $85.3K
|
16.3K
$7.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-250- 1.14% |
$77.3K - $85.3K
|
21.8K
$10.6M
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-250- 17.86% |
$77.3K - $85.3K
|
1.15K
$558K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-253- 12.07% |
$78.2K - $86.3K
|
1.84K
$894K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-253- 1.22% |
$78.2K - $86.3K
|
20.5K
$9.94M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-254- 9.97% |
$78.5K - $86.6K
|
2.29K
$1.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-255- 20.42% |
$78.8K - $87K
|
994
$482K
|
|
|
Jul 18, 2023
Q2 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-260- 2.76% |
$80.4K - $88.7K
|
9.15K
$4.44M
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-261- 2.11% |
$80.7K - $89K
|
12.1K
$5.86M
|