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 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-338- 43.56% |
$104K - $115K
|
438
$201K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-339- 1.97% |
$105K - $116K
|
16.8K
$7.72M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-340- 26.94% |
$105K - $116K
|
922
$423K
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-340- 4.32% |
$105K - $116K
|
7.53K
$3.45M
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-340- 1.15% |
$105K - $116K
|
29.3K
$13.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-344- 1.86% |
$106K - $117K
|
18.2K
$8.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-345- 1.68% |
$107K - $118K
|
20.2K
$9.28M
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-346- 23.21% |
$107K - $118K
|
1.15K
$525K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-348- 8.64% |
$108K - $119K
|
3.68K
$1.69M
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-350- 9.63% |
$108K - $119K
|
3.29K
$1.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-350- 1.42% |
$108K - $119K
|
24.4K
$11.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-350- 4.69% |
$108K - $119K
|
7.11K
$3.26M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-352- 1.29% |
$109K - $120K
|
26.9K
$12.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-352- 0.76% |
$109K - $120K
|
46.1K
$21.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-355- 7.2% |
$110K - $121K
|
4.57K
$2.1M
|
|
|
Aug 14, 2023
Q2 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-355- 1.96% |
$110K - $121K
|
17.7K
$8.14M
|
|
|
Aug 08, 2023
Q2 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-358- 0.21% |
$111K - $122K
|
167K
$76.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-359- 1.44% |
$111K - $122K
|
24.5K
$11.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-359- 8.05% |
$111K - $122K
|
4.1K
$1.88M
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-360- 24.76% |
$111K - $123K
|
1.09K
$502K
|
|
|
Jul 28, 2023
Q2 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-365- 3.72% |
$113K - $124K
|
9.45K
$4.33M
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-366- 13.17% |
$113K - $125K
|
2.41K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-366- 2.65% |
$113K - $125K
|
13.4K
$6.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-367- 8.03% |
$113K - $125K
|
4.21K
$1.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-370- 5.48% |
$114K - $126K
|
6.39K
$2.93M
|
|
|
Jul 07, 2023
Q2 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-371- 0.32% |
$115K - $127K
|
117K
$53.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-375- 6.47% |
$116K - $128K
|
5.42K
$2.48M
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-376- 2.33% |
$116K - $128K
|
15.8K
$7.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-376- 3.23% |
$116K - $128K
|
11.3K
$5.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-376- 0.61% |
$116K - $128K
|
61.2K
$28.1M
|
|
|
Aug 28, 2023
Q2 2023
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-376- 4.78% |
$116K - $128K
|
7.5K
$3.44M
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-377- 11.23% |
$117K - $129K
|
2.98K
$1.37M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-380- 1.47% |
$117K - $130K
|
25.6K
$11.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-380- 2.25% |
$117K - $130K
|
16.5K
$7.57M
|
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-381- 6.33% |
$118K - $130K
|
5.64K
$2.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Xr Securities LLC
|
SELL
|
- |
-381- 30.8% |
$118K - $130K
|
856
$393K
|
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-381- 1.14% |
$118K - $130K
|
33.1K
$15.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
SELL
|
- |
-382- 0.49% |
$118K - $130K
|
76.9K
$35.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-383- 0.68% |
$118K - $131K
|
56.3K
$25.8M
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-388- 35.63% |
$120K - $132K
|
701
$321K
|
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-389- 1.43% |
$120K - $133K
|
26.9K
$12.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-390- 29.93% |
$121K - $133K
|
913
$419K
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-391- 21.71% |
$121K - $133K
|
1.41K
$647K
|
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-392- 0.2% |
$121K - $134K
|
193K
$88.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-396- 1.19% |
$122K - $135K
|
33K
$15.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-400- 3.24% |
$124K - $136K
|
11.9K
$5.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Cowen Prime Advisors LLC
|
SELL
|
- |
-400- 2.95% |
$124K - $136K
|
13.2K
$6.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-400- 2.95% |
$124K - $136K
|
13.2K
$6.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-400- 7.26% |
$124K - $136K
|
5.11K
$2.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-400- 33.33% |
$124K - $136K
|
800
$367K
|