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 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-735- 0.65% |
$227K - $251K
|
113K
$51.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-736- 1.03% |
$227K - $251K
|
70.5K
$32.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-736- 54.88% |
$227K - $251K
|
605
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-737- 3.4% |
$228K - $251K
|
20.9K
$9.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-743- 0.93% |
$230K - $253K
|
79.2K
$36.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-745- 14.58% |
$230K - $254K
|
4.36K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-748- 1.23% |
$231K - $255K
|
60.2K
$27.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
SELL
|
- |
-750- 11.2% |
$232K - $256K
|
5.94K
$2.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Sbb Research Group LLC
|
SELL
|
- |
-750- 3.95% |
$232K - $256K
|
18.2K
$8.36M
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-757- 0.58% |
$234K - $258K
|
130K
$59.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-775- 2.08% |
$240K - $264K
|
36.5K
$16.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-778- 4.14% |
$240K - $265K
|
18K
$8.27M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-781- 2.17% |
$241K - $266K
|
35.2K
$16.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-786- 38.04% |
$243K - $268K
|
1.28K
$587K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-789- 3.45% |
$244K - $269K
|
22.1K
$10.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-791- 8.81% |
$244K - $270K
|
8.19K
$3.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-795- 4.05% |
$246K - $271K
|
18.9K
$8.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-804- 39.78% |
$248K - $274K
|
1.22K
$558K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-809- 0.78% |
$250K - $276K
|
103K
$47.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-812- 0.22% |
$251K - $277K
|
362K
$166M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-815- 33.79% |
$252K - $278K
|
1.6K
$732K
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-817- 1.77% |
$253K - $279K
|
45.4K
$20.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-820- 1.44% |
$253K - $280K
|
56.2K
$25.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-821- 4.47% |
$254K - $280K
|
17.5K
$8.04M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-824- 1.18% |
$255K - $281K
|
68.9K
$31.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-827- 8.55% |
$256K - $282K
|
8.84K
$4.05M
|
|
|
Jul 27, 2023
Q2 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-829- 2.49% |
$256K - $283K
|
32.4K
$14.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-835- 17.24% |
$258K - $285K
|
4.01K
$1.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-837- 1.14% |
$259K - $285K
|
72.8K
$33.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-847- 26.55% |
$262K - $289K
|
2.34K
$1.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-848- 9.29% |
$262K - $289K
|
8.28K
$3.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-849- 3.88% |
$262K - $290K
|
21K
$9.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-864- 16.85% |
$267K - $295K
|
4.26K
$1.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-870- 4.65% |
$269K - $297K
|
17.9K
$8.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-870- 2.14% |
$269K - $297K
|
39.9K
$18.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-871- 0.43% |
$269K - $297K
|
201K
$92.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-875- 7.76% |
$270K - $298K
|
10.4K
$4.77M
|
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
SELL
|
- |
-879- 1.58% |
$272K - $300K
|
54.6K
$25M
|
|
|
Aug 04, 2023
Q2 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-885- 11.0% |
$274K - $302K
|
7.16K
$3.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-896- 28.3% |
$277K - $306K
|
2.27K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-910- 2.71% |
$281K - $310K
|
32.7K
$15M
|
|
|
Aug 17, 2023
Q2 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-910- 0.44% |
$281K - $310K
|
204K
$93.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-923- 4.73% |
$285K - $315K
|
18.6K
$8.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-926- 24.32% |
$286K - $316K
|
2.88K
$1.32M
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-931- 37.46% |
$288K - $317K
|
1.55K
$713K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-941- 0.5% |
$291K - $321K
|
188K
$86.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-953- 9.81% |
$295K - $325K
|
8.76K
$4.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-964- 5.91% |
$298K - $329K
|
15.3K
$7.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-967- 23.87% |
$299K - $330K
|
3.08K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-967- 9.54% |
$299K - $330K
|
9.17K
$4.21M
|