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
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.24K- 3.01% |
$382K - $422K
|
39.8K
$18.3M
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.24K- 7.96% |
$383K - $423K
|
14.3K
$6.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.25K- 18.92% |
$386K - $426K
|
5.36K
$2.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.25K- 2.88% |
$387K - $427K
|
42.1K
$19.3M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.26K- 4.46% |
$389K - $429K
|
26.9K
$12.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.26K- 40.02% |
$389K - $429K
|
1.89K
$865K
|
|
|
Jul 31, 2023
Q2 2023
|
Montis Financial, LLC
|
SELL
|
- |
-1.26K- 6.22% |
$389K - $430K
|
19K
$8.72M
|
|
|
Jul 31, 2023
Q2 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-1.26K- 29.52% |
$389K - $430K
|
3.01K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.28K- 0.5% |
$397K - $438K
|
257K
$118M
|
|
|
Aug 11, 2023
Q2 2023
|
George Kaiser Family Foundation
|
SELL
|
- |
-1.29K- 16.33% |
$398K - $439K
|
6.6K
$3.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.29K- 0.48% |
$399K - $440K
|
269K
$123M
|
|
|
Aug 04, 2023
Q2 2023
|
Shayne & Co., LLC
|
SELL
|
- |
-1.29K- 0.45% |
$399K - $441K
|
285K
$131M
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.3K- 31.48% |
$402K - $443K
|
2.83K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-1.3K- 0.35% |
$402K - $443K
|
372K
$171M
|
|
|
Aug 15, 2023
Q2 2023
|
Menlo Advisors LLC
|
SELL
|
- |
-1.31K- 1.67% |
$403K - $445K
|
77K
$35.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.32K- 1.17% |
$406K - $448K
|
111K
$50.9M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.36K- 21.17% |
$419K - $462K
|
5.05K
$2.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.36K- 0.79% |
$420K - $463K
|
170K
$77.8M
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
SELL
|
- |
-1.37K- 1.65% |
$424K - $468K
|
82K
$37.6M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.38K- 9.27% |
$425K - $469K
|
13.5K
$6.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.39K- 6.27% |
$429K - $473K
|
20.8K
$9.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.39K- 12.06% |
$430K - $474K
|
10.1K
$4.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-1.4K- 23.33% |
$433K - $477K
|
4.6K
$2.11M
|
|
|
Aug 14, 2023
Q2 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.41K- 4.48% |
$436K - $481K
|
30K
$13.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.43K- 8.82% |
$441K - $487K
|
14.8K
$6.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.44K- 15.81% |
$445K - $491K
|
7.67K
$3.52M
|
|
|
Jul 19, 2023
Q2 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-1.45K- 3.2% |
$447K - $493K
|
43.8K
$20.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-1.47K- 8.31% |
$454K - $501K
|
16.2K
$7.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.48K- 11.21% |
$456K - $503K
|
11.7K
$5.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.48K- 2.24% |
$458K - $505K
|
64.6K
$29.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.49K- 50.07% |
$459K - $507K
|
1.48K
$680K
|
|
|
Jul 17, 2023
Q2 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.5K- 23.08% |
$464K - $512K
|
5K
$2.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.5K- 0.86% |
$464K - $512K
|
173K
$79.5M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.5K- 20.03% |
$465K - $513K
|
6K
$2.75M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.52K- 4.06% |
$469K - $517K
|
35.9K
$16.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.53K- 0.71% |
$474K - $523K
|
215K
$98.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.55K- 42.96% |
$478K - $527K
|
2.05K
$942K
|
|
|
Jul 18, 2023
Q2 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-1.55K- 2.66% |
$478K - $528K
|
56.5K
$25.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.56K- 45.58% |
$481K - $531K
|
1.86K
$853K
|
|
|
Jul 12, 2023
Q2 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.56K- 4.19% |
$483K - $533K
|
35.7K
$16.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-1.57K- 4.01% |
$485K - $535K
|
37.5K
$17.2M
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.58K- 2.07% |
$488K - $538K
|
74.5K
$34.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.59K- 1.16% |
$492K - $543K
|
135K
$62M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.62K- 64.26% |
$500K - $552K
|
900
$413K
|
|
|
Aug 07, 2023
Q2 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.63K- 3.87% |
$502K - $554K
|
40.3K
$18.5M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.63K- 9.38% |
$503K - $555K
|
15.7K
$7.22M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.65K- 2.01% |
$508K - $561K
|
80.3K
$36.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.66K- 0.44% |
$512K - $565K
|
374K
$172M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-1.66K- 2.24% |
$514K - $567K
|
72.7K
$33.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.67K- 38.75% |
$516K - $570K
|
2.64K
$1.21M
|