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
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-3.19K- 28.06% |
$986K - $1.09M
|
8.18K
$3.75M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.24K- 42.21% |
$1M - $1.1M
|
4.43K
$2.03M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.25K- 19.51% |
$1M - $1.11M
|
13.4K
$6.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-3.31K- 12.81% |
$1.02M - $1.13M
|
22.5K
$10.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.34K- 0.17% |
$1.03M - $1.14M
|
1.92M
$881M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-3.35K- 8.2% |
$1.03M - $1.14M
|
37.5K
$17.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-3.37K- 22.84% |
$1.04M - $1.15M
|
11.4K
$5.22M
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-3.38K- 17.47% |
$1.04M - $1.15M
|
15.9K
$7.31M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.38K- 32.38% |
$1.04M - $1.15M
|
7.06K
$3.24M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.4K- 18.81% |
$1.05M - $1.16M
|
14.7K
$6.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-3.4K- 9.03% |
$1.05M - $1.16M
|
34.2K
$15.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-3.4K- 1.88% |
$1.05M - $1.16M
|
177K
$81.2M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.46K- 12.86% |
$1.07M - $1.18M
|
23.5K
$10.8M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.46K- 12.86% |
$1.07M - $1.18M
|
23.5K
$10.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Account Management LLC
|
SELL
|
- |
-3.5K- 5.86% |
$1.08M - $1.19M
|
56.2K
$25.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.5K- 44.21% |
$1.08M - $1.19M
|
4.42K
$2.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.52K- 20.29% |
$1.09M - $1.2M
|
13.8K
$6.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.53K- 23.57% |
$1.09M - $1.2M
|
11.4K
$5.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-3.54K- 2.01% |
$1.09M - $1.21M
|
173K
$79.2M
|
|
|
Feb 09, 2024
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-3.54K- 2.01% |
$1.09M - $1.21M
|
173K
$79.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-3.57K- 1.89% |
$1.1M - $1.22M
|
185K
$84.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-3.6K- 3.65% |
$1.11M - $1.23M
|
95K
$43.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-3.63K- 6.71% |
$1.12M - $1.24M
|
50.5K
$23.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-3.64K- 35.88% |
$1.12M - $1.24M
|
6.5K
$2.98M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-3.65K- 26.26% |
$1.13M - $1.24M
|
10.2K
$4.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.68K- 2.47% |
$1.14M - $1.26M
|
145K
$66.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-3.73K- 0.44% |
$1.15M - $1.27M
|
836K
$384M
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.73K- 4.48% |
$1.15M - $1.27M
|
79.6K
$36.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.8K- 3.54% |
$1.18M - $1.3M
|
104K
$47.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Defender Capital, Llc.
|
SELL
|
- |
-3.82K- 2.86% |
$1.18M - $1.3M
|
130K
$59.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-3.82K- 0.47% |
$1.18M - $1.3M
|
810K
$372M
|
|
|
Nov 14, 2024
Q2 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-3.82K- 76.29% |
$1.18M - $1.3M
|
1.19K
$545K
|
|
|
Jul 17, 2023
Q2 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-3.9K- 54.45% |
$1.21M - $1.33M
|
3.27K
$1.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-3.91K- 1.59% |
$1.21M - $1.33M
|
242K
$111M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.91K- 7.54% |
$1.21M - $1.33M
|
47.9K
$22M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-3.92K- 18.9% |
$1.21M - $1.34M
|
16.8K
$7.72M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3.93K- 0.84% |
$1.22M - $1.34M
|
467K
$214M
|
|
|
Aug 11, 2023
Q2 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-3.96K- 17.85% |
$1.22M - $1.35M
|
18.2K
$8.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-3.97K- 18.44% |
$1.23M - $1.35M
|
17.6K
$8.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-4.17K- 1.18% |
$1.29M - $1.42M
|
350K
$161M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.18K- 0.65% |
$1.29M - $1.42M
|
637K
$292M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-4.25K- 1.85% |
$1.31M - $1.45M
|
225K
$103M
|
|
|
Jul 13, 2023
Q2 2023
|
Steginsky Capital LLC
|
SELL
|
- |
-4.33K- 5.61% |
$1.34M - $1.47M
|
72.8K
$33.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-4.33K- 1.99% |
$1.34M - $1.48M
|
213K
$97.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.35K- 11.29% |
$1.35M - $1.48M
|
34.2K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-4.37K- 10.15% |
$1.35M - $1.49M
|
38.7K
$17.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-4.42K- 13.16% |
$1.37M - $1.51M
|
29.2K
$13.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.51K- 8.17% |
$1.39M - $1.54M
|
50.7K
$23.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4.56K- 4.76% |
$1.41M - $1.55M
|
91.1K
$41.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.57K- 44.0% |
$1.41M - $1.56M
|
5.81K
$2.67M
|