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 11, 2023
Q2 2023
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-4.17K- 1.18% |
$1.29M - $1.42M
|
350K
$170M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.18K- 0.65% |
$1.29M - $1.42M
|
637K
$309M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-4.25K- 1.85% |
$1.31M - $1.45M
|
225K
$109M
|
|
|
Jul 13, 2023
Q2 2023
|
Steginsky Capital LLC
|
SELL
|
- |
-4.33K- 5.61% |
$1.34M - $1.47M
|
72.8K
$35.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-4.33K- 1.99% |
$1.34M - $1.48M
|
213K
$103M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.35K- 11.29% |
$1.35M - $1.48M
|
34.2K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-4.37K- 10.15% |
$1.35M - $1.49M
|
38.7K
$18.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-4.42K- 13.16% |
$1.37M - $1.51M
|
29.2K
$14.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.51K- 8.17% |
$1.39M - $1.54M
|
50.7K
$24.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4.56K- 4.76% |
$1.41M - $1.55M
|
91.1K
$44.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.57K- 44.0% |
$1.41M - $1.56M
|
5.81K
$2.82M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
SELL
|
- |
-4.58K- 1.95% |
$1.42M - $1.56M
|
231K
$112M
|
|
|
Aug 08, 2023
Q2 2023
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-4.66K- 16.28% |
$1.44M - $1.59M
|
24K
$11.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-4.69K- 69.5% |
$1.45M - $1.6M
|
2.06K
$999K
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-4.74K- 2.22% |
$1.46M - $1.62M
|
209K
$101M
|
|
|
Jul 20, 2023
Q2 2023
|
St. James Investment Company, LLC
|
SELL
|
- |
-4.76K- 2.22% |
$1.47M - $1.62M
|
210K
$102M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.83K- 15.38% |
$1.49M - $1.65M
|
26.6K
$12.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-4.84K- 9.62% |
$1.5M - $1.65M
|
45.5K
$22.1M
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-4.85K- 70.45% |
$1.5M - $1.65M
|
2.03K
$986K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4.86K- 2.45% |
$1.5M - $1.66M
|
193K
$93.7M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.89K- 24.26% |
$1.51M - $1.67M
|
15.3K
$7.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-4.92K- 57.52% |
$1.52M - $1.68M
|
3.64K
$1.76M
|
|
|
Jul 14, 2023
Q2 2023
|
Guardian Investment Management
|
SELL
|
- |
-4.94K- 40.81% |
$1.53M - $1.68M
|
7.16K
$3.47M
|
|
|
Aug 02, 2023
Q2 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-5.05K- 0.66% |
$1.56M - $1.72M
|
765K
$371M
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-5.09K- 2.39% |
$1.57M - $1.74M
|
208K
$101M
|
|
|
Aug 14, 2023
Q2 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-5.11K- 28.63% |
$1.58M - $1.74M
|
12.7K
$6.17M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-5.21K- 0.6% |
$1.61M - $1.78M
|
868K
$421M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-5.28K- 34.76% |
$1.63M - $1.8M
|
9.91K
$4.81M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-5.28K- 3.92% |
$1.63M - $1.8M
|
130K
$62.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-5.38K- 22.07% |
$1.66M - $1.83M
|
19K
$9.22M
|
|
|
Aug 08, 2023
Q2 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-5.39K- 76.78% |
$1.67M - $1.84M
|
1.63K
$791K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.45K- 27.48% |
$1.68M - $1.86M
|
14.4K
$6.97M
|
|
|
Aug 15, 2023
Q2 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-5.49K- 3.75% |
$1.7M - $1.87M
|
141K
$68.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-5.49K- 10.48% |
$1.7M - $1.87M
|
46.9K
$22.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-5.64K- 43.56% |
$1.74M - $1.92M
|
7.3K
$3.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-5.74K- 6.45% |
$1.77M - $1.96M
|
83.3K
$40.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-5.79K- 3.04% |
$1.79M - $1.98M
|
185K
$89.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-5.88K- 1.28% |
$1.82M - $2M
|
453K
$220M
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-5.89K- 4.81% |
$1.82M - $2.01M
|
116K
$56.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-5.89K- 2.42% |
$1.82M - $2.01M
|
237K
$115M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-5.9K- 1.62% |
$1.82M - $2.01M
|
358K
$174M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5.97K- 2.31% |
$1.84M - $2.04M
|
252K
$122M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-6K- 12.73% |
$1.85M - $2.05M
|
41.1K
$19.9M
|
|
|
Feb 20, 2025
Q2 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-6.02K- 56.24% |
$1.86M - $2.05M
|
4.68K
$2.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-6.08K- 1.63% |
$1.88M - $2.07M
|
368K
$178M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-6.18K- 4.58% |
$1.91M - $2.11M
|
129K
$62.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-6.18K- 0.68% |
$1.91M - $2.11M
|
908K
$440M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.19K- 1.73% |
$1.91M - $2.11M
|
352K
$171M
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-6.21K- 2.21% |
$1.92M - $2.12M
|
275K
$133M
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.3K- 3.33% |
$1.95M - $2.15M
|
183K
$88.6M
|