Purchases and Sales Made in Q1 2023 in Berkshire Hathaway Inc (BRK-A)
This table provides information about the institutional ownership of Berkshire Hathaway Inc (BRK-A) during Q1 2023. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1+ 33.33% |
$443K - $485K
|
4
$2.71M
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1+ 100.0% |
$443K - $485K
|
2
$1.35M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1+ 7.69% |
$443K - $485K
|
14
$9.47M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1+ 25.0% |
$443K - $485K
|
5
$3.38M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1- 50.0% |
$443K - $485K
|
1
$677K
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1- 7.14% |
$443K - $485K
|
13
$8.8M
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1- 1.16% |
$443K - $485K
|
85
$57.5M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1- 50.0% |
$443K - $485K
|
1
$677K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1- 16.67% |
$443K - $485K
|
5
$3.38M
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-1- 33.33% |
$443K - $485K
|
2
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1- 20.0% |
$443K - $485K
|
4
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-1- 4.17% |
$443K - $485K
|
23
$15.6M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1- 16.67% |
$443K - $485K
|
5
$3.38M
|
|
|
May 08, 2023
Q1 2023
|
Private Management Group Inc
|
SELL
|
- |
-1- 3.7% |
$443K - $485K
|
26
$17.6M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1- 12.5% |
$443K - $485K
|
7
$4.74M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1- 6.67% |
$443K - $485K
|
14
$9.47M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1- 12.5% |
$443K - $485K
|
7
$4.74M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1- 5.26% |
$443K - $485K
|
18
$12.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1- 8.33% |
$443K - $485K
|
11
$7.44M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1- 25.0% |
$443K - $485K
|
3
$2.03M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1- 1.92% |
$443K - $485K
|
51
$34.5M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1- 0.75% |
$443K - $485K
|
132
$89.3M
|
|
|
Sep 27, 2024
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1- 50.0% |
$443K - $485K
|
1
$677K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1- 3.45% |
$443K - $485K
|
28
$18.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 50.0% |
$443K - $485K
|
1
$677K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1- 7.69% |
$443K - $485K
|
12
$8.12M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1- 1.3% |
$443K - $485K
|
76
$51.4M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1- 0.48% |
$443K - $485K
|
208
$141M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1- 50.0% |
$443K - $485K
|
1
$677K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1- 20.0% |
$443K - $485K
|
4
$2.71M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1- 2.44% |
$443K - $485K
|
40
$27.1M
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1- 50.0% |
$443K - $485K
|
1
$677K
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-1- 25.0% |
$443K - $485K
|
3
$2.03M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1- 5.26% |
$443K - $485K
|
18
$12.2M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1- 12.5% |
$443K - $485K
|
7
$4.74M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1- 9.09% |
$443K - $485K
|
10
$6.77M
|
|
|
May 15, 2023
Q1 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-1- 2.22% |
$443K - $485K
|
44
$29.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1- 25.0% |
$443K - $485K
|
3
$2.03M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-1- 50.0% |
$443K - $485K
|
1
$677K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1- 11.11% |
$443K - $485K
|
8
$5.41M
|
|
|
Apr 14, 2023
Q1 2023
|
Scharf Investments, LLC
|
SELL
|
- |
-1- 33.33% |
$443K - $485K
|
2
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1- 5.88% |
$443K - $485K
|
16
$10.8M
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1- 1.16% |
$443K - $485K
|
85
$57.5M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1- 2.94% |
$443K - $485K
|
33
$22.3M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 7.14% |
$443K - $485K
|
13
$8.8M
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1- 50.0% |
$443K - $485K
|
1
$677K
|