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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-1- 0.56% |
$443K - $485K
|
179
$121M
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1- 14.29% |
$443K - $485K
|
6
$4.06M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 16.67% |
$443K - $485K
|
5
$3.38M
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1- 25.0% |
$443K - $485K
|
3
$2.03M
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1- 7.14% |
$443K - $485K
|
13
$8.8M
|
|
May 10, 2023
Q1 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-1- 25.0% |
$443K - $485K
|
3
$2.03M
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1- 7.14% |
$443K - $485K
|
13
$8.8M
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1- 5.56% |
$443K - $485K
|
17
$11.5M
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2- 20.0% |
$886K - $969K
|
8
$5.41M
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2- 16.67% |
$886K - $969K
|
10
$6.77M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2- 50.0% |
$886K - $969K
|
2
$1.35M
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-2- 13.33% |
$886K - $969K
|
13
$8.8M
|
|
May 15, 2023
Q1 2023
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-2- 33.33% |
$886K - $969K
|
4
$2.71M
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
SELL
|
- |
-2- 66.67% |
$886K - $969K
|
1
$677K
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2- 7.41% |
$886K - $969K
|
25
$16.9M
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2- 16.67% |
$886K - $969K
|
10
$6.77M
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2- 11.11% |
$886K - $969K
|
16
$10.8M
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-2- 66.67% |
$886K - $969K
|
1
$677K
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2- 13.33% |
$886K - $969K
|
13
$8.8M
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-2- 40.0% |
$886K - $969K
|
3
$2.03M
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2- 25.0% |
$886K - $969K
|
6
$4.06M
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2- 66.67% |
$886K - $969K
|
1
$677K
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2- 11.76% |
$886K - $969K
|
15
$10.1M
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2- 3.45% |
$886K - $969K
|
56
$37.9M
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2- 33.33% |
$886K - $969K
|
4
$2.71M
|
|
May 08, 2023
Q1 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-2- 1.28% |
$886K - $969K
|
154
$104M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2- 16.67% |
$886K - $969K
|
10
$6.77M
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-2- 20.0% |
$886K - $969K
|
8
$5.41M
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3- 37.5% |
$1.33M - $1.45M
|
5
$3.38M
|
|
May 08, 2023
Q1 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-3- 8.11% |
$1.33M - $1.45M
|
34
$23M
|
|
May 15, 2023
Q1 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-3- 0.44% |
$1.33M - $1.45M
|
680
$460M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3- 5.45% |
$1.33M - $1.45M
|
52
$35.2M
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-3- 1.6% |
$1.33M - $1.45M
|
185
$125M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-3- 2.63% |
$1.33M - $1.45M
|
111
$75.1M
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-3- 3.57% |
$1.33M - $1.45M
|
81
$54.8M
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
SELL
|
- |
-3- 20.0% |
$1.33M - $1.45M
|
12
$8.12M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3- 1.51% |
$1.33M - $1.45M
|
196
$133M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-3- 8.33% |
$1.33M - $1.45M
|
33
$22.3M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3- 4.11% |
$1.33M - $1.45M
|
70
$47.4M
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-3- 1.05% |
$1.33M - $1.45M
|
284
$192M
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-4- 50.0% |
$1.77M - $1.94M
|
4
$2.71M
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4- 4.12% |
$1.77M - $1.94M
|
93
$62.9M
|
|
Apr 14, 2023
Q1 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-4- 6.9% |
$1.77M - $1.94M
|
54
$36.5M
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-4- 16.67% |
$1.77M - $1.94M
|
20
$13.5M
|
|
May 09, 2023
Q1 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-4- 28.57% |
$1.77M - $1.94M
|
10
$6.77M
|
|
Apr 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-4- 66.67% |
$1.77M - $1.94M
|
2
$1.35M
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-4- 11.11% |
$1.77M - $1.94M
|
32
$21.7M
|
|
May 12, 2023
Q1 2023
|
I.G.Y. LTD
|
SELL
|
- |
-5- 5.56% |
$2.21M - $2.42M
|
85
$57.5M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5- 1.53% |
$2.21M - $2.42M
|
322
$218M
|
|
May 08, 2023
Q1 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-5- 13.16% |
$2.21M - $2.42M
|
33
$22.3M
|