Latest Institutional Sells of Berkshire Hathaway Inc Class B (BRK-B)
This list provides information on the latest institutional transactions involving Berkshire Hathaway Inc Class B (BRK-B) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-1.9K- 2.05% |
$502K - $605K
|
90.6K
$42.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Linden Rose Investment LLC
|
SELL
|
- |
-1.31K- 15.57% |
$347K - $419K
|
7.12K
$3.36M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.28KClosed |
$338K - $408K
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.22K- 3.27% |
$322K - $389K
|
36.1K
$17M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-823- 10.23% |
$217K - $262K
|
7.22K
$3.41M
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-813- 54.49% |
$215K - $259K
|
679
$321K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-813- 2.3% |
$215K - $259K
|
34.6K
$16.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-665- 4.88% |
$176K - $212K
|
13K
$6.11M
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-542- 45.13% |
$143K - $173K
|
659
$311K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-450- 4.3% |
$119K - $143K
|
10K
$4.72M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-351- 8.0% |
$92.7K - $112K
|
4.04K
$1.91M
|
|
|
Jan 13, 2023
Q4 2022
|
Olio Financial Planning
|
SELL
|
- |
-304- 12.53% |
$80.3K - $96.9K
|
2.12K
$1M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-272- 5.15% |
$71.8K - $86.7K
|
5.01K
$2.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-250- 22.12% |
$66K - $79.7K
|
880
$415K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-232- 20.49% |
$61.2K - $73.9K
|
900
$425K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-158- 2.01% |
$41.7K - $50.3K
|
7.7K
$3.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-141- 12.14% |
$37.2K - $44.9K
|
1.02K
$482K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-140- 2.02% |
$37K - $44.6K
|
6.8K
$3.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
SELL
|
- |
-132- 11.46% |
$34.8K - $42.1K
|
1.02K
$482K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-122- 0.64% |
$32.2K - $38.9K
|
19K
$8.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Red Cedar Capital, LLC
|
SELL
|
- |
-104- 0.31% |
$27.5K - $33.1K
|
33.5K
$15.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-103- 5.72% |
$27.2K - $32.8K
|
1.7K
$802K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-100- 2.15% |
$26.4K - $31.9K
|
4.56K
$2.15M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-100- 1.96% |
$26.4K - $31.9K
|
5.01K
$2.36M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-71- 0.49% |
$18.7K - $22.6K
|
14.4K
$6.82M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-70- 1.09% |
$18.5K - $22.3K
|
6.33K
$2.99M
|
|
|
Feb 14, 2023
Q4 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-65- 2.77% |
$17.2K - $20.7K
|
2.29K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-61- 0.29% |
$16.1K - $19.4K
|
21.1K
$9.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-50- 5.82% |
$13.2K - $15.9K
|
809
$382K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-40- 0.46% |
$10.6K - $12.7K
|
8.74K
$4.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-34- 2.57% |
$8.98K - $10.8K
|
1.29K
$609K
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-32- 4.25% |
$8.45K - $10.2K
|
721
$340K
|
|
|
Feb 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-27- 1.93% |
$7.13K - $8.6K
|
1.37K
$647K
|
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
SELL
|
- |
-9- 0.65% |
$2.38K - $2.87K
|
1.38K
$651K
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
SELL
|
- |
-2- 0.09% |
$528 - $637
|
2.23K
$1.05M
|
|
| Q3 2022 | |||||||
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5.65KClosed |
$1.49M - $1.73M
|
0
$0
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-7- 0.18% |
$1.85K - $2.15K
|
3.87K
$1.83M
|
|
| Q1 2022 | |||||||
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.84KClosed |
$554K - $662K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1KClosed |
$274K - $300K
|
0
$0
|
|
| Q3 2021 | |||||||
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-16- 11.94% |
$4.36K - $4.66K
|
118
$55.7K
|
|
| Q4 2020 | |||||||
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-463- 1.08% |
$92.9K - $108K
|
42.5K
$20.1M
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.21K- 9.54% |
$373K - $444K
|
20.9K
$9.87M
|
|
| Q1 2020 | |||||||
|
Apr 01, 2020
Q1 2020
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-950Closed |
$154K - $219K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Mar 11, 2024
Q3 2019
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-24- 2.25% |
$4.7K - $5.17K
|
1.04K
$493K
|
|
| Q1 2019 | |||||||
|
Sep 04, 2024
Q1 2019
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-100KClosed |
$19.2M - $20.9M
|
0
$0
|
|