Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1- 1.64% |
$294 - $320
|
60
$28.6K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1- 0.02% |
$294 - $320
|
4.5K
$2.14M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 0.03% |
$587 - $641
|
7.63K
$3.64M
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2- 0.07% |
$587 - $641
|
2.87K
$1.37M
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-2- 0.16% |
$587 - $641
|
1.22K
$582K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2- 0.21% |
$587 - $641
|
965
$460K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$587 - $641
|
17.3K
$8.26M
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-2- 0.12% |
$587 - $641
|
1.65K
$784K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-2- 0.04% |
$587 - $641
|
4.69K
$2.23M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2- 0.15% |
$587 - $641
|
1.34K
$638K
|
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-2- 0.12% |
$587 - $641
|
1.68K
$800K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.99% |
$587 - $641
|
200
$95.3K
|
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-2- 0.12% |
$587 - $641
|
1.68K
$800K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2- 0.21% |
$587 - $641
|
965
$460K
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-2- 0.09% |
$587 - $641
|
2.24K
$1.07M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3- 0.06% |
$881 - $961
|
4.72K
$2.25M
|
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3- 0.14% |
$881 - $961
|
2.09K
$995K
|
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-3- 0.16% |
$881 - $961
|
1.89K
$899K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3- 0.87% |
$881 - $961
|
340
$162K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3- 0.36% |
$881 - $961
|
820
$391K
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-3- 0.05% |
$881 - $961
|
5.7K
$2.72M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3- 0.26% |
$881 - $961
|
1.17K
$557K
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.48% |
$1.17K - $1.28K
|
825
$393K
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4- 0.48% |
$1.17K - $1.28K
|
830
$396K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4- 0.11% |
$1.17K - $1.28K
|
3.6K
$1.72M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-4- 0.12% |
$1.17K - $1.28K
|
3.38K
$1.61M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-4- 0.57% |
$1.17K - $1.28K
|
692
$330K
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.07% |
$1.47K - $1.6K
|
7.46K
$3.55M
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-5- -0.0% |
$1.47K - $1.6K
|
101K
$48.4M
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-5- 0.35% |
$1.47K - $1.6K
|
1.43K
$680K
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-5- 0.2% |
$1.47K - $1.6K
|
2.5K
$1.19M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5- 0.03% |
$1.47K - $1.6K
|
17.8K
$8.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-6- 0.21% |
$1.76K - $1.92K
|
2.81K
$1.34M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-6- 0.42% |
$1.76K - $1.92K
|
1.42K
$678K
|
|
|
Apr 25, 2023
Q1 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-6- 0.19% |
$1.76K - $1.92K
|
3.11K
$1.48M
|
|
|
Apr 26, 2023
Q1 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-6- 0.03% |
$1.76K - $1.92K
|
23.9K
$11.4M
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-6- 0.24% |
$1.76K - $1.92K
|
2.45K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-6- 0.58% |
$1.76K - $1.92K
|
1.03K
$489K
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-7- 0.21% |
$2.05K - $2.24K
|
3.4K
$1.62M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-7- 0.35% |
$2.05K - $2.24K
|
2.01K
$958K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-7- 4.4% |
$2.05K - $2.24K
|
152
$72.4K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-7- 0.26% |
$2.05K - $2.24K
|
2.68K
$1.28M
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-8- 0.02% |
$2.35K - $2.56K
|
35.3K
$16.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-8- 0.67% |
$2.35K - $2.56K
|
1.18K
$564K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-8- 1.06% |
$2.35K - $2.56K
|
750
$357K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8- 0.2% |
$2.35K - $2.56K
|
4.03K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-8- 0.7% |
$2.35K - $2.56K
|
1.14K
$543K
|
|
|
May 15, 2023
Q1 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-8- 0.43% |
$2.35K - $2.56K
|
1.84K
$875K
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-9- 0.22% |
$2.64K - $2.88K
|
4.1K
$1.95M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-9- 0.19% |
$2.64K - $2.88K
|
4.71K
$2.24M
|