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
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-15- 0.13% |
$4.4K - $4.81K
|
11.8K
$5.86M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-16- 0.3% |
$4.7K - $5.13K
|
5.35K
$2.66M
|
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-17- 0.16% |
$4.99K - $5.45K
|
10.9K
$5.42M
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-17- 0.54% |
$4.99K - $5.45K
|
3.14K
$1.56M
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
SELL
|
- |
-17- 0.44% |
$4.99K - $5.45K
|
3.89K
$1.93M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-17- 0.7% |
$4.99K - $5.45K
|
2.41K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-17- 0.56% |
$4.99K - $5.45K
|
3.04K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-17- 0.49% |
$4.99K - $5.45K
|
3.43K
$1.71M
|
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-18- 1.22% |
$5.28K - $5.77K
|
1.46K
$724K
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-20- 0.26% |
$5.87K - $6.41K
|
7.8K
$3.89M
|
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-20- 2.67% |
$5.87K - $6.41K
|
730
$363K
|
|
|
Apr 24, 2023
Q1 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-20- 0.2% |
$5.87K - $6.41K
|
9.81K
$4.88M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-20- 2.17% |
$5.87K - $6.41K
|
903
$450K
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-20- 0.86% |
$5.87K - $6.41K
|
2.3K
$1.14M
|
|
|
May 03, 2023
Q1 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-20- 0.05% |
$5.87K - $6.41K
|
37.3K
$18.6M
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-20- 13.07% |
$5.87K - $6.41K
|
133
$66.2K
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-20- 0.66% |
$5.87K - $6.41K
|
3K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-20- 0.08% |
$5.87K - $6.41K
|
23.6K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-20- 0.34% |
$5.87K - $6.41K
|
5.84K
$2.91M
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-20- 1.83% |
$5.87K - $6.41K
|
1.07K
$533K
|
|
|
May 15, 2023
Q1 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-20- 0.02% |
$5.87K - $6.41K
|
96.6K
$48.1M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-20- 0.17% |
$5.87K - $6.41K
|
11.5K
$5.74M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-21- 0.52% |
$6.16K - $6.73K
|
4.02K
$2M
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-21- 1.18% |
$6.16K - $6.73K
|
1.76K
$878K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-21- 0.12% |
$6.16K - $6.73K
|
17.2K
$8.55M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-21- 0.03% |
$6.16K - $6.73K
|
77.1K
$38.4M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-21- 0.48% |
$6.16K - $6.73K
|
4.33K
$2.16M
|
|
|
May 10, 2023
Q1 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-21- 2.92% |
$6.16K - $6.73K
|
698
$347K
|
|
|
May 11, 2023
Q1 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-21- 1.92% |
$6.16K - $6.73K
|
1.07K
$535K
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
SELL
|
- |
-22- 3.1% |
$6.46K - $7.05K
|
687
$342K
|
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-22- 1.71% |
$6.46K - $7.05K
|
1.27K
$631K
|
|
|
Apr 05, 2023
Q1 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-23- 0.45% |
$6.75K - $7.37K
|
5.07K
$2.52M
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-23- 0.35% |
$6.75K - $7.37K
|
6.55K
$3.26M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-23- 1.98% |
$6.75K - $7.37K
|
1.14K
$568K
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-23- 0.59% |
$6.75K - $7.37K
|
3.9K
$1.94M
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-23- 0.3% |
$6.75K - $7.37K
|
7.53K
$3.75M
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-23- 1.07% |
$6.75K - $7.37K
|
2.12K
$1.05M
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-23- 0.58% |
$6.75K - $7.37K
|
3.96K
$1.97M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-23- 2.13% |
$6.75K - $7.37K
|
1.06K
$525K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-24- 0.12% |
$7.04K - $7.69K
|
19.3K
$9.63M
|
|
|
May 12, 2023
Q1 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-24- 2.8% |
$7.04K - $7.69K
|
833
$415K
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-25- 0.19% |
$7.34K - $8.01K
|
13K
$6.48M
|
|
|
Apr 21, 2023
Q1 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-25- 0.17% |
$7.34K - $8.01K
|
14.8K
$7.35M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-25- 0.87% |
$7.34K - $8.01K
|
2.84K
$1.42M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-25- 0.7% |
$7.34K - $8.01K
|
3.54K
$1.76M
|
|
|
May 10, 2023
Q1 2023
|
Dempze Nancy E
|
SELL
|
- |
-25- 1.27% |
$7.34K - $8.01K
|
1.95K
$969K
|
|
|
May 10, 2023
Q1 2023
|
Kidder Stephen W
|
SELL
|
- |
-25- 0.6% |
$7.34K - $8.01K
|
4.16K
$2.07M
|
|
|
May 10, 2023
Q1 2023
|
Somerville Kurt F
|
SELL
|
- |
-25- 0.53% |
$7.34K - $8.01K
|
4.72K
$2.35M
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-25- 3.58% |
$7.34K - $8.01K
|
674
$336K
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-25- 1.24% |
$7.34K - $8.01K
|
1.99K
$992K
|