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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-15- 5.26% |
$4.4K - $4.81K
|
270
$132K
|
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-15- 1.75% |
$4.4K - $4.81K
|
844
$413K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-15- 0.42% |
$4.4K - $4.81K
|
3.54K
$1.73M
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-15- 1.25% |
$4.4K - $4.81K
|
1.18K
$578K
|
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-15- 0.14% |
$4.4K - $4.81K
|
11K
$5.39M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-15- 0.13% |
$4.4K - $4.81K
|
11.1K
$5.44M
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-15- 0.13% |
$4.4K - $4.81K
|
11.8K
$5.76M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-16- 0.3% |
$4.7K - $5.13K
|
5.35K
$2.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-17- 0.16% |
$4.99K - $5.45K
|
10.9K
$5.33M
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-17- 0.54% |
$4.99K - $5.45K
|
3.14K
$1.54M
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
SELL
|
- |
-17- 0.44% |
$4.99K - $5.45K
|
3.89K
$1.9M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-17- 0.7% |
$4.99K - $5.45K
|
2.41K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-17- 0.56% |
$4.99K - $5.45K
|
3.04K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-17- 0.49% |
$4.99K - $5.45K
|
3.43K
$1.68M
|
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-18- 1.22% |
$5.28K - $5.77K
|
1.46K
$712K
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-20- 0.26% |
$5.87K - $6.41K
|
7.8K
$3.82M
|
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-20- 2.67% |
$5.87K - $6.41K
|
730
$357K
|
|
|
Apr 24, 2023
Q1 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-20- 0.2% |
$5.87K - $6.41K
|
9.81K
$4.8M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-20- 2.17% |
$5.87K - $6.41K
|
903
$442K
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-20- 0.86% |
$5.87K - $6.41K
|
2.3K
$1.12M
|
|
|
May 03, 2023
Q1 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-20- 0.05% |
$5.87K - $6.41K
|
37.3K
$18.2M
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-20- 13.07% |
$5.87K - $6.41K
|
133
$65.1K
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-20- 0.66% |
$5.87K - $6.41K
|
3K
$1.47M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-20- 0.08% |
$5.87K - $6.41K
|
23.6K
$11.5M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-20- 0.34% |
$5.87K - $6.41K
|
5.84K
$2.86M
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-20- 1.83% |
$5.87K - $6.41K
|
1.07K
$524K
|
|
|
May 15, 2023
Q1 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-20- 0.02% |
$5.87K - $6.41K
|
96.6K
$47.3M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-20- 0.17% |
$5.87K - $6.41K
|
11.5K
$5.64M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-21- 0.52% |
$6.16K - $6.73K
|
4.02K
$1.96M
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-21- 1.18% |
$6.16K - $6.73K
|
1.76K
$863K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-21- 0.12% |
$6.16K - $6.73K
|
17.2K
$8.4M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-21- 0.03% |
$6.16K - $6.73K
|
77.1K
$37.7M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-21- 0.48% |
$6.16K - $6.73K
|
4.33K
$2.12M
|
|
|
May 10, 2023
Q1 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-21- 2.92% |
$6.16K - $6.73K
|
698
$342K
|
|
|
May 11, 2023
Q1 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-21- 1.92% |
$6.16K - $6.73K
|
1.07K
$526K
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
SELL
|
- |
-22- 3.1% |
$6.46K - $7.05K
|
687
$336K
|
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-22- 1.71% |
$6.46K - $7.05K
|
1.27K
$620K
|
|
|
Apr 05, 2023
Q1 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-23- 0.45% |
$6.75K - $7.37K
|
5.07K
$2.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-23- 0.35% |
$6.75K - $7.37K
|
6.55K
$3.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-23- 1.98% |
$6.75K - $7.37K
|
1.14K
$558K
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-23- 0.59% |
$6.75K - $7.37K
|
3.9K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-23- 0.3% |
$6.75K - $7.37K
|
7.53K
$3.68M
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-23- 1.07% |
$6.75K - $7.37K
|
2.12K
$1.04M
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-23- 0.58% |
$6.75K - $7.37K
|
3.96K
$1.94M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-23- 2.13% |
$6.75K - $7.37K
|
1.06K
$516K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-24- 0.12% |
$7.04K - $7.69K
|
19.3K
$9.46M
|
|
|
May 12, 2023
Q1 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-24- 2.8% |
$7.04K - $7.69K
|
833
$408K
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-25- 0.19% |
$7.34K - $8.01K
|
13K
$6.37M
|
|
|
Apr 21, 2023
Q1 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-25- 0.17% |
$7.34K - $8.01K
|
14.8K
$7.23M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-25- 0.87% |
$7.34K - $8.01K
|
2.84K
$1.39M
|