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
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-25- 0.28% |
$7.34K - $8.01K
|
9.06K
$4.51M
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-25- 3.4% |
$7.34K - $8.01K
|
710
$353K
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-25- 2.32% |
$7.34K - $8.01K
|
1.05K
$524K
|
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-25- 1.54% |
$7.34K - $8.01K
|
1.6K
$797K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-25- 0.73% |
$7.34K - $8.01K
|
3.42K
$1.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-26- 34.67% |
$7.63K - $8.33K
|
49
$24.4K
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-26- 0.53% |
$7.63K - $8.33K
|
4.87K
$2.42M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-27- 0.71% |
$7.92K - $8.65K
|
3.76K
$1.87M
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-28- 1.08% |
$8.22K - $8.97K
|
2.57K
$1.28M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-28- 0.71% |
$8.22K - $8.97K
|
3.89K
$1.94M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-28- 0.43% |
$8.22K - $8.97K
|
6.52K
$3.25M
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-28- 0.62% |
$8.22K - $8.97K
|
4.51K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-28- 0.21% |
$8.22K - $8.97K
|
13.4K
$6.65M
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-29- 0.39% |
$8.51K - $9.29K
|
7.43K
$3.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Insight Folios Inc
|
SELL
|
- |
-29- 1.56% |
$8.51K - $9.29K
|
1.83K
$913K
|
|
|
May 15, 2023
Q1 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-29- 0.27% |
$8.51K - $9.29K
|
10.9K
$5.43M
|
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-30- 2.68% |
$8.81K - $9.61K
|
1.09K
$542K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-30- 0.64% |
$8.81K - $9.61K
|
4.68K
$2.33M
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-30- 0.73% |
$8.81K - $9.61K
|
4.09K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-30- 3.73% |
$8.81K - $9.61K
|
775
$386K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-30- 0.12% |
$8.81K - $9.61K
|
25.8K
$12.8M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-30- 1.13% |
$8.81K - $9.61K
|
2.62K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-30- 3.01% |
$8.81K - $9.61K
|
966
$481K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-31- 0.25% |
$9.1K - $9.93K
|
12.3K
$6.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-31- 0.68% |
$9.1K - $9.93K
|
4.5K
$2.24M
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-31- 0.78% |
$9.1K - $9.93K
|
3.94K
$1.96M
|
|
|
May 11, 2023
Q1 2023
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-31- 0.26% |
$9.1K - $9.93K
|
12K
$5.98M
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-31- 2.56% |
$9.1K - $9.93K
|
1.18K
$587K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-32- 0.22% |
$9.39K - $10.3K
|
14.6K
$7.24M
|
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-32- 0.54% |
$9.39K - $10.3K
|
5.92K
$2.95M
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-32- 0.78% |
$9.39K - $10.3K
|
4.07K
$2.02M
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-32- 0.73% |
$9.39K - $10.3K
|
4.37K
$2.18M
|
|
|
May 12, 2023
Q1 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-32- 0.15% |
$9.39K - $10.3K
|
20.8K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-32- 0.55% |
$9.39K - $10.3K
|
5.78K
$2.88M
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-33- 0.76% |
$9.69K - $10.6K
|
4.31K
$2.14M
|
|
|
May 10, 2023
Q1 2023
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-33- 2.04% |
$9.69K - $10.6K
|
1.58K
$788K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-33- 0.93% |
$9.69K - $10.6K
|
3.53K
$1.76M
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-34- 4.15% |
$9.98K - $10.9K
|
785
$391K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-34- 2.92% |
$9.98K - $10.9K
|
1.13K
$564K
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-34- 3.54% |
$9.98K - $10.9K
|
927
$461K
|
|
|
Apr 06, 2023
Q1 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-35- 3.2% |
$10.3K - $11.2K
|
1.06K
$527K
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-35- 1.28% |
$10.3K - $11.2K
|
2.69K
$1.34M
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-35- 1.2% |
$10.3K - $11.2K
|
2.88K
$1.43M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-35- 0.25% |
$10.3K - $11.2K
|
13.7K
$6.84M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-35- 0.38% |
$10.3K - $11.2K
|
9.22K
$4.59M
|
|
|
May 15, 2023
Q1 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-35- 0.02% |
$10.3K - $11.2K
|
191K
$95M
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-35- 0.14% |
$10.3K - $11.2K
|
25.4K
$12.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-36- 0.45% |
$10.6K - $11.5K
|
7.97K
$3.97M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-36- 1.64% |
$10.6K - $11.5K
|
2.16K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-36- 0.16% |
$10.6K - $11.5K
|
22K
$11M
|