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 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-39- 2.64% |
$11.4K - $12.5K
|
1.44K
$687K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-39- 34.21% |
$11.4K - $12.5K
|
75
$35.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
SELL
|
- |
-40- 1.68% |
$11.7K - $12.8K
|
2.35K
$1.12M
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-40- 0.32% |
$11.7K - $12.8K
|
12.6K
$6M
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-40- 0.69% |
$11.7K - $12.8K
|
5.79K
$2.76M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-40- 1.54% |
$11.7K - $12.8K
|
2.56K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-40- 1.73% |
$11.7K - $12.8K
|
2.28K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-40- 0.22% |
$11.7K - $12.8K
|
18.1K
$8.62M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-40- 0.2% |
$11.7K - $12.8K
|
20.2K
$9.61M
|
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-41- 0.47% |
$12K - $13.1K
|
8.69K
$4.14M
|
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
SELL
|
- |
-41- 1.2% |
$12K - $13.1K
|
3.37K
$1.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-42- 0.55% |
$12.3K - $13.5K
|
7.59K
$3.62M
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-42- 0.34% |
$12.3K - $13.5K
|
12.2K
$5.83M
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-44- 4.2% |
$12.9K - $14.1K
|
1K
$478K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-44- 0.01% |
$12.9K - $14.1K
|
743K
$354M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-44- 1.92% |
$12.9K - $14.1K
|
2.25K
$1.07M
|
|
|
Apr 17, 2023
Q1 2023
|
Jacobs & CO
|
SELL
|
- |
-45- 0.34% |
$13.2K - $14.4K
|
13.1K
$6.26M
|
|
|
Apr 19, 2023
Q1 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-45- 0.97% |
$13.2K - $14.4K
|
4.59K
$2.19M
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-45- 0.75% |
$13.2K - $14.4K
|
5.97K
$2.84M
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-45- 0.62% |
$13.2K - $14.4K
|
7.2K
$3.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-46- 4.52% |
$13.5K - $14.7K
|
971
$463K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-46- 0.55% |
$13.5K - $14.7K
|
8.34K
$3.97M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-46- 4.0% |
$13.5K - $14.7K
|
1.11K
$527K
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-46- 0.82% |
$13.5K - $14.7K
|
5.54K
$2.64M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-46- 3.05% |
$13.5K - $14.7K
|
1.46K
$697K
|
|
|
May 15, 2023
Q1 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-46- 0.14% |
$13.5K - $14.7K
|
32.5K
$15.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-47- 0.43% |
$13.8K - $15.1K
|
11K
$5.23M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-47- 2.25% |
$13.8K - $15.1K
|
2.04K
$971K
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-47- 0.99% |
$13.8K - $15.1K
|
4.72K
$2.25M
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-47- 2.72% |
$13.8K - $15.1K
|
1.68K
$802K
|
|
|
May 12, 2023
Q1 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-47- 0.02% |
$13.8K - $15.1K
|
218K
$104M
|
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-48- 1.99% |
$14.1K - $15.4K
|
2.37K
$1.13M
|
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-48- 2.93% |
$14.1K - $15.4K
|
1.59K
$758K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-48- 6.37% |
$14.1K - $15.4K
|
706
$336K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-49- 2.51% |
$14.4K - $15.7K
|
1.91K
$908K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-49- 0.26% |
$14.4K - $15.7K
|
18.5K
$8.82M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-49- 2.08% |
$14.4K - $15.7K
|
2.3K
$1.1M
|
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-49- 0.24% |
$14.4K - $15.7K
|
20K
$9.54M
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-49- 3.51% |
$14.4K - $15.7K
|
1.35K
$641K
|
|
|
May 12, 2023
Q1 2023
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-49- 0.38% |
$14.4K - $15.7K
|
13K
$6.17M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-49- 2.62% |
$14.4K - $15.7K
|
1.82K
$869K
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-49- 5.53% |
$14.4K - $15.7K
|
837
$399K
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-50- 2.79% |
$14.7K - $16K
|
1.75K
$832K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-50- 0.71% |
$14.7K - $16K
|
7.04K
$3.36M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-50- 0.38% |
$14.7K - $16K
|
13.1K
$6.22M
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-50- 6.94% |
$14.7K - $16K
|
670
$319K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-50- 1.33% |
$14.7K - $16K
|
3.71K
$1.77M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-50- 1.22% |
$14.7K - $16K
|
4.05K
$1.93M
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-50- 0.43% |
$14.7K - $16K
|
11.6K
$5.54M
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-50- 0.69% |
$14.7K - $16K
|
7.19K
$3.42M
|