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 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-49- 2.51% |
$14.4K - $15.7K
|
1.91K
$932K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-49- 0.26% |
$14.4K - $15.7K
|
18.5K
$9.05M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-49- 2.08% |
$14.4K - $15.7K
|
2.3K
$1.13M
|
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-49- 0.24% |
$14.4K - $15.7K
|
20K
$9.79M
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-49- 3.51% |
$14.4K - $15.7K
|
1.35K
$659K
|
|
|
May 12, 2023
Q1 2023
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-49- 0.38% |
$14.4K - $15.7K
|
13K
$6.34M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-49- 2.62% |
$14.4K - $15.7K
|
1.82K
$892K
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-49- 5.53% |
$14.4K - $15.7K
|
837
$410K
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-50- 2.79% |
$14.7K - $16K
|
1.75K
$854K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-50- 0.71% |
$14.7K - $16K
|
7.04K
$3.45M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-50- 0.38% |
$14.7K - $16K
|
13.1K
$6.39M
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-50- 6.94% |
$14.7K - $16K
|
670
$328K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-50- 1.33% |
$14.7K - $16K
|
3.71K
$1.81M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-50- 1.22% |
$14.7K - $16K
|
4.05K
$1.98M
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-50- 0.43% |
$14.7K - $16K
|
11.6K
$5.68M
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-50- 0.69% |
$14.7K - $16K
|
7.19K
$3.52M
|
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-50- 0.37% |
$14.7K - $16K
|
13.5K
$6.59M
|
|
|
May 11, 2023
Q1 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-50- 7.0% |
$14.7K - $16K
|
664
$325K
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-50- 0.91% |
$14.7K - $16K
|
5.43K
$2.66M
|
|
|
May 15, 2023
Q1 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-50- 0.71% |
$14.7K - $16K
|
7K
$3.43M
|
|
|
May 16, 2023
Q1 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-50- 1.67% |
$14.7K - $16K
|
2.95K
$1.44M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 3.45% |
$14.7K - $16K
|
1.4K
$685K
|
|
|
Apr 20, 2023
Q1 2023
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-51- 3.86% |
$15K - $16.3K
|
1.27K
$622K
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-51- 6.72% |
$15K - $16.3K
|
708
$346K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-51- 0.39% |
$15K - $16.3K
|
13K
$6.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-52- 2.68% |
$15.3K - $16.7K
|
1.89K
$923K
|
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-52- 0.16% |
$15.3K - $16.7K
|
33.4K
$16.4M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-52- 0.13% |
$15.3K - $16.7K
|
39.9K
$19.5M
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
SELL
|
- |
-53- 2.04% |
$15.6K - $17K
|
2.54K
$1.24M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-53- 0.81% |
$15.6K - $17K
|
6.53K
$3.19M
|
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-53- 1.92% |
$15.6K - $17K
|
2.71K
$1.32M
|
|
|
May 05, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-53- 1.51% |
$15.6K - $17K
|
3.45K
$1.69M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-53- 4.44% |
$15.6K - $17K
|
1.14K
$559K
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-53- 3.85% |
$15.6K - $17K
|
1.33K
$648K
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-54- 1.19% |
$15.8K - $17.3K
|
4.48K
$2.19M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-55- 0.24% |
$16.1K - $17.6K
|
22.9K
$11.2M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-55- 4.18% |
$16.1K - $17.6K
|
1.26K
$617K
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-56- 3.07% |
$16.4K - $17.9K
|
1.77K
$866K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-56- 0.9% |
$16.4K - $17.9K
|
6.17K
$3.02M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-56- 6.24% |
$16.4K - $17.9K
|
842
$412K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-57- 0.36% |
$16.7K - $18.3K
|
16K
$7.82M
|
|
|
May 09, 2023
Q1 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-57- 0.18% |
$16.7K - $18.3K
|
31.5K
$15.4M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-58- 0.95% |
$17K - $18.6K
|
6.03K
$2.95M
|
|
|
Apr 06, 2023
Q1 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-58- 0.25% |
$17K - $18.6K
|
23.3K
$11.4M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-58- 0.37% |
$17K - $18.6K
|
15.7K
$7.7M
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-59- 0.39% |
$17.3K - $18.9K
|
14.9K
$7.31M
|
|
|
Apr 05, 2023
Q1 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-60- 5.72% |
$17.6K - $19.2K
|
989
$484K
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-60- 0.32% |
$17.6K - $19.2K
|
18.5K
$9.05M
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-60- 4.82% |
$17.6K - $19.2K
|
1.19K
$580K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-60- 0.29% |
$17.6K - $19.2K
|
20.3K
$9.95M
|