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
|
Planning Center, Inc.
|
SELL
|
- |
-64- 0.9% |
$18.8K - $20.5K
|
7.04K
$3.54M
|
|
|
Apr 26, 2023
Q1 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-64- 2.07% |
$18.8K - $20.5K
|
3.02K
$1.52M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-64- 1.91% |
$18.8K - $20.5K
|
3.29K
$1.66M
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
SELL
|
- |
-64- 1.31% |
$18.8K - $20.5K
|
4.82K
$2.43M
|
|
|
Apr 10, 2023
Q1 2023
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-65- 0.35% |
$19.1K - $20.8K
|
18.6K
$9.34M
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-65- 5.75% |
$19.1K - $20.8K
|
1.07K
$536K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-65- 1.71% |
$19.1K - $20.8K
|
3.75K
$1.88M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-66- 0.46% |
$19.4K - $21.1K
|
14.4K
$7.25M
|
|
|
May 11, 2023
Q1 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-66- 0.39% |
$19.4K - $21.1K
|
17K
$8.56M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-67- 1.78% |
$19.7K - $21.5K
|
3.7K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-67- 0.48% |
$19.7K - $21.5K
|
14K
$7.06M
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-67- 0.8% |
$19.7K - $21.5K
|
8.28K
$4.17M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-68- 2.92% |
$20K - $21.8K
|
2.26K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-68- 0.24% |
$20K - $21.8K
|
28.5K
$14.3M
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-68- 6.63% |
$20K - $21.8K
|
957
$481K
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-69- 1.54% |
$20.3K - $22.1K
|
4.42K
$2.22M
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-69- 5.96% |
$20.3K - $22.1K
|
1.09K
$547K
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-70- 25.27% |
$20.5K - $22.4K
|
207
$104K
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-70- 4.61% |
$20.5K - $22.4K
|
1.45K
$729K
|
|
|
Apr 26, 2023
Q1 2023
|
Ht Partners LLC
|
SELL
|
- |
-70- 2.17% |
$20.5K - $22.4K
|
3.15K
$1.59M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-70- 0.26% |
$20.5K - $22.4K
|
26.8K
$13.5M
|
|
|
May 10, 2023
Q1 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-70- 6.66% |
$20.5K - $22.4K
|
981
$494K
|
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-71- 1.86% |
$20.8K - $22.7K
|
3.74K
$1.88M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-71- 2.28% |
$20.8K - $22.7K
|
3.04K
$1.53M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-72- 3.38% |
$21.1K - $23.1K
|
2.06K
$1.03M
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-72- 4.52% |
$21.1K - $23.1K
|
1.52K
$765K
|
|
|
May 10, 2023
Q1 2023
|
Pacifica Capital Investments, LLC
|
SELL
|
- |
-72- 0.03% |
$21.1K - $23.1K
|
227K
$114M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-72- 3.05% |
$21.1K - $23.1K
|
2.29K
$1.15M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-73- 2.16% |
$21.4K - $23.4K
|
3.31K
$1.67M
|
|
|
May 08, 2023
Q1 2023
|
Xxec, Inc.
|
SELL
|
- |
-75- 0.6% |
$22K - $24K
|
12.4K
$6.24M
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-75- 7.93% |
$22K - $24K
|
871
$438K
|
|
|
May 11, 2023
Q1 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-75- 4.54% |
$22K - $24K
|
1.58K
$794K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-76- 5.61% |
$22.3K - $24.3K
|
1.28K
$643K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-76- 0.21% |
$22.3K - $24.3K
|
35.6K
$17.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-76- 0.82% |
$22.3K - $24.3K
|
9.24K
$4.65M
|
|
|
May 03, 2023
Q1 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-76- 0.23% |
$22.3K - $24.3K
|
33.3K
$16.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
SELL
|
- |
-77- 3.96% |
$22.6K - $24.7K
|
1.87K
$940K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-78- 0.17% |
$22.9K - $25K
|
45.5K
$22.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-78- 1.76% |
$22.9K - $25K
|
4.34K
$2.19M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-78- 0.37% |
$22.9K - $25K
|
20.7K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-79- 0.74% |
$23.2K - $25.3K
|
10.6K
$5.32M
|
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-80- 7.98% |
$23.5K - $25.6K
|
923
$464K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-80- 0.52% |
$23.5K - $25.6K
|
15.4K
$7.74M
|
|
|
Apr 25, 2023
Q1 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-80- 0.4% |
$23.5K - $25.6K
|
19.8K
$9.95M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-80- 22.54% |
$23.5K - $25.6K
|
275
$138K
|
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-80- 2.13% |
$23.5K - $25.6K
|
3.67K
$1.85M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-82- 7.5% |
$24.1K - $26.3K
|
1.01K
$509K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-82- 0.58% |
$24.1K - $26.3K
|
14.1K
$7.09M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-83- 3.74% |
$24.4K - $26.6K
|
2.14K
$1.08M
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-83- 6.39% |
$24.4K - $26.6K
|
1.22K
$611K
|