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 02, 2023
Q1 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-89- 8.58% |
$26.1K - $28.5K
|
948
$431K
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-89- 2.7% |
$26.1K - $28.5K
|
3.21K
$1.46M
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-89- 4.51% |
$26.1K - $28.5K
|
1.88K
$857K
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-89- 2.76% |
$26.1K - $28.5K
|
3.14K
$1.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Coerente Capital Management
|
SELL
|
- |
-90- 5.65% |
$26.4K - $28.8K
|
1.5K
$683K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-90- 1.27% |
$26.4K - $28.8K
|
6.97K
$3.17M
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-90- 4.54% |
$26.4K - $28.8K
|
1.89K
$862K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-91- 0.35% |
$26.7K - $29.2K
|
25.9K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-91- 0.58% |
$26.7K - $29.2K
|
15.6K
$7.08M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-92- 11.99% |
$27K - $29.5K
|
675
$307K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-93- 2.66% |
$27.3K - $29.8K
|
3.4K
$1.55M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-93- 2.03% |
$27.3K - $29.8K
|
4.48K
$2.04M
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-93- 0.25% |
$27.3K - $29.8K
|
37.8K
$17.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-95- 8.06% |
$27.9K - $30.4K
|
1.08K
$493K
|
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-95- 7.25% |
$27.9K - $30.4K
|
1.22K
$553K
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-95- 1.99% |
$27.9K - $30.4K
|
4.67K
$2.12M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
SELL
|
- |
-95- 0.12% |
$27.9K - $30.4K
|
77.5K
$35.3M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-95- 9.03% |
$27.9K - $30.4K
|
957
$435K
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-96- 2.52% |
$28.2K - $30.8K
|
3.72K
$1.69M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-97- 0.63% |
$28.5K - $31.1K
|
15.2K
$6.91M
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-98- 0.95% |
$28.8K - $31.4K
|
10.2K
$4.63M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-98- 6.71% |
$28.8K - $31.4K
|
1.36K
$620K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-98- 1.26% |
$28.8K - $31.4K
|
7.65K
$3.48M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-99- 0.24% |
$29.1K - $31.7K
|
40.7K
$18.5M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-100- 0.62% |
$29.4K - $32K
|
16K
$7.29M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-100- 7.13% |
$29.4K - $32K
|
1.3K
$593K
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-100- 9.04% |
$29.4K - $32K
|
1.01K
$458K
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-100- 5.07% |
$29.4K - $32K
|
1.87K
$852K
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-100- 0.2% |
$29.4K - $32K
|
49K
$22.3M
|
|
|
May 05, 2023
Q1 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-100- 4.91% |
$29.4K - $32K
|
1.94K
$880K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-100- 10.42% |
$29.4K - $32K
|
860
$391K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-100- 5.08% |
$29.4K - $32K
|
1.87K
$851K
|
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-100- 3.2% |
$29.4K - $32K
|
3.02K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-100- 2.4% |
$29.4K - $32K
|
4.06K
$1.85M
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
SELL
|
- |
-101- 5.28% |
$29.6K - $32.4K
|
1.81K
$824K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-101- 1.22% |
$29.6K - $32.4K
|
8.15K
$3.71M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-101- 8.47% |
$29.6K - $32.4K
|
1.09K
$496K
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-103- 0.84% |
$30.2K - $33K
|
12.1K
$5.51M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-103- 0.12% |
$30.2K - $33K
|
86K
$39.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-104- 0.78% |
$30.5K - $33.3K
|
13.2K
$5.99M
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-105- 2.64% |
$30.8K - $33.6K
|
3.87K
$1.76M
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-105- 1.48% |
$30.8K - $33.6K
|
6.99K
$3.18M
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-105- 7.18% |
$30.8K - $33.6K
|
1.36K
$617K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-106- 0.81% |
$31.1K - $34K
|
13K
$5.92M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-106- 0.81% |
$31.1K - $34K
|
13K
$5.92M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-108- 8.56% |
$31.7K - $34.6K
|
1.15K
$525K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-108- 3.37% |
$31.7K - $34.6K
|
3.1K
$1.41M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-108- 5.6% |
$31.7K - $34.6K
|
1.82K
$828K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-109- 3.6% |
$32K - $34.9K
|
2.92K
$1.33M
|
|
|
May 11, 2023
Q1 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-110- 3.51% |
$32.3K - $35.2K
|
3.02K
$1.38M
|