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 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-80- 22.54% |
$23.5K - $25.6K
|
275
$135K
|
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-80- 2.13% |
$23.5K - $25.6K
|
3.67K
$1.79M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-82- 7.5% |
$24.1K - $26.3K
|
1.01K
$495K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-82- 0.58% |
$24.1K - $26.3K
|
14.1K
$6.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-83- 3.74% |
$24.4K - $26.6K
|
2.14K
$1.05M
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-83- 6.39% |
$24.4K - $26.6K
|
1.22K
$594K
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-83- 2.58% |
$24.4K - $26.6K
|
3.13K
$1.53M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-84- 2.16% |
$24.7K - $26.9K
|
3.81K
$1.86M
|
|
|
Sep 12, 2023
Q1 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-84- 0.39% |
$24.7K - $26.9K
|
21.4K
$10.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-85- 9.74% |
$24.9K - $27.2K
|
788
$386K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-85- 15.98% |
$24.9K - $27.2K
|
447
$219K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-85- 2.26% |
$24.9K - $27.2K
|
3.68K
$1.8M
|
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-85- 5.81% |
$24.9K - $27.2K
|
1.38K
$674K
|
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-87- 1.4% |
$25.5K - $27.9K
|
6.11K
$2.99M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-87- 0.88% |
$25.5K - $27.9K
|
9.75K
$4.77M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-88- 0.85% |
$25.8K - $28.2K
|
10.3K
$5.03M
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-88- 0.4% |
$25.8K - $28.2K
|
21.9K
$10.7M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-89- 8.58% |
$26.1K - $28.5K
|
948
$464K
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-89- 2.7% |
$26.1K - $28.5K
|
3.21K
$1.57M
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-89- 4.51% |
$26.1K - $28.5K
|
1.88K
$921K
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-89- 2.76% |
$26.1K - $28.5K
|
3.14K
$1.53M
|
|
|
Apr 19, 2023
Q1 2023
|
Coerente Capital Management
|
SELL
|
- |
-90- 5.65% |
$26.4K - $28.8K
|
1.5K
$735K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-90- 1.27% |
$26.4K - $28.8K
|
6.97K
$3.41M
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-90- 4.54% |
$26.4K - $28.8K
|
1.89K
$927K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-91- 0.35% |
$26.7K - $29.2K
|
25.9K
$12.7M
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-91- 0.58% |
$26.7K - $29.2K
|
15.6K
$7.62M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-92- 11.99% |
$27K - $29.5K
|
675
$330K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-93- 2.66% |
$27.3K - $29.8K
|
3.4K
$1.66M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-93- 2.03% |
$27.3K - $29.8K
|
4.48K
$2.19M
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-93- 0.25% |
$27.3K - $29.8K
|
37.8K
$18.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-95- 8.06% |
$27.9K - $30.4K
|
1.08K
$530K
|
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-95- 7.25% |
$27.9K - $30.4K
|
1.22K
$595K
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-95- 1.99% |
$27.9K - $30.4K
|
4.67K
$2.28M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
SELL
|
- |
-95- 0.12% |
$27.9K - $30.4K
|
77.5K
$37.9M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-95- 9.03% |
$27.9K - $30.4K
|
957
$468K
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-96- 2.52% |
$28.2K - $30.8K
|
3.72K
$1.82M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-97- 0.63% |
$28.5K - $31.1K
|
15.2K
$7.43M
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-98- 0.95% |
$28.8K - $31.4K
|
10.2K
$4.98M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-98- 6.71% |
$28.8K - $31.4K
|
1.36K
$667K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-98- 1.26% |
$28.8K - $31.4K
|
7.65K
$3.74M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-99- 0.24% |
$29.1K - $31.7K
|
40.7K
$19.9M
|
|
|
Feb 13, 2025
Q1 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-99- 0.69% |
$29.1K - $31.7K
|
14.3K
$6.98M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-100- 0.62% |
$29.4K - $32K
|
16K
$7.84M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-100- 7.13% |
$29.4K - $32K
|
1.3K
$638K
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-100- 9.04% |
$29.4K - $32K
|
1.01K
$492K
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-100- 5.07% |
$29.4K - $32K
|
1.87K
$916K
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-100- 0.2% |
$29.4K - $32K
|
49K
$24M
|
|
|
May 05, 2023
Q1 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-100- 4.91% |
$29.4K - $32K
|
1.94K
$947K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-100- 10.42% |
$29.4K - $32K
|
860
$421K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-100- 5.08% |
$29.4K - $32K
|
1.87K
$915K
|