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 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-125- 4.45% |
$36.7K - $40K
|
2.68K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-125- 0.5% |
$36.7K - $40K
|
25K
$12.2M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-126- 1.79% |
$37K - $40.4K
|
6.92K
$3.39M
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-126- 7.16% |
$37K - $40.4K
|
1.64K
$800K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-127Closed |
$37.3K - $40.7K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-129- 0.88% |
$37.9K - $41.3K
|
14.5K
$7.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-132- 1.41% |
$38.7K - $42.3K
|
9.25K
$4.53M
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-132- 3.78% |
$38.7K - $42.3K
|
3.36K
$1.64M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-133- 2.06% |
$39K - $42.6K
|
6.31K
$3.09M
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-134- 8.85% |
$39.3K - $42.9K
|
1.38K
$675K
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-135- 1.52% |
$39.6K - $43.2K
|
8.73K
$4.27M
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-135- 1.08% |
$39.6K - $43.2K
|
12.4K
$6.07M
|
|
|
May 09, 2023
Q1 2023
|
Barings LLC
|
SELL
|
- |
-135- 13.35% |
$39.6K - $43.2K
|
876
$429K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-135- 5.82% |
$39.6K - $43.2K
|
2.18K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-135- 9.58% |
$39.6K - $43.2K
|
1.27K
$623K
|
|
|
May 15, 2023
Q1 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-135- 1.14% |
$39.6K - $43.2K
|
11.7K
$5.71M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-136- 5.01% |
$39.9K - $43.6K
|
2.58K
$1.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-136- 1.77% |
$39.9K - $43.6K
|
7.55K
$3.69M
|
|
|
May 12, 2023
Q1 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-137- 0.54% |
$40.2K - $43.9K
|
25.2K
$12.4M
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-137- 2.05% |
$40.2K - $43.9K
|
6.54K
$3.2M
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-140- 4.56% |
$41.1K - $44.9K
|
2.93K
$1.43M
|
|
|
May 09, 2023
Q1 2023
|
Reaves W H & CO Inc
|
SELL
|
- |
-140- 0.59% |
$41.1K - $44.9K
|
23.5K
$11.5M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
SELL
|
- |
-141- 3.6% |
$41.4K - $45.2K
|
3.77K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-141- 44.34% |
$41.4K - $45.2K
|
177
$86.6K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-144- 1.53% |
$42.3K - $46.1K
|
9.25K
$4.52M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-145- 28.21% |
$42.6K - $46.5K
|
369
$181K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-146- 1.32% |
$42.9K - $46.8K
|
10.9K
$5.32M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-147- 0.14% |
$43.1K - $47.1K
|
103K
$50.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-148- 0.74% |
$43.4K - $47.4K
|
20K
$9.77M
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-148- 9.49% |
$43.4K - $47.4K
|
1.41K
$691K
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-149- 3.25% |
$43.7K - $47.7K
|
4.44K
$2.17M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-150- 13.67% |
$44K - $48.1K
|
947
$463K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-150- 1.08% |
$44K - $48.1K
|
13.8K
$6.75M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-153- 0.55% |
$44.9K - $49K
|
27.4K
$13.4M
|
|
|
May 12, 2023
Q1 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-153- 17.55% |
$44.9K - $49K
|
719
$352K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-154- 5.15% |
$45.2K - $49.3K
|
2.84K
$1.39M
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-155- 8.91% |
$45.5K - $49.7K
|
1.59K
$776K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-155- 2.04% |
$45.5K - $49.7K
|
7.44K
$3.64M
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-158- 1.06% |
$46.4K - $50.6K
|
14.8K
$7.25M
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-159- 6.45% |
$46.7K - $50.9K
|
2.31K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-159- 0.98% |
$46.7K - $50.9K
|
16.1K
$7.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-160- 4.76% |
$47K - $51.3K
|
3.2K
$1.56M
|
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-160- 1.44% |
$47K - $51.3K
|
11K
$5.36M
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-162- 0.77% |
$47.5K - $51.9K
|
20.8K
$10.2M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-162- 0.75% |
$47.5K - $51.9K
|
21.3K
$10.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-164- 3.42% |
$48.1K - $52.5K
|
4.64K
$2.27M
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-164- 1.17% |
$48.1K - $52.5K
|
13.8K
$6.75M
|
|
|
Apr 14, 2023
Q1 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-165- 5.14% |
$48.4K - $52.9K
|
3.04K
$1.49M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-165- 4.63% |
$48.4K - $52.9K
|
3.4K
$1.66M
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-166- 2.61% |
$48.7K - $53.2K
|
6.2K
$3.03M
|