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 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-136- 1.77% |
$39.9K - $43.6K
|
7.55K
$3.61M
|
|
|
May 12, 2023
Q1 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-137- 0.54% |
$40.2K - $43.9K
|
25.2K
$12.1M
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-137- 2.05% |
$40.2K - $43.9K
|
6.54K
$3.13M
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-140- 4.56% |
$41.1K - $44.9K
|
2.93K
$1.4M
|
|
|
May 09, 2023
Q1 2023
|
Reaves W H & CO Inc
|
SELL
|
- |
-140- 0.59% |
$41.1K - $44.9K
|
23.5K
$11.2M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
SELL
|
- |
-141- 3.6% |
$41.4K - $45.2K
|
3.77K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-141- 44.34% |
$41.4K - $45.2K
|
177
$84.7K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-144- 1.53% |
$42.3K - $46.1K
|
9.25K
$4.43M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-145- 28.21% |
$42.6K - $46.5K
|
369
$177K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-146- 1.32% |
$42.9K - $46.8K
|
10.9K
$5.21M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-147- 0.14% |
$43.1K - $47.1K
|
103K
$49.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-148- 0.74% |
$43.4K - $47.4K
|
20K
$9.56M
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-148- 9.49% |
$43.4K - $47.4K
|
1.41K
$676K
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-149- 3.25% |
$43.7K - $47.7K
|
4.44K
$2.13M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-150- 13.67% |
$44K - $48.1K
|
947
$453K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-150- 1.08% |
$44K - $48.1K
|
13.8K
$6.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-153- 0.55% |
$44.9K - $49K
|
27.4K
$13.1M
|
|
|
May 12, 2023
Q1 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-153- 17.55% |
$44.9K - $49K
|
719
$344K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-154- 5.15% |
$45.2K - $49.3K
|
2.84K
$1.36M
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-155- 8.91% |
$45.5K - $49.7K
|
1.59K
$759K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-155- 2.04% |
$45.5K - $49.7K
|
7.44K
$3.56M
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-158- 1.06% |
$46.4K - $50.6K
|
14.8K
$7.09M
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-159- 6.45% |
$46.7K - $50.9K
|
2.31K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-159- 0.98% |
$46.7K - $50.9K
|
16.1K
$7.71M
|
|
|
Apr 21, 2023
Q1 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-160- 4.76% |
$47K - $51.3K
|
3.2K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-160- 1.44% |
$47K - $51.3K
|
11K
$5.24M
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-162- 0.77% |
$47.5K - $51.9K
|
20.8K
$9.97M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-162- 0.75% |
$47.5K - $51.9K
|
21.3K
$10.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-164- 3.42% |
$48.1K - $52.5K
|
4.64K
$2.22M
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-164- 1.17% |
$48.1K - $52.5K
|
13.8K
$6.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-165- 5.14% |
$48.4K - $52.9K
|
3.04K
$1.46M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-165- 4.63% |
$48.4K - $52.9K
|
3.4K
$1.63M
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-166- 2.61% |
$48.7K - $53.2K
|
6.2K
$2.97M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-167- 0.74% |
$49K - $53.5K
|
22.5K
$10.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-168- 2.0% |
$49.3K - $53.8K
|
8.25K
$3.95M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-169- 3.32% |
$49.6K - $54.1K
|
4.92K
$2.35M
|
|
|
Apr 19, 2023
Q1 2023
|
Sl Advisors, LLC
|
SELL
|
- |
-170- 3.07% |
$49.9K - $54.5K
|
5.37K
$2.57M
|
|
|
May 05, 2023
Q1 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-170- 15.63% |
$49.9K - $54.5K
|
918
$439K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-172- 0.79% |
$50.5K - $55.1K
|
21.6K
$10.4M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-173- 0.92% |
$50.8K - $55.4K
|
18.7K
$8.96M
|
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-175- 15.49% |
$51.4K - $56.1K
|
955
$457K
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-176- 1.92% |
$51.7K - $56.4K
|
8.98K
$4.3M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-176- 0.55% |
$51.7K - $56.4K
|
31.9K
$15.3M
|
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-176- 0.29% |
$51.7K - $56.4K
|
61.6K
$29.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-177- 3.02% |
$52K - $56.7K
|
5.69K
$2.72M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-177- 4.45% |
$52K - $56.7K
|
3.8K
$1.82M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-177- 5.02% |
$52K - $56.7K
|
3.35K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-177- 4.01% |
$52K - $56.7K
|
4.24K
$2.03M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-178- 0.07% |
$52.2K - $57K
|
254K
$121M
|
|
|
May 15, 2023
Q1 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-178- 1.88% |
$52.2K - $57K
|
9.28K
$4.44M
|