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 09, 2023
Q1 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-180- 0.19% |
$52.8K - $57.7K
|
92.4K
$42M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-181- 9.64% |
$53.1K - $58K
|
1.7K
$772K
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-182- 1.45% |
$53.4K - $58.3K
|
12.3K
$5.62M
|
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-182- 14.46% |
$53.4K - $58.3K
|
1.08K
$490K
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-183- 16.84% |
$53.7K - $58.6K
|
904
$411K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-184- 2.38% |
$54K - $58.9K
|
7.55K
$3.44M
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-186- 1.14% |
$54.6K - $59.6K
|
16.2K
$7.35M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-187- 4.95% |
$54.9K - $59.9K
|
3.59K
$1.63M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-187- 2.77% |
$54.9K - $59.9K
|
6.57K
$2.99M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-188- 3.76% |
$55.2K - $60.2K
|
4.81K
$2.19M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-188- 0.95% |
$55.2K - $60.2K
|
19.6K
$8.91M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-188- 3.72% |
$55.2K - $60.2K
|
4.86K
$2.21M
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-190- 15.15% |
$55.8K - $60.9K
|
1.06K
$484K
|
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-190- 22.22% |
$55.8K - $60.9K
|
665
$303K
|
|
|
Apr 14, 2023
Q1 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-190- 9.73% |
$55.8K - $60.9K
|
1.76K
$802K
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
SELL
|
- |
-190- 5.96% |
$55.8K - $60.9K
|
3K
$1.36M
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-190- 1.93% |
$55.8K - $60.9K
|
9.67K
$4.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-191- 0.31% |
$56.1K - $61.2K
|
61.4K
$27.9M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-191- 7.97% |
$56.1K - $61.2K
|
2.21K
$1M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-193- 1.56% |
$56.6K - $61.8K
|
12.2K
$5.53M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-194- 2.03% |
$56.9K - $62.2K
|
9.38K
$4.27M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-196- 4.01% |
$57.5K - $62.8K
|
4.7K
$2.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-197- 3.06% |
$57.8K - $63.1K
|
6.24K
$2.84M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-197- 1.57% |
$57.8K - $63.1K
|
12.4K
$5.63M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-198- 0.16% |
$58.1K - $63.4K
|
124K
$56.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-199- 13.62% |
$58.4K - $63.8K
|
1.26K
$574K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-200- 4.68% |
$58.7K - $64.1K
|
4.07K
$1.85M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-200- 2.44% |
$58.7K - $64.1K
|
7.98K
$3.63M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-200- 1.61% |
$58.7K - $64.1K
|
12.2K
$5.56M
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-200- 10.22% |
$58.7K - $64.1K
|
1.76K
$799K
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-200- 8.92% |
$58.7K - $64.1K
|
2.04K
$929K
|
|
|
May 01, 2023
Q1 2023
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-200- 3.17% |
$58.7K - $64.1K
|
6.11K
$2.78M
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-200- 5.94% |
$58.7K - $64.1K
|
3.17K
$1.44M
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-200- 24.75% |
$58.7K - $64.1K
|
608
$277K
|
|
|
May 04, 2023
Q1 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-200- 7.82% |
$58.7K - $64.1K
|
2.36K
$1.07M
|
|
|
May 08, 2023
Q1 2023
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-200- 14.29% |
$58.7K - $64.1K
|
1.2K
$546K
|
|
|
May 11, 2023
Q1 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-200- 7.1% |
$58.7K - $64.1K
|
2.62K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-200- 1.55% |
$58.7K - $64.1K
|
12.7K
$5.77M
|
|
|
May 15, 2023
Q1 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-200- 2.82% |
$58.7K - $64.1K
|
6.9K
$3.14M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-201- 3.81% |
$59K - $64.4K
|
5.08K
$2.31M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-203- 7.14% |
$59.6K - $65K
|
2.64K
$1.2M
|
|
|
Aug 03, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-204- 10.38% |
$59.9K - $65.4K
|
1.76K
$802K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-205- 9.14% |
$60.2K - $65.7K
|
2.04K
$927K
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-205- 7.82% |
$60.2K - $65.7K
|
2.42K
$1.1M
|
|
|
May 08, 2023
Q1 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-206- 0.64% |
$60.5K - $66K
|
31.9K
$14.5M
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-207- 11.45% |
$60.8K - $66.3K
|
1.6K
$728K
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-208- 4.05% |
$61.1K - $66.6K
|
4.93K
$2.24M
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-210- 19.39% |
$61.6K - $67.3K
|
873
$397K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-210- 6.51% |
$61.6K - $67.3K
|
3.02K
$1.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Hendley & CO Inc
|
SELL
|
- |
-211- 0.34% |
$61.9K - $67.6K
|
61.2K
$27.8M
|