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 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-167- 0.74% |
$49K - $53.5K
|
22.5K
$11M
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-168- 2.0% |
$49.3K - $53.8K
|
8.25K
$4.04M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-169- 3.32% |
$49.6K - $54.1K
|
4.92K
$2.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Sl Advisors, LLC
|
SELL
|
- |
-170- 3.07% |
$49.9K - $54.5K
|
5.37K
$2.63M
|
|
|
May 05, 2023
Q1 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-170- 15.63% |
$49.9K - $54.5K
|
918
$449K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-172- 0.79% |
$50.5K - $55.1K
|
21.6K
$10.6M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-173- 0.92% |
$50.8K - $55.4K
|
18.7K
$9.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-175- 15.49% |
$51.4K - $56.1K
|
955
$467K
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-176- 1.92% |
$51.7K - $56.4K
|
8.98K
$4.39M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-176- 0.55% |
$51.7K - $56.4K
|
31.9K
$15.6M
|
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-176- 0.29% |
$51.7K - $56.4K
|
61.6K
$30.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-177- 3.02% |
$52K - $56.7K
|
5.69K
$2.79M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-177- 4.45% |
$52K - $56.7K
|
3.8K
$1.86M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-177- 5.02% |
$52K - $56.7K
|
3.35K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-177- 4.01% |
$52K - $56.7K
|
4.24K
$2.07M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-178- 0.07% |
$52.2K - $57K
|
254K
$124M
|
|
|
May 15, 2023
Q1 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-178- 1.88% |
$52.2K - $57K
|
9.28K
$4.54M
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-180- 10.85% |
$52.8K - $57.7K
|
1.48K
$724K
|
|
|
May 09, 2023
Q1 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-180- 0.19% |
$52.8K - $57.7K
|
92.4K
$45.2M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-181- 9.64% |
$53.1K - $58K
|
1.7K
$830K
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-182- 1.45% |
$53.4K - $58.3K
|
12.3K
$6.04M
|
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-182- 14.46% |
$53.4K - $58.3K
|
1.08K
$527K
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-183- 16.84% |
$53.7K - $58.6K
|
904
$442K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-184- 2.38% |
$54K - $58.9K
|
7.55K
$3.7M
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-186- 1.14% |
$54.6K - $59.6K
|
16.2K
$7.91M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-187- 4.95% |
$54.9K - $59.9K
|
3.59K
$1.76M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-187- 2.77% |
$54.9K - $59.9K
|
6.57K
$3.22M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-188- 3.76% |
$55.2K - $60.2K
|
4.81K
$2.35M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-188- 0.95% |
$55.2K - $60.2K
|
19.6K
$9.59M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-188- 3.72% |
$55.2K - $60.2K
|
4.86K
$2.38M
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-190- 15.15% |
$55.8K - $60.9K
|
1.06K
$521K
|
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-190- 22.22% |
$55.8K - $60.9K
|
665
$325K
|
|
|
Apr 14, 2023
Q1 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-190- 9.73% |
$55.8K - $60.9K
|
1.76K
$863K
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
SELL
|
- |
-190- 5.96% |
$55.8K - $60.9K
|
3K
$1.47M
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-190- 1.93% |
$55.8K - $60.9K
|
9.67K
$4.73M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-191- 0.31% |
$56.1K - $61.2K
|
61.4K
$30.1M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-191- 7.97% |
$56.1K - $61.2K
|
2.21K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-193- 1.56% |
$56.6K - $61.8K
|
12.2K
$5.95M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-194- 2.03% |
$56.9K - $62.2K
|
9.38K
$4.59M
|
|
|
Feb 13, 2025
Q1 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-195- 7.78% |
$57.2K - $62.5K
|
2.31K
$1.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-196- 4.01% |
$57.5K - $62.8K
|
4.7K
$2.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-197- 3.06% |
$57.8K - $63.1K
|
6.24K
$3.05M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-197- 1.57% |
$57.8K - $63.1K
|
12.4K
$6.05M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-198- 0.16% |
$58.1K - $63.4K
|
124K
$60.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-199- 13.62% |
$58.4K - $63.8K
|
1.26K
$617K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-200- 4.68% |
$58.7K - $64.1K
|
4.07K
$1.99M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-200- 2.44% |
$58.7K - $64.1K
|
7.98K
$3.91M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-200- 1.61% |
$58.7K - $64.1K
|
12.2K
$5.98M
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-200- 10.22% |
$58.7K - $64.1K
|
1.76K
$859K
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-200- 8.92% |
$58.7K - $64.1K
|
2.04K
$1M
|