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 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-173- 0.92% |
$50.8K - $55.4K
|
18.7K
$9.42M
|
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-175- 15.49% |
$51.4K - $56.1K
|
955
$480K
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-176- 1.92% |
$51.7K - $56.4K
|
8.98K
$4.52M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-176- 0.55% |
$51.7K - $56.4K
|
31.9K
$16M
|
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-176- 0.29% |
$51.7K - $56.4K
|
61.6K
$31M
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-177- 3.02% |
$52K - $56.7K
|
5.69K
$2.86M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-177- 4.45% |
$52K - $56.7K
|
3.8K
$1.91M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-177- 5.02% |
$52K - $56.7K
|
3.35K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-177- 4.01% |
$52K - $56.7K
|
4.24K
$2.13M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-178- 0.07% |
$52.2K - $57K
|
254K
$128M
|
|
|
May 15, 2023
Q1 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-178- 1.88% |
$52.2K - $57K
|
9.28K
$4.67M
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-180- 10.85% |
$52.8K - $57.7K
|
1.48K
$744K
|
|
|
May 09, 2023
Q1 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-180- 0.19% |
$52.8K - $57.7K
|
92.4K
$46.5M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-181- 9.64% |
$53.1K - $58K
|
1.7K
$854K
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-182- 1.45% |
$53.4K - $58.3K
|
12.3K
$6.21M
|
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-182- 14.46% |
$53.4K - $58.3K
|
1.08K
$542K
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-183- 16.84% |
$53.7K - $58.6K
|
904
$455K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-184- 2.38% |
$54K - $58.9K
|
7.55K
$3.8M
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-186- 1.14% |
$54.6K - $59.6K
|
16.2K
$8.13M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-187- 4.95% |
$54.9K - $59.9K
|
3.59K
$1.81M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-187- 2.77% |
$54.9K - $59.9K
|
6.57K
$3.31M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-188- 3.76% |
$55.2K - $60.2K
|
4.81K
$2.42M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-188- 0.95% |
$55.2K - $60.2K
|
19.6K
$9.86M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-188- 3.72% |
$55.2K - $60.2K
|
4.86K
$2.45M
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-190- 15.15% |
$55.8K - $60.9K
|
1.06K
$535K
|
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-190- 22.22% |
$55.8K - $60.9K
|
665
$335K
|
|
|
Apr 14, 2023
Q1 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-190- 9.73% |
$55.8K - $60.9K
|
1.76K
$887K
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
SELL
|
- |
-190- 5.96% |
$55.8K - $60.9K
|
3K
$1.51M
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-190- 1.93% |
$55.8K - $60.9K
|
9.67K
$4.86M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-191- 0.31% |
$56.1K - $61.2K
|
61.4K
$30.9M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-191- 7.97% |
$56.1K - $61.2K
|
2.21K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-193- 1.56% |
$56.6K - $61.8K
|
12.2K
$6.12M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-194- 2.03% |
$56.9K - $62.2K
|
9.38K
$4.72M
|
|
|
Feb 13, 2025
Q1 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-195- 7.78% |
$57.2K - $62.5K
|
2.31K
$1.16M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-196- 4.01% |
$57.5K - $62.8K
|
4.7K
$2.36M
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-197- 3.06% |
$57.8K - $63.1K
|
6.24K
$3.14M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-197- 1.57% |
$57.8K - $63.1K
|
12.4K
$6.22M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-198- 0.16% |
$58.1K - $63.4K
|
124K
$62.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-199- 13.62% |
$58.4K - $63.8K
|
1.26K
$635K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-200- 4.68% |
$58.7K - $64.1K
|
4.07K
$2.05M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-200- 2.44% |
$58.7K - $64.1K
|
7.98K
$4.02M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-200- 1.61% |
$58.7K - $64.1K
|
12.2K
$6.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-200- 10.22% |
$58.7K - $64.1K
|
1.76K
$883K
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-200- 8.92% |
$58.7K - $64.1K
|
2.04K
$1.03M
|
|
|
May 01, 2023
Q1 2023
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-200- 3.17% |
$58.7K - $64.1K
|
6.11K
$3.07M
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-200- 5.94% |
$58.7K - $64.1K
|
3.17K
$1.59M
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-200- 24.75% |
$58.7K - $64.1K
|
608
$306K
|
|
|
May 04, 2023
Q1 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-200- 7.82% |
$58.7K - $64.1K
|
2.36K
$1.19M
|
|
|
May 08, 2023
Q1 2023
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-200- 14.29% |
$58.7K - $64.1K
|
1.2K
$604K
|
|
|
May 11, 2023
Q1 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-200- 7.1% |
$58.7K - $64.1K
|
2.62K
$1.32M
|