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 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-212- 13.94% |
$62.2K - $67.9K
|
1.31K
$595K
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-213- 2.51% |
$62.5K - $68.2K
|
8.27K
$3.76M
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-214- 19.44% |
$62.8K - $68.6K
|
887
$403K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-214- 1.48% |
$62.8K - $68.6K
|
14.3K
$6.49M
|
|
|
May 03, 2023
Q1 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-216- 1.08% |
$63.4K - $69.2K
|
19.8K
$9.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-218- 7.84% |
$64K - $69.8K
|
2.56K
$1.17M
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-219- 2.62% |
$64.3K - $70.2K
|
8.14K
$3.7M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-220- 3.72% |
$64.6K - $70.5K
|
5.69K
$2.59M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-220- 12.64% |
$64.6K - $70.5K
|
1.52K
$691K
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-221- 1.45% |
$64.9K - $70.8K
|
15K
$6.81M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-222- 0.45% |
$65.2K - $71.1K
|
48.7K
$22.2M
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-222- 7.12% |
$65.2K - $71.1K
|
2.9K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-223- 1.18% |
$65.5K - $71.4K
|
18.7K
$8.52M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-225- 8.77% |
$66K - $72.1K
|
2.34K
$1.06M
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-225- 8.83% |
$66K - $72.1K
|
2.32K
$1.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-225- 2.08% |
$66K - $72.1K
|
10.6K
$4.83M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-225- 1.4% |
$66K - $72.1K
|
15.8K
$7.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-227- 2.07% |
$66.6K - $72.7K
|
10.8K
$4.89M
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-229- 9.43% |
$67.2K - $73.4K
|
2.2K
$1M
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-230- 0.47% |
$67.5K - $73.7K
|
48.3K
$22M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-230- 0.2% |
$67.5K - $73.7K
|
113K
$51.4M
|
|
|
May 05, 2023
Q1 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-231- 1.41% |
$67.8K - $74K
|
16.2K
$7.35M
|
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-231- 13.46% |
$67.8K - $74K
|
1.49K
$676K
|
|
|
May 15, 2023
Q1 2023
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-231- 0.41% |
$67.8K - $74K
|
56.8K
$25.8M
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-232- 97.89% |
$68.1K - $74.3K
|
5
$2.27K
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-234- 3.02% |
$68.7K - $75K
|
7.53K
$3.42M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-235- 4.46% |
$69K - $75.3K
|
5.03K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-235Closed |
$69K - $75.3K
|
0
$0
|
|
|
Oct 10, 2024
Q1 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-235- 23.96% |
$69K - $75.3K
|
746
$339K
|
|
|
Apr 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-236- 11.06% |
$69.3K - $75.6K
|
1.9K
$863K
|
|
|
May 08, 2023
Q1 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-236- 1.25% |
$69.3K - $75.6K
|
18.7K
$8.49M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-240- 7.42% |
$70.4K - $76.9K
|
3K
$1.36M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-240Closed |
$70.4K - $76.9K
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-248- 0.19% |
$72.8K - $79.5K
|
130K
$59.3M
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-248- 1.76% |
$72.8K - $79.5K
|
13.9K
$6.31M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-248- 1.08% |
$72.8K - $79.5K
|
22.7K
$10.3M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-248- 3.29% |
$72.8K - $79.5K
|
7.28K
$3.31M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-249Closed |
$73.1K - $79.8K
|
0
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-250- 8.47% |
$73.4K - $80.1K
|
2.7K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-250- 15.31% |
$73.4K - $80.1K
|
1.38K
$629K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-251- 11.6% |
$73.7K - $80.4K
|
1.91K
$870K
|
|
|
May 04, 2023
Q1 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-252- 0.48% |
$74K - $80.7K
|
51.8K
$23.6M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-253- 2.39% |
$74.3K - $81.1K
|
10.3K
$4.7M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-254- 15.44% |
$74.6K - $81.4K
|
1.39K
$633K
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-254- 27.37% |
$74.6K - $81.4K
|
674
$307K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-255- 1.27% |
$74.8K - $81.7K
|
19.9K
$9.05M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-256- 10.64% |
$75.1K - $82K
|
2.15K
$978K
|
|
|
May 01, 2023
Q1 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-257- 11.08% |
$75.4K - $82.3K
|
2.06K
$938K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-262- 0.99% |
$76.9K - $83.9K
|
26.3K
$12M
|
|
|
Apr 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-264- 25.96% |
$77.5K - $84.6K
|
753
$343K
|