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 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-320- 5.36% |
$93.9K - $103K
|
5.65K
$2.57M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-321- 11.19% |
$94.2K - $103K
|
2.55K
$1.16M
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-322- 2.36% |
$94.5K - $103K
|
13.3K
$6.07M
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-324- 2.14% |
$95.1K - $104K
|
14.8K
$6.74M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-324- 0.7% |
$95.1K - $104K
|
45.7K
$20.8M
|
|
|
Jun 01, 2023
Q1 2023
|
Searle & Co.
|
SELL
|
- |
-324- 3.36% |
$95.1K - $104K
|
9.33K
$4.24M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-325- 9.27% |
$95.4K - $104K
|
3.18K
$1.45M
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-325- 6.74% |
$95.4K - $104K
|
4.5K
$2.05M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-328- 4.63% |
$96.3K - $105K
|
6.76K
$3.08M
|
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-329- 15.65% |
$96.6K - $105K
|
1.77K
$807K
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-329- 0.63% |
$96.6K - $105K
|
52K
$23.7M
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-330- 0.62% |
$96.9K - $106K
|
53.2K
$24.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-330- 0.88% |
$96.9K - $106K
|
37.3K
$17M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-330- 1.31% |
$96.9K - $106K
|
24.9K
$11.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-331- 0.63% |
$97.2K - $106K
|
52.3K
$23.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-331- 1.56% |
$97.2K - $106K
|
20.9K
$9.5M
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-333- 21.0% |
$97.7K - $107K
|
1.25K
$570K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-333- 4.89% |
$97.7K - $107K
|
6.48K
$2.95M
|
|
|
Apr 25, 2023
Q1 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-334- 13.81% |
$98K - $107K
|
2.08K
$948K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-336- 9.53% |
$98.6K - $108K
|
3.19K
$1.45M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-338- 1.82% |
$99.2K - $108K
|
18.3K
$8.31M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-339- 1.39% |
$99.5K - $109K
|
24.1K
$11M
|
|
|
Apr 28, 2023
Q1 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-340- 3.49% |
$99.8K - $109K
|
9.41K
$4.28M
|
|
|
Apr 11, 2023
Q1 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-342- 0.43% |
$100K - $110K
|
79.7K
$36.3M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-342- 1.19% |
$100K - $110K
|
28.3K
$12.9M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-343- 7.34% |
$101K - $110K
|
4.33K
$1.97M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-345- 1.36% |
$101K - $111K
|
24.9K
$11.3M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-346- 0.17% |
$102K - $111K
|
209K
$95M
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
SELL
|
- |
-348- 11.22% |
$102K - $111K
|
2.75K
$1.25M
|
|
|
May 08, 2023
Q1 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-354- 1.61% |
$104K - $113K
|
21.7K
$9.87M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-356- 1.38% |
$104K - $114K
|
25.5K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-357- 0.6% |
$105K - $114K
|
58.7K
$26.7M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-358- 0.34% |
$105K - $115K
|
104K
$47.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-365- 1.54% |
$107K - $117K
|
23.3K
$10.6M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-365- 3.87% |
$107K - $117K
|
9.08K
$4.13M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-368- 3.01% |
$108K - $118K
|
11.9K
$5.4M
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-370- 0.77% |
$109K - $119K
|
47.8K
$21.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-373- 3.72% |
$109K - $119K
|
9.64K
$4.39M
|
|
|
May 15, 2023
Q1 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-376- 0.21% |
$110K - $120K
|
176K
$80.1M
|
|
|
Feb 09, 2024
Q1 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-376- 0.21% |
$110K - $120K
|
176K
$80.1M
|
|
|
May 01, 2023
Q1 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-377- 0.35% |
$111K - $121K
|
108K
$49.2M
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-379- 24.06% |
$111K - $121K
|
1.2K
$544K
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
SELL
|
- |
-380- 1.84% |
$112K - $122K
|
20.3K
$9.22M
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-384- 12.4% |
$113K - $123K
|
2.71K
$1.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-385- 1.01% |
$113K - $123K
|
37.8K
$17.2M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-385- 12.28% |
$113K - $123K
|
2.75K
$1.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-386- 2.14% |
$113K - $124K
|
17.7K
$8.04M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-386- 10.01% |
$113K - $124K
|
3.47K
$1.58M
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-387- 0.32% |
$114K - $124K
|
119K
$54.2M
|
|
|
May 08, 2023
Q1 2023
|
Private Management Group Inc
|
SELL
|
- |
-387- 0.16% |
$114K - $124K
|
235K
$107M
|