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 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-424- 8.63% |
$124K - $136K
|
4.49K
$2.2M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-425- 3.02% |
$125K - $136K
|
13.7K
$6.69M
|
|
|
May 15, 2023
Q1 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-425- 31.16% |
$125K - $136K
|
939
$459K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-427- 10.13% |
$125K - $137K
|
3.79K
$1.85M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-428- 4.97% |
$126K - $137K
|
8.19K
$4.01M
|
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-428- 10.78% |
$126K - $137K
|
3.54K
$1.73M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-429- 9.53% |
$126K - $137K
|
4.07K
$1.99M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-430- 3.97% |
$126K - $138K
|
10.4K
$5.09M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-430- 5.72% |
$126K - $138K
|
7.08K
$3.47M
|
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-431- 1.47% |
$127K - $138K
|
28.9K
$14.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-432- 0.5% |
$127K - $138K
|
86.6K
$42.4M
|
|
|
Apr 06, 2023
Q1 2023
|
New Capital Management LP
|
SELL
|
- |
-434- 0.39% |
$127K - $139K
|
111K
$54.4M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-435- 2.03% |
$128K - $139K
|
21K
$10.3M
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-435- 5.75% |
$128K - $139K
|
7.13K
$3.49M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-439- 1.08% |
$129K - $141K
|
40.1K
$19.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-442- 2.15% |
$130K - $142K
|
20.1K
$9.83M
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-447- 15.15% |
$131K - $143K
|
2.5K
$1.22M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-447- 2.51% |
$131K - $143K
|
17.4K
$8.49M
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-448- 1.32% |
$131K - $144K
|
33.5K
$16.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-450- 19.62% |
$132K - $144K
|
1.84K
$902K
|
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-450- 4.4% |
$132K - $144K
|
9.79K
$4.79M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-450- 3.65% |
$132K - $144K
|
11.9K
$5.81M
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-453- 13.39% |
$133K - $145K
|
2.93K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-456- 0.63% |
$134K - $146K
|
71.5K
$35M
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-458- 36.52% |
$134K - $147K
|
796
$389K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-459- 1.0% |
$135K - $147K
|
45.2K
$22.1M
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-462- 3.08% |
$136K - $148K
|
14.5K
$7.11M
|
|
|
Apr 17, 2023
Q1 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-470- 1.11% |
$138K - $151K
|
42K
$20.5M
|
|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-470- 8.95% |
$138K - $151K
|
4.78K
$2.34M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-471- 1.71% |
$138K - $151K
|
27.1K
$13.2M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-472- 7.1% |
$139K - $151K
|
6.18K
$3.02M
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-484- 1.04% |
$142K - $155K
|
46.3K
$22.6M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-485- 0.57% |
$142K - $155K
|
84.2K
$41.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-486- 0.45% |
$143K - $156K
|
107K
$52.3M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-487- 4.83% |
$143K - $156K
|
9.59K
$4.69M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-488- 2.51% |
$143K - $156K
|
19K
$9.28M
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-489- 0.79% |
$144K - $157K
|
61.7K
$30.2M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-491- 2.2% |
$144K - $157K
|
21.8K
$10.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-496- 41.47% |
$146K - $159K
|
700
$343K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-498- 0.34% |
$146K - $160K
|
144K
$70.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-500- 1.77% |
$147K - $160K
|
27.8K
$13.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-500- 2.55% |
$147K - $160K
|
19.1K
$9.36M
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-500- 26.82% |
$147K - $160K
|
1.36K
$667K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-500- 10.04% |
$147K - $160K
|
4.48K
$2.19M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
SELL
|
- |
-500- 8.32% |
$147K - $160K
|
5.51K
$2.69M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-500- 10.21% |
$147K - $160K
|
4.4K
$2.15M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-503- 22.56% |
$148K - $161K
|
1.73K
$845K
|
|
|
May 10, 2023
Q1 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-505- 22.1% |
$148K - $162K
|
1.78K
$871K
|
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-505- 25.24% |
$148K - $162K
|
1.5K
$732K
|
|
|
Apr 14, 2023
Q1 2023
|
Weybosset Research & Management LLC
|
SELL
|
- |
-506- 1.25% |
$149K - $162K
|
39.9K
$19.5M
|