Purchases and Sales Made in Q1 2023 in Berkshire Hathaway Inc Class B (BRK-B)

BRK-B Quotes by TradingView

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
Connolly Sarah T.

Boston, MA
SELL
 -
-700
- 27.61%
$205K - $224K
1.84K $835K
May 05, 2023 Q1 2023
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-704
- 1.33%
$207K - $226K
52.4K $23.8M
May 04, 2023 Q1 2023
Cable Hill Partners, LLC

Portland, OR
SELL
 -
-710
- 11.32%
$208K - $227K
5.56K $2.53M
Apr 18, 2023 Q1 2023
Wmg Financial Advisors, LLC

SELL
 -
-711
- 30.82%
$209K - $228K
1.6K $726K
May 02, 2023 Q1 2023
Investment Management Associates Inc

SELL
 -
-711
- 5.78%
$209K - $228K
11.6K $5.28M
Apr 17, 2023 Q1 2023
Murphy Pohlad Asset Management LLC

SELL
 -
-714
- 2.58%
$210K - $229K
27K $12.3M
Apr 24, 2023 Q1 2023
Nova Point Capital, LLC

SELL
 -
-714
- 1.96%
$210K - $229K
35.8K $16.3M
May 04, 2023 Q1 2023
Beacon Financial Planning, Inc

Hyannis, MA
SELL
 -
-718
- 1.39%
$211K - $230K
50.9K $23.2M
Jun 05, 2023 Q1 2023
Invictus Private Wealth, LLC

Denver, CO
SELL
 -
-718
Closed
$211K - $230K
0 $0
Apr 26, 2023 Q1 2023
Bard Financial Services, Inc.

SELL
 -
-725
- 0.96%
$213K - $232K
74.8K $34M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

SELL
 -
-728
- 1.67%
$214K - $233K
42.8K $19.5M
May 03, 2023 Q1 2023
Riverview Capital Advisers, LLC

Boston, MA
SELL
 -
-729
- 1.69%
$214K - $234K
42.5K $19.3M
May 15, 2023 Q1 2023
Ssi Investment Management LLC

Los Angeles, CA
SELL
 -
-729
- 18.35%
$214K - $234K
3.24K $1.48M
Apr 13, 2023 Q1 2023
Weatherly Asset Management L. P.

SELL
 -
-730
- 9.32%
$214K - $234K
7.11K $3.23M
May 15, 2023 Q1 2023
Fairview Capital Investment Management, LLC

Greenbrae, CA
SELL
 -
-731
- 0.34%
$215K - $234K
213K $97M
May 08, 2023 Q1 2023
Pekin Hardy Strauss, Inc.

SELL
 -
-735
- 1.38%
$216K - $235K
52.4K $23.8M
May 10, 2023 Q1 2023
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-735
- 88.02%
$216K - $235K
100 $45.5K
May 11, 2023 Q1 2023
Profund Advisors LLC

SELL
 -
-739
- 3.34%
$217K - $237K
21.4K $9.72M
May 11, 2023 Q1 2023
Banyan Capital Management, Inc.

Atlanta, GA
SELL
 -
-740
- 1.57%
$217K - $237K
46.5K $21.2M
May 15, 2023 Q1 2023
Teewinot Capital Advisers, L.L.C.

New York, NY
SELL
 -
-741
- 1.27%
$217K - $237K
57.5K $26.2M
Apr 03, 2023 Q1 2023
Stonebridge Capital Management Inc

Los Angeles, CA
SELL
 -
-750
- 4.87%
$220K - $240K
14.6K $6.66M
May 09, 2023 Q1 2023
Operose Advisors LLC

Milwaukee, WI
SELL
 -
-750
- 71.43%
$220K - $240K
300 $136K
Apr 27, 2023 Q1 2023
St. James Investment Company, LLC

SELL
 -
-751
- 0.35%
$220K - $241K
215K $97.7M
May 11, 2023 Q1 2023
Journey Strategic Wealth LLC

Summit, NJ
SELL
 -
-752
- 16.64%
$221K - $241K
3.77K $1.71M
May 08, 2023 Q1 2023
Madison Wealth Management

Cincinnati, OH
SELL
 -
-754
- 1.39%
$221K - $242K
53.4K $24.3M
May 09, 2023 Q1 2023
S&Co Inc

Boston, MA
SELL
 -
-755
- 0.45%
$222K - $242K
167K $76M
May 04, 2023 Q1 2023
Cornerstone Advisory, LLC

SELL
 -
-758
- 1.99%
$222K - $243K
37.4K $17M
Apr 24, 2023 Q1 2023
Northstar Asset Management LLC

SELL
 -
-763
- 2.18%
$224K - $244K
34.3K $15.6M
May 10, 2023 Q1 2023
Moran Wealth Management, LLC

Naples, FL
SELL
 -
-768
- 4.91%
$225K - $246K
14.9K $6.77M
Apr 06, 2023 Q1 2023
Monterey Private Wealth, Inc.

SELL
 -
-769
- 1.69%
$226K - $246K
44.6K $20.3M
May 08, 2023 Q1 2023
Hayek Kallen Investment Management

Fairhope, AL
SELL
 -
-770
- 2.01%
$226K - $247K
37.6K $17.1M
May 08, 2023 Q1 2023
Valley Forge Investment Consultants Inc Adv

SELL
 -
-778
- 53.99%
$228K - $249K
663 $302K
May 02, 2023 Q1 2023
Youngs Advisory Group, Inc.

SELL
 -
-785
- 5.81%
$230K - $251K
12.7K $5.79M
Apr 13, 2023 Q1 2023
Smith & Howard Wealth Management, LLC

SELL
 -
-788
- 3.92%
$231K - $252K
19.3K $8.79M
May 01, 2023 Q1 2023
Davis R M Inc

Portland, ME
SELL
 -
-793
- 0.29%
$233K - $254K
271K $123M
Apr 18, 2023 Q1 2023
Brookstone Capital Management

SELL
 -
-800
- 1.93%
$235K - $256K
40.6K $18.5M
May 09, 2023 Q1 2023
Ingalls & Snyder LLC

New York, NY
SELL
 -
-812
- 0.39%
$238K - $260K
208K $94.6M
Apr 21, 2023 Q1 2023
James Hambro & Partners

SELL
 -
-819
- 10.41%
$240K - $262K
7.05K $3.2M
May 15, 2023 Q1 2023
Stone Run Capital, LLC

New York, NY
SELL
 -
-820
- 3.26%
$241K - $263K
24.4K $11.1M
Apr 18, 2023 Q1 2023
New Hampshire Trust

Concord, NH
SELL
 -
-823
- 6.58%
$242K - $264K
11.7K $5.31M
Apr 06, 2023 Q1 2023
New England Research & Management, Inc.

SELL
 -
-826
- 9.13%
$242K - $265K
8.23K $3.74M
May 01, 2023 Q1 2023
Banque Pictet & Cie Sa

SELL
 -
-830
- 4.19%
$244K - $266K
19K $8.64M
May 15, 2023 Q1 2023
Avenir Corp

Washington, DC
SELL
 -
-835
- 0.53%
$245K - $268K
156K $71M
Apr 22, 2024 Q1 2023
Hoey Investments, Inc

Coatesville, PA
SELL
 -
-835
- 66.64%
$245K - $268K
418 $190K
Jun 14, 2024 Q1 2023
Quent Capital, LLC

SELL
 -
-836
- 10.86%
$245K - $268K
6.87K $3.12M
Apr 26, 2023 Q1 2023
Clean Yield Group

SELL
 -
-837
- 18.12%
$246K - $268K
3.78K $1.72M
Apr 19, 2023 Q1 2023
Waterfront Wealth Inc.

SELL
 -
-847
- 2.59%
$249K - $271K
31.9K $14.5M
Apr 24, 2023 Q1 2023
Capital Square, LLC

SELL
 -
-847
- 32.55%
$249K - $271K
1.76K $798K
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

SELL
 -
-849
- 22.09%
$249K - $272K
2.99K $1.36M

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