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 08, 2023
Q1 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-858- 5.29% |
$252K - $275K
|
15.4K
$6.98M
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-859- 10.46% |
$252K - $275K
|
7.35K
$3.34M
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-870- 7.69% |
$255K - $279K
|
10.4K
$4.75M
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-870- 22.04% |
$255K - $279K
|
3.08K
$1.4M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-875- 30.42% |
$257K - $280K
|
2K
$910K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-877- 3.79% |
$257K - $281K
|
22.3K
$10.1M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-880- 8.81% |
$258K - $282K
|
9.11K
$4.14M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-885- 11.78% |
$260K - $284K
|
6.63K
$3.01M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-889- 1.34% |
$261K - $285K
|
65.6K
$29.9M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-891- 4.08% |
$262K - $285K
|
21K
$9.54M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-892- 3.17% |
$262K - $286K
|
27.3K
$12.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-894- 33.07% |
$262K - $286K
|
1.81K
$823K
|
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-900- 7.54% |
$264K - $288K
|
11K
$5.02M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-922- 11.48% |
$271K - $295K
|
7.11K
$3.23M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-931- 14.69% |
$273K - $298K
|
5.41K
$2.46M
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-942- 10.67% |
$276K - $302K
|
7.88K
$3.59M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-950- 1.9% |
$279K - $304K
|
49K
$22.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-954- 12.58% |
$280K - $306K
|
6.63K
$3.02M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-955- 4.44% |
$280K - $306K
|
20.6K
$9.35M
|
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-968- 8.87% |
$284K - $310K
|
9.94K
$4.52M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-993- 1.5% |
$291K - $318K
|
65.1K
$29.6M
|
|
|
May 05, 2023
Q1 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-998- 2.67% |
$293K - $320K
|
36.4K
$16.6M
|
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-1K- 12.7% |
$294K - $321K
|
6.89K
$3.14M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1K- 34.37% |
$295K - $322K
|
1.92K
$872K
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.01K- 12.36% |
$297K - $325K
|
7.19K
$3.27M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.02K- 4.05% |
$298K - $325K
|
24.1K
$11M
|
|
|
Apr 14, 2023
Q1 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-1.02K- 1.03% |
$301K - $328K
|
98.4K
$44.8M
|
|
|
May 04, 2023
Q1 2023
|
Arga Investment Management, LP
|
SELL
|
- |
-1.03K- 17.35% |
$301K - $329K
|
4.89K
$2.23M
|
|
|
Jan 03, 2024
Q1 2023
|
Arga Investment Management, LP
|
SELL
|
- |
-1.03K- 17.35% |
$301K - $329K
|
4.89K
$2.23M
|
|
|
May 30, 2023
Q1 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-1.03K- 21.53% |
$302K - $330K
|
3.75K
$1.71M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1.03K- 32.74% |
$303K - $331K
|
2.12K
$964K
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.04K- 12.76% |
$306K - $334K
|
7.13K
$3.24M
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-1.04K- 28.07% |
$306K - $334K
|
2.67K
$1.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.05K- 5.88% |
$309K - $338K
|
16.9K
$7.68M
|
|
|
Apr 11, 2023
Q1 2023
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-1.06K- 1.93% |
$310K - $338K
|
53.7K
$24.4M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.06K- 4.93% |
$310K - $339K
|
20.4K
$9.27M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.06K- 29.42% |
$311K - $339K
|
2.54K
$1.15M
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.07K- 53.98% |
$315K - $343K
|
914
$416K
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.08K- 3.79% |
$316K - $344K
|
27.3K
$12.4M
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.08K- 0.75% |
$316K - $345K
|
143K
$65.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-1.08K- 5.42% |
$318K - $347K
|
18.9K
$8.61M
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.09K- 5.81% |
$318K - $348K
|
17.6K
$8.01M
|
|
|
May 11, 2023
Q1 2023
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-1.09K- 0.62% |
$321K - $350K
|
177K
$80.3M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.1K- 0.43% |
$322K - $351K
|
254K
$115M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.1K- 18.84% |
$322K - $352K
|
4.73K
$2.15M
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.11K- 1.47% |
$325K - $355K
|
74.3K
$33.8M
|
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-1.11K- 14.69% |
$326K - $356K
|
6.45K
$2.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.11K- 7.29% |
$326K - $356K
|
14.1K
$6.43M
|
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
SELL
|
- |
-1.12K- 10.39% |
$328K - $358K
|
9.63K
$4.38M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-1.13K- 1.78% |
$332K - $363K
|
62.5K
$28.4M
|