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 |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2024
Q1 2023
|
Arga Investment Management, LP
|
SELL
|
- |
-1.03K- 17.35% |
$301K - $329K
|
4.89K
$2.39M
|
|
|
May 30, 2023
Q1 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-1.03K- 21.53% |
$302K - $330K
|
3.75K
$1.84M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1.03K- 32.74% |
$303K - $331K
|
2.12K
$1.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.04K- 12.76% |
$306K - $334K
|
7.13K
$3.49M
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-1.04K- 28.07% |
$306K - $334K
|
2.67K
$1.31M
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.05K- 5.88% |
$309K - $338K
|
16.9K
$8.26M
|
|
|
Apr 11, 2023
Q1 2023
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-1.06K- 1.93% |
$310K - $338K
|
53.7K
$26.3M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.06K- 4.93% |
$310K - $339K
|
20.4K
$9.97M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.06K- 29.42% |
$311K - $339K
|
2.54K
$1.24M
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.07K- 53.98% |
$315K - $343K
|
914
$447K
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.08K- 3.79% |
$316K - $344K
|
27.3K
$13.4M
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.08K- 0.75% |
$316K - $345K
|
143K
$70.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-1.08K- 5.42% |
$318K - $347K
|
18.9K
$9.26M
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.09K- 5.81% |
$318K - $348K
|
17.6K
$8.61M
|
|
|
May 11, 2023
Q1 2023
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-1.09K- 0.62% |
$321K - $350K
|
177K
$86.4M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.1K- 0.43% |
$322K - $351K
|
254K
$124M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.1K- 18.84% |
$322K - $352K
|
4.73K
$2.31M
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.11K- 1.47% |
$325K - $355K
|
74.3K
$36.3M
|
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-1.11K- 14.69% |
$326K - $356K
|
6.45K
$3.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.11K- 7.29% |
$326K - $356K
|
14.1K
$6.92M
|
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
SELL
|
- |
-1.12K- 10.39% |
$328K - $358K
|
9.63K
$4.71M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-1.13K- 1.78% |
$332K - $363K
|
62.5K
$30.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-1.13K- 2.43% |
$333K - $363K
|
45.4K
$22.2M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.14K- 7.24% |
$334K - $364K
|
14.6K
$7.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 10.41% |
$336K - $367K
|
9.86K
$4.82M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.15K- 2.88% |
$338K - $368K
|
38.7K
$19M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.15K- 8.68% |
$339K - $370K
|
12.1K
$5.94M
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.16K- 1.26% |
$339K - $370K
|
90.4K
$44.2M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.16K- 16.15% |
$341K - $372K
|
6.03K
$2.95M
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.17K- 6.31% |
$342K - $374K
|
17.3K
$8.47M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.19K- 4.97% |
$350K - $383K
|
22.8K
$11.2M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.2K- 2.03% |
$353K - $385K
|
58.1K
$28.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.21K- 42.05% |
$356K - $388K
|
1.67K
$817K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-1.21K- 28.42% |
$356K - $389K
|
3.06K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1.21K- 2.38% |
$356K - $389K
|
49.8K
$24.4M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.22K- 15.66% |
$358K - $391K
|
6.57K
$3.22M
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.22K- 7.45% |
$358K - $391K
|
15.2K
$7.42M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.25K- 6.61% |
$367K - $400K
|
17.7K
$8.64M
|
|
|
May 15, 2023
Q1 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-1.3K- 53.29% |
$380K - $415K
|
1.14K
$555K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-1.3K- 53.24% |
$381K - $416K
|
1.14K
$558K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.31K- 10.17% |
$383K - $418K
|
11.5K
$5.64M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-1.33K- 14.21% |
$389K - $424K
|
8K
$3.91M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.33K- 1.31% |
$389K - $424K
|
99.6K
$48.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 7.61% |
$389K - $425K
|
16.1K
$7.88M
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.33K- 0.92% |
$390K - $425K
|
143K
$69.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.35K- 2.0% |
$395K - $431K
|
66.1K
$32.3M
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1.35K- 14.85% |
$396K - $432K
|
7.74K
$3.79M
|
|
|
May 10, 2023
Q1 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.35K- 3.21% |
$397K - $434K
|
40.8K
$20M
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.36K- 9.78% |
$399K - $435K
|
12.5K
$6.13M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.37K- 10.38% |
$402K - $439K
|
11.8K
$5.78M
|