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 11, 2023
Q1 2023
|
X Square Capital, LLC
|
SELL
|
- |
-1.12K- 10.39% |
$328K - $358K
|
9.63K
$4.61M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-1.13K- 1.78% |
$332K - $363K
|
62.5K
$29.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-1.13K- 2.43% |
$333K - $363K
|
45.4K
$21.7M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.14K- 7.24% |
$334K - $364K
|
14.6K
$6.97M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 10.41% |
$336K - $367K
|
9.86K
$4.72M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.15K- 2.88% |
$338K - $368K
|
38.7K
$18.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.15K- 8.68% |
$339K - $370K
|
12.1K
$5.81M
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.16K- 1.26% |
$339K - $370K
|
90.4K
$43.2M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.16K- 16.15% |
$341K - $372K
|
6.03K
$2.89M
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.17K- 6.31% |
$342K - $374K
|
17.3K
$8.29M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.19K- 4.97% |
$350K - $383K
|
22.8K
$10.9M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.2K- 2.03% |
$353K - $385K
|
58.1K
$27.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.21K- 42.05% |
$356K - $388K
|
1.67K
$799K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-1.21K- 28.42% |
$356K - $389K
|
3.06K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1.21K- 2.38% |
$356K - $389K
|
49.8K
$23.8M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.22K- 15.66% |
$358K - $391K
|
6.57K
$3.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.22K- 7.45% |
$358K - $391K
|
15.2K
$7.26M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.25K- 6.61% |
$367K - $400K
|
17.7K
$8.45M
|
|
|
May 15, 2023
Q1 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-1.3K- 53.29% |
$380K - $415K
|
1.14K
$543K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-1.3K- 53.24% |
$381K - $416K
|
1.14K
$546K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.31K- 10.17% |
$383K - $418K
|
11.5K
$5.52M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-1.33K- 14.21% |
$389K - $424K
|
8K
$3.83M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.33K- 1.31% |
$389K - $424K
|
99.6K
$47.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 7.61% |
$389K - $425K
|
16.1K
$7.71M
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.33K- 0.92% |
$390K - $425K
|
143K
$68.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.35K- 2.0% |
$395K - $431K
|
66.1K
$31.6M
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1.35K- 14.85% |
$396K - $432K
|
7.74K
$3.71M
|
|
|
May 10, 2023
Q1 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.35K- 3.21% |
$397K - $434K
|
40.8K
$19.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.36K- 9.78% |
$399K - $435K
|
12.5K
$5.99M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.37K- 10.38% |
$402K - $439K
|
11.8K
$5.66M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.38K- 20.39% |
$404K - $441K
|
5.38K
$2.57M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.38K- 2.16% |
$406K - $443K
|
62.7K
$30M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.4K- 1.72% |
$410K - $447K
|
80K
$38.3M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.4K- 52.28% |
$411K - $449K
|
1.28K
$612K
|
|
|
May 15, 2023
Q1 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-1.42K- 7.37% |
$416K - $455K
|
17.8K
$8.53M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.42K- 30.84% |
$417K - $455K
|
3.19K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-1.42K- 0.49% |
$417K - $455K
|
286K
$137M
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.42K- 9.63% |
$417K - $456K
|
13.4K
$6.39M
|
|
|
Apr 28, 2023
Q1 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.44K- 2.59% |
$424K - $462K
|
54.2K
$25.9M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.45K- 4.06% |
$424K - $463K
|
34.1K
$16.3M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.46K- 24.67% |
$429K - $468K
|
4.46K
$2.13M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.47K- 9.6% |
$431K - $471K
|
13.8K
$6.62M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.49K- 2.37% |
$436K - $476K
|
61.2K
$29.3M
|
|
|
May 15, 2023
Q1 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-1.49K- 1.45% |
$437K - $477K
|
101K
$48.6M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.51K- 64.65% |
$442K - $482K
|
823
$394K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.51K- 1.22% |
$444K - $485K
|
123K
$58.6M
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.55K- 2.35% |
$456K - $497K
|
64.5K
$30.9M
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-1.57K- 10.82% |
$460K - $502K
|
12.9K
$6.18M
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.57KClosed |
$462K - $504K
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.59K- 2.7% |
$465K - $508K
|
57K
$27.3M
|