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 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.83K- 6.36% |
$537K - $586K
|
26.9K
$13.3M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.84K- 19.99% |
$540K - $589K
|
7.36K
$3.63M
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.88K- 40.3% |
$551K - $601K
|
2.78K
$1.37M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.88K- 1.88% |
$552K - $603K
|
98.2K
$48.4M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.91K- 7.47% |
$561K - $612K
|
23.7K
$11.7M
|
|
|
May 05, 2023
Q1 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-2.02K- 3.7% |
$591K - $646K
|
52.4K
$25.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.05K- 15.8% |
$602K - $657K
|
10.9K
$5.38M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.09K- 37.3% |
$614K - $670K
|
3.52K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-2.1K- 0.19% |
$615K - $671K
|
1.07M
$529M
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-2.1K- 71.63% |
$617K - $674K
|
833
$410K
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.1K- 18.6% |
$618K - $674K
|
9.21K
$4.54M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2.11K- 64.84% |
$619K - $675K
|
1.14K
$563K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2.14K- 53.63% |
$629K - $687K
|
1.85K
$913K
|
|
|
May 08, 2023
Q1 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-2.15K- 0.3% |
$632K - $689K
|
706K
$348M
|
|
|
May 12, 2023
Q1 2023
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-2.17K- 0.61% |
$636K - $694K
|
354K
$175M
|
|
|
Apr 20, 2023
Q1 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-2.17K- 6.5% |
$636K - $695K
|
31.2K
$15.4M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.18K- 5.94% |
$640K - $698K
|
34.5K
$17M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.18K- 2.23% |
$641K - $700K
|
95.7K
$47.1M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.19K- 5.37% |
$642K - $701K
|
38.5K
$19M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.21K- 0.16% |
$650K - $709K
|
1.36M
$671M
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-2.22K- 11.18% |
$652K - $711K
|
17.6K
$8.69M
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-2.22K- 11.18% |
$652K - $711K
|
17.6K
$8.69M
|
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-2.24K- 1.17% |
$658K - $718K
|
189K
$93M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-2.26K- 10.1% |
$663K - $723K
|
20.1K
$9.91M
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.27K- 54.92% |
$667K - $728K
|
1.87K
$919K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-2.28K- 5.67% |
$669K - $730K
|
37.9K
$18.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.31K- 1.63% |
$678K - $740K
|
139K
$68.7M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.31K- 4.5% |
$679K - $741K
|
49.1K
$24.2M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.33K- 16.07% |
$684K - $746K
|
12.2K
$5.99M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.33K- 12.63% |
$685K - $747K
|
16.1K
$7.95M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.34K- 1.21% |
$686K - $749K
|
191K
$94.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Security National Bank
|
SELL
|
- |
-2.35K- 3.5% |
$689K - $752K
|
64.8K
$31.9M
|
|
|
May 09, 2023
Q1 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.35K- 6.72% |
$689K - $752K
|
32.6K
$16M
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2.39K- 13.74% |
$701K - $765K
|
15K
$7.39M
|
|
|
May 15, 2023
Q1 2023
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
SELL
|
- |
-2.39K- 3.86% |
$701K - $766K
|
59.6K
$29.3M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.4K- 1.94% |
$704K - $769K
|
121K
$59.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-2.4K- 3.8% |
$706K - $770K
|
60.9K
$30M
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.42K- 50.38% |
$711K - $776K
|
2.39K
$1.18M
|
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-2.43K- 37.41% |
$713K - $778K
|
4.06K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-2.43K- 10.91% |
$714K - $779K
|
19.9K
$9.79M
|
|
|
May 03, 2023
Q1 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-2.44K- 2.86% |
$715K - $781K
|
82.9K
$40.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-2.45K- 1.05% |
$720K - $786K
|
231K
$114M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.45K- 88.82% |
$720K - $786K
|
309
$152K
|
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-2.47K- 0.87% |
$725K - $791K
|
281K
$139M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-2.48K- 76.96% |
$727K - $794K
|
742
$366K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-2.5K- 6.65% |
$733K - $800K
|
35.1K
$17.3M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-2.54K- 16.28% |
$745K - $813K
|
13.1K
$6.43M
|
|
|
Apr 10, 2023
Q1 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-2.56K- 2.13% |
$751K - $820K
|
117K
$57.8M
|
|
|
May 15, 2023
Q1 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-2.61K- 1.8% |
$766K - $836K
|
142K
$70.2M
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.63K- 20.32% |
$773K - $844K
|
10.3K
$5.09M
|