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 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.96K- 1.33% |
$1.16M - $1.27M
|
294K
$144M
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-3.99K- 25.47% |
$1.17M - $1.28M
|
11.7K
$5.72M
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-4K- 13.21% |
$1.17M - $1.28M
|
26.3K
$12.9M
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
SELL
|
- |
-4.06K- 1.14% |
$1.19M - $1.3M
|
354K
$173M
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.11K- 1.6% |
$1.21M - $1.32M
|
252K
$124M
|
|
May 15, 2023
Q1 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-4.11K- 16.04% |
$1.21M - $1.32M
|
21.5K
$10.5M
|
|
May 11, 2023
Q1 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-4.11K- 0.9% |
$1.21M - $1.32M
|
455K
$222M
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.11K- 5.2% |
$1.21M - $1.32M
|
75K
$36.7M
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-4.14K- 6.14% |
$1.21M - $1.32M
|
63.2K
$30.9M
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-4.14K- 56.05% |
$1.22M - $1.33M
|
3.25K
$1.59M
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-4.19K- 32.83% |
$1.23M - $1.34M
|
8.57K
$4.19M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.2K- 5.55% |
$1.23M - $1.35M
|
71.6K
$35M
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.22K- 14.39% |
$1.24M - $1.35M
|
25.1K
$12.3M
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4.22K- 18.95% |
$1.24M - $1.35M
|
18.1K
$8.83M
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-4.26K- 11.56% |
$1.25M - $1.36M
|
32.6K
$15.9M
|
|
May 10, 2023
Q1 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-4.26K- 2.42% |
$1.25M - $1.37M
|
172K
$84.2M
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-4.29K- 1.98% |
$1.26M - $1.38M
|
213K
$104M
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-4.33K- 5.18% |
$1.27M - $1.39M
|
79.3K
$38.8M
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
SELL
|
- |
-4.36K- 2.89% |
$1.28M - $1.4M
|
146K
$71.6M
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4.39K- 1.77% |
$1.29M - $1.41M
|
243K
$119M
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-4.51K- 85.21% |
$1.32M - $1.44M
|
782
$383K
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-4.51K- 16.98% |
$1.32M - $1.44M
|
22K
$10.8M
|
|
May 09, 2023
Q1 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-4.61K- 4.16% |
$1.35M - $1.48M
|
106K
$52M
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-4.62K- 31.32% |
$1.36M - $1.48M
|
10.1K
$4.96M
|
|
May 15, 2023
Q1 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-4.63K- 1.4% |
$1.36M - $1.48M
|
325K
$159M
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-4.66K- 32.5% |
$1.37M - $1.49M
|
9.67K
$4.73M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-4.72K- 11.72% |
$1.38M - $1.51M
|
35.5K
$17.4M
|
|
May 11, 2023
Q1 2023
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-4.86K- 1.74% |
$1.43M - $1.56M
|
274K
$134M
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-4.93K- 20.07% |
$1.45M - $1.58M
|
19.6K
$9.6M
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.94K- 5.65% |
$1.45M - $1.58M
|
82.3K
$40.3M
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.96K- 8.37% |
$1.46M - $1.59M
|
54.3K
$26.6M
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-5K- 16.81% |
$1.47M - $1.6M
|
24.7K
$12.1M
|
|
May 10, 2023
Q1 2023
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-5K- 5.13% |
$1.47M - $1.6M
|
92.4K
$45.2M
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-5.08K- 8.19% |
$1.49M - $1.63M
|
56.9K
$27.8M
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-5.09K- 26.81% |
$1.49M - $1.63M
|
13.9K
$6.8M
|
|
May 08, 2023
Q1 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-5.1K- 1.92% |
$1.5M - $1.63M
|
261K
$128M
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-5.12K- 27.63% |
$1.5M - $1.64M
|
13.4K
$6.56M
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-5.12K- 3.47% |
$1.5M - $1.64M
|
142K
$69.6M
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-5.14K- 85.3% |
$1.51M - $1.65M
|
886
$434K
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-5.24K- 48.98% |
$1.54M - $1.68M
|
5.46K
$2.67M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.26K- 8.71% |
$1.54M - $1.68M
|
55.1K
$27M
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-5.26K- 11.04% |
$1.54M - $1.68M
|
42.4K
$20.7M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.28K- 8.2% |
$1.55M - $1.69M
|
59.1K
$28.9M
|
|
May 10, 2023
Q1 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-5.3K- 11.03% |
$1.56M - $1.7M
|
42.7K
$20.9M
|
|
May 18, 2023
Q1 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-5.34K- 2.54% |
$1.57M - $1.71M
|
205K
$100M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.36K- 3.77% |
$1.57M - $1.72M
|
137K
$67M
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-5.39K- 34.1% |
$1.58M - $1.73M
|
10.4K
$5.09M
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-5.42K- 2.67% |
$1.59M - $1.74M
|
198K
$96.9M
|
|
Apr 21, 2023
Q1 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-5.43K- 24.38% |
$1.59M - $1.74M
|
16.9K
$8.24M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.48K- 2.03% |
$1.61M - $1.75M
|
264K
$129M
|