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
|
Lokken Investment Group LLC
|
SELL
|
- |
-7.25K- 68.13% |
$2.13M - $2.32M
|
3.39K
$1.54M
|
|
Apr 28, 2023
Q1 2023
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-7.33K- 1.2% |
$2.15M - $2.35M
|
606K
$276M
|
|
Apr 26, 2023
Q1 2023
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-7.51K- 6.37% |
$2.2M - $2.4M
|
110K
$50.2M
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-7.69K- 8.54% |
$2.26M - $2.46M
|
82.4K
$37.5M
|
|
Apr 27, 2023
Q1 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-7.76K- 18.94% |
$2.28M - $2.49M
|
33.2K
$15.1M
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-7.79K- 3.45% |
$2.29M - $2.5M
|
218K
$99M
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-7.79K- 31.99% |
$2.29M - $2.5M
|
16.6K
$7.53M
|
|
May 15, 2023
Q1 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-7.97K- 6.53% |
$2.34M - $2.55M
|
114K
$51.9M
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-8.15K- 3.61% |
$2.39M - $2.61M
|
217K
$98.8M
|
|
Sep 30, 2024
Q1 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-8.16K- 47.86% |
$2.4M - $2.61M
|
8.89K
$4.04M
|
|
Oct 02, 2024
Q1 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-8.16K- 47.86% |
$2.4M - $2.61M
|
8.89K
$4.04M
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-8.22K- 2.89% |
$2.41M - $2.63M
|
276K
$126M
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-8.3K- 78.99% |
$2.43M - $2.66M
|
2.21K
$1M
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-8.62K- 14.34% |
$2.53M - $2.76M
|
51.5K
$23.4M
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-8.89K- 3.7% |
$2.61M - $2.85M
|
232K
$105M
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-8.9K- 7.42% |
$2.61M - $2.85M
|
111K
$50.5M
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-8.91K- 76.33% |
$2.61M - $2.85M
|
2.76K
$1.26M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.97K- 15.94% |
$2.63M - $2.87M
|
47.3K
$21.5M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.03K- 2.95% |
$2.65M - $2.89M
|
297K
$135M
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-9.06K- 32.0% |
$2.66M - $2.9M
|
19.3K
$8.76M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-9.1K- 72.11% |
$2.67M - $2.92M
|
3.52K
$1.6M
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-9.2K- 18.83% |
$2.7M - $2.95M
|
39.7K
$18M
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-9.27K- 23.96% |
$2.72M - $2.97M
|
29.4K
$13.4M
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-9.49K- 32.0% |
$2.79M - $3.04M
|
20.2K
$9.18M
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-9.51K- 4.79% |
$2.79M - $3.05M
|
189K
$86M
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-9.53K- 0.45% |
$2.8M - $3.05M
|
2.11M
$962M
|
|
May 08, 2023
Q1 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-9.57K- 3.12% |
$2.81M - $3.06M
|
297K
$135M
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-9.6K- 26.04% |
$2.82M - $3.08M
|
27.3K
$12.4M
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-9.7K- 48.6% |
$2.85M - $3.11M
|
10.3K
$4.67M
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-9.87K- 29.83% |
$2.9M - $3.16M
|
23.2K
$10.6M
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-10.1K- 8.55% |
$2.95M - $3.22M
|
108K
$48.9M
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-10.6K- 10.35% |
$3.11M - $3.39M
|
91.8K
$41.8M
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-10.7K- 8.34% |
$3.15M - $3.44M
|
118K
$53.7M
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-10.7K- 10.77% |
$3.15M - $3.44M
|
89K
$40.5M
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10.8K- 4.13% |
$3.17M - $3.46M
|
251K
$114M
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-11.1K- 11.46% |
$3.27M - $3.57M
|
86.1K
$39.2M
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-11.3K- 80.58% |
$3.31M - $3.61M
|
2.72K
$1.24M
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-11.4K- 4.42% |
$3.34M - $3.64M
|
246K
$112M
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-11.6K- 18.87% |
$3.39M - $3.7M
|
49.7K
$22.6M
|
|
Apr 27, 2023
Q1 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-11.6K- 2.39% |
$3.41M - $3.72M
|
474K
$216M
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-11.7K- 99.0% |
$3.42M - $3.74M
|
118
$53.7K
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-11.8K- 96.34% |
$3.45M - $3.76M
|
447
$203K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-12K- 37.84% |
$3.52M - $3.84M
|
19.7K
$8.95M
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-12.4K- 1.06% |
$3.65M - $3.98M
|
1.16M
$529M
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-12.4K- 77.21% |
$3.65M - $3.99M
|
3.67K
$1.67M
|
|
May 10, 2023
Q1 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-12.5K- 36.1% |
$3.68M - $4.01M
|
22.2K
$10.1M
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-12.5K- 0.64% |
$3.68M - $4.02M
|
1.95M
$885M
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-12.5K- 0.64% |
$3.68M - $4.02M
|
1.95M
$885M
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-12.7K- 2.41% |
$3.74M - $4.08M
|
516K
$235M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-13.2K- 3.29% |
$3.87M - $4.23M
|
387K
$176M
|