Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-15- 60.0% |
$4.64K - $5.12K
|
10
$4.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-15- 0.79% |
$4.64K - $5.12K
|
1.87K
$898K
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-15- 0.52% |
$4.64K - $5.12K
|
2.86K
$1.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-15- 0.21% |
$4.64K - $5.12K
|
7.09K
$3.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-15- 0.24% |
$4.64K - $5.12K
|
6.33K
$3.03M
|
|
|
Jul 28, 2023
Q2 2023
|
William Allan, LLC
|
SELL
|
- |
-15- 0.93% |
$4.64K - $5.12K
|
1.59K
$764K
|
|
|
Jul 28, 2023
Q2 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-15- 1.35% |
$4.64K - $5.12K
|
1.1K
$528K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-15- 3.57% |
$4.64K - $5.12K
|
405
$194K
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-15- 2.11% |
$4.64K - $5.12K
|
695
$333K
|
|
|
Aug 04, 2023
Q2 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-15- 0.1% |
$4.64K - $5.12K
|
14.8K
$7.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-15- 0.15% |
$4.64K - $5.12K
|
10.3K
$4.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-15- 0.7% |
$4.64K - $5.12K
|
2.14K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-15- 0.39% |
$4.64K - $5.12K
|
3.85K
$1.85M
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-15- 0.2% |
$4.64K - $5.12K
|
7.51K
$3.6M
|
|
|
Oct 10, 2024
Q2 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-15- 2.01% |
$4.64K - $5.12K
|
731
$351K
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-16- 0.8% |
$4.95K - $5.46K
|
1.99K
$956K
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-16- 1.86% |
$4.95K - $5.46K
|
844
$405K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-16- 0.18% |
$4.95K - $5.46K
|
8.72K
$4.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-16- 2.22% |
$4.95K - $5.46K
|
706
$339K
|
|
|
Jul 18, 2023
Q2 2023
|
American Asset Management Inc.
|
SELL
|
- |
-17- 1.55% |
$5.25K - $5.8K
|
1.08K
$517K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-17- 1.26% |
$5.25K - $5.8K
|
1.33K
$637K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-18- 0.63% |
$5.56K - $6.14K
|
2.83K
$1.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-18- 1.4% |
$5.56K - $6.14K
|
1.27K
$608K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-18- 0.3% |
$5.56K - $6.14K
|
5.9K
$2.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-18- 0.3% |
$5.56K - $6.14K
|
5.93K
$2.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-18- 2.6% |
$5.56K - $6.14K
|
674
$323K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-19- 0.3% |
$5.87K - $6.48K
|
6.4K
$3.07M
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-19- 0.88% |
$5.87K - $6.48K
|
2.15K
$1.03M
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-19- 0.36% |
$5.87K - $6.48K
|
5.2K
$2.49M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.51% |
$5.87K - $6.48K
|
3.71K
$1.78M
|
|
|
Nov 13, 2023
Q2 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-19- 0.05% |
$5.87K - $6.48K
|
37.4K
$17.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-20- 7.41% |
$6.18K - $6.82K
|
250
$120K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-20- 1.47% |
$6.18K - $6.82K
|
1.34K
$643K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-20- 0.8% |
$6.18K - $6.82K
|
2.47K
$1.18M
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-20- 2.56% |
$6.18K - $6.82K
|
761
$365K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-20- 3.59% |
$6.18K - $6.82K
|
537
$258K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-20- 1.26% |
$6.18K - $6.82K
|
1.57K
$753K
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-20- 0.44% |
$6.18K - $6.82K
|
4.49K
$2.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-20- 0.98% |
$6.18K - $6.82K
|
2.02K
$970K
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-20- 0.6% |
$6.18K - $6.82K
|
3.33K
$1.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-20- 1.03% |
$6.18K - $6.82K
|
1.92K
$918K
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-21- 1.63% |
$6.49K - $7.16K
|
1.27K
$610K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-21- 0.97% |
$6.49K - $7.16K
|
2.15K
$1.03M
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-21- 6.21% |
$6.49K - $7.16K
|
317
$152K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-21- 0.35% |
$6.49K - $7.16K
|
6.04K
$2.89M
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-21- 2.33% |
$6.49K - $7.16K
|
882
$423K
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-21- 0.23% |
$6.49K - $7.16K
|
8.95K
$4.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-21- 1.63% |
$6.49K - $7.16K
|
1.26K
$606K
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-21- 0.33% |
$6.49K - $7.16K
|
6.35K
$3.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-21- 1.93% |
$6.49K - $7.16K
|
1.07K
$512K
|