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 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-67- 0.63% |
$20.7K - $22.8K
|
10.5K
$5.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-67- 0.01% |
$20.7K - $22.8K
|
743K
$354M
|
|
|
Aug 10, 2023
Q2 2023
|
Check Capital Management Inc
|
SELL
|
- |
-67- -0.0% |
$20.7K - $22.8K
|
1.36M
$648M
|
|
|
Jan 31, 2024
Q2 2023
|
Check Capital Management Inc
|
SELL
|
- |
-67- -0.0% |
$20.7K - $22.8K
|
1.36M
$648M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-68- 0.82% |
$21K - $23.2K
|
8.24K
$3.93M
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-69- 2.58% |
$21.3K - $23.5K
|
2.6K
$1.24M
|
|
|
Jul 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-70- 4.24% |
$21.6K - $23.9K
|
1.58K
$753K
|
|
|
Aug 02, 2023
Q2 2023
|
Xxec, Inc.
|
SELL
|
- |
-70- 0.56% |
$21.6K - $23.9K
|
12.3K
$5.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-70- 8.77% |
$21.6K - $23.9K
|
728
$347K
|
|
|
Aug 04, 2023
Q2 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-70- 5.84% |
$21.6K - $23.9K
|
1.13K
$538K
|
|
|
Aug 09, 2023
Q2 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-70- 3.75% |
$21.6K - $23.9K
|
1.8K
$855K
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-71- 10.5% |
$21.9K - $24.2K
|
605
$288K
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-71- 3.01% |
$21.9K - $24.2K
|
2.29K
$1.09M
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-71- 6.08% |
$21.9K - $24.2K
|
1.1K
$522K
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-71- 0.98% |
$21.9K - $24.2K
|
7.14K
$3.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-71- 1.29% |
$21.9K - $24.2K
|
5.45K
$2.6M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-71- 3.16% |
$21.9K - $24.2K
|
2.17K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-72- 0.31% |
$22.3K - $24.6K
|
23K
$11M
|
|
|
Jul 12, 2023
Q2 2023
|
Birch Capital Management, LLC
|
SELL
|
- |
-73- 73.0% |
$22.6K - $24.9K
|
27
$12.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-73- 0.67% |
$22.6K - $24.9K
|
10.9K
$5.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-73- 1.28% |
$22.6K - $24.9K
|
5.62K
$2.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-73- 1.22% |
$22.6K - $24.9K
|
5.92K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-73- 3.08% |
$22.6K - $24.9K
|
2.3K
$1.09M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-74- 2.55% |
$22.9K - $25.2K
|
2.83K
$1.35M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-75- 1.29% |
$23.2K - $25.6K
|
5.72K
$2.73M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-75- 0.28% |
$23.2K - $25.6K
|
26.5K
$12.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-75- 5.43% |
$23.2K - $25.6K
|
1.31K
$622K
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-75- 0.55% |
$23.2K - $25.6K
|
13.6K
$6.47M
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-75- 2.65% |
$23.2K - $25.6K
|
2.76K
$1.31M
|
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-75- 0.64% |
$23.2K - $25.6K
|
11.6K
$5.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-75- 0.64% |
$23.2K - $25.6K
|
11.7K
$5.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-76- 3.25% |
$23.5K - $25.9K
|
2.26K
$1.08M
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-77- 8.42% |
$23.8K - $26.3K
|
838
$399K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-78- 0.72% |
$24.1K - $26.6K
|
10.8K
$5.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-78- 4.14% |
$24.1K - $26.6K
|
1.81K
$860K
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-79- 2.98% |
$24.4K - $26.9K
|
2.58K
$1.23M
|
|
|
Jul 05, 2023
Q2 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-80- 0.97% |
$24.7K - $27.3K
|
8.15K
$3.88M
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-80- 14.93% |
$24.7K - $27.3K
|
456
$217K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-80- 0.4% |
$24.7K - $27.3K
|
20K
$9.54M
|
|
|
Jul 17, 2023
Q2 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-80- 0.12% |
$24.7K - $27.3K
|
66.9K
$31.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Channing Global Advisors, LLC
|
SELL
|
- |
-80- 1.21% |
$24.7K - $27.3K
|
6.54K
$3.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
SELL
|
- |
-80- 0.59% |
$24.7K - $27.3K
|
13.6K
$6.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-80- 0.16% |
$24.7K - $27.3K
|
50.3K
$24M
|
|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-80- 17.9% |
$24.7K - $27.3K
|
367
$175K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-82- 13.99% |
$25.3K - $28K
|
504
$240K
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-82- 0.75% |
$25.3K - $28K
|
10.8K
$5.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-82- 1.59% |
$25.3K - $28K
|
5.06K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-82- 2.97% |
$25.3K - $28K
|
2.68K
$1.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-83- 12.28% |
$25.7K - $28.3K
|
593
$283K
|
|
|
Aug 08, 2023
Q2 2023
|
Bruni J V & CO
|
SELL
|
- |
-84- 2.29% |
$26K - $28.6K
|
3.58K
$1.7M
|