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 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-163- 4.06% |
$50.4K - $55.6K
|
3.85K
$1.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-163- 1.96% |
$50.4K - $55.6K
|
8.17K
$3.89M
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
SELL
|
- |
-164- 3.4% |
$50.7K - $55.9K
|
4.66K
$2.22M
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-165- 0.75% |
$51K - $56.3K
|
21.9K
$10.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-165- 3.7% |
$51K - $56.3K
|
4.3K
$2.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-166- 6.04% |
$51.3K - $56.6K
|
2.58K
$1.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-168- 4.44% |
$51.9K - $57.3K
|
3.62K
$1.72M
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-170- 0.32% |
$52.5K - $58K
|
53K
$25.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-170- 0.06% |
$52.5K - $58K
|
274K
$131M
|
|
|
Jul 20, 2023
Q2 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-170- 2.91% |
$52.5K - $58K
|
5.68K
$2.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-170- 1.35% |
$52.5K - $58K
|
12.4K
$5.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-170- 2.6% |
$52.5K - $58K
|
6.38K
$3.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-170- 3.89% |
$52.5K - $58K
|
4.2K
$2M
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
SELL
|
- |
-171- 0.36% |
$52.9K - $58.3K
|
47.3K
$22.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-173- 3.05% |
$53.5K - $59K
|
5.5K
$2.62M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-175- 4.54% |
$54.1K - $59.7K
|
3.68K
$1.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-175- 3.82% |
$54.1K - $59.7K
|
4.41K
$2.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-176- 9.43% |
$54.4K - $60K
|
1.69K
$806K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-176- 1.23% |
$54.4K - $60K
|
14.1K
$6.74M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-178- 0.83% |
$55K - $60.7K
|
21.4K
$10.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-179- 5.53% |
$55.3K - $61K
|
3.06K
$1.46M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-179- 3.35% |
$55.3K - $61K
|
5.17K
$2.46M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-180- 2.9% |
$55.6K - $61.4K
|
6.02K
$2.87M
|
|
|
Jul 19, 2023
Q2 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-180- 3.48% |
$55.6K - $61.4K
|
4.99K
$2.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-180- 2.75% |
$55.6K - $61.4K
|
6.37K
$3.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-181- 0.98% |
$55.9K - $61.7K
|
18.3K
$8.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-181- 2.46% |
$55.9K - $61.7K
|
7.18K
$3.42M
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-181- 2.46% |
$55.9K - $61.7K
|
7.18K
$3.42M
|
|
|
Jul 14, 2023
Q2 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-183- 0.77% |
$56.6K - $62.4K
|
23.7K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-183- 0.32% |
$56.6K - $62.4K
|
56.7K
$27M
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-184- 18.33% |
$56.9K - $62.7K
|
820
$391K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-185- 0.86% |
$57.2K - $63.1K
|
21.5K
$10.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Cohen Klingenstein LLC
|
SELL
|
- |
-185- 0.11% |
$57.2K - $63.1K
|
169K
$80.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Pacifica Capital Investments, LLC
|
SELL
|
- |
-185- 0.08% |
$57.2K - $63.1K
|
227K
$108M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-186- 0.71% |
$57.5K - $63.4K
|
26.1K
$12.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-188- 4.36% |
$58.1K - $64.1K
|
4.12K
$1.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-188- 5.5% |
$58.1K - $64.1K
|
3.23K
$1.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Investment Management Associates Inc
|
SELL
|
- |
-189- 1.63% |
$58.4K - $64.4K
|
11.4K
$5.44M
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-190- 1.37% |
$58.7K - $64.8K
|
13.7K
$6.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-190- 24.05% |
$58.7K - $64.8K
|
600
$286K
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-191- 18.04% |
$59K - $65.1K
|
868
$414K
|
|
|
Jul 26, 2023
Q2 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-193- 2.02% |
$59.7K - $65.8K
|
9.38K
$4.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-193- 4.65% |
$59.7K - $65.8K
|
3.96K
$1.89M
|
|
|
Jul 06, 2023
Q2 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-194- 1.33% |
$60K - $66.2K
|
14.4K
$6.88M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-194- 8.35% |
$60K - $66.2K
|
2.13K
$1.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-194- 8.26% |
$60K - $66.2K
|
2.15K
$1.03M
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-194- 1.08% |
$60K - $66.2K
|
17.8K
$8.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-194- 1.48% |
$60K - $66.2K
|
12.9K
$6.17M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-197- 1.61% |
$60.9K - $67.2K
|
12K
$5.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-197- 6.4% |
$60.9K - $67.2K
|
2.88K
$1.37M
|