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 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-198- 3.14% |
$61.2K - $67.5K
|
6.11K
$2.91M
|
|
|
Aug 03, 2023
Q2 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-198- 0.91% |
$61.2K - $67.5K
|
21.6K
$10.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-199- 0.45% |
$61.5K - $67.9K
|
44K
$21M
|
|
|
Jul 13, 2023
Q2 2023
|
Bay Rivers Group
|
SELL
|
- |
-200- 22.99% |
$61.8K - $68.2K
|
670
$319K
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-200- 4.91% |
$61.8K - $68.2K
|
3.87K
$1.84M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-200- 10.76% |
$61.8K - $68.2K
|
1.66K
$790K
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-200- 14.23% |
$61.8K - $68.2K
|
1.21K
$574K
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-200- 6.72% |
$61.8K - $68.2K
|
2.78K
$1.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-200- 4.44% |
$61.8K - $68.2K
|
4.3K
$2.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-200- 1.47% |
$61.8K - $68.2K
|
13.4K
$6.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Epacria Capital Partners, LLC
Boulder, CO |
SELL
|
- |
-200- 0.51% |
$61.8K - $68.2K
|
38.8K
$18.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-201- 1.97% |
$62.1K - $68.5K
|
9.99K
$4.76M
|
|
|
Jul 27, 2023
Q2 2023
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-202- 17.6% |
$62.4K - $68.9K
|
946
$451K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-202- 2.43% |
$62.4K - $68.9K
|
8.11K
$3.87M
|
|
|
Jul 21, 2023
Q2 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-203- 0.82% |
$62.7K - $69.2K
|
24.4K
$11.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-203- 2.52% |
$62.7K - $69.2K
|
7.85K
$3.74M
|
|
|
Aug 14, 2023
Q2 2023
|
X Square Capital, LLC
|
SELL
|
- |
-204- 2.12% |
$63.1K - $69.6K
|
9.43K
$4.49M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-209- 3.32% |
$64.6K - $71.3K
|
6.08K
$2.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-210- 18.68% |
$64.9K - $71.6K
|
914
$436K
|
|
|
Aug 02, 2023
Q2 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-210- 1.98% |
$64.9K - $71.6K
|
10.4K
$4.94M
|
|
|
Jul 13, 2023
Q2 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-212- 0.91% |
$65.5K - $72.3K
|
23.1K
$11M
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-213- 2.92% |
$65.8K - $72.6K
|
7.07K
$3.37M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-214- 2.6% |
$66.1K - $73K
|
8.02K
$3.82M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-214- 1.11% |
$66.1K - $73K
|
19K
$9.06M
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-214- 24.13% |
$66.1K - $73K
|
673
$321K
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-215- 0.3% |
$66.5K - $73.3K
|
70.7K
$33.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-215- 22.37% |
$66.5K - $73.3K
|
746
$356K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-216- 1.09% |
$66.8K - $73.7K
|
19.7K
$9.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-217- 12.93% |
$67.1K - $74K
|
1.46K
$696K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-217- 12.93% |
$67.1K - $74K
|
1.46K
$696K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-218- 15.49% |
$67.4K - $74.3K
|
1.19K
$567K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-219- 1.38% |
$67.7K - $74.7K
|
15.7K
$7.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-219- 0.95% |
$67.7K - $74.7K
|
22.9K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-219- 0.25% |
$67.7K - $74.7K
|
87.9K
$41.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-220- 4.89% |
$68K - $75K
|
4.28K
$2.04M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-223- 3.7% |
$68.9K - $76K
|
5.81K
$2.77M
|
|
|
Jul 26, 2023
Q2 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-224- 1.39% |
$69.2K - $76.4K
|
15.9K
$7.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-224- 1.9% |
$69.2K - $76.4K
|
11.6K
$5.51M
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-225- 0.63% |
$69.5K - $76.7K
|
35.5K
$16.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-226- 1.03% |
$69.8K - $77.1K
|
21.7K
$10.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-226- 4.9% |
$69.8K - $77.1K
|
4.38K
$2.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-227- 3.87% |
$70.2K - $77.4K
|
5.65K
$2.69M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-227- 4.64% |
$70.2K - $77.4K
|
4.67K
$2.22M
|
|
|
Jul 17, 2023
Q2 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-229- 7.53% |
$70.8K - $78.1K
|
2.81K
$1.34M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-229- 5.76% |
$70.8K - $78.1K
|
3.74K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-231- 0.2% |
$71.4K - $78.8K
|
113K
$53.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
SELL
|
- |
-232- 0.36% |
$71.7K - $79.1K
|
64.6K
$30.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-233- 1.48% |
$72K - $79.5K
|
15.5K
$7.39M
|
|
|
Aug 14, 2023
Q2 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-233- 6.63% |
$72K - $79.5K
|
3.28K
$1.56M
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
SELL
|
- |
-234- 1.43% |
$72.3K - $79.8K
|
16.2K
$7.7M
|