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
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-274- 4.52% |
$84.7K - $93.4K
|
5.79K
$2.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-274- 1.62% |
$84.7K - $93.4K
|
16.6K
$7.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Arnhold LLC
|
SELL
|
- |
-274- 0.72% |
$84.7K - $93.4K
|
38K
$18M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-274- 2.45% |
$84.7K - $93.4K
|
10.9K
$5.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-276- 4.44% |
$85.3K - $94.1K
|
5.94K
$2.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-279- 9.24% |
$86.2K - $95.1K
|
2.74K
$1.29M
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-280- 0.2% |
$86.5K - $95.5K
|
141K
$66.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-280- 19.28% |
$86.5K - $95.5K
|
1.17K
$553K
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-282- 7.51% |
$87.2K - $96.2K
|
3.47K
$1.64M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-284- 2.11% |
$87.8K - $96.8K
|
13.2K
$6.21M
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-285- 17.98% |
$88.1K - $97.2K
|
1.3K
$614K
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-285- 2.81% |
$88.1K - $97.2K
|
9.86K
$4.66M
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-286- 20.23% |
$88.4K - $97.5K
|
1.13K
$532K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-287- 2.42% |
$88.7K - $97.9K
|
11.6K
$5.47M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-291- 2.44% |
$89.9K - $99.2K
|
11.7K
$5.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-293- 1.5% |
$90.6K - $99.9K
|
19.2K
$9.07M
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-295- 9.85% |
$91.2K - $101K
|
2.7K
$1.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-295- 10.85% |
$91.2K - $101K
|
2.42K
$1.14M
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-297- 2.71% |
$91.8K - $101K
|
10.7K
$5.03M
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-298- 28.01% |
$92.1K - $102K
|
766
$362K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-298- 2.41% |
$92.1K - $102K
|
12.1K
$5.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-300- 2.73% |
$92.7K - $102K
|
10.7K
$5.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-300- 0.62% |
$92.7K - $102K
|
47.9K
$22.6M
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-300- 7.95% |
$92.7K - $102K
|
3.47K
$1.64M
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-304- 0.58% |
$94K - $104K
|
52.2K
$24.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-304- 0.7% |
$94K - $104K
|
43.3K
$20.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-304- 0.56% |
$94K - $104K
|
54.3K
$25.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-305- 1.43% |
$94.3K - $104K
|
21K
$9.93M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-311- 6.9% |
$96.1K - $106K
|
4.2K
$1.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-312- 2.86% |
$96.4K - $106K
|
10.6K
$5M
|
|
|
Jul 11, 2023
Q2 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-315- 0.29% |
$97.4K - $107K
|
108K
$50.9M
|
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-315- 2.7% |
$97.4K - $107K
|
11.3K
$5.35M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-315- 2.43% |
$97.4K - $107K
|
12.7K
$5.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-315- 13.51% |
$97.4K - $107K
|
2.02K
$952K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-316- 2.12% |
$97.7K - $108K
|
14.6K
$6.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-318- 3.45% |
$98.3K - $108K
|
8.89K
$4.2M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-319- 0.49% |
$98.6K - $109K
|
64.7K
$30.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-321- 0.19% |
$99.2K - $109K
|
169K
$79.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-323- 6.95% |
$99.8K - $110K
|
4.32K
$2.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-325- 0.6% |
$100K - $111K
|
53.8K
$25.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-329- 3.4% |
$102K - $112K
|
9.34K
$4.41M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-329- 2.08% |
$102K - $112K
|
15.5K
$7.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-333- 0.64% |
$103K - $114K
|
51.9K
$24.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-334- 2.08% |
$103K - $114K
|
15.7K
$7.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
SELL
|
- |
-336- 0.07% |
$104K - $115K
|
491K
$232M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-337- 3.63% |
$104K - $115K
|
8.96K
$4.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-338- 43.56% |
$104K - $115K
|
438
$207K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-339- 1.97% |
$105K - $116K
|
16.8K
$7.95M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-340- 26.94% |
$105K - $116K
|
922
$435K
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-340- 4.32% |
$105K - $116K
|
7.53K
$3.56M
|