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 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-406- 0.58% |
$125K - $138K
|
69.4K
$32.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-410- 0.84% |
$127K - $140K
|
48.1K
$22.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-416- 12.25% |
$129K - $142K
|
2.98K
$1.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-416- 3.12% |
$129K - $142K
|
12.9K
$6.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-420- 1.52% |
$130K - $143K
|
27.3K
$12.9M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-421- 11.06% |
$130K - $144K
|
3.39K
$1.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-421- 2.22% |
$130K - $144K
|
18.5K
$8.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-422- 5.55% |
$130K - $144K
|
7.18K
$3.39M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-426- 0.65% |
$132K - $145K
|
65.1K
$30.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-433- 3.32% |
$134K - $148K
|
12.6K
$5.95M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-435- 1.92% |
$134K - $148K
|
22.3K
$10.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-439- 3.06% |
$136K - $150K
|
13.9K
$6.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-439- 4.5% |
$136K - $150K
|
9.33K
$4.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-440- 1.14% |
$136K - $150K
|
38.2K
$18M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-445- 5.94% |
$138K - $152K
|
7.05K
$3.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-445- 4.42% |
$138K - $152K
|
9.63K
$4.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-446- 0.41% |
$138K - $152K
|
110K
$51.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-448- 2.53% |
$138K - $153K
|
17.2K
$8.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-450- 3.08% |
$139K - $153K
|
14.2K
$6.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-452- 9.77% |
$140K - $154K
|
4.17K
$1.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-453- 3.48% |
$140K - $154K
|
12.6K
$5.93M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-453- 3.48% |
$140K - $154K
|
12.6K
$5.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-458- 4.49% |
$142K - $156K
|
9.73K
$4.6M
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-460- 6.82% |
$142K - $157K
|
6.28K
$2.97M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-464- 3.25% |
$143K - $158K
|
13.8K
$6.52M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-464- 5.25% |
$143K - $158K
|
8.37K
$3.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-466- 2.57% |
$144K - $159K
|
17.6K
$8.33M
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-467- 1.2% |
$144K - $159K
|
38.4K
$18.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-469- 5.08% |
$145K - $160K
|
8.77K
$4.14M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-470- 2.76% |
$145K - $160K
|
16.5K
$7.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-470- 12.22% |
$145K - $160K
|
3.38K
$1.59M
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-471- 64.34% |
$146K - $161K
|
261
$123K
|
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-475- 24.42% |
$147K - $162K
|
1.47K
$694K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-475- 10.94% |
$147K - $162K
|
3.87K
$1.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-478- 3.06% |
$148K - $163K
|
15.1K
$7.14M
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-480- 2.89% |
$148K - $164K
|
16.1K
$7.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-480- 14.8% |
$148K - $164K
|
2.76K
$1.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-482- 0.2% |
$149K - $164K
|
243K
$115M
|
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-487- 0.98% |
$151K - $166K
|
49.3K
$23.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-493- 1.2% |
$152K - $168K
|
40.6K
$19.2M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-493- 1.22% |
$152K - $168K
|
40K
$18.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-494- 1.8% |
$153K - $168K
|
26.9K
$12.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-495- 3.26% |
$153K - $169K
|
14.7K
$6.93M
|
|
|
Jul 19, 2023
Q2 2023
|
Searcy Financial Services Inc
|
SELL
|
- |
-496- 1.91% |
$153K - $169K
|
25.5K
$12M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-497- 1.31% |
$154K - $169K
|
37.3K
$17.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-500- 0.3% |
$155K - $171K
|
165K
$77.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-500- 2.3% |
$155K - $171K
|
21.2K
$10M
|
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-500- 8.68% |
$155K - $171K
|
5.26K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-500- 2.11% |
$155K - $171K
|
23.1K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-500- 20.83% |
$155K - $171K
|
1.9K
$897K
|