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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-615- 2.94% |
$190K - $210K
|
20.3K
$9.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-618- 6.06% |
$191K - $211K
|
9.58K
$4.52M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-618- 2.17% |
$191K - $211K
|
27.9K
$13.2M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-619- 1.55% |
$191K - $211K
|
39.3K
$18.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-620- 0.23% |
$192K - $211K
|
274K
$129M
|
|
|
Sep 27, 2024
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-620- 0.23% |
$192K - $211K
|
274K
$129M
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-622- 15.17% |
$192K - $212K
|
3.48K
$1.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-622- 2.67% |
$192K - $212K
|
22.7K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-623- 6.84% |
$193K - $212K
|
8.49K
$4.01M
|
|
|
Jul 24, 2023
Q2 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-625- 6.97% |
$193K - $213K
|
8.35K
$3.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-625- 4.22% |
$193K - $213K
|
14.2K
$6.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-629- 2.71% |
$194K - $214K
|
22.6K
$10.7M
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-631- 9.19% |
$195K - $215K
|
6.23K
$2.94M
|
|
|
Aug 04, 2023
Q2 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-631- 3.01% |
$195K - $215K
|
20.3K
$9.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-632- 1.57% |
$195K - $216K
|
39.5K
$18.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-644- 3.23% |
$199K - $220K
|
19.3K
$9.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-645- 5.47% |
$199K - $220K
|
11.1K
$5.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-647- 6.92% |
$200K - $221K
|
8.71K
$4.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-650- 2.41% |
$201K - $222K
|
26.4K
$12.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-652- 0.82% |
$202K - $222K
|
79.3K
$37.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-655- 5.38% |
$202K - $223K
|
11.5K
$5.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-657- 4.53% |
$203K - $224K
|
13.8K
$6.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Schwab Charitable Fund
|
SELL
|
- |
-658- 44.46% |
$203K - $224K
|
822
$388K
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-661- 17.21% |
$204K - $225K
|
3.18K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-663- 0.2% |
$205K - $226K
|
331K
$156M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-667- 4.16% |
$206K - $227K
|
15.4K
$7.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-668- 28.84% |
$206K - $228K
|
1.65K
$778K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-671- 15.24% |
$207K - $229K
|
3.73K
$1.76M
|
|
|
Sep 07, 2023
Q2 2023
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-674- 0.58% |
$208K - $230K
|
115K
$54.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-675- 1.09% |
$209K - $230K
|
61.1K
$28.8M
|
|
|
Aug 14, 2023
Q2 2023
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-675- 3.38% |
$209K - $230K
|
19.3K
$9.11M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-678- 5.08% |
$210K - $231K
|
12.7K
$5.99M
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-689- 0.25% |
$213K - $235K
|
273K
$129M
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-694- 3.94% |
$214K - $237K
|
16.9K
$8M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-698- 2.82% |
$216K - $238K
|
24K
$11.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-699- 33.54% |
$216K - $238K
|
1.39K
$654K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-700- 16.85% |
$216K - $239K
|
3.46K
$1.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-700- 11.99% |
$216K - $239K
|
5.14K
$2.42M
|
|
|
Jul 28, 2023
Q2 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-701- 0.19% |
$217K - $239K
|
378K
$178M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-704- 5.55% |
$218K - $240K
|
12K
$5.66M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-711- 1.62% |
$220K - $242K
|
43K
$20.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-714- 10.24% |
$221K - $243K
|
6.26K
$2.95M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-719- 18.61% |
$222K - $245K
|
3.14K
$1.48M
|
|
|
Jul 28, 2023
Q2 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-730- 37.82% |
$226K - $249K
|
1.2K
$566K
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-734- 6.18% |
$227K - $250K
|
11.1K
$5.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-735- 0.65% |
$227K - $251K
|
113K
$53.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-736- 1.03% |
$227K - $251K
|
70.5K
$33.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-736- 54.88% |
$227K - $251K
|
605
$286K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-737- 3.4% |
$228K - $251K
|
20.9K
$9.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-743- 0.93% |
$230K - $253K
|
79.2K
$37.4M
|