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 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-991- 4.54% |
$306K - $338K
|
20.8K
$9.84M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-999- 10.54% |
$309K - $341K
|
8.48K
$4M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1K- 1.34% |
$309K - $341K
|
73.8K
$34.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-1K- 42.55% |
$309K - $341K
|
1.35K
$637K
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1K- 36.88% |
$310K - $342K
|
1.72K
$811K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.01K- 1.18% |
$311K - $343K
|
84.2K
$39.8M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.01K- 4.2% |
$312K - $344K
|
23K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-1.02K- 4.45% |
$314K - $346K
|
21.8K
$10.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-1.02K- 12.02% |
$314K - $346K
|
7.44K
$3.51M
|
|
|
Jul 31, 2023
Q2 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.02K- 3.13% |
$315K - $347K
|
31.6K
$14.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.02K- 6.68% |
$315K - $347K
|
14.2K
$6.72M
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.02K- 0.44% |
$316K - $349K
|
230K
$109M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.02K- 31.6% |
$316K - $349K
|
2.22K
$1.05M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.03K- 16.55% |
$317K - $350K
|
5.17K
$2.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.04K- 5.54% |
$321K - $354K
|
17.7K
$8.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.04K- 11.64% |
$321K - $354K
|
7.88K
$3.72M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.04K- 0.5% |
$323K - $356K
|
207K
$97.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-1.05K- 2.84% |
$325K - $358K
|
36K
$17M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.07K- 0.39% |
$329K - $363K
|
269K
$127M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.07K- 2.05% |
$332K - $366K
|
51.3K
$24.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-1.08K- 12.03% |
$333K - $367K
|
7.88K
$3.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-1.08K- 20.6% |
$334K - $369K
|
4.17K
$1.97M
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1.09K- 33.19% |
$337K - $371K
|
2.19K
$1.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.09K- 0.73% |
$337K - $372K
|
149K
$70.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-1.1K- 33.38% |
$340K - $375K
|
2.19K
$1.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.1K- 0.36% |
$340K - $375K
|
301K
$142M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.11K- 1.93% |
$342K - $377K
|
56.4K
$26.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-1.11K- 31.46% |
$342K - $378K
|
2.41K
$1.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-1.11K- 0.18% |
$344K - $380K
|
605K
$285M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.12K- 3.0% |
$345K - $380K
|
36K
$17M
|
|
|
Aug 11, 2023
Q2 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-1.12K- 1.56% |
$346K - $381K
|
70.4K
$33.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.13K- 0.8% |
$350K - $387K
|
141K
$66.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-1.14K- 3.13% |
$352K - $388K
|
35.3K
$16.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-1.14K- 3.17% |
$353K - $389K
|
34.9K
$16.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-1.15K- 0.54% |
$354K - $391K
|
211K
$99.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Management Advisors, LLC
|
SELL
|
- |
-1.15K- 0.99% |
$354K - $391K
|
115K
$54.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.15K- 7.86% |
$356K - $393K
|
13.5K
$6.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.16K- 26.09% |
$358K - $395K
|
3.28K
$1.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.18K- 0.85% |
$365K - $403K
|
137K
$64.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.2K- 1.44% |
$370K - $408K
|
81.7K
$38.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.2K- 3.76% |
$371K - $409K
|
30.7K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-1.2K- 34.06% |
$372K - $411K
|
2.33K
$1.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-1.21K- 7.05% |
$374K - $412K
|
15.9K
$7.53M
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.22K- 0.58% |
$377K - $416K
|
208K
$98M
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-1.23K- 1.0% |
$379K - $418K
|
121K
$57.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.24K- 3.01% |
$382K - $422K
|
39.8K
$18.8M
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.24K- 7.96% |
$383K - $423K
|
14.3K
$6.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.25K- 18.92% |
$386K - $426K
|
5.36K
$2.53M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.25K- 2.88% |
$387K - $427K
|
42.1K
$19.9M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.26K- 4.46% |
$389K - $429K
|
26.9K
$12.7M
|