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 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-1.73K- 46.25% |
$534K - $590K
|
2.01K
$948K
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.74K- 2.68% |
$539K - $594K
|
63.3K
$29.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-1.76K- 0.12% |
$542K - $598K
|
1.5M
$708M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.76K- 0.7% |
$544K - $601K
|
251K
$118M
|
|
|
Jul 28, 2023
Q2 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-1.78K- 9.49% |
$549K - $605K
|
16.9K
$8M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-1.78K- 11.52% |
$550K - $606K
|
13.7K
$6.44M
|
|
|
Jul 25, 2023
Q2 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.79K- 5.72% |
$552K - $609K
|
29.4K
$13.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-1.79K- 0.81% |
$554K - $611K
|
221K
$104M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.8K- 2.14% |
$555K - $613K
|
82.4K
$38.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.8K- 53.66% |
$557K - $615K
|
1.56K
$735K
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-1.82K- 61.17% |
$563K - $622K
|
1.16K
$546K
|
|
|
Aug 11, 2023
Q2 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.83K- 2.51% |
$565K - $624K
|
71K
$33.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Brooktree Capital Management
|
SELL
|
- |
-1.84K- 6.57% |
$568K - $627K
|
26.1K
$12.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
SELL
|
- |
-1.85K- 1.26% |
$572K - $631K
|
144K
$68.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.85K- 0.76% |
$573K - $632K
|
242K
$114M
|
|
|
Aug 25, 2023
Q2 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.86K- 1.7% |
$574K - $633K
|
107K
$50.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.87K- 9.86% |
$578K - $638K
|
17.1K
$8.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.88K- 1.72% |
$580K - $639K
|
107K
$50.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.88K- 10.9% |
$582K - $642K
|
15.4K
$7.26M
|
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-1.9K- 18.24% |
$587K - $648K
|
8.51K
$4.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.92K- 4.1% |
$592K - $653K
|
44.8K
$21.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.94K- 17.77% |
$600K - $662K
|
8.99K
$4.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.95K- 4.96% |
$602K - $665K
|
37.3K
$17.6M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.95K- 12.66% |
$602K - $665K
|
13.4K
$6.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.96K- 2.59% |
$604K - $667K
|
73.5K
$34.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.97K- 19.0% |
$609K - $671K
|
8.4K
$3.96M
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-2K- 9.74% |
$618K - $682K
|
18.5K
$8.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
SELL
|
- |
-2K- 34.4% |
$618K - $682K
|
3.81K
$1.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.01K- 16.25% |
$622K - $686K
|
10.4K
$4.89M
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.02K- 1.0% |
$623K - $687K
|
199K
$93.9M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.04K- 2.19% |
$629K - $694K
|
91K
$42.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.04K- 21.14% |
$632K - $697K
|
7.62K
$3.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.06K- 1.18% |
$636K - $702K
|
173K
$81.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-2.09K- 1.15% |
$644K - $711K
|
180K
$84.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-2.09K- 3.31% |
$647K - $714K
|
61.1K
$28.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.14K- 9.34% |
$660K - $728K
|
20.7K
$9.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.14K- 1.99% |
$661K - $729K
|
105K
$49.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.15K- 2.6% |
$663K - $731K
|
80.2K
$37.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-2.16K- 70.97% |
$668K - $737K
|
884
$417K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-2.16K- 5.41% |
$668K - $737K
|
37.8K
$17.8M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-2.16K- 12.48% |
$669K - $738K
|
15.2K
$7.16M
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-2.17K- 4.77% |
$671K - $740K
|
43.4K
$20.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.19K- 57.54% |
$677K - $746K
|
1.62K
$762K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.28K- 5.99% |
$703K - $776K
|
35.7K
$16.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.28K- 2.85% |
$704K - $777K
|
77.6K
$36.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.28K- 1.03% |
$706K - $779K
|
220K
$104M
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-2.3K- 50.52% |
$710K - $784K
|
2.25K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Kiltearn Partners LLP
Edinburgh, X0 |
SELL
|
- |
-2.3K- 3.02% |
$711K - $784K
|
73.9K
$34.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-2.31K- 0.81% |
$714K - $788K
|
284K
$134M
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-2.33K- 56.72% |
$719K - $793K
|
1.78K
$838K
|