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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-2.16K- 12.48% |
$669K - $738K
|
15.2K
$7.27M
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-2.17K- 4.77% |
$671K - $740K
|
43.4K
$20.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.19K- 57.54% |
$677K - $746K
|
1.62K
$775K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.28K- 5.99% |
$703K - $776K
|
35.7K
$17.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.28K- 2.85% |
$704K - $777K
|
77.6K
$37.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.28K- 1.03% |
$706K - $779K
|
220K
$105M
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-2.3K- 50.52% |
$710K - $784K
|
2.25K
$1.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Kiltearn Partners LLP
Edinburgh, X0 |
SELL
|
- |
-2.3K- 3.02% |
$711K - $784K
|
73.9K
$35.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-2.31K- 0.81% |
$714K - $788K
|
284K
$136M
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-2.33K- 56.72% |
$719K - $793K
|
1.78K
$851K
|
|
|
Aug 14, 2023
Q2 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.34K- 50.0% |
$724K - $799K
|
2.34K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.35K- 19.28% |
$725K - $800K
|
9.82K
$4.71M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-2.37K- 10.73% |
$732K - $807K
|
19.7K
$9.45M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.41K- 0.95% |
$744K - $821K
|
252K
$121M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.43K- 10.68% |
$749K - $827K
|
20.3K
$9.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-2.43K- 12.04% |
$751K - $829K
|
17.8K
$8.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.45K- 6.32% |
$757K - $835K
|
36.3K
$17.4M
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.47K- 1.92% |
$762K - $841K
|
126K
$60.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.47K- 18.94% |
$764K - $843K
|
10.6K
$5.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-2.48K- 52.57% |
$766K - $845K
|
2.24K
$1.07M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.54K- 1.78% |
$783K - $864K
|
140K
$67.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.55K- 6.57% |
$789K - $871K
|
36.3K
$17.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-2.56K- 2.39% |
$791K - $873K
|
104K
$50M
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2.56K- 46.02% |
$792K - $874K
|
3.01K
$1.44M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-2.56K- 10.99% |
$792K - $874K
|
20.8K
$9.95M
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-2.6K- 35.38% |
$804K - $887K
|
4.75K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-2.61K- 1.83% |
$806K - $890K
|
140K
$67M
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.66K- 78.76% |
$821K - $905K
|
716
$343K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.66K- 11.06% |
$823K - $908K
|
21.4K
$10.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.67K- 3.45% |
$824K - $909K
|
74.6K
$35.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-2.69K- 2.74% |
$833K - $919K
|
95.7K
$45.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.7K- 10.04% |
$833K - $919K
|
24.2K
$11.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-2.76K- 18.52% |
$852K - $940K
|
12.1K
$5.82M
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.77K- 5.26% |
$856K - $944K
|
49.9K
$23.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.77K- 5.69% |
$857K - $946K
|
46K
$22M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.77K- 5.69% |
$857K - $946K
|
46K
$22M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.79K- 1.87% |
$861K - $950K
|
147K
$70.3M
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.79K- 3.44% |
$863K - $952K
|
78.5K
$37.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.8K- 48.09% |
$864K - $953K
|
3.02K
$1.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Codex Capital, L.L.C.
New York, NY |
SELL
|
- |
-2.8K- 14.58% |
$865K - $955K
|
16.4K
$7.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-2.82K- 11.92% |
$872K - $962K
|
20.8K
$9.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.83K- 37.22% |
$874K - $964K
|
4.77K
$2.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.87K- 3.56% |
$888K - $979K
|
77.7K
$37.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-2.88K- 3.61% |
$889K - $981K
|
76.9K
$36.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Smead Capital Management, Inc.
Phoenix, AZ |
SELL
|
- |
-2.88K- 1.49% |
$891K - $983K
|
191K
$91.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-2.9K- 0.8% |
$895K - $988K
|
361K
$173M
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-2.9K- 26.28% |
$896K - $989K
|
8.14K
$3.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.9K- 7.39% |
$896K - $989K
|
36.3K
$17.4M
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-3.01K- 3.97% |
$932K - $1.03M
|
72.8K
$34.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.04K- 15.16% |
$938K - $1.03M
|
17K
$8.15M
|