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 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.83K- 15.38% |
$1.49M - $1.65M
|
26.6K
$12.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-4.84K- 9.62% |
$1.5M - $1.65M
|
45.5K
$21.5M
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-4.85K- 70.45% |
$1.5M - $1.65M
|
2.03K
$960K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4.86K- 2.45% |
$1.5M - $1.66M
|
193K
$91.2M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.89K- 24.26% |
$1.51M - $1.67M
|
15.3K
$7.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-4.92K- 57.52% |
$1.52M - $1.68M
|
3.64K
$1.72M
|
|
|
Jul 14, 2023
Q2 2023
|
Guardian Investment Management
|
SELL
|
- |
-4.94K- 40.81% |
$1.53M - $1.68M
|
7.16K
$3.38M
|
|
|
Aug 02, 2023
Q2 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-5.05K- 0.66% |
$1.56M - $1.72M
|
765K
$361M
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-5.09K- 2.39% |
$1.57M - $1.74M
|
208K
$98.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-5.11K- 28.63% |
$1.58M - $1.74M
|
12.7K
$6.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-5.21K- 0.6% |
$1.61M - $1.78M
|
868K
$410M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-5.28K- 34.76% |
$1.63M - $1.8M
|
9.91K
$4.68M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-5.28K- 3.92% |
$1.63M - $1.8M
|
130K
$61.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-5.38K- 22.07% |
$1.66M - $1.83M
|
19K
$8.97M
|
|
|
Aug 08, 2023
Q2 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-5.39K- 76.78% |
$1.67M - $1.84M
|
1.63K
$770K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.45K- 27.48% |
$1.68M - $1.86M
|
14.4K
$6.79M
|
|
|
Aug 15, 2023
Q2 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-5.49K- 3.75% |
$1.7M - $1.87M
|
141K
$66.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-5.49K- 10.48% |
$1.7M - $1.87M
|
46.9K
$22.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-5.64K- 43.56% |
$1.74M - $1.92M
|
7.3K
$3.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-5.74K- 6.45% |
$1.77M - $1.96M
|
83.3K
$39.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-5.79K- 3.04% |
$1.79M - $1.98M
|
185K
$87.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-5.88K- 1.28% |
$1.82M - $2M
|
453K
$214M
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-5.89K- 4.81% |
$1.82M - $2.01M
|
116K
$55M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-5.89K- 2.42% |
$1.82M - $2.01M
|
237K
$112M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-5.9K- 1.62% |
$1.82M - $2.01M
|
358K
$169M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5.97K- 2.31% |
$1.84M - $2.04M
|
252K
$119M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-6K- 12.73% |
$1.85M - $2.05M
|
41.1K
$19.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-6.08K- 1.63% |
$1.88M - $2.07M
|
368K
$174M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-6.18K- 4.58% |
$1.91M - $2.11M
|
129K
$60.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-6.18K- 0.68% |
$1.91M - $2.11M
|
908K
$429M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.19K- 1.73% |
$1.91M - $2.11M
|
352K
$166M
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-6.21K- 2.21% |
$1.92M - $2.12M
|
275K
$130M
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.3K- 3.33% |
$1.95M - $2.15M
|
183K
$86.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.3K- 12.15% |
$1.95M - $2.15M
|
45.6K
$21.5M
|
|
|
May 20, 2024
Q2 2023
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
SELL
|
- |
-6.33KClosed |
$1.96M - $2.16M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-6.38K- 0.68% |
$1.97M - $2.17M
|
933K
$440M
|
|
|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
SELL
|
- |
-6.38K- 65.27% |
$1.97M - $2.18M
|
3.39K
$1.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.41K- 1.61% |
$1.98M - $2.18M
|
391K
$184M
|
|
|
Aug 10, 2023
Q2 2023
|
Employees Retirement System Of Texas
|
SELL
|
- |
-6.51K- 18.55% |
$2.01M - $2.22M
|
28.6K
$13.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-6.54K- 0.84% |
$2.02M - $2.23M
|
774K
$365M
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-6.77K- 1.68% |
$2.09M - $2.31M
|
396K
$187M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-6.77K- 1.68% |
$2.09M - $2.31M
|
396K
$187M
|
|
|
Aug 15, 2023
Q2 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-6.8K- 6.4% |
$2.1M - $2.32M
|
99.4K
$46.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-6.8K- 5.81% |
$2.1M - $2.32M
|
110K
$52.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.83K- 7.0% |
$2.11M - $2.33M
|
90.7K
$42.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-7.06K- 2.73% |
$2.18M - $2.41M
|
252K
$119M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-7.16K- 73.83% |
$2.21M - $2.44M
|
2.54K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-7.18K- 32.59% |
$2.22M - $2.45M
|
14.8K
$7.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-7.21K- 10.98% |
$2.23M - $2.46M
|
58.4K
$27.6M
|
|
|
Sep 30, 2024
Q2 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-7.47K- 43.82% |
$2.31M - $2.55M
|
9.58K
$4.52M
|