Latest Institutional Sells of Berkshire Hathaway Inc Class B (BRK-B)
This list provides information on the latest institutional transactions involving Berkshire Hathaway Inc Class B (BRK-B) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-95- 9.03% |
$27.9K - $30.4K
|
957
$461K
|
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-95- 7.25% |
$27.9K - $30.4K
|
1.22K
$586K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-57- 0.36% |
$16.7K - $18.3K
|
16K
$7.7M
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-50- 6.94% |
$14.7K - $16K
|
670
$323K
|
|
|
May 12, 2023
Q1 2023
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-49- 0.38% |
$14.4K - $15.7K
|
13K
$6.24M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-31- 0.68% |
$9.1K - $9.93K
|
4.5K
$2.17M
|
|
|
May 10, 2023
Q1 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-10- 2.55% |
$2.94K - $3.2K
|
382
$184K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-7- 4.4% |
$2.05K - $2.24K
|
152
$73.2K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-7- 0.26% |
$2.05K - $2.24K
|
2.68K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.99% |
$587 - $641
|
200
$96.4K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-57.6K- 94.58% |
$15.2M - $18.4M
|
3.3K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Altrinsic Global Advisors LLC
Greenwich, CT |
SELL
|
- |
-29.7K- 50.84% |
$7.84M - $9.46M
|
28.7K
$13.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-22.4K- 56.99% |
$5.92M - $7.15M
|
16.9K
$8.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
SELL
|
PUT |
-17.3K- 9.09% |
$4.57M - $5.51M
|
173K
$83.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Swisspartners Ltd.
Vaduz, N2 |
SELL
|
- |
-14.1K- 81.76% |
$3.73M - $4.5M
|
3.15K
$1.52M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-9.81K- 24.86% |
$2.59M - $3.12M
|
29.6K
$14.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.73K- 5.43% |
$985K - $1.19M
|
65K
$31.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-3K- 8.57% |
$792K - $956K
|
32K
$15.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Regents Of The University Of California
|
SELL
|
- |
-2.32K- 28.84% |
$612K - $739K
|
5.72K
$2.76M
|
|
|
Feb 06, 2023
Q4 2022
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-2K- 59.77% |
$528K - $637K
|
1.35K
$649K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-1.9K- 2.05% |
$502K - $605K
|
90.6K
$43.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Linden Rose Investment LLC
|
SELL
|
- |
-1.31K- 15.57% |
$347K - $419K
|
7.12K
$3.43M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.28KClosed |
$338K - $408K
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.22K- 3.27% |
$322K - $389K
|
36.1K
$17.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-823- 10.23% |
$217K - $262K
|
7.22K
$3.48M
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-813- 54.49% |
$215K - $259K
|
679
$327K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-813- 2.3% |
$215K - $259K
|
34.6K
$16.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-665- 4.88% |
$176K - $212K
|
13K
$6.24M
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-542- 45.13% |
$143K - $173K
|
659
$318K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-450- 4.3% |
$119K - $143K
|
10K
$4.82M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-351- 8.0% |
$92.7K - $112K
|
4.04K
$1.95M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-272- 5.15% |
$71.8K - $86.7K
|
5.01K
$2.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-250- 22.12% |
$66K - $79.7K
|
880
$424K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-232- 20.49% |
$61.2K - $73.9K
|
900
$434K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-158- 2.01% |
$41.7K - $50.3K
|
7.7K
$3.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-141- 12.14% |
$37.2K - $44.9K
|
1.02K
$491K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-140- 2.02% |
$37K - $44.6K
|
6.8K
$3.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
SELL
|
- |
-132- 11.46% |
$34.8K - $42.1K
|
1.02K
$491K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-122- 0.64% |
$32.2K - $38.9K
|
19K
$9.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Red Cedar Capital, LLC
|
SELL
|
- |
-104- 0.31% |
$27.5K - $33.1K
|
33.5K
$16.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-103- 5.72% |
$27.2K - $32.8K
|
1.7K
$818K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-100- 2.15% |
$26.4K - $31.9K
|
4.56K
$2.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-100- 1.96% |
$26.4K - $31.9K
|
5.01K
$2.41M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-71- 0.49% |
$18.7K - $22.6K
|
14.4K
$6.96M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-70- 1.09% |
$18.5K - $22.3K
|
6.33K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-65- 2.77% |
$17.2K - $20.7K
|
2.29K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-61- 0.29% |
$16.1K - $19.4K
|
21.1K
$10.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-50- 5.82% |
$13.2K - $15.9K
|
809
$390K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-40- 0.46% |
$10.6K - $12.7K
|
8.74K
$4.21M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-34- 2.57% |
$8.98K - $10.8K
|
1.29K
$622K
|
|