Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2.93K- 51.26% |
$861K - $939K
|
2.79K
$1.33M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.94K- 1.71% |
$864K - $943K
|
169K
$80.9M
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-2.95K- 0.32% |
$866K - $945K
|
914K
$438M
|
|
|
May 09, 2023
Q1 2023
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-2.97K- 0.84% |
$872K - $952K
|
350K
$168M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.97K- 11.62% |
$872K - $952K
|
22.6K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-3.01K- 1.63% |
$882K - $963K
|
182K
$87M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-3.01K- 69.92% |
$884K - $965K
|
1.3K
$620K
|
|
|
May 18, 2023
Q1 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-3.09K- 7.58% |
$906K - $989K
|
37.6K
$18M
|
|
|
Apr 27, 2023
Q1 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-3.09K- 7.18% |
$907K - $990K
|
40K
$19.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3.1K- 30.45% |
$911K - $994K
|
7.09K
$3.39M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.12K- 12.0% |
$915K - $999K
|
22.9K
$10.9M
|
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-3.16K- 27.34% |
$926K - $1.01M
|
8.39K
$4.02M
|
|
|
May 09, 2023
Q1 2023
|
Nfc Investments, LLC
Memphis, TN |
SELL
|
- |
-3.17K- 79.25% |
$930K - $1.02M
|
830
$397K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-3.18K- 33.27% |
$933K - $1.02M
|
6.38K
$3.05M
|
|
|
May 12, 2023
Q1 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-3.18K- 4.19% |
$934K - $1.02M
|
72.9K
$34.9M
|
|
|
May 12, 2023
Q1 2023
|
Sbb Research Group LLC
|
SELL
|
- |
-3.2K- 14.43% |
$939K - $1.03M
|
19K
$9.09M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
SELL
|
- |
-3.25K- 66.63% |
$954K - $1.04M
|
1.63K
$779K
|
|
|
May 09, 2023
Q1 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-3.25K- 28.97% |
$954K - $1.04M
|
7.97K
$3.81M
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3.33K- 1.63% |
$977K - $1.07M
|
201K
$96.1M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.38K- 51.72% |
$991K - $1.08M
|
3.15K
$1.51M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.39K- 22.78% |
$996K - $1.09M
|
11.5K
$5.51M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-3.4K- 6.14% |
$998K - $1.09M
|
52K
$24.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.45K- 81.92% |
$1.01M - $1.1M
|
761
$364K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-3.45K- 17.84% |
$1.01M - $1.11M
|
15.9K
$7.61M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.5K- 35.63% |
$1.03M - $1.12M
|
6.33K
$3.03M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-3.51K- 6.17% |
$1.03M - $1.13M
|
53.4K
$25.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.57K- 2.33% |
$1.05M - $1.14M
|
149K
$71.5M
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.58K- 7.86% |
$1.05M - $1.15M
|
41.9K
$20.1M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.63K- 6.54% |
$1.06M - $1.16M
|
51.9K
$24.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-3.66K- 52.75% |
$1.08M - $1.17M
|
3.28K
$1.57M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.69K- 14.44% |
$1.08M - $1.18M
|
21.9K
$10.5M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.71K- 1.03% |
$1.09M - $1.19M
|
357K
$171M
|
|
|
Apr 12, 2023
Q1 2023
|
Menlo Advisors LLC
|
SELL
|
- |
-3.72K- 4.54% |
$1.09M - $1.19M
|
78.3K
$37.5M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.73K- 18.6% |
$1.09M - $1.19M
|
16.3K
$7.8M
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-3.73K- 43.78% |
$1.09M - $1.19M
|
4.79K
$2.29M
|
|
|
May 15, 2023
Q1 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-3.77K- 5.38% |
$1.11M - $1.21M
|
66.3K
$31.7M
|
|
|
May 15, 2023
Q1 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-3.83K- 0.66% |
$1.13M - $1.23M
|
575K
$275M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.88K- 2.76% |
$1.14M - $1.24M
|
137K
$65.5M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.91K- 1.58% |
$1.15M - $1.25M
|
244K
$117M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.96K- 1.33% |
$1.16M - $1.27M
|
294K
$141M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-3.99K- 25.47% |
$1.17M - $1.28M
|
11.7K
$5.59M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-4K- 13.21% |
$1.17M - $1.28M
|
26.3K
$12.6M
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
SELL
|
- |
-4.06K- 1.14% |
$1.19M - $1.3M
|
354K
$169M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.11K- 1.6% |
$1.21M - $1.32M
|
252K
$121M
|
|
|
May 15, 2023
Q1 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-4.11K- 16.04% |
$1.21M - $1.32M
|
21.5K
$10.3M
|
|
|
May 11, 2023
Q1 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-4.11K- 0.9% |
$1.21M - $1.32M
|
455K
$218M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.11K- 5.2% |
$1.21M - $1.32M
|
75K
$35.9M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-4.14K- 6.14% |
$1.21M - $1.32M
|
63.2K
$30.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-4.14K- 56.05% |
$1.22M - $1.33M
|
3.25K
$1.55M
|
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-4.19K- 32.83% |
$1.23M - $1.34M
|
8.57K
$4.1M
|