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 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8- 0.2% |
$2.35K - $2.56K
|
4.03K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-8- 0.7% |
$2.35K - $2.56K
|
1.14K
$538K
|
|
|
May 15, 2023
Q1 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-8- 0.43% |
$2.35K - $2.56K
|
1.84K
$866K
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-9- 0.22% |
$2.64K - $2.88K
|
4.1K
$1.94M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-9- 0.19% |
$2.64K - $2.88K
|
4.71K
$2.22M
|
|
|
Apr 19, 2023
Q1 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-9- 0.5% |
$2.64K - $2.88K
|
1.81K
$853K
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-9- 0.28% |
$2.64K - $2.88K
|
3.17K
$1.49M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-10- 0.23% |
$2.94K - $3.2K
|
4.36K
$2.06M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-10- 0.05% |
$2.94K - $3.2K
|
21.5K
$10.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-10- 1.36% |
$2.94K - $3.2K
|
725
$342K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-10- 0.8% |
$2.94K - $3.2K
|
1.24K
$585K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-10- 0.1% |
$2.94K - $3.2K
|
9.54K
$4.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-10- 0.11% |
$2.94K - $3.2K
|
8.79K
$4.15M
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-10- 0.2% |
$2.94K - $3.2K
|
4.9K
$2.31M
|
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-10- 0.88% |
$2.94K - $3.2K
|
1.12K
$531K
|
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-10- 0.94% |
$2.94K - $3.2K
|
1.06K
$500K
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-10- 0.29% |
$2.94K - $3.2K
|
3.42K
$1.61M
|
|
|
May 10, 2023
Q1 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-10- 2.55% |
$2.94K - $3.2K
|
382
$180K
|
|
|
May 10, 2023
Q1 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-10- 1.25% |
$2.94K - $3.2K
|
790
$373K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-10- 0.04% |
$2.94K - $3.2K
|
26.2K
$12.4M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-10- 0.74% |
$2.94K - $3.2K
|
1.35K
$637K
|
|
|
May 17, 2023
Q1 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-10- 0.12% |
$2.94K - $3.2K
|
8.27K
$3.91M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-11- 0.61% |
$3.23K - $3.52K
|
1.79K
$845K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-11- 0.36% |
$3.23K - $3.52K
|
3.01K
$1.42M
|
|
|
May 01, 2023
Q1 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-11- 1.12% |
$3.23K - $3.52K
|
973
$459K
|
|
|
May 04, 2023
Q1 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-11- 0.39% |
$3.23K - $3.52K
|
2.81K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-11- 0.14% |
$3.23K - $3.52K
|
8.1K
$3.82M
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-11- 0.41% |
$3.23K - $3.52K
|
2.7K
$1.27M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-12- 0.19% |
$3.52K - $3.84K
|
6.42K
$3.03M
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-12- 0.33% |
$3.52K - $3.84K
|
3.65K
$1.72M
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-12- 0.6% |
$3.52K - $3.84K
|
1.98K
$933K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-12- 0.47% |
$3.52K - $3.84K
|
2.54K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-12- 0.33% |
$3.52K - $3.84K
|
3.63K
$1.71M
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-13- 0.89% |
$3.82K - $4.16K
|
1.44K
$680K
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-13- 0.51% |
$3.82K - $4.16K
|
2.55K
$1.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-14- 1.99% |
$4.11K - $4.49K
|
689
$325K
|
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-14- 0.13% |
$4.11K - $4.49K
|
10.6K
$5M
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-14- 0.22% |
$4.11K - $4.49K
|
6.37K
$3.01M
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-15- 1.05% |
$4.4K - $4.81K
|
1.41K
$668K
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-15- 5.26% |
$4.4K - $4.81K
|
270
$127K
|
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-15- 1.75% |
$4.4K - $4.81K
|
844
$398K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-15- 0.42% |
$4.4K - $4.81K
|
3.54K
$1.67M
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-15- 1.25% |
$4.4K - $4.81K
|
1.18K
$558K
|
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-15- 0.14% |
$4.4K - $4.81K
|
11K
$5.2M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-15- 0.13% |
$4.4K - $4.81K
|
11.1K
$5.25M
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-15- 0.13% |
$4.4K - $4.81K
|
11.8K
$5.56M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-16- 0.3% |
$4.7K - $5.13K
|
5.35K
$2.53M
|
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-17- 0.16% |
$4.99K - $5.45K
|
10.9K
$5.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-17- 0.54% |
$4.99K - $5.45K
|
3.14K
$1.48M
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
SELL
|
- |
-17- 0.44% |
$4.99K - $5.45K
|
3.89K
$1.83M
|