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 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-17- 0.7% |
$4.99K - $5.45K
|
2.41K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-17- 0.56% |
$4.99K - $5.45K
|
3.04K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-17- 0.49% |
$4.99K - $5.45K
|
3.43K
$1.62M
|
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-18- 1.22% |
$5.28K - $5.77K
|
1.46K
$687K
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-20- 0.26% |
$5.87K - $6.41K
|
7.8K
$3.68M
|
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-20- 2.67% |
$5.87K - $6.41K
|
730
$345K
|
|
|
Apr 24, 2023
Q1 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-20- 0.2% |
$5.87K - $6.41K
|
9.81K
$4.63M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-20- 2.17% |
$5.87K - $6.41K
|
903
$426K
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-20- 0.86% |
$5.87K - $6.41K
|
2.3K
$1.08M
|
|
|
May 03, 2023
Q1 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-20- 0.05% |
$5.87K - $6.41K
|
37.3K
$17.6M
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-20- 13.07% |
$5.87K - $6.41K
|
133
$62.8K
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-20- 0.66% |
$5.87K - $6.41K
|
3K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-20- 0.08% |
$5.87K - $6.41K
|
23.6K
$11.1M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-20- 0.34% |
$5.87K - $6.41K
|
5.84K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-20- 1.83% |
$5.87K - $6.41K
|
1.07K
$505K
|
|
|
May 15, 2023
Q1 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-20- 0.02% |
$5.87K - $6.41K
|
96.6K
$45.6M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-20- 0.17% |
$5.87K - $6.41K
|
11.5K
$5.44M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-21- 0.52% |
$6.16K - $6.73K
|
4.02K
$1.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-21- 1.18% |
$6.16K - $6.73K
|
1.76K
$832K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-21- 0.12% |
$6.16K - $6.73K
|
17.2K
$8.11M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-21- 0.03% |
$6.16K - $6.73K
|
77.1K
$36.4M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-21- 0.48% |
$6.16K - $6.73K
|
4.33K
$2.05M
|
|
|
May 10, 2023
Q1 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-21- 2.92% |
$6.16K - $6.73K
|
698
$330K
|
|
|
May 11, 2023
Q1 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-21- 1.92% |
$6.16K - $6.73K
|
1.07K
$507K
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
SELL
|
- |
-22- 3.1% |
$6.46K - $7.05K
|
687
$324K
|
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-22- 1.71% |
$6.46K - $7.05K
|
1.27K
$598K
|
|
|
Apr 05, 2023
Q1 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-23- 0.45% |
$6.75K - $7.37K
|
5.07K
$2.39M
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-23- 0.35% |
$6.75K - $7.37K
|
6.55K
$3.09M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-23- 1.98% |
$6.75K - $7.37K
|
1.14K
$538K
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-23- 0.59% |
$6.75K - $7.37K
|
3.9K
$1.84M
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-23- 0.3% |
$6.75K - $7.37K
|
7.53K
$3.55M
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-23- 1.07% |
$6.75K - $7.37K
|
2.12K
$1M
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-23- 0.58% |
$6.75K - $7.37K
|
3.96K
$1.87M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-23- 2.13% |
$6.75K - $7.37K
|
1.06K
$498K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-24- 0.12% |
$7.04K - $7.69K
|
19.3K
$9.13M
|
|
|
May 12, 2023
Q1 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-24- 2.8% |
$7.04K - $7.69K
|
833
$393K
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-25- 0.19% |
$7.34K - $8.01K
|
13K
$6.15M
|
|
|
Apr 21, 2023
Q1 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-25- 0.17% |
$7.34K - $8.01K
|
14.8K
$6.97M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-25- 0.87% |
$7.34K - $8.01K
|
2.84K
$1.34M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-25- 0.7% |
$7.34K - $8.01K
|
3.54K
$1.67M
|
|
|
May 10, 2023
Q1 2023
|
Dempze Nancy E
|
SELL
|
- |
-25- 1.27% |
$7.34K - $8.01K
|
1.95K
$919K
|
|
|
May 10, 2023
Q1 2023
|
Kidder Stephen W
|
SELL
|
- |
-25- 0.6% |
$7.34K - $8.01K
|
4.16K
$1.96M
|
|
|
May 10, 2023
Q1 2023
|
Somerville Kurt F
|
SELL
|
- |
-25- 0.53% |
$7.34K - $8.01K
|
4.72K
$2.23M
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-25- 3.58% |
$7.34K - $8.01K
|
674
$318K
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-25- 1.24% |
$7.34K - $8.01K
|
1.99K
$940K
|
|
|
May 12, 2023
Q1 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-25- 0.28% |
$7.34K - $8.01K
|
9.06K
$4.28M
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-25- 3.4% |
$7.34K - $8.01K
|
710
$335K
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-25- 2.32% |
$7.34K - $8.01K
|
1.05K
$497K
|
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-25- 1.54% |
$7.34K - $8.01K
|
1.6K
$755K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-25- 0.73% |
$7.34K - $8.01K
|
3.42K
$1.61M
|