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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-26- 34.67% |
$7.63K - $8.33K
|
49
$23.1K
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-26- 0.53% |
$7.63K - $8.33K
|
4.87K
$2.3M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-27- 0.71% |
$7.92K - $8.65K
|
3.76K
$1.78M
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-28- 1.08% |
$8.22K - $8.97K
|
2.57K
$1.21M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-28- 0.71% |
$8.22K - $8.97K
|
3.89K
$1.84M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-28- 0.43% |
$8.22K - $8.97K
|
6.52K
$3.08M
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-28- 0.62% |
$8.22K - $8.97K
|
4.51K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-28- 0.21% |
$8.22K - $8.97K
|
13.4K
$6.31M
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-29- 0.39% |
$8.51K - $9.29K
|
7.43K
$3.51M
|
|
|
Apr 18, 2023
Q1 2023
|
Insight Folios Inc
|
SELL
|
- |
-29- 1.56% |
$8.51K - $9.29K
|
1.83K
$865K
|
|
|
May 15, 2023
Q1 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-29- 0.27% |
$8.51K - $9.29K
|
10.9K
$5.15M
|
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-30- 2.68% |
$8.81K - $9.61K
|
1.09K
$514K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-30- 0.64% |
$8.81K - $9.61K
|
4.68K
$2.21M
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-30- 0.73% |
$8.81K - $9.61K
|
4.09K
$1.93M
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-30- 3.73% |
$8.81K - $9.61K
|
775
$366K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-30- 0.12% |
$8.81K - $9.61K
|
25.8K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-30- 1.13% |
$8.81K - $9.61K
|
2.62K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-30- 3.01% |
$8.81K - $9.61K
|
966
$456K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-31- 0.25% |
$9.1K - $9.93K
|
12.3K
$5.82M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-31- 0.68% |
$9.1K - $9.93K
|
4.5K
$2.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-31- 0.78% |
$9.1K - $9.93K
|
3.94K
$1.86M
|
|
|
May 11, 2023
Q1 2023
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-31- 0.26% |
$9.1K - $9.93K
|
12K
$5.67M
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-31- 2.56% |
$9.1K - $9.93K
|
1.18K
$557K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-32- 0.22% |
$9.39K - $10.3K
|
14.6K
$6.87M
|
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-32- 0.54% |
$9.39K - $10.3K
|
5.92K
$2.8M
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-32- 0.78% |
$9.39K - $10.3K
|
4.07K
$1.92M
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-32- 0.73% |
$9.39K - $10.3K
|
4.37K
$2.06M
|
|
|
May 12, 2023
Q1 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-32- 0.15% |
$9.39K - $10.3K
|
20.8K
$9.82M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-32- 0.55% |
$9.39K - $10.3K
|
5.78K
$2.73M
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-33- 0.76% |
$9.69K - $10.6K
|
4.31K
$2.03M
|
|
|
May 10, 2023
Q1 2023
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-33- 2.04% |
$9.69K - $10.6K
|
1.58K
$747K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-33- 0.93% |
$9.69K - $10.6K
|
3.53K
$1.67M
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-34- 4.15% |
$9.98K - $10.9K
|
785
$371K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-34- 2.92% |
$9.98K - $10.9K
|
1.13K
$534K
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-34- 3.54% |
$9.98K - $10.9K
|
927
$438K
|
|
|
Apr 06, 2023
Q1 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-35- 3.2% |
$10.3K - $11.2K
|
1.06K
$499K
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-35- 1.28% |
$10.3K - $11.2K
|
2.69K
$1.27M
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-35- 1.2% |
$10.3K - $11.2K
|
2.88K
$1.36M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-35- 0.25% |
$10.3K - $11.2K
|
13.7K
$6.48M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-35- 0.38% |
$10.3K - $11.2K
|
9.22K
$4.35M
|
|
|
May 15, 2023
Q1 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-35- 0.02% |
$10.3K - $11.2K
|
191K
$90.1M
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-35- 0.14% |
$10.3K - $11.2K
|
25.4K
$12M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-36- 0.45% |
$10.6K - $11.5K
|
7.97K
$3.76M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-36- 1.64% |
$10.6K - $11.5K
|
2.16K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-36- 0.16% |
$10.6K - $11.5K
|
22K
$10.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-37- 0.82% |
$10.9K - $11.9K
|
4.47K
$2.11M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-37- 0.44% |
$10.9K - $11.9K
|
8.31K
$3.92M
|
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-37- 4.64% |
$10.9K - $11.9K
|
761
$359K
|
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-37- 1.9% |
$10.9K - $11.9K
|
1.91K
$904K
|
|
|
May 01, 2023
Q1 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-38- 0.19% |
$11.2K - $12.2K
|
19.5K
$9.22M
|