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 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-50- 6.94% |
$14.7K - $16K
|
670
$316K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-50- 1.33% |
$14.7K - $16K
|
3.71K
$1.75M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-50- 1.22% |
$14.7K - $16K
|
4.05K
$1.91M
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-50- 0.43% |
$14.7K - $16K
|
11.6K
$5.48M
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-50- 0.69% |
$14.7K - $16K
|
7.19K
$3.39M
|
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-50- 0.37% |
$14.7K - $16K
|
13.5K
$6.36M
|
|
|
May 11, 2023
Q1 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-50- 7.0% |
$14.7K - $16K
|
664
$313K
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-50- 0.91% |
$14.7K - $16K
|
5.43K
$2.57M
|
|
|
May 15, 2023
Q1 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-50- 0.71% |
$14.7K - $16K
|
7K
$3.31M
|
|
|
May 16, 2023
Q1 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-50- 1.67% |
$14.7K - $16K
|
2.95K
$1.39M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 3.45% |
$14.7K - $16K
|
1.4K
$661K
|
|
|
Apr 20, 2023
Q1 2023
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-51- 3.86% |
$15K - $16.3K
|
1.27K
$600K
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-51- 6.72% |
$15K - $16.3K
|
708
$334K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-51- 0.39% |
$15K - $16.3K
|
13K
$6.16M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-52- 2.68% |
$15.3K - $16.7K
|
1.89K
$891K
|
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-52- 0.16% |
$15.3K - $16.7K
|
33.4K
$15.8M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-52- 0.13% |
$15.3K - $16.7K
|
39.9K
$18.9M
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
SELL
|
- |
-53- 2.04% |
$15.6K - $17K
|
2.54K
$1.2M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-53- 0.81% |
$15.6K - $17K
|
6.53K
$3.08M
|
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-53- 1.92% |
$15.6K - $17K
|
2.71K
$1.28M
|
|
|
May 05, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-53- 1.51% |
$15.6K - $17K
|
3.45K
$1.63M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-53- 4.44% |
$15.6K - $17K
|
1.14K
$539K
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-53- 3.85% |
$15.6K - $17K
|
1.33K
$626K
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-54- 1.19% |
$15.8K - $17.3K
|
4.48K
$2.12M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-55- 0.24% |
$16.1K - $17.6K
|
22.9K
$10.8M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-55- 4.18% |
$16.1K - $17.6K
|
1.26K
$595K
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-56- 3.07% |
$16.4K - $17.9K
|
1.77K
$835K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-56- 0.9% |
$16.4K - $17.9K
|
6.17K
$2.91M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-56- 6.24% |
$16.4K - $17.9K
|
842
$398K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-57- 0.36% |
$16.7K - $18.3K
|
16K
$7.55M
|
|
|
May 09, 2023
Q1 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-57- 0.18% |
$16.7K - $18.3K
|
31.5K
$14.9M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-58- 0.95% |
$17K - $18.6K
|
6.03K
$2.84M
|
|
|
Apr 06, 2023
Q1 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-58- 0.25% |
$17K - $18.6K
|
23.3K
$11M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-58- 0.37% |
$17K - $18.6K
|
15.7K
$7.43M
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-59- 0.39% |
$17.3K - $18.9K
|
14.9K
$7.06M
|
|
|
Apr 05, 2023
Q1 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-60- 5.72% |
$17.6K - $19.2K
|
989
$467K
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-60- 0.32% |
$17.6K - $19.2K
|
18.5K
$8.73M
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-60- 4.82% |
$17.6K - $19.2K
|
1.19K
$559K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-60- 0.29% |
$17.6K - $19.2K
|
20.3K
$9.6M
|
|
|
May 05, 2023
Q1 2023
|
Zevin Asset Management LLC
|
SELL
|
- |
-60- 6.57% |
$17.6K - $19.2K
|
853
$403K
|
|
|
May 09, 2023
Q1 2023
|
Beddow Capital Management Inc
|
SELL
|
- |
-60- 0.35% |
$17.6K - $19.2K
|
17.3K
$8.15M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-60- 1.2% |
$17.6K - $19.2K
|
4.92K
$2.32M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-61- 0.14% |
$17.9K - $19.5K
|
43.4K
$20.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-62- 0.82% |
$18.2K - $19.9K
|
7.47K
$3.52M
|
|
|
May 10, 2023
Q1 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-62- 0.74% |
$18.2K - $19.9K
|
8.32K
$3.93M
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
SELL
|
- |
-64- 0.9% |
$18.8K - $20.5K
|
7.04K
$3.32M
|
|
|
Apr 26, 2023
Q1 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-64- 2.07% |
$18.8K - $20.5K
|
3.02K
$1.43M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-64- 1.91% |
$18.8K - $20.5K
|
3.29K
$1.55M
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
SELL
|
- |
-64- 1.31% |
$18.8K - $20.5K
|
4.82K
$2.28M
|
|
|
Apr 10, 2023
Q1 2023
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-65- 0.35% |
$19.1K - $20.8K
|
18.6K
$8.76M
|