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 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-106- 0.81% |
$31.1K - $34K
|
13K
$6.14M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-106- 0.81% |
$31.1K - $34K
|
13K
$6.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-108- 8.56% |
$31.7K - $34.6K
|
1.15K
$544K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-108- 3.37% |
$31.7K - $34.6K
|
3.1K
$1.46M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-108- 5.6% |
$31.7K - $34.6K
|
1.82K
$859K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-109- 3.6% |
$32K - $34.9K
|
2.92K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-110- 3.51% |
$32.3K - $35.2K
|
3.02K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-110- 2.44% |
$32.3K - $35.2K
|
4.4K
$2.07M
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-110- 0.89% |
$32.3K - $35.2K
|
12.3K
$5.79M
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-111- 4.66% |
$32.6K - $35.6K
|
2.27K
$1.07M
|
|
|
Apr 18, 2023
Q1 2023
|
Hixon Zuercher, LLC
|
SELL
|
- |
-112- 2.09% |
$32.9K - $35.9K
|
5.25K
$2.48M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
SELL
|
- |
-113- 0.78% |
$33.2K - $36.2K
|
14.3K
$6.75M
|
|
|
Apr 27, 2023
Q1 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-113- 5.47% |
$33.2K - $36.2K
|
1.95K
$920K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-113- 1.54% |
$33.2K - $36.2K
|
7.24K
$3.42M
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-113- 1.95% |
$33.2K - $36.2K
|
5.67K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-113- 3.93% |
$33.2K - $36.2K
|
2.76K
$1.3M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-114- 0.83% |
$33.5K - $36.5K
|
13.6K
$6.41M
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-115- 0.43% |
$33.8K - $36.8K
|
26.7K
$12.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-118- 11.3% |
$34.6K - $37.8K
|
926
$437K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-118- 1.83% |
$34.6K - $37.8K
|
6.32K
$2.98M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
SELL
|
- |
-119- 3.3% |
$34.9K - $38.1K
|
3.49K
$1.65M
|
|
|
May 02, 2023
Q1 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-119- 0.67% |
$34.9K - $38.1K
|
17.6K
$8.29M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-119- 3.08% |
$34.9K - $38.1K
|
3.75K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-119- 0.83% |
$34.9K - $38.1K
|
14.2K
$6.69M
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-120- 12.51% |
$35.2K - $38.4K
|
839
$396K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-120- 0.74% |
$35.2K - $38.4K
|
16.2K
$7.63M
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-120- 1.09% |
$35.2K - $38.4K
|
10.9K
$5.15M
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-120- 8.17% |
$35.2K - $38.4K
|
1.35K
$636K
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-121- 8.56% |
$35.5K - $38.8K
|
1.29K
$610K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-121- 3.61% |
$35.5K - $38.8K
|
3.23K
$1.53M
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-121- 12.86% |
$35.5K - $38.8K
|
820
$387K
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-122- 0.7% |
$35.8K - $39.1K
|
17.4K
$8.21M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-122- 1.66% |
$35.8K - $39.1K
|
7.23K
$3.41M
|
|
|
May 11, 2023
Q1 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-122- 0.26% |
$35.8K - $39.1K
|
47.3K
$22.3M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-122- 13.66% |
$35.8K - $39.1K
|
771
$364K
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-123- 4.13% |
$36.1K - $39.4K
|
2.86K
$1.35M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-124- 0.6% |
$36.4K - $39.7K
|
20.5K
$9.67M
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-124- 0.67% |
$36.4K - $39.7K
|
18.3K
$8.65M
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
SELL
|
- |
-125- 13.16% |
$36.7K - $40K
|
825
$389K
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-125- 4.45% |
$36.7K - $40K
|
2.68K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-125- 0.5% |
$36.7K - $40K
|
25K
$11.8M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-126- 1.79% |
$37K - $40.4K
|
6.92K
$3.26M
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-126- 7.16% |
$37K - $40.4K
|
1.64K
$771K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-127Closed |
$37.3K - $40.7K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-129- 0.88% |
$37.9K - $41.3K
|
14.5K
$6.84M
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-132- 1.41% |
$38.7K - $42.3K
|
9.25K
$4.36M
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-132- 3.78% |
$38.7K - $42.3K
|
3.36K
$1.58M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-133- 2.06% |
$39K - $42.6K
|
6.31K
$2.98M
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-134- 8.85% |
$39.3K - $42.9K
|
1.38K
$651K
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-135- 1.52% |
$39.6K - $43.2K
|
8.73K
$4.12M
|