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 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-439- 1.08% |
$129K - $141K
|
40.1K
$18.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-442- 2.15% |
$130K - $142K
|
20.1K
$9.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-447- 15.15% |
$131K - $143K
|
2.5K
$1.17M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-447- 2.51% |
$131K - $143K
|
17.4K
$8.14M
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-448- 1.32% |
$131K - $144K
|
33.5K
$15.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-450- 19.62% |
$132K - $144K
|
1.84K
$864K
|
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-450- 4.4% |
$132K - $144K
|
9.79K
$4.59M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-450- 3.65% |
$132K - $144K
|
11.9K
$5.57M
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-453- 13.39% |
$133K - $145K
|
2.93K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-456- 0.63% |
$134K - $146K
|
71.5K
$33.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-458- 36.52% |
$134K - $147K
|
796
$373K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-459- 1.0% |
$135K - $147K
|
45.2K
$21.2M
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-462- 3.08% |
$136K - $148K
|
14.5K
$6.81M
|
|
|
Apr 17, 2023
Q1 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-470- 1.11% |
$138K - $151K
|
42K
$19.7M
|
|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-470- 8.95% |
$138K - $151K
|
4.78K
$2.24M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-471- 1.71% |
$138K - $151K
|
27.1K
$12.7M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-472- 7.1% |
$139K - $151K
|
6.18K
$2.9M
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-484- 1.04% |
$142K - $155K
|
46.3K
$21.7M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-485- 0.57% |
$142K - $155K
|
84.2K
$39.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-486- 0.45% |
$143K - $156K
|
107K
$50.1M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-487- 4.83% |
$143K - $156K
|
9.59K
$4.49M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-488- 2.51% |
$143K - $156K
|
19K
$8.89M
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-489- 0.79% |
$144K - $157K
|
61.7K
$28.9M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-491- 2.2% |
$144K - $157K
|
21.8K
$10.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-496- 41.47% |
$146K - $159K
|
700
$328K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-498- 0.34% |
$146K - $160K
|
144K
$67.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-500- 1.77% |
$147K - $160K
|
27.8K
$13M
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-500- 2.55% |
$147K - $160K
|
19.1K
$8.97M
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-500- 26.82% |
$147K - $160K
|
1.36K
$639K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-500- 10.04% |
$147K - $160K
|
4.48K
$2.1M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
SELL
|
- |
-500- 8.32% |
$147K - $160K
|
5.51K
$2.58M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-500- 10.21% |
$147K - $160K
|
4.4K
$2.06M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-503- 22.56% |
$148K - $161K
|
1.73K
$809K
|
|
|
May 10, 2023
Q1 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-505- 22.1% |
$148K - $162K
|
1.78K
$834K
|
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-505- 25.24% |
$148K - $162K
|
1.5K
$701K
|
|
|
Apr 14, 2023
Q1 2023
|
Weybosset Research & Management LLC
|
SELL
|
- |
-506- 1.25% |
$149K - $162K
|
39.9K
$18.7M
|
|
|
Apr 05, 2023
Q1 2023
|
Dash Acquisitions Inc.
|
SELL
|
- |
-507- 5.41% |
$149K - $162K
|
8.87K
$4.16M
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-507- 1.13% |
$149K - $162K
|
44.5K
$20.8M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-510- 2.38% |
$150K - $163K
|
20.9K
$9.82M
|
|
|
Apr 13, 2023
Q1 2023
|
Capitol Family Office, Inc.
|
SELL
|
- |
-514- 5.08% |
$151K - $165K
|
9.6K
$4.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-516- 2.17% |
$151K - $165K
|
23.3K
$10.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-522- 7.59% |
$153K - $167K
|
6.36K
$2.98M
|
|
|
Apr 27, 2023
Q1 2023
|
Regis Management CO LLC
|
SELL
|
- |
-525- 1.57% |
$154K - $168K
|
33K
$15.5M
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-525- 3.7% |
$154K - $168K
|
13.6K
$6.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
SELL
|
- |
-528- 5.57% |
$155K - $169K
|
8.96K
$4.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-530- 3.76% |
$156K - $170K
|
13.6K
$6.37M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-532- 1.85% |
$156K - $170K
|
28.3K
$13.3M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-532- 2.02% |
$156K - $170K
|
25.9K
$12.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-533- 27.5% |
$156K - $171K
|
1.41K
$658K
|
|
|
May 04, 2023
Q1 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-534- 1.09% |
$157K - $171K
|
48.5K
$22.7M
|