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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.44K- 56.53% |
$423K - $462K
|
1.11K
$584K
|
|
|
Apr 28, 2023
Q1 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.44K- 2.59% |
$424K - $462K
|
54.2K
$28.5M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.45K- 4.06% |
$424K - $463K
|
34.1K
$18M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.46K- 24.67% |
$429K - $468K
|
4.46K
$2.35M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.47K- 9.6% |
$431K - $471K
|
13.8K
$7.28M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.49K- 2.37% |
$436K - $476K
|
61.2K
$32.2M
|
|
|
May 15, 2023
Q1 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-1.49K- 1.45% |
$437K - $477K
|
101K
$53.4M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.51K- 64.65% |
$442K - $482K
|
823
$433K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.51K- 1.22% |
$444K - $485K
|
123K
$64.5M
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.55K- 2.35% |
$456K - $497K
|
64.5K
$34M
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-1.57K- 10.82% |
$460K - $502K
|
12.9K
$6.8M
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.57KClosed |
$462K - $504K
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.59K- 2.7% |
$465K - $508K
|
57K
$30M
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-1.59K- 27.06% |
$466K - $508K
|
4.28K
$2.25M
|
|
|
May 09, 2023
Q1 2023
|
Channing Global Advisors, LLC
|
SELL
|
- |
-1.59K- 19.35% |
$466K - $509K
|
6.62K
$3.48M
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.6K- 4.29% |
$470K - $513K
|
35.7K
$18.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-1.61K- 8.56% |
$471K - $515K
|
17.2K
$9.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-1.61K- 6.96% |
$472K - $515K
|
21.5K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.61K- 25.96% |
$473K - $516K
|
4.6K
$2.42M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.62K- 64.41% |
$475K - $519K
|
895
$471K
|
|
|
May 09, 2023
Q1 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-1.62K- 0.71% |
$477K - $520K
|
228K
$120M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.65K- 7.37% |
$484K - $528K
|
20.7K
$10.9M
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.65K- 1.17% |
$484K - $528K
|
139K
$73.4M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.65K- 1.15% |
$484K - $528K
|
141K
$74.3M
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.65K- 0.96% |
$485K - $530K
|
171K
$90M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.67K- 8.65% |
$489K - $534K
|
17.6K
$9.26M
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.69K- 1.53% |
$495K - $540K
|
109K
$57.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.7K- 3.58% |
$497K - $543K
|
45.6K
$24M
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.72K- 6.89% |
$504K - $550K
|
23.2K
$12.2M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.72K- 4.56% |
$506K - $552K
|
36.1K
$19M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.74K- 4.06% |
$510K - $557K
|
41.1K
$21.6M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.74K- 49.86% |
$511K - $557K
|
1.75K
$921K
|
|
|
Apr 18, 2023
Q1 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.75K- 1.15% |
$512K - $559K
|
150K
$78.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.77K- 16.13% |
$520K - $567K
|
9.21K
$4.85M
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.77K- 20.81% |
$521K - $568K
|
6.75K
$3.55M
|
|
|
May 04, 2023
Q1 2023
|
Mad River Investors
|
SELL
|
- |
-1.78K- 17.95% |
$521K - $569K
|
8.11K
$4.27M
|
|
|
May 05, 2023
Q1 2023
|
Mqs Management LLC
|
SELL
|
- |
-1.79K- 71.39% |
$525K - $573K
|
717
$377K
|
|
|
May 01, 2023
Q1 2023
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-1.79K- 1.72% |
$527K - $575K
|
103K
$54.1M
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.8K- 0.14% |
$528K - $576K
|
1.29M
$679M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.8K- 0.81% |
$529K - $578K
|
222K
$117M
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
SELL
|
- |
-1.82K- 2.14% |
$535K - $584K
|
83.4K
$43.9M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.83K- 6.36% |
$537K - $586K
|
26.9K
$14.2M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.84K- 19.99% |
$540K - $589K
|
7.36K
$3.88M
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.88K- 40.3% |
$551K - $601K
|
2.78K
$1.46M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.88K- 1.88% |
$552K - $603K
|
98.2K
$51.7M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.91K- 7.47% |
$561K - $612K
|
23.7K
$12.5M
|
|
|
May 05, 2023
Q1 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-2.02K- 3.7% |
$591K - $646K
|
52.4K
$27.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.05K- 15.8% |
$602K - $657K
|
10.9K
$5.75M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.09K- 37.3% |
$614K - $670K
|
3.52K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-2.1K- 0.19% |
$615K - $671K
|
1.07M
$565M
|