Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-7- 0.01% |
$2.16K - $2.39K
|
119K
$57.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-7- 0.28% |
$2.16K - $2.39K
|
2.5K
$1.2M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-7- 0.76% |
$2.16K - $2.39K
|
916
$441K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-8- 1.46% |
$2.47K - $2.73K
|
541
$261K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-8- 0.56% |
$2.47K - $2.73K
|
1.43K
$690K
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-8- 0.28% |
$2.47K - $2.73K
|
2.86K
$1.38M
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-8- 1.19% |
$2.47K - $2.73K
|
666
$321K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8- 0.06% |
$2.47K - $2.73K
|
14.1K
$6.81M
|
|
|
Jul 31, 2023
Q2 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-8- 0.02% |
$2.47K - $2.73K
|
49.3K
$23.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
SELL
|
- |
-8- 0.35% |
$2.47K - $2.73K
|
2.3K
$1.11M
|
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-9- 0.32% |
$2.78K - $3.07K
|
2.82K
$1.36M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-9- 0.51% |
$2.78K - $3.07K
|
1.76K
$848K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-9- 0.43% |
$2.78K - $3.07K
|
2.1K
$1.01M
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-9- 0.57% |
$2.78K - $3.07K
|
1.56K
$753K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-9- 0.27% |
$2.78K - $3.07K
|
3.27K
$1.58M
|
|
|
Jul 31, 2023
Q2 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-9- 1.19% |
$2.78K - $3.07K
|
748
$360K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-9- 0.31% |
$2.78K - $3.07K
|
2.92K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-9- 0.46% |
$2.78K - $3.07K
|
1.97K
$948K
|
|
|
Aug 14, 2023
Q2 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-9- 0.04% |
$2.78K - $3.07K
|
20.8K
$10M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-9- 0.26% |
$2.78K - $3.07K
|
3.49K
$1.68M
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-10- 0.69% |
$3.09K - $3.41K
|
1.44K
$693K
|
|
|
Jul 14, 2023
Q2 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-10- 1.17% |
$3.09K - $3.41K
|
842
$406K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-10- 0.15% |
$3.09K - $3.41K
|
6.61K
$3.19M
|
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-10- 0.37% |
$3.09K - $3.41K
|
2.68K
$1.29M
|
|
|
Jul 19, 2023
Q2 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-10- 0.33% |
$3.09K - $3.41K
|
3.06K
$1.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-10- 1.34% |
$3.09K - $3.41K
|
736
$355K
|
|
|
Jul 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-10- 0.74% |
$3.09K - $3.41K
|
1.34K
$644K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-10- 0.46% |
$3.09K - $3.41K
|
2.17K
$1.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-10- 0.86% |
$3.09K - $3.41K
|
1.15K
$556K
|
|
|
Aug 08, 2023
Q2 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-10- 0.21% |
$3.09K - $3.41K
|
4.77K
$2.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-10- 0.52% |
$3.09K - $3.41K
|
1.92K
$925K
|
|
|
Aug 11, 2023
Q2 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.58% |
$3.09K - $3.41K
|
1.71K
$824K
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-10- 0.02% |
$3.09K - $3.41K
|
47.7K
$23M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-11- 0.03% |
$3.4K - $3.75K
|
42.4K
$20.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-11- 0.62% |
$3.4K - $3.75K
|
1.75K
$845K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-11- 0.18% |
$3.4K - $3.75K
|
5.95K
$2.87M
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-11- 0.18% |
$3.4K - $3.75K
|
5.95K
$2.87M
|
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
SELL
|
- |
-12- 1.46% |
$3.71K - $4.09K
|
810
$390K
|
|
|
Jul 25, 2023
Q2 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-12- 0.03% |
$3.71K - $4.09K
|
40.6K
$19.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-12- 24.49% |
$3.71K - $4.09K
|
37
$17.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-12- 0.62% |
$3.71K - $4.09K
|
1.94K
$933K
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-12- 0.53% |
$3.71K - $4.09K
|
2.25K
$1.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-12- 0.18% |
$3.71K - $4.09K
|
6.61K
$3.19M
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-13- 0.33% |
$4.02K - $4.43K
|
3.93K
$1.89M
|
|
|
Aug 04, 2023
Q2 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-13- 1.42% |
$4.02K - $4.43K
|
905
$436K
|
|
|
Jul 12, 2023
Q2 2023
|
Ht Partners LLC
|
SELL
|
- |
-14- 0.44% |
$4.33K - $4.77K
|
3.14K
$1.51M
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.59% |
$4.33K - $4.77K
|
2.37K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-14- 0.07% |
$4.33K - $4.77K
|
19.8K
$9.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-14- 1.57% |
$4.33K - $4.77K
|
875
$422K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-14- 1.84% |
$4.33K - $4.77K
|
747
$360K
|