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
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-80- 17.9% |
$24.7K - $27.3K
|
367
$177K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-82- 13.99% |
$25.3K - $28K
|
504
$243K
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-82- 0.75% |
$25.3K - $28K
|
10.8K
$5.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-82- 1.59% |
$25.3K - $28K
|
5.06K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-82- 2.97% |
$25.3K - $28K
|
2.68K
$1.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-83- 12.28% |
$25.7K - $28.3K
|
593
$286K
|
|
|
Aug 08, 2023
Q2 2023
|
Bruni J V & CO
|
SELL
|
- |
-84- 2.29% |
$26K - $28.6K
|
3.58K
$1.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-84- 0.05% |
$26K - $28.6K
|
156K
$75.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-85- 2.27% |
$26.3K - $29K
|
3.66K
$1.76M
|
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-85- 0.99% |
$26.3K - $29K
|
8.49K
$4.09M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-85- 0.78% |
$26.3K - $29K
|
10.8K
$5.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-85- 1.65% |
$26.3K - $29K
|
5.05K
$2.43M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-86- 0.69% |
$26.6K - $29.3K
|
12.3K
$5.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-86- 3.07% |
$26.6K - $29.3K
|
2.71K
$1.31M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-86- 4.95% |
$26.6K - $29.3K
|
1.65K
$796K
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-87- 0.45% |
$26.9K - $29.7K
|
19K
$9.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-89- 3.42% |
$27.5K - $30.3K
|
2.51K
$1.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-89- 1.05% |
$27.5K - $30.3K
|
8.36K
$4.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-90- 0.28% |
$27.8K - $30.7K
|
32.4K
$15.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-90- 0.82% |
$27.8K - $30.7K
|
10.9K
$5.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-90- 12.18% |
$27.8K - $30.7K
|
649
$313K
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-90- 1.42% |
$27.8K - $30.7K
|
6.25K
$3.01M
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-91- 1.09% |
$28.1K - $31K
|
8.29K
$4M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-91- 1.59% |
$28.1K - $31K
|
5.65K
$2.72M
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-91- 1.3% |
$28.1K - $31K
|
6.91K
$3.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-92- 3.97% |
$28.4K - $31.4K
|
2.23K
$1.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-93- 3.61% |
$28.7K - $31.7K
|
2.49K
$1.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-93- 1.16% |
$28.7K - $31.7K
|
7.95K
$3.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-93- 0.18% |
$28.7K - $31.7K
|
51.9K
$25M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-94- 1.43% |
$29.1K - $32.1K
|
6.5K
$3.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-94- 0.15% |
$29.1K - $32.1K
|
64K
$30.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
SELL
|
- |
-95- 0.72% |
$29.4K - $32.4K
|
13K
$6.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-95- 0.87% |
$29.4K - $32.4K
|
10.8K
$5.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-95- 1.52% |
$29.4K - $32.4K
|
6.14K
$2.96M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-95- 8.88% |
$29.4K - $32.4K
|
975
$470K
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-97- 0.76% |
$30K - $33.1K
|
12.7K
$6.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-97- 0.94% |
$30K - $33.1K
|
10.2K
$4.93M
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-97- 12.28% |
$30K - $33.1K
|
693
$334K
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-98- 0.14% |
$30.3K - $33.4K
|
69.1K
$33.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-98- 0.75% |
$30.3K - $33.4K
|
12.9K
$6.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-98- 1.55% |
$30.3K - $33.4K
|
6.23K
$3M
|
|
|
Jul 11, 2023
Q2 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-99- 1.09% |
$30.6K - $33.8K
|
9.01K
$4.34M
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-100- 8.15% |
$30.9K - $34.1K
|
1.13K
$543K
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-100- 3.9% |
$30.9K - $34.1K
|
2.46K
$1.19M
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-100- 14.51% |
$30.9K - $34.1K
|
589
$284K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-100- 2.53% |
$30.9K - $34.1K
|
3.85K
$1.86M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-100- 5.36% |
$30.9K - $34.1K
|
1.77K
$851K
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-100- 0.29% |
$30.9K - $34.1K
|
34.2K
$16.5M
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
SELL
|
- |
-100- 1.41% |
$30.9K - $34.1K
|
6.97K
$3.36M
|
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-100- 2.24% |
$30.9K - $34.1K
|
4.36K
$2.1M
|