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 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-100- 0.31% |
$30.9K - $34.1K
|
32.5K
$15.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
SELL
|
- |
-100- 11.42% |
$30.9K - $34.1K
|
776
$374K
|
|
|
Aug 08, 2023
Q2 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-100- 7.78% |
$30.9K - $34.1K
|
1.19K
$571K
|
|
|
Aug 09, 2023
Q2 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-100- 1.71% |
$30.9K - $34.1K
|
5.75K
$2.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-100- 1.78% |
$30.9K - $34.1K
|
5.52K
$2.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-100- 8.55% |
$30.9K - $34.1K
|
1.07K
$515K
|
|
|
Jul 13, 2023
Q2 2023
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-101- 0.77% |
$31.2K - $34.4K
|
13K
$6.27M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-101- 0.15% |
$31.2K - $34.4K
|
66.5K
$32M
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-102- 3.36% |
$31.5K - $34.8K
|
2.94K
$1.42M
|
|
|
Jul 25, 2023
Q2 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-102- 2.47% |
$31.5K - $34.8K
|
4.02K
$1.94M
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-104- 1.0% |
$32.1K - $35.5K
|
10.3K
$4.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-104- 0.1% |
$32.1K - $35.5K
|
98.9K
$47.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-104- 0.29% |
$32.1K - $35.5K
|
35.5K
$17.1M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-104- 2.11% |
$32.1K - $35.5K
|
4.82K
$2.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-105- 1.5% |
$32.5K - $35.8K
|
6.89K
$3.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-106- 8.0% |
$32.8K - $36.1K
|
1.22K
$587K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-108- 0.42% |
$33.4K - $36.8K
|
25.5K
$12.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-110- 1.43% |
$34K - $37.5K
|
7.57K
$3.65M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-110- 0.77% |
$34K - $37.5K
|
14.1K
$6.8M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-110- 0.77% |
$34K - $37.5K
|
14.1K
$6.8M
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-111- 14.19% |
$34.3K - $37.9K
|
671
$323K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-111- 0.62% |
$34.3K - $37.9K
|
17.8K
$8.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-111- 1.2% |
$34.3K - $37.9K
|
9.17K
$4.42M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-112- 0.35% |
$34.6K - $38.2K
|
31.7K
$15.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-112- 0.78% |
$34.6K - $38.2K
|
14.3K
$6.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-112- 0.91% |
$34.6K - $38.2K
|
12.3K
$5.9M
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-112- 2.23% |
$34.6K - $38.2K
|
4.91K
$2.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-113- 1.38% |
$34.9K - $38.5K
|
8.07K
$3.89M
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-114- 7.5% |
$35.2K - $38.9K
|
1.41K
$677K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-114- 1.54% |
$35.2K - $38.9K
|
7.31K
$3.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-115- 0.41% |
$35.5K - $39.2K
|
28.1K
$13.5M
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-115- 6.89% |
$35.5K - $39.2K
|
1.56K
$749K
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-116- 0.62% |
$35.9K - $39.6K
|
18.5K
$8.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-116- 12.9% |
$35.9K - $39.6K
|
783
$377K
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-118- 1.57% |
$36.5K - $40.2K
|
7.41K
$3.57M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-119- 2.77% |
$36.8K - $40.6K
|
4.18K
$2.01M
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-120- 8.33% |
$37.1K - $40.9K
|
1.32K
$636K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-120- 2.03% |
$37.1K - $40.9K
|
5.78K
$2.78M
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-121- 5.12% |
$37.4K - $41.3K
|
2.24K
$1.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-121- 1.05% |
$37.4K - $41.3K
|
11.4K
$5.48M
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-123- 10.53% |
$38K - $41.9K
|
1.05K
$503K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-123- 3.33% |
$38K - $41.9K
|
3.58K
$1.72M
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-125- 0.24% |
$38.6K - $42.6K
|
51K
$24.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-125- 4.32% |
$38.6K - $42.6K
|
2.77K
$1.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-125- 0.31% |
$38.6K - $42.6K
|
39.7K
$19.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-125- 14.35% |
$38.6K - $42.6K
|
746
$359K
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-126- 2.91% |
$38.9K - $43K
|
4.21K
$2.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-127- 1.84% |
$39.3K - $43.3K
|
6.78K
$3.27M
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-127- 0.28% |
$39.3K - $43.3K
|
45K
$21.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-129- 0.22% |
$39.9K - $44K
|
57.7K
$27.8M
|