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 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-494- 1.8% |
$153K - $168K
|
26.9K
$12.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-495- 3.26% |
$153K - $169K
|
14.7K
$7.03M
|
|
|
Jul 19, 2023
Q2 2023
|
Searcy Financial Services Inc
|
SELL
|
- |
-496- 1.91% |
$153K - $169K
|
25.5K
$12.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-497- 1.31% |
$154K - $169K
|
37.3K
$17.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-500- 0.3% |
$155K - $171K
|
165K
$78.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-500- 2.3% |
$155K - $171K
|
21.2K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-500- 8.68% |
$155K - $171K
|
5.26K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-500- 2.11% |
$155K - $171K
|
23.1K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-500- 20.83% |
$155K - $171K
|
1.9K
$910K
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-500- 15.31% |
$155K - $171K
|
2.77K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-503- 3.57% |
$155K - $172K
|
13.6K
$6.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-508- 1.77% |
$157K - $173K
|
28.1K
$13.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-510- 5.25% |
$158K - $174K
|
9.21K
$4.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-514- 4.19% |
$159K - $175K
|
11.8K
$5.63M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-515- 5.63% |
$159K - $176K
|
8.63K
$4.13M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-518- 0.4% |
$160K - $177K
|
129K
$61.9M
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-520- 20.45% |
$161K - $177K
|
2.02K
$968K
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-520- 14.79% |
$161K - $177K
|
3K
$1.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-522- 0.48% |
$161K - $178K
|
108K
$51.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-526- 2.84% |
$163K - $179K
|
18K
$8.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-526- 39.31% |
$163K - $179K
|
812
$389K
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-527- 1.01% |
$163K - $180K
|
51.9K
$24.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-529- 8.59% |
$163K - $180K
|
5.63K
$2.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-529- 3.77% |
$163K - $180K
|
13.5K
$6.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-534- 1.3% |
$165K - $182K
|
40.6K
$19.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-535- 5.9% |
$165K - $182K
|
8.53K
$4.08M
|
|
|
Aug 14, 2023
Q2 2023
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-537- 0.17% |
$166K - $183K
|
312K
$149M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-539- 27.21% |
$167K - $184K
|
1.44K
$690K
|
|
|
Jul 06, 2023
Q2 2023
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-540- 3.7% |
$167K - $184K
|
14K
$6.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-542- 4.39% |
$168K - $185K
|
11.8K
$5.65M
|
|
|
Jul 19, 2023
Q2 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-556- 1.09% |
$172K - $190K
|
50.4K
$24.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-557- 1.93% |
$172K - $190K
|
28.4K
$13.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-558- 3.21% |
$172K - $190K
|
16.8K
$8.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Qv Investors Inc.
|
SELL
|
- |
-560- 4.7% |
$173K - $191K
|
11.4K
$5.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-562- 19.98% |
$174K - $192K
|
2.25K
$1.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-565- 18.31% |
$175K - $193K
|
2.52K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-571- 1.62% |
$176K - $195K
|
34.8K
$16.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-575- 3.75% |
$178K - $196K
|
14.8K
$7.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-575- 11.88% |
$178K - $196K
|
4.27K
$2.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-578- 2.7% |
$179K - $197K
|
20.8K
$9.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-580- 0.59% |
$179K - $198K
|
97.6K
$46.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-584- 1.28% |
$180K - $199K
|
45K
$21.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-590- 0.42% |
$182K - $201K
|
139K
$66.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-590- 1.02% |
$182K - $201K
|
57.5K
$27.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-591- 0.92% |
$183K - $202K
|
63.9K
$30.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-593- 1.1% |
$183K - $202K
|
53.1K
$25.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-595- 0.68% |
$184K - $203K
|
86.8K
$41.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-596- 8.64% |
$184K - $203K
|
6.3K
$3.02M
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-596- 2.91% |
$184K - $203K
|
19.9K
$9.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-597- 0.44% |
$185K - $204K
|
136K
$65M
|