Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jun 21, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
129K+ 159.88% |
$35.3M - $38.7M
|
209K
$98.5M
|
|
Feb 14, 2024
Q4 2021
|
Kbc Group Nv
|
BUY
|
- |
68.3K+ 23.74% |
$18.7M - $20.5M
|
356K
$167M
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
42.9KNew |
$11.7M - $12.9M
|
42.9K
$20.2M
|
|
Mar 10, 2022
Q4 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
28.7KNew |
$7.84M - $8.6M
|
28.7K
$13.5M
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
28.3K+ 15.61% |
$7.74M - $8.49M
|
209K
$98.5M
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
22.8K+ 25.53% |
$6.24M - $6.85M
|
112K
$52.7M
|
|
Oct 24, 2024
Q4 2021
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
22.3KNew |
$6.11M - $6.7M
|
22.3K
$10.5M
|
|
May 26, 2023
Q4 2021
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
20.3K+ 44.86% |
$5.55M - $6.09M
|
65.5K
$30.8M
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
17.1KNew |
$4.68M - $5.14M
|
17.1K
$8.05M
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
16.1KNew |
$4.41M - $4.83M
|
16.1K
$7.57M
|
|
Nov 14, 2023
Q4 2021
|
Silicon Valley Community Foundation
Mountain View, CA |
BUY
|
- |
12.9K+ 1525.71% |
$3.54M - $3.88M
|
13.8K
$6.48M
|
|
Jun 22, 2023
Q4 2021
|
Msd Partners, L.P.
New York, NY |
BUY
|
- |
12.8K+ 6.13% |
$3.5M - $3.84M
|
222K
$104M
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
11.6K+ 204.93% |
$3.17M - $3.48M
|
17.2K
$8.11M
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
10.6K+ 2.47% |
$2.89M - $3.17M
|
439K
$206M
|
|
May 20, 2024
Q4 2021
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
BUY
|
- |
8.43KNew |
$2.31M - $2.53M
|
8.43K
$3.96M
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
7.89KNew |
$2.16M - $2.37M
|
7.89K
$3.71M
|
|
Aug 22, 2024
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
7.83K+ 1444.1% |
$2.14M - $2.35M
|
8.37K
$3.94M
|
|
Jan 17, 2024
Q4 2021
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
6.96K+ 2.36% |
$1.91M - $2.09M
|
302K
$142M
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5.65KNew |
$1.55M - $1.7M
|
5.65K
$2.66M
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
5.09KNew |
$1.39M - $1.53M
|
5.09K
$2.39M
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.84KNew |
$1.05M - $1.15M
|
3.84K
$1.8M
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
3.79KNew |
$1.04M - $1.14M
|
3.79K
$1.78M
|
|
Oct 03, 2024
Q4 2021
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
3.2KNew |
$875K - $959K
|
3.2K
$1.5M
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.19K+ 19.24% |
$599K - $657K
|
13.6K
$6.38M
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.99K+ 31.38% |
$545K - $597K
|
8.33K
$3.92M
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.98K+ 48.73% |
$542K - $594K
|
6.04K
$2.84M
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.97K+ 7.87% |
$539K - $591K
|
27K
$12.7M
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.97K+ 1.63% |
$538K - $590K
|
123K
$57.7M
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.84KNew |
$504K - $553K
|
1.84K
$866K
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.66K+ 7.13% |
$454K - $498K
|
24.9K
$11.7M
|
|
Oct 23, 2024
Q4 2021
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.6KNew |
$437K - $479K
|
1.6K
$751K
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.43KNew |
$391K - $429K
|
1.43K
$672K
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.2KNew |
$328K - $360K
|
1.2K
$564K
|
|
Oct 08, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.16K+ 39.08% |
$316K - $347K
|
4.11K
$1.93M
|
|
Oct 01, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.16K+ 39.08% |
$316K - $347K
|
4.11K
$1.93M
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
914+ 3.59% |
$250K - $274K
|
26.4K
$12.4M
|
|
Mar 10, 2022
Q4 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
813+ 119.73% |
$222K - $244K
|
1.49K
$702K
|
|
Oct 18, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
764+ 19.06% |
$209K - $229K
|
4.77K
$2.24M
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
756+ 5.99% |
$207K - $227K
|
13.4K
$6.29M
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
710+ 6.05% |
$194K - $213K
|
12.5K
$5.86M
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
556+ 123.83% |
$152K - $167K
|
1.01K
$473K
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
508+ 2.47% |
$139K - $152K
|
21.1K
$9.92M
|
|
Feb 15, 2022
Q4 2021
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
455+ 5.03% |
$125K - $137K
|
9.49K
$4.46M
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
317+ 8.92% |
$86.7K - $95.2K
|
3.87K
$1.82M
|
|
Feb 07, 2022
Q4 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
267+ 0.81% |
$73.1K - $80.1K
|
33K
$15.5M
|
|
Feb 05, 2024
Q4 2021
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
235+ 1.65% |
$64.3K - $70.5K
|
14.5K
$6.81M
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
193+ 4.73% |
$52.8K - $57.9K
|
4.27K
$2.01M
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
128+ 59.53% |
$35K - $38.4K
|
343
$161K
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
49+ 1.01% |
$13.4K - $14.7K
|
4.92K
$2.31M
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
37+ 7.03% |
$10.1K - $11.1K
|
563
$265K
|