Purchases and Sales Made in Q4 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.97KNew |
$785K - $947K
|
2.97K
$1.36M
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.95K+ 15.92% |
$779K - $940K
|
21.5K
$9.86M
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.95KNew |
$778K - $939K
|
2.95K
$1.35M
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.95K+ 181.12% |
$777K - $938K
|
4.57K
$2.1M
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
2.94K+ 20.82% |
$777K - $937K
|
17.1K
$7.83M
|
|
Jan 12, 2023
Q4 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
2.93K+ 100.0% |
$774K - $934K
|
5.86K
$2.69M
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.92K+ 12.05% |
$772K - $932K
|
27.2K
$12.5M
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
2.92K+ 52.67% |
$771K - $930K
|
8.46K
$3.88M
|
|
Feb 13, 2023
Q4 2022
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
2.92K+ 16.3% |
$770K - $930K
|
20.8K
$9.55M
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.91KNew |
$767K - $926K
|
2.91K
$1.33M
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
2.9KNew |
$766K - $924K
|
2.9K
$1.33M
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
2.9KNew |
$764K - $922K
|
2.9K
$1.33M
|
|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
2.89K+ 17.02% |
$762K - $920K
|
19.9K
$9.11M
|
|
Feb 03, 2023
Q4 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
2.88K+ 1.03% |
$760K - $918K
|
284K
$130M
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.87K+ 254.21% |
$756K - $913K
|
3.99K
$1.83M
|
|
Feb 10, 2023
Q4 2022
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
2.85KNew |
$752K - $907K
|
2.85K
$1.31M
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
2.84KNew |
$749K - $904K
|
2.84K
$1.3M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.82K+ 13.51% |
$743K - $897K
|
23.7K
$10.8M
|
|
Feb 13, 2023
Q4 2022
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
2.8KNew |
$739K - $892K
|
2.8K
$1.28M
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.8K+ 27.55% |
$739K - $892K
|
13K
$5.94M
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
BUY
|
- |
2.8K+ 50.28% |
$738K - $891K
|
8.36K
$3.83M
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.75K+ 17.63% |
$726K - $876K
|
18.3K
$8.41M
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.74K+ 4.73% |
$724K - $873K
|
60.6K
$27.8M
|
|
Jan 31, 2023
Q4 2022
|
F
|
BUY
|
- |
2.73KNew |
$720K - $869K
|
2.73K
$1.25M
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.72KNew |
$719K - $867K
|
2.72K
$1.25M
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.71K+ 79.8% |
$715K - $863K
|
6.11K
$2.8M
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.71K+ 11.84% |
$714K - $862K
|
25.6K
$11.7M
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.67K+ 4.39% |
$705K - $851K
|
63.6K
$29.2M
|
|
Jan 27, 2023
Q4 2022
|
Howard Capital Management Inc.
|
BUY
|
- |
2.66K+ 215.19% |
$703K - $849K
|
3.9K
$1.79M
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
2.62K+ 13.46% |
$692K - $836K
|
22.1K
$10.1M
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.62K+ 19.8% |
$691K - $834K
|
15.8K
$7.26M
|
|
Feb 07, 2023
Q4 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
2.6K+ 1.75% |
$687K - $829K
|
151K
$69.5M
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.59KNew |
$684K - $826K
|
2.59K
$1.19M
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.59K+ 115.23% |
$683K - $825K
|
4.83K
$2.22M
|
|
Jan 11, 2023
Q4 2022
|
Stolper CO
|
BUY
|
- |
2.57K+ 6.82% |
$679K - $820K
|
40.3K
$18.5M
|
|
Feb 14, 2023
Q4 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.57K+ 183.71% |
$679K - $819K
|
3.97K
$1.82M
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.57K+ 1.48% |
$678K - $818K
|
175K
$80.5M
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
2.57KNew |
$677K - $818K
|
2.57K
$1.18M
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.56K+ 5.31% |
$676K - $816K
|
50.8K
$23.3M
|
|
Feb 13, 2023
Q4 2022
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
2.56KNew |
$675K - $814K
|
2.56K
$1.17M
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
2.56KNew |
$675K - $814K
|
2.56K
$1.17M
|
|
Feb 09, 2023
Q4 2022
|
Kidder Stephen W
|
BUY
|
- |
2.54K+ 154.66% |
$671K - $810K
|
4.18K
$1.92M
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
2.54K+ 13.71% |
$671K - $809K
|
21.1K
$9.66M
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.54KNew |
$669K - $808K
|
2.54K
$1.16M
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2.53K+ 3.14% |
$668K - $806K
|
83.1K
$38.1M
|
|
Feb 14, 2023
Q4 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2.53K+ 19.97% |
$667K - $805K
|
15.2K
$6.96M
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.53K+ 6.17% |
$667K - $805K
|
43.4K
$19.9M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
2.53K+ 8.98% |
$667K - $804K
|
30.6K
$14M
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.52K+ 21.99% |
$664K - $801K
|
14K
$6.4M
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
2.52K+ 21.99% |
$664K - $801K
|
14K
$6.4M
|