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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
2.06K+ 80.5% |
$544K - $656K
|
4.62K
$2.14M
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
2.06K+ 5.84% |
$543K - $656K
|
37.3K
$17.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
2.06KNew |
$543K - $656K
|
2.06K
$952K
|
|
|
Feb 09, 2023
Q4 2022
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
2.04KNew |
$537K - $648K
|
2.04K
$941K
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
BUY
|
- |
2.02K+ 21.73% |
$533K - $644K
|
11.3K
$5.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.01K+ 1.68% |
$531K - $641K
|
122K
$56.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.01K+ 188.97% |
$529K - $639K
|
3.07K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2K+ 8.04% |
$529K - $638K
|
26.9K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2K+ 29.41% |
$529K - $638K
|
8.81K
$4.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2K+ 10.68% |
$528K - $637K
|
20.7K
$9.58M
|
|
|
Aug 14, 2023
Q4 2022
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.98KNew |
$524K - $632K
|
1.98K
$918K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.97K+ 3.37% |
$520K - $627K
|
60.4K
$27.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.94KNew |
$512K - $617K
|
1.94K
$896K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.92K+ 2.0% |
$506K - $611K
|
97.8K
$45.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.91K+ 4.31% |
$504K - $608K
|
46.2K
$21.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.91K+ 9.56% |
$503K - $607K
|
21.8K
$10.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.9K+ 0.62% |
$502K - $606K
|
306K
$142M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.89KNew |
$498K - $601K
|
1.89K
$872K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.87KNew |
$494K - $597K
|
1.87K
$866K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.87K+ 7.28% |
$494K - $596K
|
27.6K
$12.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Absher Wealth Management, LLC
|
BUY
|
- |
1.87K+ 3.36% |
$494K - $596K
|
57.5K
$26.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
1.87K+ 1.1% |
$493K - $595K
|
172K
$79.5M
|
|
|
Dec 14, 2023
Q4 2022
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.87KNew |
$493K - $595K
|
1.87K
$863K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.86K+ 11.02% |
$492K - $594K
|
18.8K
$8.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.85KNew |
$489K - $590K
|
1.85K
$856K
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.85K+ 2.96% |
$488K - $589K
|
64.3K
$29.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.85KNew |
$488K - $588K
|
1.85K
$854K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.85K+ 9.68% |
$487K - $588K
|
20.9K
$9.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.84K+ 147.09% |
$487K - $587K
|
3.1K
$1.43M
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.84KNew |
$486K - $586K
|
1.84K
$851K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.83K+ 2.44% |
$482K - $582K
|
76.8K
$35.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.83K+ 4.75% |
$482K - $582K
|
40.2K
$18.6M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.82KNew |
$480K - $580K
|
1.82K
$841K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.8KNew |
$475K - $573K
|
1.8K
$832K
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.8K+ 8.3% |
$474K - $573K
|
23.5K
$10.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.8KNew |
$474K - $572K
|
1.8K
$830K
|
|
|
Feb 01, 2023
Q4 2022
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.79K+ 5.39% |
$472K - $569K
|
34.9K
$16.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.78K+ 3.31% |
$469K - $566K
|
55.5K
$25.7M
|
|
|
Oct 19, 2023
Q4 2022
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
1.78K+ 10.48% |
$469K - $566K
|
18.7K
$8.65M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.77K+ 2.28% |
$468K - $565K
|
79.4K
$36.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.77K+ 1.45% |
$467K - $564K
|
123K
$57.1M
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.76KNew |
$465K - $561K
|
1.76K
$814K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.76K+ 16.85% |
$464K - $559K
|
12.2K
$5.63M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.75K+ 15.88% |
$462K - $557K
|
12.8K
$5.9M
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.74K+ 4.23% |
$459K - $554K
|
42.8K
$19.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.73K+ 23.12% |
$458K - $552K
|
9.24K
$4.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
1.73KNew |
$456K - $551K
|
1.73K
$800K
|
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
BUY
|
- |
1.71K+ 0.74% |
$451K - $545K
|
231K
$107M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
1.71K+ 8.68% |
$451K - $545K
|
21.4K
$9.91M
|
|
|
Jan 27, 2023
Q4 2022
|
Close Asset Management LTD
|
BUY
|
- |
1.69K+ 1.84% |
$447K - $540K
|
93.8K
$43.4M
|