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
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1.21K+ 89.34% |
$319K - $385K
|
2.56K
$1.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.21K+ 7.97% |
$319K - $385K
|
16.4K
$7.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.21K+ 20.82% |
$318K - $384K
|
7K
$3.24M
|
|
|
Feb 16, 2023
Q4 2022
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.21KNew |
$318K - $384K
|
1.21K
$557K
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
1.2K+ 8.69% |
$317K - $382K
|
15K
$6.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1.2K+ 5.37% |
$316K - $382K
|
23.5K
$10.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.19KNew |
$315K - $380K
|
1.19K
$552K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.19K+ 2.3% |
$314K - $378K
|
52.7K
$24.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.18K+ 7.59% |
$313K - $377K
|
16.8K
$7.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.18K+ 12.65% |
$312K - $376K
|
10.5K
$4.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
1.18KNew |
$312K - $376K
|
1.18K
$546K
|
|
|
Apr 05, 2024
Q4 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.18K+ 0.92% |
$311K - $375K
|
129K
$59.6M
|
|
|
Oct 23, 2024
Q4 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.18KNew |
$310K - $374K
|
1.18K
$543K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
1.17K+ 156.99% |
$308K - $372K
|
1.91K
$884K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.17KNew |
$308K - $372K
|
1.17K
$540K
|
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.16KNew |
$307K - $371K
|
1.16K
$538K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.16KNew |
$307K - $371K
|
1.16K
$538K
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.16KNew |
$307K - $370K
|
1.16K
$537K
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.16K+ 1.17% |
$306K - $369K
|
99.8K
$46.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
1.16K+ 3.64% |
$305K - $369K
|
32.9K
$15.2M
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.16K+ 5.71% |
$305K - $369K
|
21.4K
$9.91M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
1.16K+ 9.6% |
$305K - $368K
|
13.2K
$6.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.15K+ 80.07% |
$304K - $367K
|
2.59K
$1.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.15K+ 5.47% |
$304K - $367K
|
22.2K
$10.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
1.15KNew |
$303K - $365K
|
1.15K
$530K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
1.14K+ 21.01% |
$302K - $364K
|
6.59K
$3.05M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.14KNew |
$301K - $364K
|
1.14K
$528K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.13K+ 0.81% |
$299K - $361K
|
142K
$65.6M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.13K+ 4.7% |
$299K - $361K
|
25.2K
$11.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.13K+ 12.2% |
$299K - $360K
|
10.4K
$4.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.13KNew |
$298K - $360K
|
1.13K
$523K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.13K+ 27.15% |
$298K - $360K
|
5.29K
$2.45M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.1K+ 5.06% |
$291K - $352K
|
22.9K
$10.6M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
1.1K+ 2.36% |
$291K - $352K
|
47.9K
$22.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
1.1KNew |
$291K - $351K
|
1.1K
$510K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.1K+ 5.01% |
$289K - $349K
|
23K
$10.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.1KNew |
$289K - $349K
|
1.1K
$506K
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
1.09KNew |
$287K - $346K
|
1.09K
$503K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
1.09K+ 18.15% |
$286K - $346K
|
7.06K
$3.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.08K+ 30.8% |
$286K - $345K
|
4.6K
$2.13M
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.08KNew |
$285K - $344K
|
1.08K
$499K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.08KNew |
$285K - $344K
|
1.08K
$499K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.07K+ 133.29% |
$283K - $342K
|
1.88K
$869K
|
|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
1.07KNew |
$283K - $342K
|
1.07K
$496K
|
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.07K+ 18.17% |
$282K - $341K
|
6.95K
$3.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.07KNew |
$282K - $341K
|
1.07K
$494K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
1.07K+ 3.64% |
$281K - $339K
|
30.3K
$14M
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
1.06K+ 25.61% |
$279K - $336K
|
5.17K
$2.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.05K+ 3.68% |
$278K - $336K
|
29.7K
$13.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.05K+ 3.97% |
$278K - $335K
|
27.5K
$12.7M
|