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 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
832+ 1.84% |
$220K - $265K
|
46.1K
$22.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Shayne & Co., LLC
|
BUY
|
- |
831+ 0.29% |
$219K - $265K
|
286K
$139M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
829New |
$219K - $264K
|
829
$402K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
828+ 1.2% |
$219K - $264K
|
69.7K
$33.8M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
827+ 5.54% |
$218K - $263K
|
15.8K
$7.64M
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
815+ 0.39% |
$215K - $260K
|
208K
$101M
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
813New |
$215K - $259K
|
813
$394K
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
810New |
$214K - $258K
|
810
$393K
|
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
808+ 10.42% |
$213K - $257K
|
8.57K
$4.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
808+ 7.52% |
$213K - $257K
|
11.6K
$5.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
800+ 12.36% |
$211K - $255K
|
7.27K
$3.53M
|
|
|
Jan 10, 2023
Q4 2022
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
798+ 4.03% |
$211K - $254K
|
20.6K
$9.98M
|
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
796New |
$210K - $254K
|
796
$386K
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
795+ 2.42% |
$210K - $253K
|
33.7K
$16.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
793+ 27.77% |
$209K - $253K
|
3.65K
$1.77M
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
789+ 0.73% |
$208K - $251K
|
110K
$53.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
785New |
$207K - $250K
|
785
$381K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
784+ 1.5% |
$207K - $250K
|
53.1K
$25.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
779+ 88.52% |
$206K - $248K
|
1.66K
$805K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
778+ 3.13% |
$205K - $248K
|
25.6K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
775New |
$205K - $247K
|
775
$376K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
765New |
$202K - $244K
|
765
$371K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
764+ 24.22% |
$202K - $243K
|
3.92K
$1.9M
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
764New |
$202K - $243K
|
764
$371K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
762+ 2.37% |
$201K - $243K
|
33K
$16M
|
|
|
Feb 07, 2023
Q4 2022
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
760New |
$201K - $242K
|
760
$369K
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
759New |
$200K - $242K
|
759
$368K
|
|
|
Jan 23, 2023
Q4 2022
|
Baskin Financial Services Inc.
|
BUY
|
- |
758+ 1.0% |
$200K - $241K
|
76.7K
$37.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
758New |
$200K - $241K
|
758
$368K
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
757+ 0.82% |
$200K - $241K
|
93.3K
$45.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
757+ 2.81% |
$200K - $241K
|
27.7K
$13.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
755+ 1.4% |
$199K - $241K
|
54.5K
$26.4M
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
754New |
$199K - $240K
|
754
$366K
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
753New |
$199K - $240K
|
753
$365K
|
|
|
May 28, 2025
Q4 2022
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
751New |
$198K - $239K
|
751
$364K
|
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
750New |
$198K - $239K
|
750
$364K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
750+ 250.0% |
$198K - $239K
|
1.05K
$509K
|
|
|
Jan 24, 2023
Q4 2022
|
Exeter Financial, LLC
|
BUY
|
- |
749New |
$198K - $239K
|
749
$363K
|
|
|
Jan 25, 2023
Q4 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
748New |
$197K - $238K
|
748
$363K
|
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
747+ 4.16% |
$197K - $238K
|
18.7K
$9.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
746New |
$197K - $238K
|
746
$362K
|
|
|
Feb 07, 2023
Q4 2022
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
746New |
$197K - $238K
|
746
$362K
|
|
|
Jan 13, 2023
Q4 2022
|
Adams Asset Advisors, LLC
|
BUY
|
- |
744New |
$196K - $237K
|
744
$361K
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
744New |
$196K - $237K
|
744
$361K
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
741New |
$196K - $236K
|
741
$359K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
739+ 18.9% |
$195K - $235K
|
4.65K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
736New |
$194K - $234K
|
736
$357K
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
BUY
|
- |
735+ 9.98% |
$194K - $234K
|
8.1K
$3.93M
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
735+ 58.75% |
$194K - $234K
|
1.99K
$963K
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
734New |
$194K - $234K
|
734
$356K
|