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 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
231+ 2.96% |
$61K - $73.6K
|
8.02K
$3.71M
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
228+ 2.02% |
$60.2K - $72.6K
|
11.5K
$5.34M
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
228+ 3.32% |
$60.2K - $72.6K
|
7.1K
$3.28M
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
225+ 1.78% |
$59.4K - $71.7K
|
12.8K
$5.94M
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
224+ 8.14% |
$59.1K - $71.4K
|
2.98K
$1.38M
|
|
Feb 13, 2023
Q4 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
224+ 14.97% |
$59.1K - $71.4K
|
1.72K
$795K
|
|
Jan 18, 2023
Q4 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
223+ 24.27% |
$58.9K - $71K
|
1.14K
$528K
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
222+ 7.01% |
$58.6K - $70.7K
|
3.39K
$1.57M
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
219+ 6.59% |
$57.8K - $69.8K
|
3.54K
$1.64M
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
218+ 1.66% |
$57.6K - $69.5K
|
13.4K
$6.19M
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
215+ 0.24% |
$56.8K - $68.5K
|
91.5K
$42.3M
|
|
Feb 15, 2023
Q4 2022
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
214+ 1.34% |
$56.5K - $68.2K
|
16.1K
$7.47M
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
212+ 7.66% |
$56K - $67.5K
|
2.98K
$1.38M
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
211+ 3.56% |
$55.7K - $67.2K
|
6.13K
$2.84M
|
|
Jan 24, 2023
Q4 2022
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
211+ 3.09% |
$55.7K - $67.2K
|
7.04K
$3.25M
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
211+ 1.09% |
$55.7K - $67.2K
|
19.5K
$9.03M
|
|
Feb 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
BUY
|
- |
210+ 0.72% |
$55.4K - $66.9K
|
29.5K
$13.6M
|
|
Feb 07, 2023
Q4 2022
|
Wulff, Hansen & Co.
|
BUY
|
- |
210+ 4.49% |
$55.4K - $66.9K
|
4.88K
$2.26M
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
208+ 0.74% |
$54.9K - $66.3K
|
28.3K
$13.1M
|
|
Jan 10, 2023
Q4 2022
|
First Community Trust Na
|
BUY
|
- |
206+ 5.86% |
$54.4K - $65.6K
|
3.72K
$1.72M
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
206+ 1.84% |
$54.4K - $65.6K
|
11.4K
$5.27M
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
206+ 12.23% |
$54.4K - $65.6K
|
1.89K
$875K
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
206+ 3.55% |
$54.4K - $65.6K
|
6.01K
$2.78M
|
|
Feb 13, 2023
Q4 2022
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
205+ 0.58% |
$54.1K - $65.3K
|
35.7K
$16.5M
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
204+ 1.56% |
$53.9K - $65K
|
13.3K
$6.15M
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
204+ 1.8% |
$53.9K - $65K
|
11.5K
$5.34M
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
203+ 9.2% |
$53.6K - $64.7K
|
2.41K
$1.11M
|
|
Feb 02, 2023
Q4 2022
|
Epacria Capital Partners, LLC
Boulder, CO |
BUY
|
- |
203New |
$53.6K - $64.7K
|
203
$93.9K
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
202+ 1.43% |
$53.3K - $64.4K
|
14.3K
$6.61M
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
201+ 1.74% |
$53.1K - $64K
|
11.7K
$5.43M
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
201+ 3.57% |
$53.1K - $64K
|
5.82K
$2.69M
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
201+ 1.47% |
$53.1K - $64K
|
13.9K
$6.42M
|
|
Jan 19, 2023
Q4 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
200+ 16.67% |
$52.8K - $63.7K
|
1.4K
$647K
|
|
Jan 13, 2023
Q4 2022
|
Orser Capital Management, LLC
|
BUY
|
- |
200+ 2.24% |
$52.8K - $63.7K
|
9.11K
$4.21M
|
|
Jan 24, 2023
Q4 2022
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
200+ 12.35% |
$52.8K - $63.7K
|
1.82K
$841K
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
200+ 8.58% |
$52.8K - $63.7K
|
2.53K
$1.17M
|
|
Feb 03, 2023
Q4 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
200+ 24.01% |
$52.8K - $63.7K
|
1.03K
$478K
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
200+ 32.89% |
$52.8K - $63.7K
|
808
$374K
|
|
Jan 20, 2023
Q4 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
198+ 5.51% |
$52.3K - $63.1K
|
3.79K
$1.75M
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
198+ 7.69% |
$52.3K - $63.1K
|
2.77K
$1.28M
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
198+ 0.08% |
$52.3K - $63.1K
|
238K
$110M
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
195+ 3.0% |
$51.5K - $62.1K
|
6.69K
$3.09M
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
194+ 2.84% |
$51.2K - $61.8K
|
7.03K
$3.25M
|
|
Jan 20, 2023
Q4 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
191+ 1.55% |
$50.4K - $60.9K
|
12.5K
$5.79M
|
|
Jan 31, 2023
Q4 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
190+ 0.71% |
$50.2K - $60.5K
|
26.8K
$12.4M
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
190+ 6.84% |
$50.2K - $60.5K
|
2.97K
$1.37M
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
189+ 9.43% |
$49.9K - $60.2K
|
2.19K
$1.01M
|
|
Jan 25, 2023
Q4 2022
|
Heron Bay Capital Management
|
BUY
|
- |
188+ 1.17% |
$49.6K - $59.9K
|
16.2K
$7.49M
|
|
Jan 30, 2023
Q4 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
185+ 0.94% |
$48.8K - $58.9K
|
19.8K
$9.18M
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
184+ 5.35% |
$48.6K - $58.6K
|
3.62K
$1.68M
|