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 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
63+ 7.44% |
$16.6K - $20.1K
|
910
$421K
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
62+ 3.68% |
$16.4K - $19.8K
|
1.75K
$808K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
61New |
$16.1K - $19.4K
|
61
$28.2K
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
61+ 1.31% |
$16.1K - $19.4K
|
4.71K
$2.18M
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
60+ 1.61% |
$15.8K - $19.1K
|
3.78K
$1.75M
|
|
Feb 07, 2023
Q4 2022
|
Zevin Asset Management LLC
|
BUY
|
- |
60+ 7.03% |
$15.8K - $19.1K
|
913
$422K
|
|
Jan 12, 2023
Q4 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
59+ 2.13% |
$15.6K - $18.8K
|
2.83K
$1.31M
|
|
Feb 13, 2023
Q4 2022
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
59+ 0.08% |
$15.6K - $18.8K
|
71.9K
$33.3M
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
BUY
|
- |
58+ 0.37% |
$15.3K - $18.5K
|
15.9K
$7.34M
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
58+ 0.08% |
$15.3K - $18.5K
|
70.9K
$32.8M
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
58+ 1.67% |
$15.3K - $18.5K
|
3.53K
$1.63M
|
|
Jan 20, 2023
Q4 2022
|
Baker Boyer National Bank
|
BUY
|
- |
57+ 2.93% |
$15K - $18.2K
|
2K
$927K
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
57+ 2.59% |
$15K - $18.2K
|
2.26K
$1.04M
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
57+ 6.2% |
$15K - $18.2K
|
976
$451K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
57+ 0.93% |
$15K - $18.2K
|
6.2K
$2.87M
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
56+ 0.05% |
$14.8K - $17.8K
|
105K
$48.5M
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
56+ 0.78% |
$14.8K - $17.8K
|
7.23K
$3.35M
|
|
Sep 07, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
56+ 0.78% |
$14.8K - $17.8K
|
7.23K
$3.35M
|
|
Jan 09, 2023
Q4 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
55+ 1.82% |
$14.5K - $17.5K
|
3.08K
$1.43M
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
55+ 0.52% |
$14.5K - $17.5K
|
10.6K
$4.9M
|
|
Feb 09, 2023
Q4 2022
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
55+ 0.38% |
$14.5K - $17.5K
|
14.6K
$6.77M
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
54+ 2.49% |
$14.3K - $17.2K
|
2.22K
$1.03M
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
54+ 2.28% |
$14.3K - $17.2K
|
2.42K
$1.12M
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
53+ 3.89% |
$14K - $16.9K
|
1.41K
$654K
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
53+ 1.11% |
$14K - $16.9K
|
4.82K
$2.23M
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
53+ 0.44% |
$14K - $16.9K
|
12.1K
$5.61M
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
53+ 1.34% |
$14K - $16.9K
|
4K
$1.85M
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
51+ 3.17% |
$13.5K - $16.2K
|
1.66K
$767K
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
50+ 0.95% |
$13.2K - $15.9K
|
5.3K
$2.45M
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
50+ 5.17% |
$13.2K - $15.9K
|
1.02K
$470K
|
|
Jan 26, 2023
Q4 2022
|
Monarch Capital Management Inc
|
BUY
|
- |
50+ 0.85% |
$13.2K - $15.9K
|
5.95K
$2.75M
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
BUY
|
- |
50+ 1.66% |
$13.2K - $15.9K
|
3.07K
$1.42M
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
50+ 1.09% |
$13.2K - $15.9K
|
4.63K
$2.14M
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
50+ 6.37% |
$13.2K - $15.9K
|
835
$386K
|
|
Feb 08, 2023
Q4 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
50+ 3.5% |
$13.2K - $15.9K
|
1.48K
$684K
|
|
Feb 08, 2023
Q4 2022
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
50+ 2.06% |
$13.2K - $15.9K
|
2.47K
$1.14M
|
|
Feb 14, 2023
Q4 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
50+ 1.69% |
$13.2K - $15.9K
|
3K
$1.39M
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
50+ 5.98% |
$13.2K - $15.9K
|
886
$410K
|
|
Dec 02, 2024
Q4 2022
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
50+ 0.97% |
$13.2K - $15.9K
|
5.18K
$2.4M
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
49+ 1.11% |
$12.9K - $15.6K
|
4.46K
$2.06M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
49+ 0.85% |
$12.9K - $15.6K
|
5.81K
$2.69M
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
49+ 0.38% |
$12.9K - $15.6K
|
13.1K
$6.06M
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
48+ 17.58% |
$12.7K - $15.3K
|
321
$148K
|
|
Jan 25, 2023
Q4 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
48+ 3.02% |
$12.7K - $15.3K
|
1.64K
$758K
|
|
Feb 08, 2023
Q4 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
48+ 0.35% |
$12.7K - $15.3K
|
13.6K
$6.28M
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
48+ 0.27% |
$12.7K - $15.3K
|
17.9K
$8.3M
|
|
Feb 14, 2023
Q4 2022
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
48+ 2.57% |
$12.7K - $15.3K
|
1.92K
$887K
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
47+ 0.82% |
$12.4K - $15K
|
5.79K
$2.68M
|
|
Feb 14, 2023
Q4 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
47+ 5.7% |
$12.4K - $15K
|
872
$403K
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
46+ 1.53% |
$12.1K - $14.7K
|
3.06K
$1.41M
|