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 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
30+ 0.86% |
$7.92K - $9.56K
|
3.52K
$1.63M
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
29+ 0.02% |
$7.66K - $9.24K
|
175K
$81.2M
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
BUY
|
- |
28+ 3.21% |
$7.39K - $8.92K
|
901
$417K
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
28+ 0.78% |
$7.39K - $8.92K
|
3.62K
$1.68M
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
26+ 0.27% |
$6.86K - $8.28K
|
9.7K
$4.48M
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
BUY
|
- |
26+ 1.99% |
$6.86K - $8.28K
|
1.33K
$616K
|
|
Feb 09, 2023
Q4 2022
|
First Eagle Investment Management, LLC
|
BUY
|
- |
26New |
$6.86K - $8.28K
|
26
$12K
|
|
Feb 13, 2023
Q4 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
26+ 0.25% |
$6.86K - $8.28K
|
10.3K
$4.74M
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
26+ 2.2% |
$6.86K - $8.28K
|
1.21K
$559K
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
26+ 3.88% |
$6.86K - $8.28K
|
696
$322K
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
25+ 0.93% |
$6.6K - $7.97K
|
2.7K
$1.25M
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
25+ 0.88% |
$6.6K - $7.97K
|
2.87K
$1.33M
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
25+ 2.22% |
$6.6K - $7.97K
|
1.15K
$532K
|
|
Jan 30, 2023
Q4 2022
|
Trevian Wealth Management LLC
|
BUY
|
- |
25+ 2.0% |
$6.6K - $7.97K
|
1.28K
$590K
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
25+ 0.85% |
$6.6K - $7.97K
|
2.95K
$1.36M
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
25+ 0.49% |
$6.6K - $7.97K
|
5.15K
$2.38M
|
|
Feb 09, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
25+ 0.2% |
$6.6K - $7.97K
|
12.3K
$5.7M
|
|
Feb 14, 2023
Q4 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
25+ 0.48% |
$6.6K - $7.97K
|
5.25K
$2.43M
|
|
Feb 14, 2023
Q4 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
25+ 0.17% |
$6.6K - $7.97K
|
14.4K
$6.68M
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
24+ 1.72% |
$6.34K - $7.65K
|
1.42K
$656K
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
24+ 1.25% |
$6.34K - $7.65K
|
1.94K
$897K
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
24+ 0.92% |
$6.34K - $7.65K
|
2.63K
$1.21M
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
24+ 0.53% |
$6.34K - $7.65K
|
4.59K
$2.12M
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
24+ 2.62% |
$6.34K - $7.65K
|
941
$435K
|
|
Feb 14, 2023
Q4 2022
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
24+ 1.21% |
$6.34K - $7.65K
|
2K
$925K
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
23+ 0.51% |
$6.07K - $7.33K
|
4.53K
$2.09M
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
23+ 0.27% |
$6.07K - $7.33K
|
8.46K
$3.91M
|
|
Jan 19, 2023
Q4 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
22+ 1.28% |
$5.81K - $7.01K
|
1.74K
$806K
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
22+ 1100.0% |
$5.81K - $7.01K
|
24
$11.1K
|
|
Feb 13, 2023
Q4 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
22+ 2.14% |
$5.81K - $7.01K
|
1.05K
$486K
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
21+ 2.58% |
$5.54K - $6.69K
|
834
$386K
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
20+ 14.29% |
$5.28K - $6.37K
|
160
$74K
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
20+ 2.13% |
$5.28K - $6.37K
|
961
$444K
|
|
Jan 25, 2023
Q4 2022
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
20+ 0.13% |
$5.28K - $6.37K
|
14.8K
$6.87M
|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
20+ 1.87% |
$5.28K - $6.37K
|
1.09K
$505K
|
|
Jan 26, 2023
Q4 2022
|
Sippican Capital Advisors
|
BUY
|
- |
20+ 0.42% |
$5.28K - $6.37K
|
4.82K
$2.23M
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
20+ 0.7% |
$5.28K - $6.37K
|
2.87K
$1.33M
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
20+ 1.49% |
$5.28K - $6.37K
|
1.36K
$630K
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
20+ 0.72% |
$5.28K - $6.37K
|
2.82K
$1.3M
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
20+ 0.21% |
$5.28K - $6.37K
|
9.74K
$4.5M
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
20+ 0.73% |
$5.28K - $6.37K
|
2.78K
$1.28M
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
19+ 0.97% |
$5.02K - $6.05K
|
1.97K
$912K
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
18+ 0.88% |
$4.75K - $5.73K
|
2.07K
$959K
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
BUY
|
- |
17+ 0.75% |
$4.49K - $5.42K
|
2.28K
$1.06M
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
17+ 0.87% |
$4.49K - $5.42K
|
1.98K
$913K
|
|
Feb 10, 2023
Q4 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
17+ 0.07% |
$4.49K - $5.42K
|
23.9K
$11.1M
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
17+ 0.37% |
$4.49K - $5.42K
|
4.55K
$2.11M
|
|
Feb 14, 2023
Q4 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
17+ 0.04% |
$4.49K - $5.42K
|
39.2K
$18.2M
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
17+ 0.44% |
$4.49K - $5.42K
|
3.87K
$1.79M
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
16+ 0.33% |
$4.22K - $5.1K
|
4.89K
$2.26M
|