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
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
16+ 0.72% |
$4.22K - $5.1K
|
2.24K
$1.04M
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
16+ 1.18% |
$4.22K - $5.1K
|
1.37K
$635K
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
16+ 1.24% |
$4.22K - $5.1K
|
1.3K
$602K
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
BUY
|
- |
15+ 0.9% |
$3.96K - $4.78K
|
1.68K
$775K
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
15+ 1.05% |
$3.96K - $4.78K
|
1.44K
$665K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
15+ 0.47% |
$3.96K - $4.78K
|
3.17K
$1.47M
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
15+ 0.34% |
$3.96K - $4.78K
|
4.39K
$2.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
15+ 0.09% |
$3.96K - $4.78K
|
16.2K
$7.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
15+ 0.25% |
$3.96K - $4.78K
|
6.02K
$2.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
15+ 0.04% |
$3.96K - $4.78K
|
37.5K
$17.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
14+ 1.22% |
$3.7K - $4.46K
|
1.16K
$538K
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
14+ 1.26% |
$3.7K - $4.46K
|
1.13K
$522K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
13+ 0.14% |
$3.43K - $4.14K
|
9.29K
$4.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
12+ 0.3% |
$3.17K - $3.82K
|
4.05K
$1.87M
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
12+ 0.15% |
$3.17K - $3.82K
|
8.11K
$3.75M
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
12+ 0.2% |
$3.17K - $3.82K
|
5.95K
$2.75M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
12+ 0.25% |
$3.17K - $3.82K
|
4.72K
$2.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
11+ 6.47% |
$2.9K - $3.5K
|
181
$83.7K
|
|
|
Feb 13, 2023
Q4 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
11+ 0.68% |
$2.9K - $3.5K
|
1.63K
$754K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.42% |
$2.9K - $3.5K
|
2.65K
$1.22M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
10+ 50.0% |
$2.64K - $3.19K
|
30
$13.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
10+ 0.96% |
$2.64K - $3.19K
|
1.05K
$484K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
10+ 0.05% |
$2.64K - $3.19K
|
18.5K
$8.58M
|
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
10+ 0.03% |
$2.64K - $3.19K
|
35K
$16.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
10+ 8.62% |
$2.64K - $3.19K
|
126
$58.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
9+ 0.39% |
$2.38K - $2.87K
|
2.3K
$1.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
9+ 0.11% |
$2.38K - $2.87K
|
8.37K
$3.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9+ 0.24% |
$2.38K - $2.87K
|
3.77K
$1.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
9+ 0.37% |
$2.38K - $2.87K
|
2.43K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
9+ 0.23% |
$2.38K - $2.87K
|
3.84K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
9+ 0.15% |
$2.38K - $2.87K
|
5.87K
$2.71M
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
8+ 0.37% |
$2.11K - $2.55K
|
2.16K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
8+ 0.69% |
$2.11K - $2.55K
|
1.17K
$542K
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
8+ 0.41% |
$2.11K - $2.55K
|
1.95K
$901K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
8+ 0.86% |
$2.11K - $2.55K
|
942
$436K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.18% |
$2.11K - $2.55K
|
4.42K
$2.04M
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
7+ 0.11% |
$1.85K - $2.23K
|
6.24K
$2.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
7+ 0.88% |
$1.85K - $2.23K
|
798
$369K
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
7+ 0.35% |
$1.85K - $2.23K
|
2.02K
$933K
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
6+ 0.22% |
$1.58K - $1.91K
|
2.69K
$1.24M
|
|
|
Jan 30, 2023
Q4 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
6+ 0.17% |
$1.58K - $1.91K
|
3.51K
$1.62M
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
6+ 0.15% |
$1.58K - $1.91K
|
4.12K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
6+ 0.09% |
$1.58K - $1.91K
|
6.37K
$2.94M
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5+ 0.14% |
$1.32K - $1.59K
|
3.64K
$1.68M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5+ 0.03% |
$1.32K - $1.59K
|
17.1K
$7.89M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 0.07% |
$1.32K - $1.59K
|
7.63K
$3.53M
|
|
|
Jan 30, 2023
Q4 2022
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
5+ 0.07% |
$1.32K - $1.59K
|
7.13K
$3.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.21% |
$1.32K - $1.59K
|
2.42K
$1.12M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$1.32K - $1.59K
|
6.07K
$2.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
5+ 0.08% |
$1.32K - $1.59K
|
6.61K
$3.06M
|