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 |
---|---|---|---|---|---|---|---|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5+ 0.04% |
$1.32K - $1.59K
|
11.8K
$5.47M
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
5+ 0.13% |
$1.32K - $1.59K
|
3.81K
$1.76M
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
BUY
|
- |
4+ 0.31% |
$1.06K - $1.27K
|
1.29K
$598K
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4+ 0.05% |
$1.06K - $1.27K
|
8.17K
$3.78M
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
4+ 0.01% |
$1.06K - $1.27K
|
32K
$14.8M
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
4+ 0.23% |
$1.06K - $1.27K
|
1.76K
$813K
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
4+ 0.06% |
$1.06K - $1.27K
|
7.11K
$3.29M
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4+ 0.04% |
$1.06K - $1.27K
|
9.13K
$4.22M
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
BUY
|
- |
3+ 0.21% |
$792 - $956
|
1.45K
$668K
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$792 - $956
|
1.89K
$873K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 0.1% |
$528 - $637
|
2.02K
$933K
|
|
Jan 20, 2023
Q4 2022
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
2+ 0.08% |
$528 - $637
|
2.45K
$1.13M
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
2+ 0.09% |
$528 - $637
|
2.28K
$1.05M
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.11% |
$528 - $637
|
1.88K
$871K
|
|
Feb 09, 2023
Q4 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
2+ 0.26% |
$528 - $637
|
764
$353K
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2+ 0.08% |
$528 - $637
|
2.55K
$1.18M
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
2+ 1.0% |
$528 - $637
|
202
$93.4K
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2+ 0.08% |
$528 - $637
|
2.43K
$1.13M
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.21% |
$528 - $637
|
967
$447K
|
|
Jan 19, 2023
Q4 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1+ 0.04% |
$264 - $319
|
2.73K
$1.26M
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
1+ 0.02% |
$264 - $319
|
4.59K
$2.12M
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
1+ 0.03% |
$264 - $319
|
3.78K
$1.75M
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.01% |
$264 - $319
|
10.1K
$4.66M
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 0.04% |
$264 - $319
|
2.81K
$1.3M
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.13% |
$264 - $319
|
788
$364K
|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1+ 0.09% |
$264 - $319
|
1.08K
$499K
|
|
Jan 20, 2023
Q4 2022
|
Prairiewood Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$264 - $319
|
8.85K
$4.09M
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1- 0.05% |
$264 - $319
|
2.09K
$967K
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1- 0.02% |
$264 - $319
|
6.22K
$2.88M
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$264 - $319
|
3.95K
$1.83M
|
|
Jan 30, 2023
Q4 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1- 0.04% |
$264 - $319
|
2.43K
$1.12M
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1- 0.01% |
$264 - $319
|
9.57K
$4.43M
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1- 0.04% |
$264 - $319
|
2.78K
$1.29M
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1- 0.08% |
$264 - $319
|
1.3K
$602K
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1- 0.08% |
$264 - $319
|
1.2K
$553K
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2- 0.05% |
$528 - $637
|
4.04K
$1.87M
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-2- 0.06% |
$528 - $637
|
3.45K
$1.6M
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2- 0.09% |
$528 - $637
|
2.21K
$1.02M
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2- 0.07% |
$528 - $637
|
3.07K
$1.42M
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
SELL
|
- |
-2- 0.09% |
$528 - $637
|
2.23K
$1.03M
|
|
Jan 31, 2023
Q4 2022
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-2- 0.24% |
$528 - $637
|
832
$385K
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2- 0.23% |
$528 - $637
|
868
$401K
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2- 0.18% |
$528 - $637
|
1.09K
$506K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2- -0.0% |
$528 - $637
|
139K
$64.3M
|
|
Jan 17, 2023
Q4 2022
|
Lathrop Investment Management Corp
|
SELL
|
- |
-3- 0.03% |
$792 - $956
|
11K
$5.09M
|
|
Feb 13, 2023
Q4 2022
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-3- 0.02% |
$792 - $956
|
20K
$9.24M
|
|
Jan 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-4- 0.05% |
$1.06K - $1.27K
|
8.2K
$3.79M
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-4- 0.13% |
$1.06K - $1.27K
|
3.09K
$1.43M
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-4- 0.02% |
$1.06K - $1.27K
|
20.8K
$9.63M
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-4- 0.02% |
$1.06K - $1.27K
|
23.8K
$11M
|