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 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-34- 3.76% |
$8.98K - $10.8K
|
870
$402K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-34- 2.57% |
$8.98K - $10.8K
|
1.29K
$597K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-34- 0.96% |
$8.98K - $10.8K
|
3.53K
$1.63M
|
|
|
Jan 31, 2023
Q4 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-34- 0.28% |
$8.98K - $10.8K
|
12K
$5.55M
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-35- 2.39% |
$9.24K - $11.2K
|
1.43K
$661K
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-35- 1.21% |
$9.24K - $11.2K
|
2.87K
$1.33M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-35- 0.66% |
$9.24K - $11.2K
|
5.27K
$2.44M
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
SELL
|
- |
-35- 1.33% |
$9.24K - $11.2K
|
2.6K
$1.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-35- 0.1% |
$9.24K - $11.2K
|
36.6K
$16.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
SELL
|
- |
-35- 0.37% |
$9.24K - $11.2K
|
9.32K
$4.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-35- 0.58% |
$9.24K - $11.2K
|
6.01K
$2.78M
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-35- 0.4% |
$9.24K - $11.2K
|
8.69K
$4.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-35- 0.53% |
$9.24K - $11.2K
|
6.55K
$3.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-35- 0.42% |
$9.24K - $11.2K
|
8.32K
$3.85M
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-36- 4.2% |
$9.5K - $11.5K
|
822
$380K
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
SELL
|
- |
-36- 1.08% |
$9.5K - $11.5K
|
3.28K
$1.52M
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-37- 1.27% |
$9.77K - $11.8K
|
2.88K
$1.33M
|
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-37- 19.47% |
$9.77K - $11.8K
|
153
$70.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-38- 3.13% |
$10K - $12.1K
|
1.18K
$545K
|
|
|
Jan 09, 2023
Q4 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-39- 4.42% |
$10.3K - $12.4K
|
844
$390K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-39- 0.76% |
$10.3K - $12.4K
|
5.11K
$2.36M
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-40- 0.96% |
$10.6K - $12.7K
|
4.14K
$1.92M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-40- 1.21% |
$10.6K - $12.7K
|
3.27K
$1.51M
|
|
|
Feb 06, 2023
Q4 2022
|
Mad River Investors
|
SELL
|
- |
-40- 0.4% |
$10.6K - $12.7K
|
9.89K
$4.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-40- 0.12% |
$10.6K - $12.7K
|
32.1K
$14.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-40- 0.46% |
$10.6K - $12.7K
|
8.74K
$4.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-40- 0.54% |
$10.6K - $12.7K
|
7.35K
$3.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-42- 0.81% |
$11.1K - $13.4K
|
5.13K
$2.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-42- 1.27% |
$11.1K - $13.4K
|
3.26K
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-43- 0.45% |
$11.4K - $13.7K
|
9.6K
$4.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-43- 2.48% |
$11.4K - $13.7K
|
1.69K
$783K
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-43- 58.9% |
$11.4K - $13.7K
|
30
$13.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-44- 4.54% |
$11.6K - $14K
|
925
$428K
|
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-44- 1.55% |
$11.6K - $14K
|
2.79K
$1.29M
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
SELL
|
- |
-45- 1.71% |
$11.9K - $14.3K
|
2.59K
$1.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-45- 0.37% |
$11.9K - $14.3K
|
12.1K
$5.62M
|
|
|
Jan 26, 2023
Q4 2022
|
Ht Partners LLC
|
SELL
|
- |
-45- 1.38% |
$11.9K - $14.3K
|
3.22K
$1.49M
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-45- 1.9% |
$11.9K - $14.3K
|
2.32K
$1.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-45- 1.92% |
$11.9K - $14.3K
|
2.3K
$1.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-45- 1.65% |
$11.9K - $14.3K
|
2.69K
$1.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-45- 0.54% |
$11.9K - $14.3K
|
8.27K
$3.82M
|
|
|
Feb 08, 2023
Q4 2022
|
Hemenway Trust CO LLC
|
SELL
|
- |
-45- 0.69% |
$11.9K - $14.3K
|
6.49K
$3M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-46- 0.62% |
$12.1K - $14.7K
|
7.35K
$3.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-46- 1.79% |
$12.1K - $14.7K
|
2.53K
$1.17M
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-47- 3.06% |
$12.4K - $15K
|
1.49K
$688K
|
|
|
Feb 14, 2023
Q4 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-47- 0.21% |
$12.4K - $15K
|
22K
$10.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-48- 11.16% |
$12.7K - $15.3K
|
382
$177K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
SELL
|
- |
-48- 1.81% |
$12.7K - $15.3K
|
2.6K
$1.2M
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
SELL
|
- |
-48- 1.39% |
$12.7K - $15.3K
|
3.41K
$1.58M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-48- 5.56% |
$12.7K - $15.3K
|
816
$377K
|