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 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.74K+ 1.78% |
$1.25M - $1.51M
|
271K
$125M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.73K+ 37.27% |
$1.25M - $1.51M
|
17.4K
$8.05M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.72K+ 3.42% |
$1.25M - $1.5M
|
143K
$66.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
4.66KNew |
$1.23M - $1.49M
|
4.66K
$2.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
4.64K+ 2.74% |
$1.23M - $1.48M
|
174K
$80.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
4.61K+ 141.65% |
$1.22M - $1.47M
|
7.86K
$3.63M
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.57K+ 3.27% |
$1.21M - $1.46M
|
144K
$66.8M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
4.51KNew |
$1.19M - $1.44M
|
4.51K
$2.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Fiduciary Counselling Inc
|
BUY
|
- |
4.5KNew |
$1.19M - $1.43M
|
4.5K
$2.08M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
4.5K+ 30.28% |
$1.19M - $1.43M
|
19.3K
$8.95M
|
|
|
Feb 09, 2024
Q4 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
4.48K+ 2.61% |
$1.18M - $1.43M
|
177K
$81.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
4.46K+ 3.11% |
$1.18M - $1.42M
|
148K
$68.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
4.45K+ 45.15% |
$1.17M - $1.42M
|
14.3K
$6.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.44K+ 2.26% |
$1.17M - $1.41M
|
201K
$93M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
4.42KNew |
$1.17M - $1.41M
|
4.42K
$2.04M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.4K+ 25.28% |
$1.16M - $1.4M
|
21.8K
$10.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
4.3KNew |
$1.14M - $1.37M
|
4.3K
$1.99M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.29K+ 5.96% |
$1.13M - $1.37M
|
76.3K
$35.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
4.24K+ 116.45% |
$1.12M - $1.35M
|
7.88K
$3.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
4.23K+ 224.95% |
$1.12M - $1.35M
|
6.11K
$2.83M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4.21KNew |
$1.11M - $1.34M
|
4.21K
$1.95M
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
4.17K+ 2.9% |
$1.1M - $1.33M
|
148K
$68.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
4.17K+ 61.59% |
$1.1M - $1.33M
|
10.9K
$5.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
4.17K+ 1.14% |
$1.1M - $1.33M
|
371K
$172M
|
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
4.16KNew |
$1.1M - $1.33M
|
4.16K
$1.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.16K+ 4.3% |
$1.1M - $1.32M
|
101K
$46.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.15K+ 5.44% |
$1.1M - $1.32M
|
80.5K
$37.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.1KNew |
$1.08M - $1.31M
|
4.1K
$1.9M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
4.1KNew |
$1.08M - $1.31M
|
4.1K
$1.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.09K+ 9.99% |
$1.08M - $1.3M
|
45.1K
$20.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.09K+ 11.8% |
$1.08M - $1.3M
|
38.7K
$17.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.04K+ 2.52% |
$1.07M - $1.29M
|
164K
$76M
|
|
|
Oct 25, 2024
Q4 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
4.03K+ 18.5% |
$1.06M - $1.28M
|
25.8K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.01K+ 16.73% |
$1.06M - $1.28M
|
28K
$12.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
4.01K+ 27.27% |
$1.06M - $1.28M
|
18.7K
$8.65M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
3.98KNew |
$1.05M - $1.27M
|
3.98K
$1.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.94K+ 285.36% |
$1.04M - $1.25M
|
5.32K
$2.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
3.93K+ 91.43% |
$1.04M - $1.25M
|
8.22K
$3.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.92KNew |
$1.03M - $1.25M
|
3.92K
$1.81M
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3.9KNew |
$1.03M - $1.24M
|
3.9K
$1.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Private Wealth Partners, LLC
|
BUY
|
- |
3.85K+ 4.7% |
$1.02M - $1.23M
|
85.9K
$39.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
3.85K+ 43.21% |
$1.02M - $1.23M
|
12.8K
$5.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
BUY
|
- |
3.73K+ 64.69% |
$983K - $1.19M
|
9.48K
$4.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.7K+ 35.93% |
$977K - $1.18M
|
14K
$6.48M
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
3.68K+ 182.23% |
$972K - $1.17M
|
5.7K
$2.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
3.68K+ 3.18% |
$972K - $1.17M
|
119K
$55.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
3.68K+ 15.42% |
$972K - $1.17M
|
27.6K
$12.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
3.68K+ 22.31% |
$971K - $1.17M
|
20.2K
$9.33M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
3.66K+ 50.05% |
$967K - $1.17M
|
11K
$5.08M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
3.66KNew |
$965K - $1.17M
|
3.66K
$1.69M
|