Purchases and Sales Made in Q4 2021 in Berkshire Hathaway Inc (BRK-A)
This table provides information about the institutional ownership of Berkshire Hathaway Inc (BRK-A) during Q4 2021. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9+ 6.43% |
$3.71M - $4.09M
|
149
$101M
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
9New |
$3.71M - $4.09M
|
9
$6.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9New |
$3.71M - $4.09M
|
9
$6.09M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
8New |
$3.3M - $3.64M
|
8
$5.41M
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8+ 800.0% |
$3.3M - $3.64M
|
9
$6.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
8New |
$3.3M - $3.64M
|
8
$5.41M
|
|
|
Jan 18, 2022
Q4 2021
|
Lincoln Capital LLC
|
BUY
|
- |
8+ 11.94% |
$3.3M - $3.64M
|
75
$50.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8+ 3.79% |
$3.3M - $3.64M
|
219
$148M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
8+ 11.11% |
$3.3M - $3.64M
|
80
$54.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
8New |
$3.3M - $3.64M
|
8
$5.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Unconventional Investor, LLC
|
BUY
|
- |
8New |
$3.3M - $3.64M
|
8
$5.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8New |
$3.3M - $3.64M
|
8
$5.41M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
6New |
$2.48M - $2.73M
|
6
$4.06M
|
|
|
Jan 21, 2022
Q4 2021
|
Linker Capital Management Inc.
|
BUY
|
- |
6New |
$2.48M - $2.73M
|
6
$4.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6New |
$2.48M - $2.73M
|
6
$4.06M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6+ 9.38% |
$2.48M - $2.73M
|
70
$47.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6New |
$2.48M - $2.73M
|
6
$4.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Abrdn PLC
|
BUY
|
- |
5+ 7.69% |
$2.06M - $2.27M
|
70
$47.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Yousif Capital Management, LLC
|
BUY
|
- |
5New |
$2.06M - $2.27M
|
5
$3.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5+ 166.67% |
$2.06M - $2.27M
|
8
$5.41M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5New |
$2.06M - $2.27M
|
5
$3.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
5+ 166.67% |
$2.06M - $2.27M
|
8
$5.41M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5+ 10.2% |
$2.06M - $2.27M
|
54
$36.5M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
5New |
$2.06M - $2.27M
|
5
$3.38M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5+ 166.67% |
$2.06M - $2.27M
|
8
$5.41M
|
|
|
Feb 02, 2022
Q4 2021
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
4New |
$1.65M - $1.82M
|
4
$2.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4+ 5.33% |
$1.65M - $1.82M
|
79
$53.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4New |
$1.65M - $1.82M
|
4
$2.71M
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4+ 2.96% |
$1.65M - $1.82M
|
139
$94M
|
|
|
Feb 09, 2022
Q4 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4New |
$1.65M - $1.82M
|
4
$2.71M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
4New |
$1.65M - $1.82M
|
4
$2.71M
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
4New |
$1.65M - $1.82M
|
4
$2.71M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4+ 12.12% |
$1.65M - $1.82M
|
37
$25M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
3+ 0.35% |
$1.24M - $1.36M
|
869
$588M
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3New |
$1.24M - $1.36M
|
3
$2.03M
|
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
3+ 150.0% |
$1.24M - $1.36M
|
5
$3.38M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3New |
$1.24M - $1.36M
|
3
$2.03M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3+ 0.14% |
$1.24M - $1.36M
|
2.18K
$1.48B
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
3New |
$1.24M - $1.36M
|
3
$2.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3+ 7.14% |
$1.24M - $1.36M
|
45
$30.4M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
3New |
$1.24M - $1.36M
|
3
$2.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3+ 1.81% |
$1.24M - $1.36M
|
169
$114M
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
3New |
$1.24M - $1.36M
|
3
$2.03M
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3New |
$1.24M - $1.36M
|
3
$2.03M
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
3New |
$1.24M - $1.36M
|
3
$2.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3+ 150.0% |
$1.24M - $1.36M
|
5
$3.38M
|
|
|
Jan 26, 2022
Q4 2021
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2New |
$825K - $909K
|
2
$1.35M
|
|
|
Jan 18, 2022
Q4 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
2New |
$825K - $909K
|
2
$1.35M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
2New |
$825K - $909K
|
2
$1.35M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2+ 16.67% |
$825K - $909K
|
14
$9.47M
|