Purchases and Sales Made in Q4 2022 in Berkshire Hathaway Inc (BRK-A)
This table provides information about the institutional ownership of Berkshire Hathaway Inc (BRK-A) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
BUY
|
- |
7+ 0.49% |
$2.82M - $3.35M
|
1.43K
$966M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
7+ 10.0% |
$2.82M - $3.35M
|
77
$52.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
6+ 200.0% |
$2.42M - $2.87M
|
9
$6.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
6+ 600.0% |
$2.42M - $2.87M
|
7
$4.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Epacria Capital Partners, LLC
Boulder, CO |
BUY
|
- |
6New |
$2.42M - $2.87M
|
6
$4.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6+ 26.09% |
$2.42M - $2.87M
|
29
$19.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
6New |
$2.42M - $2.87M
|
6
$4.06M
|
|
|
Jul 10, 2023
Q4 2022
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
6+ 1.72% |
$2.42M - $2.87M
|
355
$240M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
6New |
$2.42M - $2.87M
|
6
$4.06M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
6New |
$2.42M - $2.87M
|
6
$4.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
5New |
$2.01M - $2.4M
|
5
$3.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
5+ 38.46% |
$2.01M - $2.4M
|
18
$12.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5+ 0.3% |
$2.01M - $2.4M
|
1.68K
$1.14B
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
5+ 2.73% |
$2.01M - $2.4M
|
188
$127M
|
|
|
Feb 14, 2023
Q4 2022
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
5+ 4.9% |
$2.01M - $2.4M
|
107
$72.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
5+ 16.13% |
$2.01M - $2.4M
|
36
$24.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5New |
$2.01M - $2.4M
|
5
$3.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
5New |
$2.01M - $2.4M
|
5
$3.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
4+ 200.0% |
$1.61M - $1.92M
|
6
$4.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Abrdn PLC
|
BUY
|
- |
4+ 16.0% |
$1.61M - $1.92M
|
29
$19.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4+ 20.0% |
$1.61M - $1.92M
|
24
$16.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
4New |
$1.61M - $1.92M
|
4
$2.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4+ 57.14% |
$1.61M - $1.92M
|
11
$7.44M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4New |
$1.61M - $1.92M
|
4
$2.71M
|
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
4New |
$1.61M - $1.92M
|
4
$2.71M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
4New |
$1.61M - $1.92M
|
4
$2.71M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4New |
$1.61M - $1.92M
|
4
$2.71M
|
|
|
Jan 24, 2023
Q4 2022
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
4New |
$1.61M - $1.92M
|
4
$2.71M
|
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
3New |
$1.21M - $1.44M
|
3
$2.03M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3New |
$1.21M - $1.44M
|
3
$2.03M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3New |
$1.21M - $1.44M
|
3
$2.03M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
3+ 75.0% |
$1.21M - $1.44M
|
7
$4.74M
|
|
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3New |
$1.21M - $1.44M
|
3
$2.03M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Shayne & Co., LLC
|
BUY
|
- |
2+ 5.0% |
$806K - $958K
|
42
$28.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2+ 8.0% |
$806K - $958K
|
27
$18.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2+ 1.71% |
$806K - $958K
|
119
$80.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 3.77% |
$806K - $958K
|
55
$37.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2New |
$806K - $958K
|
2
$1.35M
|
|
|
Feb 17, 2023
Q4 2022
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2+ 11.76% |
$806K - $958K
|
19
$12.9M
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
2New |
$806K - $958K
|
2
$1.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2+ 2.11% |
$806K - $958K
|
97
$65.6M
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
2+ 2.94% |
$806K - $958K
|
70
$47.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2New |
$806K - $958K
|
2
$1.35M
|