Purchases and Sales Made in Q3 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 Q3 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 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
76+ 0.75% |
$20.1K - $23.3K
|
10.3K
$4.92M
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50+ 0.58% |
$13.2K - $15.3K
|
8.74K
$4.18M
|
|
Jan 03, 2024
Q3 2022
|
Arga Investment Management, LP
|
BUY
|
- |
44+ 0.9% |
$11.6K - $13.5K
|
4.94K
$2.36M
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
39+ 0.74% |
$10.3K - $12K
|
5.29K
$2.53M
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
21+ 0.39% |
$5.55K - $6.44K
|
5.44K
$2.6M
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
21+ 0.28% |
$5.55K - $6.44K
|
7.63K
$3.65M
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
18+ 0.12% |
$4.76K - $5.52K
|
14.9K
$7.13M
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
18+ 0.58% |
$4.76K - $5.52K
|
3.11K
$1.49M
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
10+ 0.83% |
$2.64K - $3.07K
|
1.21K
$579K
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
9+ 14.06% |
$2.38K - $2.76K
|
73
$34.9K
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5+ 0.13% |
$1.32K - $1.53K
|
3.94K
$1.89M
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
4+ 0.02% |
$1.06K - $1.23K
|
23.8K
$11.4M
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.04% |
$1.06K - $1.23K
|
9.86K
$4.72M
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.13% |
$264 - $307
|
788
$377K
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-7- 0.18% |
$1.85K - $2.15K
|
3.87K
$1.85M
|
|
May 04, 2023
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-17- 0.04% |
$4.49K - $5.21K
|
39.2K
$18.8M
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-17- 1.53% |
$4.49K - $5.21K
|
1.1K
$525K
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-24- 0.89% |
$6.34K - $7.36K
|
2.67K
$1.28M
|
|
Feb 21, 2023
Q3 2022
|
Dgs Capital Management, LLC
|
SELL
|
- |
-35- 4.02% |
$9.25K - $10.7K
|
836
$400K
|
|
Nov 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-39- 2.09% |
$10.3K - $12K
|
1.83K
$876K
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-45- 1.26% |
$11.9K - $13.8K
|
3.53K
$1.69M
|
|
May 03, 2023
Q3 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-46- 1.19% |
$12.2K - $14.1K
|
3.8K
$1.82M
|
|
Sep 18, 2023
Q3 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-48- 3.18% |
$12.7K - $14.7K
|
1.46K
$700K
|
|
Sep 15, 2023
Q3 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-71- 0.41% |
$18.8K - $21.8K
|
17.1K
$8.16M
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-86- 0.65% |
$22.7K - $26.4K
|
13.2K
$6.32M
|
|
Apr 24, 2024
Q3 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-103- 6.14% |
$27.2K - $31.6K
|
1.58K
$754K
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-179- 28.5% |
$47.3K - $54.9K
|
449
$215K
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-277- 1.81% |
$73.2K - $84.9K
|
15.1K
$7.2M
|
|
Jun 06, 2023
Q3 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-293- 3.94% |
$77.4K - $89.8K
|
7.14K
$3.42M
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-442- 3.14% |
$117K - $136K
|
13.6K
$6.52M
|
|
Aug 23, 2023
Q3 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-444- 11.97% |
$117K - $136K
|
3.27K
$1.56M
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-735- 5.9% |
$194K - $225K
|
11.7K
$5.61M
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.16K- 5.67% |
$307K - $356K
|
19.3K
$9.24M
|
|
Apr 14, 2023
Q3 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-1.21K- 1.18% |
$319K - $370K
|
101K
$48.3M
|
|
Apr 26, 2023
Q3 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-1.47K- 2.3% |
$388K - $450K
|
62.2K
$29.8M
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.52K- 1.39% |
$401K - $465K
|
107K
$51.4M
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.84K- 27.42% |
$485K - $563K
|
4.86K
$2.32M
|
|
Feb 27, 2023
Q3 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-1.97K- 6.19% |
$519K - $603K
|
29.8K
$14.2M
|
|
Oct 23, 2024
Q3 2022
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-2.13KClosed |
$562K - $652K
|
0
$0
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.36K- 65.55% |
$623K - $723K
|
1.24K
$593K
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.57K- 14.12% |
$679K - $787K
|
15.6K
$7.48M
|
|
Jun 08, 2023
Q3 2022
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-2.76K- 28.8% |
$730K - $847K
|
6.83K
$3.27M
|
|
Sep 08, 2023
Q3 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-3.33K- 17.8% |
$880K - $1.02M
|
15.4K
$7.36M
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-4.03K- 12.42% |
$1.07M - $1.24M
|
28.4K
$13.6M
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-5.41K- 46.35% |
$1.43M - $1.66M
|
6.26K
$3M
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5.65KClosed |
$1.49M - $1.73M
|
0
$0
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.52K- 22.96% |
$1.72M - $2M
|
21.9K
$10.5M
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.59K- 5.08% |
$2.01M - $2.33M
|
142K
$67.8M
|
|
Mar 22, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-8.23K- 1.69% |
$2.17M - $2.52M
|
479K
$229M
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-8.31K- 1.72% |
$2.2M - $2.55M
|
474K
$227M
|