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
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.43K+ 3.07% |
$378K - $457K
|
48K
$23M
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.43K+ 4.57% |
$378K - $456K
|
32.7K
$15.7M
|
|
Feb 09, 2023
Q4 2022
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
1.43KNew |
$377K - $455K
|
1.43K
$683K
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
1.42KNew |
$376K - $454K
|
1.42K
$681K
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.42K+ 9.98% |
$376K - $454K
|
15.7K
$7.51M
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.42KNew |
$374K - $452K
|
1.42K
$679K
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.42K+ 106.95% |
$374K - $451K
|
2.74K
$1.31M
|
|
Feb 10, 2023
Q4 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.42K+ 52.8% |
$374K - $451K
|
4.1K
$1.96M
|
|
Aug 29, 2023
Q4 2022
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
1.41KNew |
$373K - $450K
|
1.41K
$676K
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.41KNew |
$373K - $450K
|
1.41K
$676K
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.41KNew |
$372K - $449K
|
1.41K
$674K
|
|
Feb 10, 2023
Q4 2022
|
St. James Investment Company, LLC
|
BUY
|
- |
1.41K+ 0.66% |
$371K - $448K
|
215K
$103M
|
|
Feb 13, 2023
Q4 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.39K+ 20.31% |
$366K - $442K
|
8.21K
$3.93M
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.38K+ 21.34% |
$365K - $441K
|
7.87K
$3.76M
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
1.38K+ 57.93% |
$365K - $440K
|
3.77K
$1.8M
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.36K+ 3.66% |
$360K - $434K
|
38.6K
$18.5M
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.36K+ 143.75% |
$358K - $432K
|
2.3K
$1.1M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.34K+ 86.99% |
$355K - $428K
|
2.89K
$1.38M
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.34KNew |
$354K - $427K
|
1.34K
$642K
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.34KNew |
$354K - $427K
|
1.34K
$642K
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.34K+ 1.0% |
$353K - $427K
|
135K
$64.6M
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.33K+ 3.79% |
$352K - $425K
|
36.5K
$17.5M
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.33K+ 9.27% |
$352K - $424K
|
15.7K
$7.51M
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
1.33K+ 25.84% |
$351K - $424K
|
6.48K
$3.1M
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
1.33K+ 2.28% |
$350K - $422K
|
59.4K
$28.4M
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.32K+ 0.63% |
$350K - $422K
|
211K
$101M
|
|
Feb 02, 2023
Q4 2022
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.32KNew |
$349K - $421K
|
1.32K
$633K
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.32K+ 19.52% |
$348K - $421K
|
8.08K
$3.87M
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.31K+ 0.52% |
$347K - $419K
|
254K
$121M
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.31K+ 14.93% |
$345K - $416K
|
10.1K
$4.81M
|
|
Feb 16, 2023
Q4 2022
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.3KNew |
$344K - $415K
|
1.3K
$624K
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
1.3K+ 48.54% |
$343K - $414K
|
3.97K
$1.9M
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.29KNew |
$342K - $412K
|
1.29K
$619K
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1.29KNew |
$341K - $411K
|
1.29K
$617K
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.29K+ 9.82% |
$340K - $410K
|
14.4K
$6.89M
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
BUY
|
- |
1.29K+ 4.11% |
$340K - $410K
|
32.6K
$15.6M
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.28KNew |
$338K - $408K
|
1.28K
$614K
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.28KNew |
$337K - $407K
|
1.28K
$611K
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.28KNew |
$337K - $406K
|
1.28K
$610K
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
1.28K+ 5.87% |
$337K - $406K
|
23K
$11M
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1.27K+ 45.5% |
$335K - $405K
|
4.06K
$1.94M
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.26KNew |
$333K - $402K
|
1.26K
$604K
|
|
Feb 13, 2023
Q4 2022
|
Biechele Royce Advisors
|
BUY
|
- |
1.26K+ 65.9% |
$333K - $401K
|
3.17K
$1.52M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 7.77% |
$332K - $400K
|
17.4K
$8.35M
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.25K+ 15.01% |
$329K - $397K
|
9.56K
$4.57M
|
|
Jan 06, 2023
Q4 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.24KNew |
$328K - $396K
|
1.24K
$594K
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.23K+ 23.59% |
$325K - $392K
|
6.44K
$3.08M
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.22K+ 6.92% |
$323K - $390K
|
18.9K
$9.05M
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.21K+ 22.26% |
$320K - $386K
|
6.65K
$3.18M
|
|
Feb 08, 2023
Q4 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
1.21K+ 15.96% |
$319K - $385K
|
8.78K
$4.2M
|