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 |
---|---|---|---|---|---|---|---|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.05K+ 5.34% |
$276K - $333K
|
20.6K
$9.87M
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.05KNew |
$276K - $333K
|
1.05K
$501K
|
|
Feb 15, 2023
Q4 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.05K+ 1.72% |
$276K - $333K
|
61.7K
$29.5M
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.05KNew |
$276K - $333K
|
1.05K
$500K
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.04K+ 24.87% |
$276K - $333K
|
5.24K
$2.51M
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.04K+ 1.73% |
$275K - $331K
|
61.3K
$29.3M
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.04K+ 16.94% |
$274K - $331K
|
7.17K
$3.43M
|
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
BUY
|
- |
1.04K+ 5.87% |
$274K - $331K
|
18.7K
$8.96M
|
|
Feb 23, 2023
Q4 2022
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
1.04KNew |
$274K - $330K
|
1.04K
$496K
|
|
Jan 13, 2023
Q4 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.03K+ 9.66% |
$271K - $327K
|
11.6K
$5.57M
|
|
Apr 14, 2023
Q4 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
1.02K+ 1.04% |
$270K - $326K
|
99.4K
$47.6M
|
|
Feb 14, 2023
Q4 2022
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
1.02K+ 0.45% |
$270K - $325K
|
229K
$110M
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.02KNew |
$269K - $325K
|
1.02K
$488K
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.02KNew |
$268K - $324K
|
1.02K
$487K
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.02K+ 3.59% |
$268K - $323K
|
29.3K
$14M
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.02KNew |
$268K - $323K
|
1.02K
$486K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.01KNew |
$267K - $322K
|
1.01K
$484K
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
1.01KNew |
$267K - $322K
|
1.01K
$484K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.01K+ 3.06% |
$267K - $322K
|
34K
$16.3M
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.01K+ 3.44% |
$265K - $320K
|
30.3K
$14.5M
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
1.01K+ 12.34% |
$265K - $320K
|
9.15K
$4.38M
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1K+ 0.05% |
$265K - $319K
|
2.03M
$971M
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1K+ 0.05% |
$265K - $319K
|
2.03M
$971M
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1K+ 16.47% |
$264K - $319K
|
7.08K
$3.39M
|
|
Feb 09, 2023
Q4 2022
|
Lgt Group Foundation
|
BUY
|
- |
998+ 0.78% |
$263K - $318K
|
128K
$61.4M
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
996+ 7.86% |
$263K - $317K
|
13.7K
$6.54M
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
996New |
$263K - $317K
|
996
$477K
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
995New |
$263K - $317K
|
995
$476K
|
|
Feb 09, 2023
Q4 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
993+ 3.19% |
$262K - $316K
|
32.2K
$15.4M
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
991+ 2.54% |
$262K - $316K
|
40K
$19.1M
|
|
Feb 14, 2023
Q4 2022
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
990New |
$261K - $315K
|
990
$474K
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
989+ 2.81% |
$261K - $315K
|
36.2K
$17.3M
|
|
Jan 31, 2023
Q4 2022
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
984+ 1.32% |
$260K - $314K
|
75.8K
$36.3M
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
984+ 0.67% |
$260K - $314K
|
148K
$70.9M
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
983New |
$260K - $313K
|
983
$470K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
983+ 9.83% |
$260K - $313K
|
11K
$5.26M
|
|
Feb 08, 2023
Q4 2022
|
Arga Investment Management, LP
|
BUY
|
- |
983+ 19.91% |
$260K - $313K
|
5.92K
$2.83M
|
|
Jan 03, 2024
Q4 2022
|
Arga Investment Management, LP
|
BUY
|
- |
983+ 19.91% |
$260K - $313K
|
5.92K
$2.83M
|
|
Feb 17, 2023
Q4 2022
|
Covenant Partners, LLC
|
BUY
|
- |
982New |
$259K - $313K
|
982
$470K
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
980+ 8.12% |
$259K - $312K
|
13.1K
$6.25M
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
979+ 22.21% |
$258K - $312K
|
5.39K
$2.58M
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
BUY
|
- |
971+ 14.11% |
$256K - $309K
|
7.85K
$3.76M
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
970+ 8.27% |
$256K - $309K
|
12.7K
$6.08M
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
967New |
$255K - $308K
|
967
$463K
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
964+ 3.0% |
$254K - $307K
|
33.1K
$15.8M
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
960New |
$253K - $306K
|
960
$459K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
960+ 6.31% |
$253K - $306K
|
16.2K
$7.74M
|
|
Feb 08, 2023
Q4 2022
|
Elite Wealth Management, Inc.
|
BUY
|
- |
959New |
$253K - $306K
|
959
$459K
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
955+ 0.91% |
$252K - $304K
|
106K
$50.9M
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
950+ 1.49% |
$251K - $303K
|
64.5K
$30.9M
|