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 11, 2023
Q4 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
950New |
$251K - $303K
|
950
$455K
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
950+ 8.15% |
$251K - $303K
|
12.6K
$6.03M
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
950New |
$251K - $303K
|
950
$455K
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
946New |
$250K - $301K
|
946
$453K
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
945+ 0.12% |
$249K - $301K
|
785K
$376M
|
|
Feb 03, 2023
Q4 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
940+ 1.11% |
$248K - $299K
|
85.3K
$40.8M
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
939+ 4.27% |
$248K - $299K
|
22.9K
$11M
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
BUY
|
- |
931+ 2.62% |
$246K - $297K
|
36.5K
$17.5M
|
|
Feb 14, 2023
Q4 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
925+ 80.43% |
$244K - $295K
|
2.08K
$993K
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
925New |
$244K - $295K
|
925
$443K
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
923+ 7.11% |
$244K - $294K
|
13.9K
$6.66M
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
922+ 3.24% |
$243K - $294K
|
29.3K
$14M
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
916+ 0.77% |
$242K - $292K
|
120K
$57.5M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
915+ 1.29% |
$242K - $292K
|
72.1K
$34.5M
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
913+ 0.64% |
$241K - $291K
|
143K
$68.5M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
912+ 0.48% |
$241K - $291K
|
191K
$91.5M
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
904+ 11.12% |
$239K - $288K
|
9.03K
$4.32M
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
903+ 237.63% |
$238K - $288K
|
1.28K
$614K
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
900+ 60.81% |
$238K - $287K
|
2.38K
$1.14M
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
900+ 0.78% |
$238K - $287K
|
116K
$55.7M
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
900+ 17.74% |
$238K - $287K
|
5.97K
$2.86M
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
898+ 13.58% |
$237K - $286K
|
7.51K
$3.59M
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
889+ 14.06% |
$235K - $283K
|
7.21K
$3.45M
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
889+ 21.42% |
$235K - $283K
|
5.04K
$2.41M
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
886+ 7.48% |
$234K - $282K
|
12.7K
$6.09M
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
879+ 32.98% |
$232K - $280K
|
3.54K
$1.7M
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
879+ 0.19% |
$232K - $280K
|
466K
$223M
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
877+ 68.2% |
$232K - $279K
|
2.16K
$1.04M
|
|
Feb 02, 2023
Q4 2022
|
Beddow Capital Management Inc
|
BUY
|
- |
874+ 5.31% |
$231K - $278K
|
17.3K
$8.29M
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
874New |
$231K - $278K
|
874
$418K
|
|
Jan 18, 2023
Q4 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
873New |
$230K - $278K
|
873
$418K
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
871+ 9.37% |
$230K - $278K
|
10.2K
$4.87M
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
870+ 1.75% |
$230K - $277K
|
50.7K
$24.2M
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
869+ 6.46% |
$229K - $277K
|
14.3K
$6.85M
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
866+ 16.97% |
$229K - $276K
|
5.97K
$2.86M
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
860New |
$227K - $274K
|
860
$412K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
857New |
$226K - $273K
|
857
$410K
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
855New |
$226K - $272K
|
855
$409K
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
853New |
$225K - $272K
|
853
$408K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
853New |
$225K - $272K
|
853
$408K
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
852New |
$225K - $271K
|
852
$408K
|
|
Feb 09, 2023
Q4 2022
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
843+ 0.39% |
$223K - $269K
|
218K
$104M
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
839+ 16.77% |
$221K - $267K
|
5.84K
$2.8M
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
833New |
$220K - $265K
|
833
$399K
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
833+ 0.28% |
$220K - $265K
|
303K
$145M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
832+ 1.84% |
$220K - $265K
|
46.1K
$22.1M
|
|
Feb 08, 2023
Q4 2022
|
Shayne & Co., LLC
|
BUY
|
- |
831+ 0.29% |
$219K - $265K
|
286K
$137M
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
829New |
$219K - $264K
|
829
$397K
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
828+ 1.2% |
$219K - $264K
|
69.7K
$33.3M
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
827+ 5.54% |
$218K - $263K
|
15.8K
$7.54M
|