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 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
729+ 31.75% |
$192K - $232K
|
3.03K
$1.45M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
728New |
$192K - $232K
|
728
$348K
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
728New |
$192K - $232K
|
728
$348K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
727New |
$192K - $232K
|
727
$348K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
726New |
$192K - $231K
|
726
$347K
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
720New |
$190K - $229K
|
720
$345K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
720+ 22.18% |
$190K - $229K
|
3.97K
$1.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
BUY
|
- |
719New |
$190K - $229K
|
719
$344K
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
718New |
$190K - $229K
|
718
$344K
|
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
718New |
$190K - $229K
|
718
$344K
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
716New |
$189K - $228K
|
716
$343K
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
715New |
$189K - $228K
|
715
$342K
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
714New |
$188K - $227K
|
714
$342K
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
714New |
$188K - $227K
|
714
$342K
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
712New |
$188K - $227K
|
712
$341K
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
712New |
$188K - $227K
|
712
$341K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
711New |
$188K - $227K
|
711
$340K
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
710New |
$187K - $226K
|
710
$340K
|
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
709New |
$187K - $226K
|
709
$339K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
707+ 1.7% |
$187K - $225K
|
42.4K
$20.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Refined Wealth Management
|
BUY
|
- |
706New |
$186K - $225K
|
706
$338K
|
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
705+ 0.29% |
$186K - $225K
|
244K
$117M
|
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
704+ 22.31% |
$186K - $224K
|
3.86K
$1.85M
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
703New |
$186K - $224K
|
703
$336K
|
|
|
Feb 06, 2023
Q4 2022
|
Tenret CO LLC
|
BUY
|
- |
703New |
$186K - $224K
|
703
$336K
|
|
|
Feb 08, 2023
Q4 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
700+ 38.15% |
$185K - $223K
|
2.54K
$1.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
700New |
$185K - $223K
|
700
$335K
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
700+ 27.04% |
$185K - $223K
|
3.29K
$1.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
BUY
|
- |
699New |
$185K - $223K
|
699
$335K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
696+ 5.86% |
$184K - $222K
|
12.6K
$6.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
696+ 10.18% |
$184K - $222K
|
7.53K
$3.6M
|
|
|
Jan 13, 2023
Q4 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
695New |
$183K - $221K
|
695
$333K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
695+ 0.68% |
$183K - $221K
|
102K
$49M
|
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
695New |
$183K - $221K
|
695
$333K
|
|
|
Jan 11, 2024
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
695+ 86.23% |
$183K - $221K
|
1.5K
$718K
|
|
|
Jan 31, 2023
Q4 2022
|
Montgomery Investment Management Inc
|
BUY
|
- |
694New |
$183K - $221K
|
694
$332K
|
|
|
Jan 24, 2023
Q4 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
690New |
$182K - $220K
|
690
$330K
|
|
|
Jan 10, 2023
Q4 2022
|
Jvl Associates LLC
|
BUY
|
- |
687New |
$181K - $219K
|
687
$329K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
682New |
$180K - $217K
|
682
$326K
|
|
|
Jan 20, 2023
Q4 2022
|
Eastover Investment Advisors LLC
|
BUY
|
- |
681New |
$180K - $217K
|
681
$326K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
681+ 6.2% |
$180K - $217K
|
11.7K
$5.58M
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
680+ 18.93% |
$180K - $217K
|
4.27K
$2.04M
|
|
|
Jan 31, 2023
Q4 2022
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
680New |
$180K - $217K
|
680
$325K
|
|
|
Feb 10, 2023
Q4 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
678+ 1.47% |
$179K - $216K
|
46.7K
$22.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
BUY
|
- |
675New |
$178K - $215K
|
675
$323K
|
|
|
Jan 17, 2023
Q4 2022
|
Chronos Wealth Management, LLC
|
BUY
|
- |
674+ 2.97% |
$178K - $215K
|
23.4K
$11.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
671New |
$177K - $214K
|
671
$321K
|
|
|
Jan 30, 2023
Q4 2022
|
Qcm Cayman, Ltd.
|
BUY
|
- |
670New |
$177K - $213K
|
670
$321K
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
669New |
$177K - $213K
|
669
$320K
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
669+ 8.2% |
$177K - $213K
|
8.83K
$4.22M
|