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 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
584+ 1.68% |
$154K - $186K
|
35.3K
$16.9M
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
584+ 6.43% |
$154K - $186K
|
9.66K
$4.62M
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
582+ 0.14% |
$154K - $185K
|
419K
$200M
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
582+ 0.14% |
$154K - $185K
|
419K
$200M
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
581New |
$153K - $185K
|
581
$278K
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
574+ 1.23% |
$152K - $183K
|
47.3K
$22.6M
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
572+ 1.18% |
$151K - $182K
|
48.9K
$23.4M
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
571+ 4.75% |
$151K - $182K
|
12.6K
$6.03M
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
566+ 2.71% |
$149K - $180K
|
21.5K
$10.3M
|
|
Feb 14, 2023
Q4 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
560New |
$148K - $178K
|
560
$268K
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
559+ 4.45% |
$148K - $178K
|
13.1K
$6.28M
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
558+ 5.63% |
$147K - $178K
|
10.5K
$5.01M
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
557+ 0.76% |
$147K - $177K
|
73.8K
$35.3M
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
555+ 4.07% |
$147K - $177K
|
14.2K
$6.79M
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
553+ 9.47% |
$146K - $176K
|
6.39K
$3.06M
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
552+ 1.82% |
$146K - $176K
|
30.8K
$14.8M
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
550+ 8.92% |
$145K - $175K
|
6.71K
$3.21M
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
548+ 6.2% |
$145K - $175K
|
9.39K
$4.49M
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
548+ 1.87% |
$145K - $175K
|
29.9K
$14.3M
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
BUY
|
- |
548+ 40.5% |
$145K - $175K
|
1.9K
$910K
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
545+ 71.15% |
$144K - $174K
|
1.31K
$627K
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
545+ 9.08% |
$144K - $174K
|
6.54K
$3.13M
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
544+ 2.2% |
$144K - $173K
|
25.3K
$12.1M
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
544+ 3.12% |
$144K - $173K
|
18K
$8.62M
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
543+ 0.5% |
$143K - $173K
|
109K
$52.2M
|
|
Feb 02, 2023
Q4 2022
|
Stack Financial Management, Inc
|
BUY
|
- |
536+ 0.43% |
$142K - $171K
|
124K
$59.5M
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
532+ 9.58% |
$140K - $169K
|
6.08K
$2.91M
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
532New |
$140K - $169K
|
532
$255K
|
|
Jan 20, 2023
Q4 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
527+ 4.95% |
$139K - $168K
|
11.2K
$5.35M
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
525+ 6.01% |
$139K - $167K
|
9.27K
$4.43M
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
524+ 2.26% |
$138K - $167K
|
23.7K
$11.3M
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
520+ 5.44% |
$137K - $166K
|
10.1K
$4.82M
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
516+ 3.67% |
$136K - $164K
|
14.6K
$6.98M
|
|
Feb 13, 2023
Q4 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
515+ 17.07% |
$136K - $164K
|
3.53K
$1.69M
|
|
Jan 25, 2023
Q4 2022
|
Greylin Investment Mangement Inc
|
BUY
|
- |
512+ 0.08% |
$135K - $163K
|
614K
$294M
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
BUY
|
- |
510+ 5.12% |
$135K - $162K
|
10.5K
$5.01M
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
508New |
$134K - $162K
|
508
$243K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
506+ 3.35% |
$134K - $161K
|
15.6K
$7.47M
|
|
Feb 06, 2023
Q4 2022
|
Unison Asset Management LLC
|
BUY
|
- |
506+ 1.23% |
$134K - $161K
|
41.8K
$20M
|
|
Feb 14, 2023
Q4 2022
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
506+ 1.58% |
$134K - $161K
|
32.6K
$15.6M
|
|
Jan 25, 2023
Q4 2022
|
James Hambro & Partners
|
BUY
|
- |
504+ 6.85% |
$133K - $161K
|
7.86K
$3.76M
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
502+ 11.68% |
$133K - $160K
|
4.8K
$2.3M
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
BUY
|
- |
502+ 38.44% |
$133K - $160K
|
1.81K
$865K
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
502+ 2.6% |
$133K - $160K
|
19.8K
$9.46M
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
502+ 4.24% |
$133K - $160K
|
12.4K
$5.91M
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
499+ 19.12% |
$132K - $159K
|
3.11K
$1.49M
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
498+ 19.26% |
$131K - $159K
|
3.08K
$1.48M
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
497+ 23.88% |
$131K - $158K
|
2.58K
$1.23M
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
497+ 11.07% |
$131K - $158K
|
4.99K
$2.39M
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
495+ 38.4% |
$131K - $158K
|
1.78K
$854K
|