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 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
399New |
$105K - $127K
|
399
$191K
|
|
|
Feb 13, 2023
Q4 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
396+ 0.27% |
$105K - $126K
|
145K
$69.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
394+ 39.17% |
$104K - $126K
|
1.4K
$670K
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
393+ 10.92% |
$104K - $125K
|
3.99K
$1.91M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
392+ 4.23% |
$103K - $125K
|
9.66K
$4.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
391+ 124.52% |
$103K - $125K
|
705
$337K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
390+ 0.58% |
$103K - $124K
|
68.2K
$32.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
389+ 1.45% |
$103K - $124K
|
27.2K
$13M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
389+ 3.66% |
$103K - $124K
|
11K
$5.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
BUY
|
- |
388+ 13.03% |
$102K - $124K
|
3.37K
$1.61M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
387New |
$102K - $123K
|
387
$185K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
386+ 0.39% |
$102K - $123K
|
99.1K
$47.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
386+ 7.88% |
$102K - $123K
|
5.28K
$2.53M
|
|
|
Jan 09, 2023
Q4 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
385+ 4.44% |
$102K - $123K
|
9.05K
$4.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
385+ 56.37% |
$102K - $123K
|
1.07K
$511K
|
|
|
Oct 19, 2023
Q4 2022
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
385+ 0.83% |
$102K - $123K
|
46.8K
$22.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
384+ 1.09% |
$101K - $122K
|
35.7K
$17.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
383+ 11.28% |
$101K - $122K
|
3.78K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
383+ 1.85% |
$101K - $122K
|
21.1K
$10.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
383+ 3.72% |
$101K - $122K
|
10.7K
$5.11M
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
382+ 0.55% |
$101K - $122K
|
69.5K
$33.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
378+ 3.21% |
$99.8K - $120K
|
12.2K
$5.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
376+ 0.96% |
$99.3K - $120K
|
39.5K
$18.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
375+ 16.38% |
$99K - $119K
|
2.66K
$1.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
375+ 13.72% |
$99K - $119K
|
3.11K
$1.49M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
374New |
$98.7K - $119K
|
374
$179K
|
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
372+ 1.11% |
$98.2K - $119K
|
34K
$16.3M
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
370+ 0.9% |
$97.7K - $118K
|
41.4K
$19.8M
|
|
|
Feb 17, 2023
Q4 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
370+ 19.32% |
$97.7K - $118K
|
2.29K
$1.09M
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
369+ 3.47% |
$97.4K - $118K
|
11K
$5.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
368+ 8.83% |
$97.2K - $117K
|
4.54K
$2.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
368+ 2.79% |
$97.2K - $117K
|
13.6K
$6.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
366+ 4.49% |
$96.6K - $117K
|
8.52K
$4.08M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
365+ 2.06% |
$96.4K - $116K
|
18.1K
$8.64M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
365New |
$96.4K - $116K
|
365
$175K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
363New |
$95.8K - $116K
|
363
$174K
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
357+ 5.99% |
$94.2K - $114K
|
6.32K
$3.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
356+ 1.71% |
$94K - $113K
|
21.2K
$10.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
355+ 26.47% |
$93.7K - $113K
|
1.7K
$812K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
354+ 10.11% |
$93.5K - $113K
|
3.86K
$1.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
353+ 24.05% |
$93.2K - $112K
|
1.82K
$871K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
352+ 11.41% |
$92.9K - $112K
|
3.44K
$1.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
351+ 1.03% |
$92.7K - $112K
|
34.5K
$16.5M
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
350+ 2.11% |
$92.4K - $112K
|
16.9K
$8.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
348+ 2.67% |
$91.9K - $111K
|
13.4K
$6.41M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
346+ 7.6% |
$91.3K - $110K
|
4.9K
$2.34M
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
346+ 0.88% |
$91.3K - $110K
|
39.5K
$18.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Nvest Financial, LLC
|
BUY
|
- |
345+ 2.83% |
$91.1K - $110K
|
12.5K
$6M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
344+ 8.27% |
$90.8K - $110K
|
4.51K
$2.16M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
342+ 5.47% |
$90.3K - $109K
|
6.59K
$3.15M
|