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 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
113+ 0.62% |
$29.8K - $36K
|
18.4K
$8.77M
|
|
Jan 23, 2023
Q4 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
112+ 0.46% |
$29.6K - $35.7K
|
24.4K
$11.6M
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
112+ 6.87% |
$29.6K - $35.7K
|
1.74K
$831K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
112+ 0.6% |
$29.6K - $35.7K
|
18.8K
$8.95M
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
112+ 0.85% |
$29.6K - $35.7K
|
13.3K
$6.36M
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
111+ 1.0% |
$29.3K - $35.4K
|
11.3K
$5.37M
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
110+ 2.58% |
$29K - $35K
|
4.37K
$2.08M
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
110New |
$29K - $35K
|
110
$52.4K
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
110+ 4.12% |
$29K - $35K
|
2.78K
$1.33M
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
110+ 0.26% |
$29K - $35K
|
42.7K
$20.4M
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
109+ 1.9% |
$28.8K - $34.7K
|
5.84K
$2.78M
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
107+ 2.69% |
$28.2K - $34.1K
|
4.09K
$1.95M
|
|
Jan 27, 2023
Q4 2022
|
Congress Park Capital LLC
|
BUY
|
- |
107+ 0.37% |
$28.2K - $34.1K
|
29.3K
$14M
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
107+ 2.13% |
$28.2K - $34.1K
|
5.13K
$2.45M
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
106+ 6.07% |
$28K - $33.8K
|
1.85K
$882K
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
104+ 0.1% |
$27.5K - $33.1K
|
104K
$49.4M
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
104+ 3.26% |
$27.5K - $33.1K
|
3.3K
$1.57M
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
103+ 1.01% |
$27.2K - $32.8K
|
10.3K
$4.9M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
102+ 1.79% |
$26.9K - $32.5K
|
5.79K
$2.76M
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
102+ 2.57% |
$26.9K - $32.5K
|
4.06K
$1.94M
|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
BUY
|
- |
100+ 11.76% |
$26.4K - $31.9K
|
950
$453K
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
100+ 3.51% |
$26.4K - $31.9K
|
2.95K
$1.41M
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
100+ 2.99% |
$26.4K - $31.9K
|
3.45K
$1.64M
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
100+ 2.94% |
$26.4K - $31.9K
|
3.5K
$1.67M
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
100New |
$26.4K - $31.9K
|
100
$47.7K
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
100+ 4.78% |
$26.4K - $31.9K
|
2.19K
$1.04M
|
|
Feb 08, 2023
Q4 2022
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
100+ 0.34% |
$26.4K - $31.9K
|
29.8K
$14.2M
|
|
Feb 09, 2023
Q4 2022
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
100+ 4.0% |
$26.4K - $31.9K
|
2.6K
$1.24M
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
100+ 1.19% |
$26.4K - $31.9K
|
8.5K
$4.05M
|
|
Feb 14, 2023
Q4 2022
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
100+ 0.81% |
$26.4K - $31.9K
|
12.4K
$5.9M
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
98+ 1.26% |
$25.9K - $31.2K
|
7.86K
$3.74M
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
98+ 0.37% |
$25.9K - $31.2K
|
26.8K
$12.8M
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
97+ 5.64% |
$25.6K - $30.9K
|
1.82K
$865K
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
96+ 0.93% |
$25.3K - $30.6K
|
10.4K
$4.94M
|
|
Jan 30, 2023
Q4 2022
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
96+ 12.48% |
$25.3K - $30.6K
|
865
$412K
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
96+ 0.93% |
$25.3K - $30.6K
|
10.4K
$4.94M
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
95+ 1.0% |
$25.1K - $30.3K
|
9.58K
$4.56M
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
95+ 5.93% |
$25.1K - $30.3K
|
1.7K
$809K
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
95+ 6.95% |
$25.1K - $30.3K
|
1.46K
$696K
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
BUY
|
- |
94+ 3.85% |
$24.8K - $29.9K
|
2.54K
$1.21M
|
|
Jan 23, 2023
Q4 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
94+ 2.34% |
$24.8K - $29.9K
|
4.11K
$1.96M
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
93+ 1.24% |
$24.6K - $29.6K
|
7.59K
$3.62M
|
|
Feb 08, 2023
Q4 2022
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
92+ 4.81% |
$24.3K - $29.3K
|
2K
$955K
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
92+ 0.73% |
$24.3K - $29.3K
|
12.6K
$6.02M
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
90+ 1.93% |
$23.8K - $28.7K
|
4.76K
$2.27M
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
90+ 0.07% |
$23.8K - $28.7K
|
124K
$59.1M
|
|
Feb 13, 2023
Q4 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
89+ 4.17% |
$23.5K - $28.4K
|
2.22K
$1.06M
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
88+ 0.45% |
$23.2K - $28K
|
19.8K
$9.42M
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
88+ 2.59% |
$23.2K - $28K
|
3.49K
$1.66M
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
87New |
$23K - $27.7K
|
87
$41.5K
|