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
|
Field & Main Bank
|
BUY
|
- |
85+ 1.21% |
$22.4K - $27.1K
|
7.11K
$3.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
85+ 0.08% |
$22.4K - $27.1K
|
101K
$48.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
85+ 18.56% |
$22.4K - $27.1K
|
543
$259K
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
84+ 1.16% |
$22.2K - $26.8K
|
7.34K
$3.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
84+ 2.65% |
$22.2K - $26.8K
|
3.25K
$1.55M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
84+ 0.8% |
$22.2K - $26.8K
|
10.6K
$5.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
84+ 9.01% |
$22.2K - $26.8K
|
1.02K
$484K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
83+ 2.89% |
$21.9K - $26.4K
|
2.96K
$1.41M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
83+ 1.0% |
$21.9K - $26.4K
|
8.39K
$4M
|
|
|
Feb 02, 2023
Q4 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
83+ 0.64% |
$21.9K - $26.4K
|
13K
$6.21M
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
80+ 6.08% |
$21.1K - $25.5K
|
1.4K
$665K
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
BUY
|
- |
80+ 1.77% |
$21.1K - $25.5K
|
4.61K
$2.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
80+ 2.35% |
$21.1K - $25.5K
|
3.49K
$1.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
78+ 1.47% |
$20.6K - $24.9K
|
5.37K
$2.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
76+ 2.2% |
$20.1K - $24.2K
|
3.53K
$1.68M
|
|
|
Jan 17, 2023
Q4 2022
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
75+ 1.6% |
$19.8K - $23.9K
|
4.78K
$2.28M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
75+ 5.64% |
$19.8K - $23.9K
|
1.4K
$669K
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
75+ 0.83% |
$19.8K - $23.9K
|
9.1K
$4.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
75+ 0.76% |
$19.8K - $23.9K
|
9.98K
$4.76M
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
75New |
$19.8K - $23.9K
|
75
$35.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
75+ 1.73% |
$19.8K - $23.9K
|
4.4K
$2.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
74+ 1.48% |
$19.5K - $23.6K
|
5.09K
$2.42M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
73+ 4.11% |
$19.3K - $23.3K
|
1.85K
$881K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
73+ 0.66% |
$19.3K - $23.3K
|
11.1K
$5.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
72+ 0.31% |
$19K - $22.9K
|
23K
$11M
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
72+ 7.35% |
$19K - $22.9K
|
1.05K
$501K
|
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
71+ 1.21% |
$18.7K - $22.6K
|
5.92K
$2.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
71+ 3.57% |
$18.7K - $22.6K
|
2.06K
$981K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
70+ 1.05% |
$18.5K - $22.3K
|
6.72K
$3.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
70+ 0.51% |
$18.5K - $22.3K
|
13.8K
$6.59M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
69New |
$18.2K - $22K
|
69
$32.9K
|
|
|
Feb 06, 2023
Q4 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
68+ 0.43% |
$18K - $21.7K
|
16K
$7.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
68+ 27.2% |
$18K - $21.7K
|
318
$152K
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
68+ 7.11% |
$18K - $21.7K
|
1.03K
$488K
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
67+ 6.3% |
$17.7K - $21.3K
|
1.13K
$539K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
67+ 0.31% |
$17.7K - $21.3K
|
21.4K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
67+ 0.48% |
$17.7K - $21.3K
|
14K
$6.65M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
66+ 12.55% |
$17.4K - $21K
|
592
$282K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
66+ 2.87% |
$17.4K - $21K
|
2.36K
$1.13M
|
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
66+ 7.37% |
$17.4K - $21K
|
961
$458K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
65+ 0.32% |
$17.2K - $20.7K
|
20.1K
$9.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Buckley Wealth Management, LLC
|
BUY
|
- |
65+ 0.15% |
$17.2K - $20.7K
|
43.3K
$20.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Security Asset Management
|
BUY
|
- |
65+ 0.45% |
$17.2K - $20.7K
|
14.5K
$6.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
65+ 1.01% |
$17.2K - $20.7K
|
6.53K
$3.11M
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
65+ 0.56% |
$17.2K - $20.7K
|
11.7K
$5.56M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
64+ 1.82% |
$16.9K - $20.4K
|
3.57K
$1.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
63+ 0.64% |
$16.6K - $20.1K
|
9.84K
$4.69M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
63+ 0.28% |
$16.6K - $20.1K
|
22.8K
$10.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
BUY
|
- |
63+ 0.47% |
$16.6K - $20.1K
|
13.6K
$6.48M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
63+ 7.44% |
$16.6K - $20.1K
|
910
$434K
|