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 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-11- 0.06% |
$2.9K - $3.5K
|
19.4K
$9.23M
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-13- 0.27% |
$3.43K - $4.14K
|
4.72K
$2.25M
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-13- 0.07% |
$3.43K - $4.14K
|
18.5K
$8.8M
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
SELL
|
- |
-13- 1.41% |
$3.43K - $4.14K
|
910
$434K
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-13- 1.37% |
$3.43K - $4.14K
|
938
$447K
|
|
Feb 14, 2023
Q4 2022
|
Citizens & Northern Corp
|
SELL
|
- |
-14- 1.22% |
$3.7K - $4.46K
|
1.14K
$541K
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-14- 1.13% |
$3.7K - $4.46K
|
1.23K
$585K
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-15- 0.61% |
$3.96K - $4.78K
|
2.46K
$1.17M
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-15- 1.54% |
$3.96K - $4.78K
|
959
$457K
|
|
Jan 27, 2023
Q4 2022
|
Cortland Associates Inc
|
SELL
|
- |
-15- 0.2% |
$3.96K - $4.78K
|
7.54K
$3.59M
|
|
Jan 31, 2023
Q4 2022
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-15- 0.22% |
$3.96K - $4.78K
|
6.76K
$3.22M
|
|
Feb 03, 2023
Q4 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-15- 0.98% |
$3.96K - $4.78K
|
1.51K
$720K
|
|
Feb 07, 2023
Q4 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-15- 0.14% |
$3.96K - $4.78K
|
11K
$5.25M
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15- 11.63% |
$3.96K - $4.78K
|
114
$54.3K
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-15- 0.39% |
$3.96K - $4.78K
|
3.85K
$1.83M
|
|
Feb 13, 2023
Q4 2022
|
Kercheville Advisors, LLC
|
SELL
|
- |
-15- 0.38% |
$3.96K - $4.78K
|
3.9K
$1.86M
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-15- 0.5% |
$3.96K - $4.78K
|
3.01K
$1.44M
|
|
Feb 14, 2023
Q4 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-15- 0.17% |
$3.96K - $4.78K
|
8.99K
$4.28M
|
|
Feb 14, 2023
Q4 2022
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-15- 1.9% |
$3.96K - $4.78K
|
774
$369K
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-15- 0.41% |
$3.96K - $4.78K
|
3.62K
$1.73M
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-16- 0.68% |
$4.22K - $5.1K
|
2.32K
$1.11M
|
|
Feb 10, 2023
Q4 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-16- 0.14% |
$4.22K - $5.1K
|
11.8K
$5.62M
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-16- 0.2% |
$4.22K - $5.1K
|
8.1K
$3.86M
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-17- 1.47% |
$4.49K - $5.42K
|
1.14K
$542K
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.46% |
$4.49K - $5.42K
|
3.69K
$1.76M
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17- 1.87% |
$4.49K - $5.42K
|
893
$426K
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-18- 1.27% |
$4.75K - $5.73K
|
1.4K
$666K
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-18- 0.47% |
$4.75K - $5.73K
|
3.85K
$1.83M
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-18- 3.13% |
$4.75K - $5.73K
|
557
$265K
|
|
Feb 09, 2023
Q4 2022
|
Tamar Securities, LLC
|
SELL
|
- |
-18- 2.33% |
$4.75K - $5.73K
|
754
$359K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-19- 0.99% |
$5.02K - $6.05K
|
1.89K
$902K
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-19- 2.49% |
$5.02K - $6.05K
|
743
$354K
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-20- 1.82% |
$5.28K - $6.37K
|
1.08K
$515K
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-20- 1.9% |
$5.28K - $6.37K
|
1.03K
$491K
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-20- 2.13% |
$5.28K - $6.37K
|
920
$438K
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-20- 1.03% |
$5.28K - $6.37K
|
1.91K
$912K
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-20- 1.58% |
$5.28K - $6.37K
|
1.25K
$593K
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-20- 1.41% |
$5.28K - $6.37K
|
1.4K
$665K
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-20- 0.14% |
$5.28K - $6.37K
|
14.1K
$6.72M
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-20- 1.09% |
$5.28K - $6.37K
|
1.82K
$865K
|
|
Feb 14, 2023
Q4 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-20- 0.11% |
$5.28K - $6.37K
|
18.1K
$8.64M
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-20- 1.61% |
$5.28K - $6.37K
|
1.22K
$581K
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-21- 0.21% |
$5.54K - $6.69K
|
9.96K
$4.75M
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-21- 1.22% |
$5.54K - $6.69K
|
1.7K
$808K
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-21- 0.4% |
$5.54K - $6.69K
|
5.27K
$2.51M
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-21- 0.08% |
$5.54K - $6.69K
|
26.4K
$12.6M
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-21- 1.09% |
$5.54K - $6.69K
|
1.9K
$906K
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-21- 0.25% |
$5.54K - $6.69K
|
8.36K
$3.98M
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-22- 2.69% |
$5.81K - $7.01K
|
795
$379K
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-22- 0.11% |
$5.81K - $7.01K
|
19.1K
$9.12M
|