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
|
Mitchell Capital Management CO
|
SELL
|
- |
-22- 0.11% |
$5.81K - $7.01K
|
19.1K
$9.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-22- 1.12% |
$5.81K - $7.01K
|
1.94K
$928K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-22- 0.1% |
$5.81K - $7.01K
|
21.5K
$10.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-23- 1.29% |
$6.07K - $7.33K
|
1.75K
$839K
|
|
|
Feb 14, 2023
Q4 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-23- 0.05% |
$6.07K - $7.33K
|
45.6K
$21.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-24- 0.27% |
$6.34K - $7.65K
|
8.91K
$4.26M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-25- 1.01% |
$6.6K - $7.97K
|
2.45K
$1.17M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-25- 0.54% |
$6.6K - $7.97K
|
4.61K
$2.21M
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-25- 0.42% |
$6.6K - $7.97K
|
5.91K
$2.83M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-25- 13.59% |
$6.6K - $7.97K
|
159
$76.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-25- 0.23% |
$6.6K - $7.97K
|
11K
$5.28M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-25- 1.06% |
$6.6K - $7.97K
|
2.33K
$1.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Sunesis Advisors, LLC
|
SELL
|
- |
-25- 0.82% |
$6.6K - $7.97K
|
3.02K
$1.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-25- 1.99% |
$6.6K - $7.97K
|
1.23K
$588K
|
|
|
Feb 08, 2023
Q4 2022
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-25- 0.39% |
$6.6K - $7.97K
|
6.31K
$3.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-25- 1.32% |
$6.6K - $7.97K
|
1.87K
$896K
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-26- 0.16% |
$6.86K - $8.28K
|
16.3K
$7.78M
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-26- 0.49% |
$6.86K - $8.28K
|
5.25K
$2.51M
|
|
|
Jan 17, 2023
Q4 2022
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-26- 0.4% |
$6.86K - $8.28K
|
6.49K
$3.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-26- 3.06% |
$6.86K - $8.28K
|
823
$394K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-26- 0.42% |
$6.86K - $8.28K
|
6.12K
$2.93M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-27- 1.25% |
$7.13K - $8.6K
|
2.13K
$1.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-27- 1.93% |
$7.13K - $8.6K
|
1.37K
$656K
|
|
|
Feb 08, 2023
Q4 2022
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-27- 1.77% |
$7.13K - $8.6K
|
1.5K
$719K
|
|
|
Feb 14, 2023
Q4 2022
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-27- 0.47% |
$7.13K - $8.6K
|
5.66K
$2.71M
|
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-27- 2.76% |
$7.13K - $8.6K
|
950
$455K
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-28- 3.39% |
$7.39K - $8.92K
|
798
$382K
|
|
|
Jan 03, 2023
Q4 2022
|
Somerset Trust CO
|
SELL
|
- |
-29- 1.17% |
$7.66K - $9.24K
|
2.44K
$1.17M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-29- 0.85% |
$7.66K - $9.24K
|
3.39K
$1.62M
|
|
|
Jan 27, 2023
Q4 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-29- 0.06% |
$7.66K - $9.24K
|
52.5K
$25.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-29- 1.11% |
$7.66K - $9.24K
|
2.6K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-29- 0.69% |
$7.66K - $9.24K
|
4.16K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-29- 1.89% |
$7.66K - $9.24K
|
1.51K
$722K
|
|
|
Jan 04, 2023
Q4 2022
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-30- 2.9% |
$7.92K - $9.56K
|
1K
$480K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-30- 3.3% |
$7.92K - $9.56K
|
878
$420K
|
|
|
Jan 31, 2023
Q4 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-30- 1.12% |
$7.92K - $9.56K
|
2.65K
$1.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-30- 0.2% |
$7.92K - $9.56K
|
15.3K
$7.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-32- 0.58% |
$8.45K - $10.2K
|
5.5K
$2.63M
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-32- 4.25% |
$8.45K - $10.2K
|
721
$345K
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-32- 0.73% |
$8.45K - $10.2K
|
4.37K
$2.09M
|
|
|
Jan 24, 2023
Q4 2022
|
Davis Rea Ltd.
|
SELL
|
- |
-32- 3.43% |
$8.45K - $10.2K
|
901
$431K
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-32- 0.54% |
$8.45K - $10.2K
|
5.9K
$2.83M
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-32- 1.6% |
$8.45K - $10.2K
|
1.97K
$944K
|
|
|
Feb 03, 2023
Q4 2022
|
Ycg, LLC
|
SELL
|
- |
-32- 0.12% |
$8.45K - $10.2K
|
27K
$12.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-32- 2.19% |
$8.45K - $10.2K
|
1.43K
$685K
|
|
|
Feb 02, 2023
Q4 2022
|
X Square Capital, LLC
|
SELL
|
- |
-33- 0.31% |
$8.71K - $10.5K
|
10.7K
$5.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-33- 1.52% |
$8.71K - $10.5K
|
2.14K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-33- 0.18% |
$8.71K - $10.5K
|
18K
$8.62M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-34- 3.76% |
$8.98K - $10.8K
|
870
$416K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-34- 2.57% |
$8.98K - $10.8K
|
1.29K
$618K
|