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
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-20- 1.09% |
$5.28K - $6.37K
|
1.82K
$888K
|
|
|
Feb 14, 2023
Q4 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-20- 0.11% |
$5.28K - $6.37K
|
18.1K
$8.87M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-20- 1.61% |
$5.28K - $6.37K
|
1.22K
$596K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-21- 0.21% |
$5.54K - $6.69K
|
9.96K
$4.87M
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-21- 1.22% |
$5.54K - $6.69K
|
1.7K
$829K
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-21- 0.4% |
$5.54K - $6.69K
|
5.27K
$2.58M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-21- 0.08% |
$5.54K - $6.69K
|
26.4K
$12.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-21- 1.09% |
$5.54K - $6.69K
|
1.9K
$931K
|
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-21- 0.25% |
$5.54K - $6.69K
|
8.36K
$4.09M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-22- 2.69% |
$5.81K - $7.01K
|
795
$389K
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-22- 0.11% |
$5.81K - $7.01K
|
19.1K
$9.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-22- 1.12% |
$5.81K - $7.01K
|
1.94K
$949K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-22- 0.1% |
$5.81K - $7.01K
|
21.5K
$10.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-23- 1.29% |
$6.07K - $7.33K
|
1.75K
$858K
|
|
|
Feb 14, 2023
Q4 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-23- 0.05% |
$6.07K - $7.33K
|
45.6K
$22.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-24- 0.27% |
$6.34K - $7.65K
|
8.91K
$4.36M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-25- 1.01% |
$6.6K - $7.97K
|
2.45K
$1.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-25- 0.54% |
$6.6K - $7.97K
|
4.61K
$2.25M
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-25- 0.42% |
$6.6K - $7.97K
|
5.91K
$2.89M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-25- 13.59% |
$6.6K - $7.97K
|
159
$77.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-25- 0.23% |
$6.6K - $7.97K
|
11K
$5.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-25- 1.06% |
$6.6K - $7.97K
|
2.33K
$1.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Sunesis Advisors, LLC
|
SELL
|
- |
-25- 0.82% |
$6.6K - $7.97K
|
3.02K
$1.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-25- 1.99% |
$6.6K - $7.97K
|
1.23K
$601K
|
|
|
Feb 08, 2023
Q4 2022
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-25- 0.39% |
$6.6K - $7.97K
|
6.31K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-25- 1.32% |
$6.6K - $7.97K
|
1.87K
$916K
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-26- 0.16% |
$6.86K - $8.28K
|
16.3K
$7.95M
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-26- 0.49% |
$6.86K - $8.28K
|
5.25K
$2.57M
|
|
|
Jan 17, 2023
Q4 2022
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-26- 0.4% |
$6.86K - $8.28K
|
6.49K
$3.18M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-26- 3.06% |
$6.86K - $8.28K
|
823
$403K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-26- 0.42% |
$6.86K - $8.28K
|
6.12K
$2.99M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-27- 1.25% |
$7.13K - $8.6K
|
2.13K
$1.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-27- 1.93% |
$7.13K - $8.6K
|
1.37K
$670K
|
|
|
Feb 08, 2023
Q4 2022
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-27- 1.77% |
$7.13K - $8.6K
|
1.5K
$735K
|
|
|
Feb 14, 2023
Q4 2022
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-27- 0.47% |
$7.13K - $8.6K
|
5.66K
$2.77M
|
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-27- 2.76% |
$7.13K - $8.6K
|
950
$465K
|
|
|
May 19, 2025
Q4 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-27- 1.93% |
$7.13K - $8.6K
|
1.37K
$670K
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-28- 3.39% |
$7.39K - $8.92K
|
798
$390K
|
|
|
Jan 03, 2023
Q4 2022
|
Somerset Trust CO
|
SELL
|
- |
-29- 1.17% |
$7.66K - $9.24K
|
2.44K
$1.19M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-29- 0.85% |
$7.66K - $9.24K
|
3.39K
$1.66M
|
|
|
Jan 27, 2023
Q4 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-29- 0.06% |
$7.66K - $9.24K
|
52.5K
$25.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-29- 1.11% |
$7.66K - $9.24K
|
2.6K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-29- 0.69% |
$7.66K - $9.24K
|
4.16K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-29- 1.89% |
$7.66K - $9.24K
|
1.51K
$738K
|
|
|
Jan 04, 2023
Q4 2022
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-30- 2.9% |
$7.92K - $9.56K
|
1K
$491K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-30- 3.3% |
$7.92K - $9.56K
|
878
$430K
|
|
|
Jan 31, 2023
Q4 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-30- 1.12% |
$7.92K - $9.56K
|
2.65K
$1.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-30- 0.2% |
$7.92K - $9.56K
|
15.3K
$7.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-32- 0.58% |
$8.45K - $10.2K
|
5.5K
$2.69M
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-32- 4.25% |
$8.45K - $10.2K
|
721
$353K
|