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
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-60- 4.35% |
$15.8K - $19.1K
|
1.32K
$629K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-61- 1.36% |
$16.1K - $19.4K
|
4.43K
$2.11M
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-61- 0.85% |
$16.1K - $19.4K
|
7.09K
$3.38M
|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-61- 7.44% |
$16.1K - $19.4K
|
759
$362K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-61- 0.29% |
$16.1K - $19.4K
|
21.1K
$10.1M
|
|
Feb 15, 2023
Q4 2022
|
Nfc Investments, LLC
Memphis, TN |
SELL
|
- |
-61- 1.5% |
$16.1K - $19.4K
|
4K
$1.91M
|
|
Feb 07, 2023
Q4 2022
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-62- 1.9% |
$16.4K - $19.8K
|
3.21K
$1.53M
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-62- 1.06% |
$16.4K - $19.8K
|
5.78K
$2.76M
|
|
Jan 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-63- 0.84% |
$16.6K - $20.1K
|
7.46K
$3.56M
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-64- 4.08% |
$16.9K - $20.4K
|
1.5K
$717K
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-65- 0.73% |
$17.2K - $20.7K
|
8.82K
$4.2M
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-65- 1.88% |
$17.2K - $20.7K
|
3.39K
$1.61M
|
|
Feb 14, 2023
Q4 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-65- 2.77% |
$17.2K - $20.7K
|
2.29K
$1.09M
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-66- 0.84% |
$17.4K - $21K
|
7.84K
$3.73M
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-66- 0.36% |
$17.4K - $21K
|
18.5K
$8.79M
|
|
Feb 14, 2023
Q4 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-66- 2.91% |
$17.4K - $21K
|
2.2K
$1.05M
|
|
Feb 07, 2023
Q4 2022
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-67- 0.04% |
$17.7K - $21.3K
|
176K
$84.1M
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-67- 0.52% |
$17.7K - $21.3K
|
12.8K
$6.11M
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-68- 8.47% |
$18K - $21.7K
|
735
$350K
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-68- 1.33% |
$18K - $21.7K
|
5.05K
$2.41M
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-68- 0.52% |
$18K - $21.7K
|
13K
$6.19M
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-68- 5.86% |
$18K - $21.7K
|
1.09K
$521K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-69- 3.27% |
$18.2K - $22K
|
2.04K
$974K
|
|
Jan 23, 2023
Q4 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-70- 2.12% |
$18.5K - $22.3K
|
3.23K
$1.54M
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-70- 1.24% |
$18.5K - $22.3K
|
5.59K
$2.66M
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-70- 1.09% |
$18.5K - $22.3K
|
6.33K
$3.02M
|
|
Jan 31, 2023
Q4 2022
|
America First Investment Advisors, LLC
|
SELL
|
- |
-70- 0.56% |
$18.5K - $22.3K
|
12.5K
$5.97M
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-70- 0.84% |
$18.5K - $22.3K
|
8.25K
$3.93M
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-71- 0.49% |
$18.7K - $22.6K
|
14.4K
$6.88M
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-71- 0.43% |
$18.7K - $22.6K
|
16.3K
$7.75M
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
SELL
|
- |
-72- 2.59% |
$19K - $22.9K
|
2.71K
$1.29M
|
|
Feb 17, 2023
Q4 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-73- 0.29% |
$19.3K - $23.3K
|
25.4K
$12.1M
|
|
Jan 23, 2023
Q4 2022
|
Mendel Capital Management LLC
|
SELL
|
- |
-74- 4.3% |
$19.5K - $23.6K
|
1.65K
$785K
|
|
Jan 23, 2023
Q4 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-75- 0.14% |
$19.8K - $23.9K
|
55.1K
$26.3M
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-75- 0.91% |
$19.8K - $23.9K
|
8.2K
$3.91M
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-75- 0.93% |
$19.8K - $23.9K
|
8.01K
$3.82M
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-75- 6.68% |
$19.8K - $23.9K
|
1.05K
$499K
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-76- 0.56% |
$20.1K - $24.2K
|
13.4K
$6.41M
|
|
Feb 13, 2023
Q4 2022
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-76- 0.57% |
$20.1K - $24.2K
|
13.3K
$6.36M
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-77- 3.17% |
$20.3K - $24.5K
|
2.35K
$1.12M
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-77- 2.67% |
$20.3K - $24.5K
|
2.81K
$1.34M
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-77- 1.32% |
$20.3K - $24.5K
|
5.74K
$2.74M
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-77- 0.22% |
$20.3K - $24.5K
|
35.3K
$16.8M
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-78- 0.44% |
$20.6K - $24.9K
|
17.8K
$8.5M
|
|
Jan 13, 2023
Q4 2022
|
Searcy Financial Services Inc
|
SELL
|
- |
-79- 0.3% |
$20.9K - $25.2K
|
25.9K
$12.3M
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-79- 6.8% |
$20.9K - $25.2K
|
1.08K
$516K
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-79- 0.64% |
$20.9K - $25.2K
|
12.2K
$5.81M
|
|
Jan 18, 2023
Q4 2022
|
Sl Advisors, LLC
|
SELL
|
- |
-80- 1.42% |
$21.1K - $25.5K
|
5.54K
$2.64M
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-80- 5.84% |
$21.1K - $25.5K
|
1.29K
$615K
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-80- 5.57% |
$21.1K - $25.5K
|
1.36K
$646K
|