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
|
True North Advisors, LLC
|
SELL
|
- |
-1.32K- 1.39% |
$348K - $420K
|
93.4K
$44.7M
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.32K- 5.58% |
$349K - $421K
|
22.4K
$10.7M
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.32K- 5.92% |
$349K - $421K
|
21K
$10M
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-1.33K- 36.99% |
$350K - $422K
|
2.26K
$1.08M
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.33K- 19.16% |
$351K - $423K
|
5.61K
$2.68M
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.34K- 4.06% |
$352K - $425K
|
31.5K
$15.1M
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-1.34K- 0.66% |
$353K - $426K
|
202K
$96.6M
|
|
Feb 03, 2023
Q4 2022
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-1.34K- 0.38% |
$354K - $427K
|
353K
$169M
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.36K- 50.99% |
$359K - $433K
|
1.31K
$625K
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.36K- 11.98% |
$359K - $433K
|
9.99K
$4.78M
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.36K- 84.54% |
$360K - $434K
|
249
$119K
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.37K- 20.73% |
$362K - $437K
|
5.24K
$2.51M
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 2.81% |
$367K - $443K
|
48.1K
$23M
|
|
Jan 17, 2023
Q4 2022
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.39K- 4.0% |
$367K - $443K
|
33.4K
$16M
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.4K- 24.47% |
$369K - $445K
|
4.31K
$2.06M
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.4K- 6.19% |
$369K - $446K
|
21.2K
$10.2M
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.4K- 5.14% |
$370K - $446K
|
25.8K
$12.4M
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.4K- 4.65% |
$370K - $447K
|
28.8K
$13.8M
|
|
Feb 10, 2023
Q4 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-1.4K- 0.3% |
$370K - $447K
|
461K
$221M
|
|
Feb 14, 2023
Q4 2022
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.4K- 4.42% |
$370K - $447K
|
30.4K
$14.5M
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.41K- 9.67% |
$373K - $450K
|
13.2K
$6.31M
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.42K- 1.61% |
$374K - $451K
|
86.4K
$41.3M
|
|
Jan 30, 2023
Q4 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-1.42K- 4.73% |
$374K - $451K
|
28.6K
$13.7M
|
|
Feb 10, 2023
Q4 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.43K- 9.34% |
$378K - $456K
|
13.9K
$6.64M
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.44K- 44.39% |
$379K - $458K
|
1.8K
$861K
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.47K- 4.65% |
$387K - $467K
|
30K
$14.4M
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.47K- 9.44% |
$388K - $468K
|
14.1K
$6.75M
|
|
Feb 01, 2023
Q4 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.47K- 57.58% |
$388K - $468K
|
1.08K
$518K
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.49K- 52.72% |
$392K - $473K
|
1.33K
$637K
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.49K- 1.02% |
$393K - $475K
|
144K
$69.1M
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.5K- 14.7% |
$395K - $476K
|
8.67K
$4.15M
|
|
Jan 20, 2023
Q4 2022
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.5K- 18.75% |
$396K - $478K
|
6.5K
$3.11M
|
|
Jan 31, 2023
Q4 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.52K- 14.1% |
$400K - $483K
|
9.23K
$4.42M
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.52K- 34.53% |
$401K - $484K
|
2.88K
$1.38M
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.53K- 2.93% |
$404K - $488K
|
50.7K
$24.3M
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.54K- 2.28% |
$407K - $491K
|
66K
$31.6M
|
|
Feb 10, 2023
Q4 2022
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-1.54K- 0.86% |
$407K - $491K
|
178K
$85M
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-1.56K- 18.22% |
$411K - $496K
|
6.99K
$3.35M
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.57K- 36.96% |
$415K - $501K
|
2.68K
$1.28M
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.58K- 0.69% |
$416K - $502K
|
225K
$108M
|
|
Apr 26, 2023
Q4 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-1.58K- 2.54% |
$417K - $503K
|
60.6K
$29M
|
|
Feb 13, 2023
Q4 2022
|
Saratoga Research & Investment Management
|
SELL
|
- |
-1.59K- 0.55% |
$420K - $507K
|
289K
$138M
|
|
Feb 02, 2023
Q4 2022
|
Toews Corp
|
SELL
|
- |
-1.6K- 38.1% |
$422K - $510K
|
2.6K
$1.24M
|
|
Feb 07, 2023
Q4 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-1.6K- 1.58% |
$422K - $510K
|
99.4K
$47.6M
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-1.61K- 1.2% |
$426K - $514K
|
132K
$63.3M
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.62K- 0.69% |
$427K - $515K
|
234K
$112M
|
|
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-1.62K- 17.05% |
$427K - $516K
|
7.87K
$3.77M
|
|
Jan 03, 2023
Q4 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.63K- 2.95% |
$430K - $519K
|
53.5K
$25.6M
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.63K- 1.86% |
$431K - $520K
|
86.1K
$41.2M
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.7K- 7.45% |
$447K - $540K
|
21.1K
$10.1M
|