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
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.02K+ 24.51% |
$2.12M - $2.55M
|
40.7K
$19.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
8K+ 65.61% |
$2.11M - $2.55M
|
20.2K
$9.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
7.81K+ 26.94% |
$2.06M - $2.49M
|
36.8K
$17.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Aviva PLC
|
BUY
|
- |
7.77K+ 2.91% |
$2.05M - $2.48M
|
275K
$131M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
7.77KNew |
$2.05M - $2.47M
|
7.77K
$3.72M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7.75K+ 14.07% |
$2.05M - $2.47M
|
62.8K
$30.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
7.75KNew |
$2.05M - $2.47M
|
7.75K
$3.71M
|
|
|
Jan 17, 2023
Q4 2022
|
Bristol John W & CO Inc
|
BUY
|
- |
7.71K+ 2.09% |
$2.03M - $2.45M
|
376K
$180M
|
|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
7.69K+ 120.62% |
$2.03M - $2.45M
|
14.1K
$6.73M
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
7.69KNew |
$2.03M - $2.45M
|
7.69K
$3.68M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
7.68K+ 17.94% |
$2.03M - $2.45M
|
50.5K
$24.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
7.63KNew |
$2.01M - $2.43M
|
7.63K
$3.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
7.61KNew |
$2.01M - $2.42M
|
7.61K
$3.64M
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
7.56KNew |
$2M - $2.41M
|
7.56K
$3.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.52K+ 5.88% |
$1.98M - $2.39M
|
135K
$64.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
7.51KNew |
$1.98M - $2.39M
|
7.51K
$3.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
7.49K+ 3.0% |
$1.98M - $2.39M
|
257K
$123M
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
7.46KNew |
$1.97M - $2.38M
|
7.46K
$3.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
7.42KNew |
$1.96M - $2.36M
|
7.42K
$3.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
7.28KNew |
$1.92M - $2.32M
|
7.28K
$3.48M
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
7.27K+ 7.09% |
$1.92M - $2.32M
|
110K
$52.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
7.23K+ 96.03% |
$1.91M - $2.3M
|
14.8K
$7.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.2K+ 241.71% |
$1.9M - $2.29M
|
10.2K
$4.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
7.19K+ 184.54% |
$1.9M - $2.29M
|
11.1K
$5.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.17KNew |
$1.89M - $2.29M
|
7.17K
$3.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7.16K+ 7.11% |
$1.89M - $2.28M
|
108K
$51.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
7.14KNew |
$1.88M - $2.27M
|
7.14K
$3.42M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
7.11KNew |
$1.88M - $2.27M
|
7.11K
$3.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.05KNew |
$1.86M - $2.25M
|
7.05K
$3.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
7.05KNew |
$1.86M - $2.25M
|
7.05K
$3.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
7.03K+ 2.25% |
$1.86M - $2.24M
|
320K
$153M
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
7K+ 800.0% |
$1.85M - $2.23M
|
7.88K
$3.77M
|
|
|
Feb 15, 2023
Q4 2022
|
Fithian, LLC
New York, NY |
BUY
|
- |
6.98KNew |
$1.84M - $2.22M
|
6.98K
$3.34M
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
6.92KNew |
$1.83M - $2.2M
|
6.92K
$3.31M
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
6.9KNew |
$1.82M - $2.2M
|
6.9K
$3.3M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
6.88KNew |
$1.82M - $2.19M
|
6.88K
$3.29M
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
6.81KNew |
$1.8M - $2.17M
|
6.81K
$3.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
6.7K+ 1.4% |
$1.77M - $2.13M
|
486K
$233M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
6.59K+ 2.79% |
$1.74M - $2.1M
|
243K
$116M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.55K+ 6.65% |
$1.73M - $2.09M
|
105K
$50.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
6.54K+ 107.78% |
$1.73M - $2.08M
|
12.6K
$6.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.52K+ 24.34% |
$1.72M - $2.08M
|
33.3K
$15.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.49K+ 2.71% |
$1.71M - $2.07M
|
246K
$118M
|
|
|
Feb 13, 2023
Q4 2022
|
Hosking Partners LLP
|
BUY
|
- |
6.47K+ 3.68% |
$1.71M - $2.06M
|
182K
$87.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.44K+ 6.71% |
$1.7M - $2.05M
|
102K
$48.9M
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6.42K+ 65.88% |
$1.7M - $2.05M
|
16.2K
$7.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.37K+ 8.64% |
$1.68M - $2.03M
|
80.1K
$38.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
6.37K+ 115.49% |
$1.68M - $2.03M
|
11.9K
$5.69M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
6.3KNew |
$1.66M - $2.01M
|
6.3K
$3.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
6.29K+ 2.95% |
$1.66M - $2M
|
220K
$105M
|