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
|
Mitchell Sinkler & Starr
|
BUY
|
- |
3.64KNew |
$960K - $1.16M
|
3.64K
$1.74M
|
|
Feb 14, 2023
Q4 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
3.63K+ 16.52% |
$959K - $1.16M
|
25.6K
$12.3M
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.59K+ 2.79% |
$949K - $1.14M
|
132K
$63.2M
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.56KNew |
$940K - $1.13M
|
3.56K
$1.7M
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
3.55K+ 69.69% |
$937K - $1.13M
|
8.64K
$4.14M
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
3.53K+ 8.72% |
$932K - $1.12M
|
44K
$21.1M
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3.53K+ 4.23% |
$931K - $1.12M
|
86.8K
$41.5M
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
3.51KNew |
$926K - $1.12M
|
3.51K
$1.68M
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.51KNew |
$926K - $1.12M
|
3.51K
$1.68M
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
3.5K+ 10.93% |
$924K - $1.12M
|
35.5K
$17M
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
3.5K+ 34.95% |
$924K - $1.12M
|
13.5K
$6.47M
|
|
Feb 07, 2023
Q4 2022
|
Braun Stacey Associates Inc
|
BUY
|
- |
3.49K+ 3.97% |
$922K - $1.11M
|
91.4K
$43.8M
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3.49K+ 3.64% |
$922K - $1.11M
|
99.5K
$47.6M
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
3.46K+ 7.58% |
$912K - $1.1M
|
49K
$23.5M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.44K+ 5.85% |
$907K - $1.1M
|
62.2K
$29.8M
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.44K+ 6.92% |
$907K - $1.09M
|
53.1K
$25.4M
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
3.43KNew |
$904K - $1.09M
|
3.43K
$1.64M
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
3.42K+ 11.88% |
$903K - $1.09M
|
32.2K
$15.4M
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.42K+ 1.28% |
$903K - $1.09M
|
271K
$130M
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
3.4K+ 2.66% |
$898K - $1.08M
|
131K
$62.8M
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3.38KNew |
$893K - $1.08M
|
3.38K
$1.62M
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.37K+ 7.99% |
$889K - $1.07M
|
45.5K
$21.8M
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.36K+ 15.91% |
$886K - $1.07M
|
24.4K
$11.7M
|
|
Feb 14, 2023
Q4 2022
|
Ddd Partners, LLC
|
BUY
|
- |
3.35K+ 1.81% |
$883K - $1.07M
|
189K
$90.3M
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.27KNew |
$863K - $1.04M
|
3.27K
$1.56M
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.27K+ 217.8% |
$862K - $1.04M
|
4.77K
$2.28M
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
3.23K+ 17.31% |
$852K - $1.03M
|
21.9K
$10.5M
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.22KNew |
$851K - $1.03M
|
3.22K
$1.54M
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.2KNew |
$846K - $1.02M
|
3.2K
$1.53M
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.2K+ 368.09% |
$843K - $1.02M
|
4.06K
$1.94M
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.14KNew |
$828K - $999K
|
3.14K
$1.5M
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.12KNew |
$823K - $993K
|
3.12K
$1.49M
|
|
Feb 14, 2023
Q4 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.12K+ 1.4% |
$822K - $992K
|
225K
$108M
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
3.11K+ 43.87% |
$821K - $990K
|
10.2K
$4.88M
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.11KNew |
$820K - $990K
|
3.11K
$1.49M
|
|
Jan 30, 2023
Q4 2022
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
3.09KNew |
$814K - $983K
|
3.09K
$1.48M
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
3.09K+ 21.66% |
$814K - $983K
|
17.3K
$8.29M
|
|
Feb 14, 2023
Q4 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
3.08K+ 1.62% |
$812K - $980K
|
193K
$92.5M
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.06K+ 8.45% |
$807K - $974K
|
39.3K
$18.8M
|
|
Jan 17, 2024
Q4 2022
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
3.04K+ 1.08% |
$803K - $969K
|
285K
$136M
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.03KNew |
$800K - $966K
|
3.03K
$1.45M
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.03KNew |
$799K - $964K
|
3.03K
$1.45M
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.03K+ 11.0% |
$799K - $964K
|
30.5K
$14.6M
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
3.02K+ 32.83% |
$796K - $961K
|
12.2K
$5.84M
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
3.01KNew |
$795K - $960K
|
3.01K
$1.44M
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.01K+ 11.25% |
$794K - $959K
|
29.8K
$14.2M
|
|
Feb 07, 2023
Q4 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
3.01K+ 46.28% |
$794K - $958K
|
9.5K
$4.55M
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.01K+ 4.92% |
$793K - $957K
|
64.1K
$30.7M
|
|
Feb 14, 2023
Q4 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
3K+ 25.0% |
$792K - $956K
|
15K
$7.18M
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.97KNew |
$785K - $947K
|
2.97K
$1.42M
|