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 09, 2023
Q4 2022
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-995- 32.53% |
$263K - $317K
|
2.06K
$988K
|
|
Jan 17, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-1K- 5.28% |
$264K - $319K
|
18K
$8.59M
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-1K- 56.12% |
$264K - $319K
|
782
$374K
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.01K- 2.59% |
$265K - $320K
|
37.8K
$18.1M
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.01K- 15.63% |
$266K - $321K
|
5.44K
$2.61M
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.01K- 11.36% |
$267K - $323K
|
7.9K
$3.78M
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-1.02K- 33.52% |
$268K - $324K
|
2.02K
$966K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.02K- 1.8% |
$270K - $326K
|
55.8K
$26.7M
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-1.03K- 5.33% |
$271K - $327K
|
18.2K
$8.73M
|
|
Feb 14, 2023
Q4 2022
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-1.03K- 0.99% |
$272K - $328K
|
103K
$49.3M
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.04K- 1.33% |
$274K - $330K
|
77.1K
$36.9M
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-1.04K- 6.24% |
$276K - $333K
|
15.7K
$7.5M
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
SELL
|
- |
-1.06K- 11.95% |
$279K - $337K
|
7.79K
$3.73M
|
|
Jan 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
SELL
|
- |
-1.08K- 1.08% |
$285K - $344K
|
98.8K
$47.3M
|
|
Jan 20, 2023
Q4 2022
|
Harvey Investment CO LLC
|
SELL
|
- |
-1.09K- 0.95% |
$288K - $348K
|
113K
$54.2M
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.09K- 7.62% |
$289K - $348K
|
13.2K
$6.34M
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.09K- 1.33% |
$289K - $348K
|
81.4K
$39M
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.1K- 4.89% |
$289K - $349K
|
21.3K
$10.2M
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-1.1K- 14.07% |
$291K - $351K
|
6.74K
$3.22M
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.12K- 0.53% |
$296K - $357K
|
209K
$100M
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.14K- 7.15% |
$300K - $363K
|
14.8K
$7.07M
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.15K- 2.73% |
$305K - $368K
|
41.1K
$19.7M
|
|
Feb 08, 2023
Q4 2022
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-1.16K- 2.4% |
$306K - $370K
|
47.2K
$22.6M
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.17K- 4.26% |
$308K - $372K
|
26.2K
$12.6M
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-1.17K- 1.87% |
$309K - $372K
|
61.2K
$29.3M
|
|
Feb 08, 2023
Q4 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-1.18K- 6.81% |
$310K - $374K
|
16.1K
$7.7M
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.18K- 2.69% |
$312K - $377K
|
42.8K
$20.5M
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.18K- 4.1% |
$313K - $377K
|
27.7K
$13.3M
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.19K- 12.55% |
$315K - $380K
|
8.32K
$3.98M
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.2K- 0.47% |
$315K - $381K
|
255K
$122M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.2K- 13.39% |
$317K - $382K
|
7.76K
$3.72M
|
|
Feb 07, 2023
Q4 2022
|
Karpas Strategies, LLC
|
SELL
|
- |
-1.21K- 4.13% |
$318K - $384K
|
28K
$13.4M
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.21K- 0.83% |
$319K - $385K
|
144K
$69M
|
|
Jan 30, 2023
Q4 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-1.21K- 10.03% |
$320K - $386K
|
10.9K
$5.21M
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.21K- 7.17% |
$320K - $386K
|
15.7K
$7.52M
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.22K- 3.27% |
$322K - $389K
|
36.1K
$17.3M
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.22K- 14.31% |
$322K - $389K
|
7.31K
$3.5M
|
|
Jan 27, 2023
Q4 2022
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-1.23K- 29.37% |
$324K - $392K
|
2.96K
$1.41M
|
|
Feb 13, 2023
Q4 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-1.23K- 21.02% |
$325K - $392K
|
4.62K
$2.21M
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-1.23K- 20.07% |
$326K - $393K
|
4.91K
$2.35M
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.24K- 1.66% |
$328K - $396K
|
73.9K
$35.4M
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-1.25K- 9.58% |
$329K - $397K
|
11.7K
$5.62M
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.25K- 2.09% |
$330K - $399K
|
58.5K
$28M
|
|
Jan 17, 2023
Q4 2022
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-1.25K- 3.04% |
$331K - $400K
|
40K
$19.1M
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.26K- 23.98% |
$332K - $401K
|
3.99K
$1.91M
|
|
Jan 09, 2023
Q4 2022
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-1.28K- 0.37% |
$338K - $408K
|
344K
$165M
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.28KClosed |
$338K - $408K
|
0
$0
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.28K- 11.15% |
$339K - $409K
|
10.2K
$4.9M
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-1.29K- 0.58% |
$340K - $410K
|
222K
$106M
|
|
Jan 31, 2023
Q4 2022
|
Riverstone Advisors, LLC
|
SELL
|
- |
-1.29K- 5.58% |
$341K - $411K
|
21.8K
$10.4M
|