Purchases and Sales Made in Q4 2021 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 2021. 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 |
---|---|---|---|---|---|---|---|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
193+ 4.73% |
$52.8K - $57.9K
|
4.27K
$2.05M
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
128+ 59.53% |
$35K - $38.4K
|
343
$164K
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
69+ 1.28% |
$18.9K - $20.7K
|
5.45K
$2.61M
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
49+ 1.01% |
$13.4K - $14.7K
|
4.92K
$2.36M
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
37+ 7.03% |
$10.1K - $11.1K
|
563
$270K
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
19+ 2.84% |
$5.2K - $5.7K
|
689
$330K
|
|
May 15, 2023
Q4 2021
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
19+ 0.47% |
$5.2K - $5.7K
|
4.03K
$1.93M
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
18+ 0.7% |
$4.93K - $5.4K
|
2.59K
$1.24M
|
|
Aug 23, 2023
Q4 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
13+ 0.89% |
$3.56K - $3.9K
|
1.47K
$706K
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
10+ 10.53% |
$2.74K - $3K
|
105
$50.4K
|
|
Feb 14, 2023
Q4 2021
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-6- 0.03% |
$1.64K - $1.8K
|
17.3K
$8.29M
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-13- 0.34% |
$3.56K - $3.9K
|
3.85K
$1.85M
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-34- 0.69% |
$9.3K - $10.2K
|
4.86K
$2.33M
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-46- 2.21% |
$12.6K - $13.8K
|
2.04K
$977K
|
|
Feb 13, 2025
Q4 2021
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-87- 3.29% |
$23.8K - $26.1K
|
2.56K
$1.23M
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-150- 4.18% |
$41K - $45K
|
3.44K
$1.65M
|
|
Feb 16, 2022
Q4 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-177- 7.72% |
$48.4K - $53.1K
|
2.12K
$1.01M
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-201- 5.87% |
$55K - $60.3K
|
3.22K
$1.55M
|
|
Dec 02, 2024
Q4 2021
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-226- 4.22% |
$61.8K - $67.8K
|
5.14K
$2.46M
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-285- 56.1% |
$78K - $85.5K
|
223
$107K
|
|
Jan 04, 2022
Q4 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-302- 21.65% |
$82.6K - $90.7K
|
1.09K
$524K
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-320- 3.18% |
$87.6K - $96.1K
|
9.75K
$4.68M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-327- 0.93% |
$89.5K - $98.2K
|
34.8K
$16.7M
|
|
Jan 05, 2022
Q4 2021
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-400- 2.31% |
$109K - $120K
|
16.9K
$8.1M
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-475- 0.9% |
$130K - $143K
|
52.2K
$25M
|
|
Jan 05, 2022
Q4 2021
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-574- 3.44% |
$157K - $172K
|
16.1K
$7.74M
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-875- 24.95% |
$239K - $263K
|
2.63K
$1.26M
|
|
Apr 24, 2024
Q4 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-906- 33.31% |
$248K - $272K
|
1.81K
$870K
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-970- 2.79% |
$265K - $291K
|
33.8K
$16.2M
|
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1KClosed |
$274K - $300K
|
0
$0
|
|
Feb 17, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 20.4% |
$357K - $391K
|
5.09K
$2.44M
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.67K- 24.97% |
$457K - $502K
|
5.02K
$2.41M
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-1.78K- 15.24% |
$487K - $534K
|
9.89K
$4.74M
|
|
Feb 09, 2023
Q4 2021
|
Arga Investment Management, LP
|
SELL
|
- |
-1.99K- 33.55% |
$543K - $596K
|
3.93K
$1.89M
|
|
Feb 03, 2022
Q4 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-6.9K- 1.41% |
$1.89M - $2.07M
|
484K
$232M
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-9.61K- 99.85% |
$2.63M - $2.89M
|
14
$6.71K
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-9.62K- 92.46% |
$2.63M - $2.89M
|
784
$376K
|
|
May 17, 2024
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-12.7K- 3.07% |
$3.46M - $3.8M
|
400K
$192M
|
|
Oct 01, 2024
Q4 2021
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-14K- 81.97% |
$3.82M - $4.2M
|
3.08K
$1.47M
|
|
Oct 02, 2024
Q4 2021
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-14K- 81.97% |
$3.82M - $4.2M
|
3.08K
$1.47M
|
|
Feb 13, 2024
Q4 2021
|
United Community Bank
Greenville, SC |
SELL
|
- |
-27.1K- 36.54% |
$7.41M - $8.13M
|
47K
$22.5M
|
|
Mar 22, 2023
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-51K- 11.2% |
$14M - $15.3M
|
405K
$194M
|
|
Jun 21, 2023
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-65K- 13.99% |
$17.8M - $19.5M
|
400K
$192M
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-66K- 16.01% |
$18M - $19.8M
|
346K
$166M
|
|
Feb 14, 2022
Q4 2021
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.3M- 0.98% |
$355M - $390M
|
132M
$63.2B
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.05M- 3.85% |
$1.11B - $1.22B
|
101M
$48.5B
|