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
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
47+ 0.82% |
$12.4K - $15K
|
5.79K
$2.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
47+ 5.7% |
$12.4K - $15K
|
872
$412K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
46+ 1.53% |
$12.1K - $14.7K
|
3.06K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
46+ 2.26% |
$12.1K - $14.7K
|
2.08K
$984K
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
45+ 3.84% |
$11.9K - $14.3K
|
1.22K
$575K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
44+ 0.28% |
$11.6K - $14K
|
15.8K
$7.45M
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
43+ 0.85% |
$11.4K - $13.7K
|
5.09K
$2.41M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
43+ 0.53% |
$11.4K - $13.7K
|
8.22K
$3.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
43+ 0.64% |
$11.4K - $13.7K
|
6.72K
$3.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
BUY
|
- |
43+ 0.2% |
$11.4K - $13.7K
|
22K
$10.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Hendley & CO Inc
|
BUY
|
- |
42+ 0.07% |
$11.1K - $13.4K
|
61.4K
$29M
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
42+ 4.5% |
$11.1K - $13.4K
|
975
$461K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
41+ 4.45% |
$10.8K - $13.1K
|
962
$455K
|
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
41+ 2.75% |
$10.8K - $13.1K
|
1.53K
$724K
|
|
|
Jan 27, 2023
Q4 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
41+ 1.47% |
$10.8K - $13.1K
|
2.82K
$1.33M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
41+ 0.68% |
$10.8K - $13.1K
|
6.03K
$2.85M
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
41+ 1.32% |
$10.8K - $13.1K
|
3.16K
$1.49M
|
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
40+ 3.01% |
$10.6K - $12.7K
|
1.37K
$646K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
40+ 0.18% |
$10.6K - $12.7K
|
21.8K
$10.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
40+ 2.07% |
$10.6K - $12.7K
|
1.97K
$932K
|
|
|
Feb 13, 2023
Q4 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
40+ 4.37% |
$10.6K - $12.7K
|
956
$452K
|
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
39+ 0.8% |
$10.3K - $12.4K
|
4.91K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
39+ 0.27% |
$10.3K - $12.4K
|
14.6K
$6.89M
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
39+ 2.13% |
$10.3K - $12.4K
|
1.87K
$884K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
38+ 0.15% |
$10K - $12.1K
|
26K
$12.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
38+ 1.86% |
$10K - $12.1K
|
2.09K
$985K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
38+ 0.24% |
$10K - $12.1K
|
15.7K
$7.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
37+ 0.48% |
$9.77K - $11.8K
|
7.67K
$3.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
37+ 0.15% |
$9.77K - $11.8K
|
25.4K
$12M
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
37+ 0.38% |
$9.77K - $11.8K
|
9.86K
$4.66M
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
37+ 2.19% |
$9.77K - $11.8K
|
1.73K
$816K
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
BUY
|
- |
36+ 0.98% |
$9.5K - $11.5K
|
3.72K
$1.76M
|
|
|
Jan 31, 2023
Q4 2022
|
Muhlenkamp & CO Inc
|
BUY
|
- |
36+ 0.1% |
$9.5K - $11.5K
|
37.4K
$17.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
36+ 1.74% |
$9.5K - $11.5K
|
2.1K
$993K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
36+ 1.52% |
$9.5K - $11.5K
|
2.41K
$1.14M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
35+ 0.55% |
$9.24K - $11.2K
|
6.44K
$3.04M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
35+ 0.43% |
$9.24K - $11.2K
|
8.26K
$3.9M
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
35+ 2.45% |
$9.24K - $11.2K
|
1.46K
$691K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
35+ 0.53% |
$9.24K - $11.2K
|
6.64K
$3.14M
|
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
35+ 2.48% |
$9.24K - $11.2K
|
1.45K
$683K
|
|
|
Jan 09, 2023
Q4 2022
|
Value Partners Investments Inc.
|
BUY
|
- |
34+ 1.49% |
$8.98K - $10.8K
|
2.32K
$1.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
34+ 0.46% |
$8.98K - $10.8K
|
7.46K
$3.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.21% |
$8.98K - $10.8K
|
16.3K
$7.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
34+ 0.1% |
$8.98K - $10.8K
|
33.5K
$15.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
34+ 0.08% |
$8.98K - $10.8K
|
41.5K
$19.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
34+ 2.31% |
$8.98K - $10.8K
|
1.51K
$713K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
34+ 0.71% |
$8.98K - $10.8K
|
4.83K
$2.28M
|
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
32+ 2.15% |
$8.45K - $10.2K
|
1.52K
$718K
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
32+ 0.5% |
$8.45K - $10.2K
|
6.38K
$3.02M
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
30+ 0.36% |
$7.92K - $9.56K
|
8.25K
$3.9M
|