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 |
---|---|---|---|---|---|---|---|
Jan 19, 2023
Q4 2022
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-48- 11.16% |
$12.7K - $15.3K
|
382
$183K
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
SELL
|
- |
-48- 1.81% |
$12.7K - $15.3K
|
2.6K
$1.25M
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
SELL
|
- |
-48- 1.39% |
$12.7K - $15.3K
|
3.41K
$1.63M
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-48- 5.56% |
$12.7K - $15.3K
|
816
$391K
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-49- 1.08% |
$12.9K - $15.6K
|
4.48K
$2.15M
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-49- 1.44% |
$12.9K - $15.6K
|
3.36K
$1.61M
|
|
Jan 17, 2023
Q4 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-50- 1.03% |
$13.2K - $15.9K
|
4.82K
$2.31M
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-50- 1.73% |
$13.2K - $15.9K
|
2.84K
$1.36M
|
|
Jan 23, 2023
Q4 2022
|
Winslow Asset Management Inc
|
SELL
|
- |
-50- 2.53% |
$13.2K - $15.9K
|
1.93K
$925K
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-50- 1.48% |
$13.2K - $15.9K
|
3.32K
$1.59M
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-50- 1.65% |
$13.2K - $15.9K
|
2.98K
$1.43M
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-50- 0.77% |
$13.2K - $15.9K
|
6.42K
$3.08M
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-50- 4.88% |
$13.2K - $15.9K
|
975
$468K
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-50- 5.82% |
$13.2K - $15.9K
|
809
$388K
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-50- 0.88% |
$13.2K - $15.9K
|
5.66K
$2.72M
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-50- 4.74% |
$13.2K - $15.9K
|
1.01K
$482K
|
|
Feb 10, 2023
Q4 2022
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-50- 4.88% |
$13.2K - $15.9K
|
975
$468K
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-50- 3.71% |
$13.2K - $15.9K
|
1.3K
$623K
|
|
Feb 10, 2023
Q4 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-50- 0.39% |
$13.2K - $15.9K
|
12.9K
$6.18M
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-50- 0.41% |
$13.2K - $15.9K
|
12.3K
$5.89M
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-50- 0.84% |
$13.2K - $15.9K
|
5.9K
$2.83M
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-50- 0.08% |
$13.2K - $15.9K
|
59.3K
$28.4M
|
|
Feb 03, 2023
Q4 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-51- 0.34% |
$13.5K - $16.2K
|
14.9K
$7.15M
|
|
Feb 13, 2023
Q4 2022
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-51- 4.57% |
$13.5K - $16.2K
|
1.07K
$511K
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-52- 3.77% |
$13.7K - $16.6K
|
1.33K
$636K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-52- 0.67% |
$13.7K - $16.6K
|
7.67K
$3.68M
|
|
Feb 13, 2023
Q4 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-52- 0.07% |
$13.7K - $16.6K
|
76K
$36.5M
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-53- 0.63% |
$14K - $16.9K
|
8.42K
$4.04M
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-53- 0.3% |
$14K - $16.9K
|
17.5K
$8.41M
|
|
Jan 20, 2023
Q4 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-53- 2.57% |
$14K - $16.9K
|
2.01K
$964K
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-54- 0.76% |
$14.3K - $17.2K
|
7.02K
$3.37M
|
|
Feb 28, 2023
Q4 2022
|
Bull Street Advisors, LLC
|
SELL
|
- |
-54- 0.52% |
$14.3K - $17.2K
|
10.2K
$4.91M
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-54- 1.35% |
$14.3K - $17.2K
|
3.95K
$1.9M
|
|
Jan 18, 2023
Q4 2022
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-55- 0.3% |
$14.5K - $17.5K
|
18.6K
$8.91M
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-55- 1.25% |
$14.5K - $17.5K
|
4.35K
$2.09M
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-55- 3.07% |
$14.5K - $17.5K
|
1.73K
$832K
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-55- 0.8% |
$14.5K - $17.5K
|
6.86K
$3.29M
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
SELL
|
- |
-55- 0.39% |
$14.5K - $17.5K
|
14.1K
$6.76M
|
|
Feb 10, 2023
Q4 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-55- 0.15% |
$14.5K - $17.5K
|
37.6K
$18.1M
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-55- 0.52% |
$14.5K - $17.5K
|
10.6K
$5.06M
|
|
Feb 14, 2023
Q4 2022
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-56- 0.07% |
$14.8K - $17.8K
|
85.5K
$41M
|
|
Jan 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-56- 1.37% |
$14.8K - $17.8K
|
4.02K
$1.93M
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
SELL
|
- |
-56- 2.98% |
$14.8K - $17.8K
|
1.82K
$874K
|
|
Jan 19, 2023
Q4 2022
|
Brave Asset Management Inc
|
SELL
|
- |
-57- 0.83% |
$15K - $18.2K
|
6.8K
$3.26M
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-57- 3.98% |
$15K - $18.2K
|
1.37K
$659K
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-58- 2.73% |
$15.3K - $18.5K
|
2.06K
$990K
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-58- 2.98% |
$15.3K - $18.5K
|
1.89K
$906K
|
|
Feb 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-58- 0.53% |
$15.3K - $18.5K
|
10.8K
$5.2M
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-58- 0.86% |
$15.3K - $18.5K
|
6.68K
$3.2M
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-59- 7.78% |
$15.6K - $18.8K
|
699
$335K
|