Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
2.33KNew |
$1.03M - $1.25M
|
2.33K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
2.31K+ 1.92% |
$1.02M - $1.24M
|
123K
$59.5M
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
2.3K+ 158.85% |
$1.02M - $1.23M
|
3.74K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2.3KNew |
$1.02M - $1.23M
|
2.3K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2.29K+ 12.99% |
$1.01M - $1.22M
|
19.9K
$9.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.28K+ 73.37% |
$1.01M - $1.22M
|
5.39K
$2.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.26K+ 34.57% |
$1M - $1.21M
|
8.81K
$4.27M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.26K+ 5.33% |
$1M - $1.21M
|
44.7K
$21.7M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
2.25KNew |
$996K - $1.2M
|
2.25K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
2.25K+ 7.27% |
$995K - $1.2M
|
33.2K
$16.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.24K+ 5.79% |
$993K - $1.2M
|
41K
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.24K+ 52.09% |
$993K - $1.2M
|
6.55K
$3.18M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
2.24K+ 12.37% |
$993K - $1.2M
|
20.4K
$9.88M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.24K+ 22.44% |
$992K - $1.2M
|
12.2K
$5.93M
|
|
|
May 15, 2025
Q1 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2.23KNew |
$985K - $1.19M
|
2.23K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.2K+ 3.46% |
$973K - $1.18M
|
65.7K
$31.9M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.2K+ 13.74% |
$972K - $1.17M
|
18.2K
$8.81M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.19K+ 3.99% |
$969K - $1.17M
|
57K
$27.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
2.19KNew |
$968K - $1.17M
|
2.19K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.17K+ 7.14% |
$958K - $1.16M
|
32.5K
$15.8M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.16K+ 14.33% |
$955K - $1.15M
|
17.2K
$8.35M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
2.13K+ 90.96% |
$945K - $1.14M
|
4.48K
$2.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.12K+ 195.2% |
$937K - $1.13M
|
3.2K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
BUY
|
- |
2.1K+ 91.9% |
$930K - $1.12M
|
4.39K
$2.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.1K+ 205.8% |
$927K - $1.12M
|
3.11K
$1.51M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.09K+ 24.5% |
$926K - $1.12M
|
10.6K
$5.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.09K+ 3.77% |
$925K - $1.12M
|
57.6K
$27.9M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.08K+ 28.9% |
$923K - $1.11M
|
9.3K
$4.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.08K+ 77.65% |
$921K - $1.11M
|
4.76K
$2.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.07K+ 10.44% |
$915K - $1.11M
|
21.9K
$10.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.06K+ 21.15% |
$911K - $1.1M
|
11.8K
$5.72M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.04K+ 6.56% |
$903K - $1.09M
|
33.1K
$16.1M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.04K+ 12.37% |
$902K - $1.09M
|
18.5K
$8.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
2.03K+ 16.95% |
$899K - $1.09M
|
14K
$6.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.02K+ 88.46% |
$893K - $1.08M
|
4.3K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.01K+ 14.81% |
$891K - $1.08M
|
15.6K
$7.57M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2K+ 5.3% |
$885K - $1.07M
|
39.7K
$19.3M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
2K+ 33.49% |
$883K - $1.07M
|
7.95K
$3.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.99K+ 19.93% |
$880K - $1.06M
|
12K
$5.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.99K+ 1.81% |
$879K - $1.06M
|
111K
$54M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
1.98KNew |
$878K - $1.06M
|
1.98K
$962K
|
|
|
Apr 23, 2025
Q1 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
1.98K+ 8.11% |
$877K - $1.06M
|
26.4K
$12.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.98K+ 4.83% |
$876K - $1.06M
|
42.9K
$20.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.96K+ 3.65% |
$867K - $1.05M
|
55.6K
$27M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.95KNew |
$863K - $1.04M
|
1.95K
$946K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
1.94K+ 0.84% |
$858K - $1.04M
|
232K
$113M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
1.93K+ 43.89% |
$856K - $1.03M
|
6.34K
$3.07M
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
1.92K+ 23.02% |
$848K - $1.02M
|
10.2K
$4.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
1.9K+ 2.48% |
$839K - $1.01M
|
78.2K
$37.9M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.89K+ 3.27% |
$837K - $1.01M
|
59.7K
$29M
|