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 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
1.84K+ 30.42% |
$815K - $984K
|
7.89K
$3.83M
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
1.83K+ 3.98% |
$811K - $980K
|
47.9K
$23.3M
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.83K+ 304.32% |
$811K - $979K
|
2.43K
$1.18M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.83K+ 4.52% |
$809K - $977K
|
42.3K
$20.5M
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1.82KNew |
$807K - $974K
|
1.82K
$884K
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.78K+ 0.53% |
$789K - $953K
|
335K
$163M
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.78K+ 5.45% |
$786K - $949K
|
34.4K
$16.7M
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.78K+ 3.68% |
$786K - $949K
|
50K
$24.3M
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.76K+ 170.41% |
$780K - $942K
|
2.8K
$1.36M
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.76K+ 16.41% |
$777K - $938K
|
12.5K
$6.04M
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.76K+ 24.33% |
$777K - $938K
|
8.97K
$4.35M
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.75K+ 8.79% |
$773K - $934K
|
21.6K
$10.5M
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.74K+ 9.78% |
$770K - $930K
|
19.5K
$9.47M
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.74K+ 2.59% |
$770K - $930K
|
68.9K
$33.4M
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.72K+ 1.44% |
$763K - $922K
|
121K
$58.8M
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.72K+ 31.81% |
$760K - $917K
|
7.11K
$3.45M
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
1.7KNew |
$754K - $911K
|
1.7K
$826K
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.7K+ 2.45% |
$750K - $906K
|
70.9K
$34.4M
|
|
May 14, 2025
Q1 2025
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
1.69KNew |
$749K - $905K
|
1.69K
$821K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.68K+ 379.91% |
$745K - $900K
|
2.13K
$1.03M
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.67K+ 11.5% |
$739K - $892K
|
16.2K
$7.85M
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.65K+ 0.27% |
$732K - $884K
|
609K
$295M
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.65K+ 10.2% |
$730K - $881K
|
17.8K
$8.64M
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
1.65KNew |
$729K - $880K
|
1.65K
$799K
|
|
Apr 30, 2025
Q1 2025
|
Investment Management Associates Inc
|
BUY
|
- |
1.65K+ 16.4% |
$728K - $879K
|
11.7K
$5.66M
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.64K+ 53.18% |
$726K - $876K
|
4.72K
$2.29M
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
1.64K+ 169.99% |
$725K - $875K
|
2.6K
$1.26M
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.64K+ 31.43% |
$724K - $874K
|
6.84K
$3.32M
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.64K+ 3.8% |
$724K - $874K
|
44.7K
$21.7M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.64K+ 0.39% |
$724K - $874K
|
421K
$204M
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.63K+ 20.25% |
$723K - $873K
|
9.7K
$4.7M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.62K+ 4.98% |
$717K - $865K
|
34.1K
$16.5M
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
1.6K+ 45.93% |
$710K - $857K
|
5.1K
$2.47M
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.6K+ 71.43% |
$710K - $857K
|
3.85K
$1.87M
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
1.6K+ 2.1% |
$710K - $857K
|
77.8K
$37.7M
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.6K+ 6.33% |
$709K - $856K
|
26.9K
$13M
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
1.6K+ 28.31% |
$709K - $856K
|
7.26K
$3.52M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.6K+ 6.85% |
$707K - $854K
|
24.9K
$12.1M
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.59K+ 35.39% |
$706K - $852K
|
6.1K
$2.96M
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
1.59K+ 236.85% |
$706K - $852K
|
2.27K
$1.1M
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.58KNew |
$701K - $847K
|
1.58K
$768K
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.58K+ 16.91% |
$701K - $846K
|
10.9K
$5.31M
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.58K+ 2.45% |
$699K - $845K
|
66.1K
$32.1M
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.58K+ 5.75% |
$697K - $842K
|
29K
$14.1M
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
1.57K+ 4.57% |
$696K - $840K
|
35.9K
$17.4M
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.56K+ 16.01% |
$691K - $834K
|
11.3K
$5.49M
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 17.11% |
$687K - $830K
|
10.6K
$5.15M
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.55K+ 25.67% |
$687K - $830K
|
7.6K
$3.69M
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.55K+ 163.49% |
$684K - $826K
|
2.49K
$1.21M
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
1.54K+ 45.68% |
$680K - $822K
|
4.9K
$2.38M
|