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 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
1.54K+ 29.42% |
$679K - $820K
|
6.75K
$3.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
1.53K+ 10.99% |
$679K - $820K
|
15.5K
$7.51M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.53K+ 8.12% |
$675K - $816K
|
20.3K
$9.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.52K+ 23.37% |
$674K - $814K
|
8.04K
$3.9M
|
|
|
May 14, 2025
Q1 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
1.52KNew |
$672K - $811K
|
1.52K
$736K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.51K+ 4.8% |
$670K - $809K
|
33.1K
$16M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.51K+ 58.42% |
$670K - $809K
|
4.1K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
1.5K+ 27.11% |
$664K - $802K
|
7.03K
$3.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.49K+ 6.94% |
$660K - $796K
|
23K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Progressive Investment Management Corp
|
BUY
|
- |
1.49K+ 89.64% |
$659K - $795K
|
3.15K
$1.53M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.48K+ 2.53% |
$657K - $793K
|
60.1K
$29.1M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1.48K+ 2.28% |
$655K - $791K
|
66.4K
$32.2M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.47K+ 2.86% |
$652K - $788K
|
53K
$25.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.47K+ 2.42% |
$652K - $787K
|
62.4K
$30.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.46K+ 1.68% |
$645K - $778K
|
88.3K
$42.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.45K+ 50.17% |
$641K - $773K
|
4.33K
$2.1M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
1.44KNew |
$639K - $772K
|
1.44K
$700K
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
1.44K+ 5.69% |
$636K - $768K
|
26.7K
$13M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
1.43K+ 3.9% |
$633K - $764K
|
38.1K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.42K+ 29.38% |
$629K - $760K
|
6.26K
$3.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.41K+ 3.85% |
$625K - $755K
|
38.1K
$18.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.41K+ 66.04% |
$625K - $755K
|
3.55K
$1.72M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.41K+ 670.95% |
$624K - $753K
|
1.62K
$785K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.41K+ 44.08% |
$623K - $752K
|
4.6K
$2.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.4K+ 0.95% |
$621K - $750K
|
150K
$72.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.4K+ 71.36% |
$620K - $748K
|
3.36K
$1.63M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.4K+ 12.9% |
$619K - $748K
|
12.2K
$5.94M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.4K+ 4.8% |
$619K - $747K
|
30.5K
$14.8M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.38K+ 0.79% |
$613K - $740K
|
176K
$85.4M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.38K+ 1.99% |
$612K - $739K
|
70.8K
$34.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
1.38K+ 837.58% |
$612K - $739K
|
1.55K
$750K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.38K+ 26.04% |
$611K - $738K
|
6.69K
$3.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.37KNew |
$605K - $731K
|
1.37K
$663K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.37K+ 11.26% |
$604K - $730K
|
13.5K
$6.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.37K+ 1.72% |
$604K - $730K
|
80.9K
$39.2M
|
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
1.36KNew |
$602K - $726K
|
1.36K
$659K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.35K+ 6.0% |
$598K - $723K
|
23.9K
$11.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
1.35K+ 12.24% |
$598K - $722K
|
12.4K
$6M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.35K+ 13.1% |
$598K - $722K
|
11.7K
$5.65M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.35K+ 0.49% |
$598K - $722K
|
279K
$135M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.33K+ 0.45% |
$590K - $713K
|
296K
$144M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.33K+ 12.51% |
$590K - $713K
|
12K
$5.82M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.33K+ 95.96% |
$589K - $711K
|
2.72K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
1.33K+ 65.37% |
$589K - $711K
|
3.37K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
1.33K+ 47.67% |
$587K - $709K
|
4.11K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.32K+ 11.21% |
$586K - $708K
|
13.1K
$6.37M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.32K+ 7.92% |
$582K - $703K
|
17.9K
$8.7M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.31K+ 4.51% |
$581K - $701K
|
30.4K
$14.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.31K+ 16.1% |
$580K - $700K
|
9.45K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
Blackstone Inc
New York, NY |
BUY
|
- |
1.31KNew |
$579K - $699K
|
1.31K
$634K
|