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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.3K+ 4.27% |
$577K - $697K
|
31.8K
$15.4M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.3K+ 290.42% |
$577K - $697K
|
1.75K
$850K
|
|
|
May 15, 2025
Q1 2025
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
1.3K+ 42.01% |
$576K - $696K
|
4.4K
$2.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.3K+ 11.68% |
$574K - $693K
|
12.4K
$6.01M
|
|
|
May 15, 2025
Q1 2025
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
1.3K+ 0.54% |
$574K - $693K
|
239K
$116M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.29K+ 36.83% |
$572K - $691K
|
4.8K
$2.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.29K+ 10.03% |
$572K - $691K
|
14.2K
$6.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.29K+ 14.08% |
$571K - $690K
|
10.4K
$5.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.29K+ 11.47% |
$571K - $689K
|
12.5K
$6.08M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.27K+ 17.1% |
$564K - $681K
|
8.72K
$4.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.27K+ 7.12% |
$562K - $679K
|
19.1K
$9.26M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
1.27KNew |
$562K - $679K
|
1.27K
$616K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.27K+ 5.12% |
$562K - $678K
|
26.1K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
1.26KNew |
$556K - $671K
|
1.26K
$609K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.25K+ 45.46% |
$555K - $670K
|
4.01K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.25K+ 72.9% |
$552K - $667K
|
2.96K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
1.23K+ 75.66% |
$545K - $658K
|
2.86K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.23K+ 136.83% |
$543K - $655K
|
2.12K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
1.22K+ 1.0% |
$539K - $651K
|
123K
$59.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.21K+ 3.84% |
$537K - $648K
|
32.8K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.21K+ 2.12% |
$536K - $647K
|
58.3K
$28.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.21KNew |
$534K - $645K
|
1.21K
$585K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
1.2K+ 10.69% |
$533K - $644K
|
12.5K
$6.05M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.2K+ 62.56% |
$533K - $643K
|
3.13K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.19K+ 11.46% |
$529K - $638K
|
11.6K
$5.63M
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
1.19KNew |
$528K - $638K
|
1.19K
$579K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 6.83% |
$527K - $637K
|
18.6K
$9.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.18K+ 1.62% |
$521K - $630K
|
73.7K
$35.7M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 8.38% |
$521K - $630K
|
15.2K
$7.39M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.18KNew |
$521K - $630K
|
1.18K
$571K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.18K+ 6.15% |
$521K - $629K
|
20.3K
$9.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.17K+ 1.73% |
$517K - $625K
|
68.6K
$33.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
1.17KNew |
$517K - $624K
|
1.17K
$566K
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.17K+ 1.18% |
$516K - $623K
|
100K
$48.7M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.16K+ 2.79% |
$514K - $621K
|
42.8K
$20.8M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.16K+ 23.63% |
$511K - $617K
|
6.04K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.15KNew |
$511K - $617K
|
1.15K
$560K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.15K+ 7.5% |
$510K - $616K
|
16.5K
$8.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.15K+ 12.18% |
$508K - $614K
|
10.6K
$5.13M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.15K+ 60.1% |
$508K - $614K
|
3.06K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.15K+ 8.47% |
$507K - $613K
|
14.7K
$7.12M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.14K+ 10.51% |
$506K - $610K
|
12K
$5.82M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.13K+ 7.51% |
$502K - $606K
|
16.2K
$7.86M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.13K+ 88.93% |
$498K - $601K
|
2.39K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
1.12K+ 3.38% |
$496K - $599K
|
34.2K
$16.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.12K+ 40.92% |
$494K - $596K
|
3.84K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
1.11K+ 20.71% |
$493K - $595K
|
6.49K
$3.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.11K+ 18.42% |
$491K - $593K
|
7.14K
$3.46M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.11K+ 13.06% |
$491K - $593K
|
9.61K
$4.66M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.11K+ 9.64% |
$490K - $592K
|
12.6K
$6.11M
|