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 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.1K+ 27.95% |
$489K - $590K
|
5.05K
$2.45M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
1.1KNew |
$488K - $590K
|
1.1K
$535K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
1.1K+ 34.84% |
$487K - $589K
|
4.26K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.1K+ 5.26% |
$487K - $589K
|
22.1K
$10.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.08K+ 19.87% |
$479K - $578K
|
6.53K
$3.17M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.08K+ 15.14% |
$479K - $578K
|
8.23K
$3.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.08KNew |
$479K - $578K
|
1.08K
$524K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
1.08K+ 10.87% |
$478K - $577K
|
11K
$5.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.07K+ 2.65% |
$473K - $571K
|
41.4K
$20.1M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.07K+ 8.06% |
$472K - $570K
|
14.3K
$6.93M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.07K+ 12.14% |
$472K - $570K
|
9.85K
$4.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
1.06K+ 2.47% |
$467K - $564K
|
43.7K
$21.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.05K+ 1.14% |
$467K - $563K
|
93.2K
$45.2M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.05K+ 58.07% |
$467K - $563K
|
2.87K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.05K+ 34.93% |
$465K - $561K
|
4.06K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Fortune 45 LLC
|
BUY
|
- |
1.03K+ 31.99% |
$457K - $552K
|
4.26K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 78.01% |
$455K - $550K
|
2.35K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.03K+ 84.47% |
$455K - $549K
|
2.25K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
1.03K+ 7.46% |
$454K - $548K
|
14.8K
$7.16M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.02K+ 25.04% |
$451K - $544K
|
5.08K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.02K+ 45.91% |
$450K - $543K
|
3.23K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1.02K+ 2.5% |
$449K - $543K
|
41.6K
$20.2M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.02K+ 6.6% |
$449K - $543K
|
16.4K
$7.95M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
1.01K+ 16.34% |
$448K - $541K
|
7.21K
$3.5M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.01K+ 8.09% |
$448K - $540K
|
13.5K
$6.55M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.01K+ 2.04% |
$447K - $540K
|
50.4K
$24.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.01K+ 10.8% |
$445K - $538K
|
10.3K
$5M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
1KNew |
$444K - $536K
|
1K
$486K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1K+ 17.69% |
$444K - $536K
|
6.67K
$3.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1K+ 22.94% |
$443K - $535K
|
5.36K
$2.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1KNew |
$443K - $535K
|
1K
$485K
|
|
|
May 12, 2025
Q1 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
999New |
$442K - $534K
|
999
$485K
|
|
|
Apr 21, 2025
Q1 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
995+ 12.46% |
$440K - $532K
|
8.98K
$4.36M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
993+ 4.85% |
$440K - $531K
|
21.5K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
988+ 11.19% |
$437K - $528K
|
9.82K
$4.76M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
980+ 20.9% |
$434K - $524K
|
5.67K
$2.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
976+ 10.36% |
$432K - $522K
|
10.4K
$5.04M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
973New |
$431K - $520K
|
973
$472K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
972+ 7.6% |
$430K - $520K
|
13.8K
$6.67M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
968+ 10.87% |
$428K - $517K
|
9.87K
$4.79M
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
964+ 168.83% |
$427K - $515K
|
1.54K
$744K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
963+ 7.48% |
$426K - $515K
|
13.8K
$6.71M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
955+ 1.32% |
$423K - $510K
|
73.5K
$35.6M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
953+ 15.6% |
$422K - $509K
|
7.06K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
950New |
$421K - $508K
|
950
$461K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
947+ 4.51% |
$419K - $506K
|
21.9K
$10.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
934+ 8.61% |
$413K - $499K
|
11.8K
$5.71M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
923+ 8.01% |
$409K - $493K
|
12.4K
$6.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
922+ 11.3% |
$408K - $493K
|
9.08K
$4.41M
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
919New |
$407K - $491K
|
919
$446K
|