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 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
793+ 1.67% |
$351K - $424K
|
48.4K
$23.5M
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
793New |
$351K - $424K
|
793
$385K
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
791+ 33.73% |
$350K - $423K
|
3.14K
$1.52M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
790+ 4.82% |
$350K - $422K
|
17.2K
$8.33M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
790+ 12.09% |
$350K - $422K
|
7.33K
$3.55M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
789New |
$349K - $422K
|
789
$383K
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
789+ 28.22% |
$349K - $422K
|
3.59K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
788+ 133.79% |
$349K - $421K
|
1.38K
$668K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
787+ 11.32% |
$348K - $421K
|
7.74K
$3.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
785+ 153.02% |
$347K - $420K
|
1.3K
$630K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
780+ 2.81% |
$345K - $417K
|
28.6K
$13.9M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
778+ 1.38% |
$344K - $416K
|
57.2K
$27.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
775+ 24.46% |
$343K - $414K
|
3.94K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
775+ 3.06% |
$343K - $414K
|
26.1K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
771+ 21.13% |
$341K - $412K
|
4.42K
$2.14M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
770+ 37.69% |
$341K - $412K
|
2.81K
$1.36M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
770+ 1.54% |
$341K - $412K
|
50.8K
$24.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
767+ 4.18% |
$340K - $410K
|
19.1K
$9.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
763+ 12.49% |
$338K - $408K
|
6.87K
$3.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
762+ 1.01% |
$337K - $407K
|
76.2K
$36.9M
|
|
|
May 02, 2025
Q1 2025
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
762New |
$337K - $407K
|
762
$370K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
761+ 1.17% |
$337K - $407K
|
65.8K
$31.9M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
761New |
$337K - $407K
|
761
$369K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
757+ 0.78% |
$335K - $405K
|
97.9K
$47.5M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
754+ 1.79% |
$334K - $403K
|
43K
$20.8M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
753+ 0.3% |
$333K - $402K
|
255K
$123M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
753+ 128.72% |
$333K - $402K
|
1.34K
$649K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
750+ 3.47% |
$332K - $401K
|
22.4K
$10.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
749+ 14.63% |
$332K - $400K
|
5.87K
$2.85M
|
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
748New |
$331K - $400K
|
748
$363K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
748+ 15.69% |
$331K - $400K
|
5.52K
$2.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
745+ 49.31% |
$330K - $398K
|
2.26K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
741+ 0.51% |
$328K - $396K
|
147K
$71.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
736+ 1.27% |
$326K - $393K
|
58.9K
$28.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
733+ 15.81% |
$324K - $392K
|
5.37K
$2.6M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
730+ 6.98% |
$323K - $390K
|
11.2K
$5.43M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
728+ 1.62% |
$322K - $389K
|
45.6K
$22.1M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
722+ 21.17% |
$320K - $386K
|
4.13K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
721New |
$319K - $385K
|
721
$350K
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
720New |
$319K - $385K
|
720
$349K
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
720+ 86.43% |
$319K - $385K
|
1.55K
$753K
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
718New |
$318K - $384K
|
718
$348K
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
717New |
$317K - $383K
|
717
$348K
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
716+ 4.21% |
$317K - $383K
|
17.7K
$8.59M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
714+ 2.69% |
$316K - $382K
|
27.3K
$13.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
712+ 11.63% |
$315K - $381K
|
6.83K
$3.31M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
711+ 63.31% |
$315K - $380K
|
1.83K
$889K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
710+ 20.1% |
$314K - $380K
|
4.24K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
709+ 1.5% |
$314K - $379K
|
48.1K
$23.3M
|
|
|
May 06, 2025
Q1 2025
|
Davis Rea Ltd.
|
BUY
|
- |
707+ 153.7% |
$313K - $378K
|
1.17K
$566K
|