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 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
706+ 14.52% |
$313K - $377K
|
5.57K
$2.7M
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
706+ 8.93% |
$313K - $377K
|
8.61K
$4.17M
|
|
May 12, 2025
Q1 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
705+ 5.0% |
$312K - $377K
|
14.8K
$7.18M
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
BUY
|
- |
704+ 3.25% |
$312K - $376K
|
22.4K
$10.8M
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
702+ 10.52% |
$311K - $375K
|
7.38K
$3.58M
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
700+ 10.61% |
$310K - $374K
|
7.3K
$3.54M
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
699+ 132.14% |
$309K - $374K
|
1.23K
$596K
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
697+ 4.39% |
$309K - $373K
|
16.6K
$8.04M
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
696+ 7.82% |
$308K - $372K
|
9.6K
$4.66M
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
696+ 3.23% |
$308K - $372K
|
22.2K
$10.8M
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
693+ 4.23% |
$307K - $370K
|
17.1K
$8.29M
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
693+ 32.14% |
$307K - $370K
|
2.85K
$1.38M
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
688+ 11.88% |
$305K - $368K
|
6.48K
$3.14M
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
687+ 6.61% |
$304K - $367K
|
11.1K
$5.38M
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
685+ 10.75% |
$303K - $366K
|
7.06K
$3.42M
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
683+ 1.8% |
$302K - $365K
|
38.7K
$18.8M
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
680+ 23.14% |
$301K - $363K
|
3.62K
$1.75M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
678+ 2.34% |
$300K - $362K
|
29.7K
$14.4M
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
676+ 139.67% |
$299K - $361K
|
1.16K
$563K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
676+ 1.67% |
$299K - $361K
|
41K
$19.9M
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
675+ 3.94% |
$299K - $361K
|
17.8K
$8.65M
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
673+ 5.38% |
$298K - $360K
|
13.2K
$6.39M
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
669+ 1.33% |
$296K - $358K
|
50.8K
$24.6M
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
668New |
$296K - $357K
|
668
$324K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
667+ 2.45% |
$295K - $357K
|
27.9K
$13.5M
|
|
Apr 09, 2025
Q1 2025
|
Qv Investors Inc.
|
BUY
|
- |
665+ 6.29% |
$294K - $355K
|
11.2K
$5.45M
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
663+ 11.79% |
$293K - $354K
|
6.29K
$3.05M
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
662+ 6.23% |
$293K - $354K
|
11.3K
$5.47M
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
661+ 10.41% |
$293K - $353K
|
7.01K
$3.4M
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
659New |
$292K - $352K
|
659
$320K
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
658+ 8.67% |
$291K - $352K
|
8.24K
$4M
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
654New |
$289K - $350K
|
654
$317K
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
653+ 0.85% |
$289K - $349K
|
77.6K
$37.6M
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
648+ 0.36% |
$287K - $346K
|
179K
$86.6M
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
637+ 2.98% |
$282K - $340K
|
22K
$10.7M
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
633+ 19.7% |
$280K - $338K
|
3.85K
$1.87M
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
632+ 30.77% |
$280K - $338K
|
2.69K
$1.3M
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
631+ 3.87% |
$279K - $337K
|
16.9K
$8.21M
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
630+ 23.51% |
$279K - $337K
|
3.31K
$1.61M
|
|
May 01, 2025
Q1 2025
|
Elite Wealth Management, Inc.
|
BUY
|
- |
628New |
$278K - $336K
|
628
$305K
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
627+ 14.06% |
$278K - $335K
|
5.09K
$2.47M
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
625+ 16.97% |
$277K - $334K
|
4.31K
$2.09M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
621+ 49.56% |
$275K - $332K
|
1.87K
$909K
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
621+ 3.71% |
$275K - $332K
|
17.4K
$8.42M
|
|
May 14, 2025
Q1 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
621New |
$275K - $332K
|
621
$301K
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
618+ 1.79% |
$274K - $330K
|
35.1K
$17M
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
617+ 7.27% |
$273K - $330K
|
9.11K
$4.42M
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
617New |
$273K - $330K
|
617
$299K
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
617+ 2.2% |
$273K - $330K
|
28.7K
$13.9M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
616+ 44.03% |
$273K - $329K
|
2.02K
$977K
|