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 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
517+ 28.8% |
$229K - $276K
|
2.31K
$1.12M
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
516+ 5.64% |
$228K - $276K
|
9.67K
$4.69M
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
515+ 21.59% |
$228K - $275K
|
2.9K
$1.41M
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
515+ 14.73% |
$228K - $275K
|
4.01K
$1.95M
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
515+ 0.7% |
$228K - $275K
|
74.1K
$35.9M
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
BUY
|
- |
514+ 2.54% |
$228K - $275K
|
20.7K
$10M
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
514+ 67.01% |
$228K - $275K
|
1.28K
$621K
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
512+ 9.8% |
$227K - $274K
|
5.74K
$2.78M
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
511+ 1.91% |
$226K - $273K
|
27.2K
$13.2M
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
509+ 22.38% |
$225K - $272K
|
2.78K
$1.35M
|
|
Apr 11, 2025
Q1 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
508+ 3.29% |
$225K - $272K
|
15.9K
$7.73M
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
508New |
$225K - $272K
|
508
$246K
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
505+ 7.49% |
$224K - $270K
|
7.25K
$3.51M
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
504+ 26.97% |
$223K - $269K
|
2.37K
$1.15M
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
503+ 23.83% |
$223K - $269K
|
2.61K
$1.27M
|
|
Jul 14, 2025
Q1 2025
|
Strategic Planning, Inc.
Columbus, OH |
BUY
|
- |
502New |
$222K - $268K
|
502
$243K
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
501New |
$222K - $268K
|
501
$243K
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
500+ 25.83% |
$221K - $267K
|
2.44K
$1.18M
|
|
Apr 24, 2025
Q1 2025
|
Sicart Associates LLC
|
BUY
|
- |
500New |
$221K - $267K
|
500
$243K
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
500+ 40.72% |
$221K - $267K
|
1.73K
$838K
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
498+ 16.41% |
$220K - $266K
|
3.53K
$1.71M
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
497+ 53.5% |
$220K - $266K
|
1.43K
$692K
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
496New |
$220K - $265K
|
496
$241K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
495+ 3.81% |
$219K - $265K
|
13.5K
$6.54M
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
495+ 45.75% |
$219K - $265K
|
1.58K
$765K
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
493+ 7.11% |
$218K - $264K
|
7.43K
$3.6M
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
491+ 2.08% |
$217K - $262K
|
24.1K
$11.7M
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
491+ 30.31% |
$217K - $262K
|
2.11K
$1.02M
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
486+ 18.66% |
$215K - $260K
|
3.09K
$1.5M
|
|
May 08, 2025
Q1 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
486New |
$215K - $260K
|
486
$236K
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
486New |
$215K - $260K
|
486
$236K
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
485+ 7.76% |
$215K - $259K
|
6.73K
$3.27M
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
481+ 3.04% |
$213K - $257K
|
16.3K
$7.91M
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
481New |
$213K - $257K
|
481
$233K
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
481New |
$213K - $257K
|
481
$233K
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
477New |
$211K - $255K
|
477
$231K
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
473+ 11.87% |
$209K - $253K
|
4.46K
$2.16M
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
473New |
$209K - $253K
|
473
$229K
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
472+ 0.69% |
$209K - $252K
|
69.2K
$33.5M
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
466+ 3.89% |
$206K - $249K
|
12.5K
$6.04M
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
466+ 27.32% |
$206K - $249K
|
2.17K
$1.05M
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
466+ 48.54% |
$206K - $249K
|
1.43K
$692K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
463+ 23.84% |
$205K - $247K
|
2.41K
$1.17M
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
461+ 1.77% |
$204K - $246K
|
26.5K
$12.9M
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
461+ 23.95% |
$204K - $246K
|
2.39K
$1.16M
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
461New |
$204K - $246K
|
461
$224K
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
459New |
$203K - $245K
|
459
$223K
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
457New |
$202K - $244K
|
457
$222K
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
457New |
$202K - $244K
|
457
$222K
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
456+ 2.91% |
$202K - $244K
|
16.1K
$7.81M
|