Purchases and Sales Made in Q1 2025 in Berkshire Hathaway Inc Class B (BRK-B)

BRK-B Quotes by TradingView

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 02, 2025 Q1 2025
Waller Financial Planning Group, Inc

BUY
 -
455
New
$201K - $243K
455 $221K
May 12, 2025 Q1 2025
Commons Capital, LLC

Needham, MA
BUY
 -
455
New
$201K - $243K
455 $221K
Apr 16, 2025 Q1 2025
Big Sur Wealth Management LLC

Miami, FL
BUY
 -
454
+ 3.97%
$201K - $243K
11.9K $5.77M
May 09, 2025 Q1 2025
One Degree Advisors Inc

San Diego, CA
BUY
 -
454
New
$201K - $243K
454 $220K
Apr 25, 2025 Q1 2025
Trademark Financial Management, LLC

Bloomington, MN
BUY
 -
453
New
$201K - $242K
453 $220K
May 15, 2025 Q1 2025
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
453
+ 4.28%
$201K - $242K
11K $5.35M
May 13, 2025 Q1 2025
Andina Capital Management, LLC

Lehi, UT
BUY
 -
452
New
$200K - $242K
452 $219K
Apr 07, 2025 Q1 2025
Howard Financial Services, Ltd.

BUY
 -
450
+ 3.36%
$199K - $241K
13.9K $6.72M
Apr 30, 2025 Q1 2025
Greater Midwest Financial Group, LLC

St. Paul, MN
BUY
 -
450
+ 5.73%
$199K - $241K
8.31K $4.03M
May 08, 2025 Q1 2025
Vestcor Inc

Fredericton, A3
BUY
 -
449
+ 1.8%
$199K - $240K
25.4K $12.3M
May 09, 2025 Q1 2025
Mitchell Capital Management CO

BUY
 -
445
+ 1.36%
$197K - $238K
33.1K $16.1M
Apr 30, 2025 Q1 2025
Wespac Advisors, LLC

BUY
 -
443
New
$196K - $237K
443 $215K
May 12, 2025 Q1 2025
Reynders Mc Veigh Capital Management, LLC

BUY
 -
442
+ 3.85%
$196K - $236K
11.9K $5.78M
Apr 11, 2025 Q1 2025
Littlejohn Financial Services, Inc.

Roseburg, OR
BUY
 -
440
New
$195K - $235K
440 $213K
May 15, 2025 Q1 2025
Palo Alto Wealth Advisors, LLC

Palo Alto, CA
BUY
 -
440
New
$195K - $235K
440 $213K
Apr 29, 2025 Q1 2025
Sutton Place Investors LLC

Katonah, NY
BUY
 -
439
+ 23.55%
$194K - $235K
2.3K $1.12M
May 02, 2025 Q1 2025
Kaye Capital Management

El Segundo, CA
BUY
 -
439
+ 5.14%
$194K - $235K
8.98K $4.35M
Apr 08, 2025 Q1 2025
Shearwater Capital LLC

BUY
 -
438
New
$194K - $234K
438 $212K
Apr 14, 2025 Q1 2025
Objectivity Squared, LLC

Charleston, SC
BUY
 -
438
New
$194K - $234K
438 $212K
Apr 15, 2025 Q1 2025
Mv Capital Management, Inc.

BUY
 -
438
+ 12.74%
$194K - $234K
3.88K $1.88M
Apr 30, 2025 Q1 2025
Linden Thomas Advisory Services, LLC

Charlotte, NC
BUY
 -
438
+ 7.72%
$194K - $234K
6.11K $2.97M
May 05, 2025 Q1 2025
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
437
New
$193K - $234K
437 $212K
May 07, 2025 Q1 2025
Schubert & CO

BUY
 -
437
New
$193K - $234K
437 $212K
Apr 18, 2025 Q1 2025
Lion Street Advisors, LLC

BUY
 -
436
+ 72.43%
$193K - $233K
1.04K $503K
Apr 23, 2025 Q1 2025
Alpha Financial Advisors, LLC

Charlotte, NC
BUY
 -
431
New
$191K - $230K
431 $209K
Apr 15, 2025 Q1 2025
Moseley Investment Management Inc

BUY
 -
430
+ 2.04%
$190K - $230K
21.5K $10.5M
Apr 15, 2025 Q1 2025
Strategic Equity Management

BUY
 -
430
New
$190K - $230K
430 $209K
Apr 28, 2025 Q1 2025
Heritage Oak Wealth Advisors LLC

Santa Rosa Beach, FL
BUY
 -
430
New
$190K - $230K
430 $209K
May 07, 2025 Q1 2025
Valued Retirements, Inc.

Houston, TX
BUY
 -
430
+ 83.5%
$190K - $230K
945 $458K
Apr 15, 2025 Q1 2025
Total Wealth Planning, LLC

BUY
 -
428
New
$189K - $229K
428 $208K
Apr 29, 2025 Q1 2025
Ceera Investments, LLC

Bellaire, TX
BUY
 -
428
New
$189K - $229K
428 $208K
May 15, 2025 Q1 2025
Beck Capital Management, LLC

Austin, TX
BUY
 -
428
New
$189K - $229K
428 $208K
Apr 29, 2025 Q1 2025
Quattro Financial Advisors LLC

BUY
 -
425
New
$188K - $227K
425 $206K
May 13, 2025 Q1 2025
Lowe Brockenbrough & CO Inc

BUY
 -
424
+ 6.2%
$188K - $227K
7.26K $3.52M
May 14, 2025 Q1 2025
Arista Wealth Management, LLC

Las Vegas, NV
BUY
 -
424
+ 27.89%
$188K - $227K
1.94K $943K
Apr 14, 2025 Q1 2025
City Center Advisors, LLC

Troy, MI
BUY
 -
422
New
$187K - $226K
422 $205K
May 02, 2025 Q1 2025
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
422
New
$187K - $226K
422 $205K
May 12, 2025 Q1 2025
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
422
+ 3.43%
$187K - $226K
12.7K $6.17M
May 20, 2025 Q1 2025
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
421
+ 34.76%
$186K - $225K
1.63K $792K
Apr 24, 2025 Q1 2025
Wall Street Financial Group, Inc.

Carlinville, IL
BUY
 -
420
New
$186K - $224K
420 $204K
May 09, 2025 Q1 2025
Cascade Wealth Advisors, Inc

Wenatchee, WA
BUY
 -
420
+ 84.0%
$186K - $224K
920 $446K
Apr 25, 2025 Q1 2025
Dean, Jacobson Financial Services, LLC

BUY
 -
419
New
$185K - $224K
419 $203K
May 14, 2025 Q1 2025
Svb Wealth LLC

Boston, MA
BUY
 -
419
+ 0.95%
$185K - $224K
44.5K $21.6M
Apr 16, 2025 Q1 2025
Morey & Quinn Wealth Partners, LLC

Omaha, NE
BUY
 -
418
+ 1.73%
$185K - $223K
24.5K $11.9M
Apr 23, 2025 Q1 2025
Vectors Research Management, LLC

New York, NY
BUY
 -
418
New
$185K - $223K
418 $203K
May 22, 2025 Q1 2025
Mattson Financial Services, LLC

Kentwood, MI
BUY
 -
418
+ 6.24%
$185K - $223K
7.12K $3.45M
May 13, 2025 Q1 2025
Elevatus Welath Management

Victor, NY
BUY
 -
416
+ 23.27%
$184K - $222K
2.2K $1.07M
Apr 14, 2025 Q1 2025
Miracle Mile Advisors, LLC

BUY
 -
415
+ 0.56%
$184K - $222K
74K $35.9M
Apr 14, 2025 Q1 2025
Michael A. Dubis Financial Planning, LLC

Middleton, WI
BUY
 -
414
New
$183K - $221K
414 $201K

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