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 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
383+ 17.28% |
$170K - $205K
|
2.6K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
383+ 19.67% |
$170K - $205K
|
2.33K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
382+ 1.84% |
$169K - $204K
|
21.2K
$10.3M
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
382+ 16.28% |
$169K - $204K
|
2.73K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
380New |
$168K - $203K
|
380
$184K
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
379+ 20.23% |
$168K - $203K
|
2.25K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
379New |
$168K - $203K
|
379
$184K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
379+ 54.93% |
$168K - $203K
|
1.07K
$518K
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
379New |
$168K - $203K
|
379
$184K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
377+ 24.95% |
$167K - $202K
|
1.89K
$916K
|
|
|
May 12, 2025
Q1 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
377New |
$167K - $202K
|
377
$183K
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
377New |
$167K - $202K
|
377
$183K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
376New |
$166K - $201K
|
376
$182K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
375+ 51.3% |
$166K - $200K
|
1.11K
$536K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
375+ 3.76% |
$166K - $200K
|
10.4K
$5.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
373+ 2.22% |
$165K - $199K
|
17.1K
$8.32M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
372+ 5.33% |
$165K - $199K
|
7.35K
$3.57M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
372+ 2.43% |
$165K - $199K
|
15.7K
$7.62M
|
|
|
May 13, 2025
Q1 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
370+ 10.72% |
$164K - $198K
|
3.82K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
364+ 9.99% |
$161K - $195K
|
4.01K
$1.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
363+ 11.07% |
$161K - $194K
|
3.64K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
362+ 20.34% |
$160K - $193K
|
2.14K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
360+ 0.62% |
$159K - $192K
|
58.6K
$28.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
359+ 1.02% |
$159K - $192K
|
35.4K
$17.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
358+ 4.31% |
$158K - $191K
|
8.66K
$4.2M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
357+ 13.63% |
$158K - $191K
|
2.98K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
357+ 0.95% |
$158K - $191K
|
37.8K
$18.3M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
356+ 7.79% |
$158K - $190K
|
4.93K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
355+ 9.12% |
$157K - $190K
|
4.25K
$2.06M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
354+ 5.89% |
$157K - $189K
|
6.36K
$3.09M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
354+ 1.8% |
$157K - $189K
|
20K
$9.72M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
352+ 3.38% |
$156K - $188K
|
10.8K
$5.22M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
351+ 0.45% |
$155K - $188K
|
77.8K
$37.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
351+ 1.34% |
$155K - $188K
|
26.5K
$12.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
351+ 10.87% |
$155K - $188K
|
3.58K
$1.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
350+ 3.37% |
$155K - $187K
|
10.7K
$5.2M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
349+ 4.74% |
$154K - $187K
|
7.72K
$3.74M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
345+ 30.26% |
$153K - $184K
|
1.49K
$720K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
344+ 28.71% |
$152K - $184K
|
1.54K
$748K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
344+ 1.89% |
$152K - $184K
|
18.5K
$8.99M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
343+ 35.92% |
$152K - $183K
|
1.3K
$630K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
342+ 8.7% |
$151K - $183K
|
4.27K
$2.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
340+ 3.95% |
$151K - $182K
|
8.95K
$4.34M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
339+ 21.54% |
$150K - $181K
|
1.91K
$928K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
337+ 14.21% |
$149K - $180K
|
2.71K
$1.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
337+ 13.34% |
$149K - $180K
|
2.86K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
336+ 27.47% |
$149K - $180K
|
1.56K
$756K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
335+ 25.21% |
$148K - $179K
|
1.66K
$807K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
335+ 13.01% |
$148K - $179K
|
2.91K
$1.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
331+ 11.71% |
$147K - $177K
|
3.16K
$1.53M
|