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 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
331+ 26.76% |
$147K - $177K
|
1.57K
$760K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
330+ 1.61% |
$146K - $176K
|
20.8K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
330+ 12.65% |
$146K - $176K
|
2.94K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
329+ 5.52% |
$146K - $176K
|
6.29K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
329+ 8.77% |
$146K - $176K
|
4.08K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
328+ 2.33% |
$145K - $175K
|
14.4K
$7M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
328+ 2.1% |
$145K - $175K
|
16K
$7.74M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
328+ 14.89% |
$145K - $175K
|
2.53K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
326+ 1.85% |
$144K - $174K
|
18K
$8.73M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
326+ 0.39% |
$144K - $174K
|
83K
$40.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
325+ 9.68% |
$144K - $174K
|
3.68K
$1.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
325+ 2.96% |
$144K - $174K
|
11.3K
$5.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
325+ 9.32% |
$144K - $174K
|
3.81K
$1.85M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
325+ 3.56% |
$144K - $174K
|
9.46K
$4.59M
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
324+ 15.81% |
$143K - $173K
|
2.37K
$1.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
321+ 3.16% |
$142K - $172K
|
10.5K
$5.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
320+ 36.2% |
$142K - $171K
|
1.2K
$584K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
320+ 11.6% |
$142K - $171K
|
3.08K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
317+ 3.25% |
$140K - $169K
|
10.1K
$4.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
316+ 21.05% |
$140K - $169K
|
1.82K
$881K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
315+ 1.67% |
$139K - $168K
|
19.2K
$9.3M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
315+ 4.0% |
$139K - $168K
|
8.19K
$3.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
314+ 0.55% |
$139K - $168K
|
57.7K
$28M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
314+ 0.74% |
$139K - $168K
|
42.7K
$20.7M
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
314New |
$139K - $168K
|
314
$152K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
313+ 35.77% |
$139K - $167K
|
1.19K
$576K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
313+ 3.3% |
$139K - $167K
|
9.8K
$4.75M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
313+ 18.07% |
$139K - $167K
|
2.05K
$992K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
312+ 3.49% |
$138K - $167K
|
9.25K
$4.48M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
311+ 2.16% |
$138K - $166K
|
14.7K
$7.14M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
310+ 2.25% |
$137K - $166K
|
14.1K
$6.82M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
309+ 8.31% |
$137K - $165K
|
4.03K
$1.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
307+ 6.03% |
$136K - $164K
|
5.4K
$2.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
303+ 1.2% |
$134K - $162K
|
25.6K
$12.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
301+ 2.44% |
$133K - $161K
|
12.6K
$6.12M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
301+ 18.95% |
$133K - $161K
|
1.89K
$916K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
301+ 5.74% |
$133K - $161K
|
5.55K
$2.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
300+ 56.07% |
$133K - $160K
|
835
$405K
|
|
|
Apr 22, 2025
Q1 2025
|
Grace & White Inc
|
BUY
|
- |
300+ 30.0% |
$133K - $160K
|
1.3K
$631K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
300+ 15.78% |
$133K - $160K
|
2.2K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
300+ 43.54% |
$133K - $160K
|
989
$480K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
297+ 4.8% |
$131K - $159K
|
6.48K
$3.14M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
297+ 1.17% |
$131K - $159K
|
25.6K
$12.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
296+ 1.33% |
$131K - $158K
|
22.5K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
296+ 0.77% |
$131K - $158K
|
38.5K
$18.7M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
295+ 17.98% |
$131K - $158K
|
1.94K
$939K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
294+ 3.02% |
$130K - $157K
|
10K
$4.86M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
294+ 3.7% |
$130K - $157K
|
8.24K
$4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
291+ 1.4% |
$129K - $156K
|
21K
$10.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
290+ 12.38% |
$128K - $155K
|
2.63K
$1.28M
|