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 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
289+ 0.68% |
$128K - $154K
|
42.7K
$20.7M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
289+ 0.93% |
$128K - $154K
|
31.3K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
288+ 26.28% |
$127K - $154K
|
1.38K
$671K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
286+ 0.12% |
$127K - $153K
|
245K
$119M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
285+ 2.35% |
$126K - $152K
|
12.4K
$6.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
285New |
$126K - $152K
|
285
$138K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
284+ 1.2% |
$126K - $152K
|
23.9K
$11.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
283+ 1.98% |
$125K - $151K
|
14.6K
$7.06M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
283+ 6.23% |
$125K - $151K
|
4.83K
$2.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
282+ 5.32% |
$125K - $151K
|
5.58K
$2.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
BUY
|
- |
282+ 0.75% |
$125K - $151K
|
38K
$18.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
281+ 1.96% |
$124K - $150K
|
14.6K
$7.1M
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
280+ 2.54% |
$124K - $150K
|
11.3K
$5.48M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
280+ 18.79% |
$124K - $150K
|
1.77K
$858K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
280+ 4.01% |
$124K - $150K
|
7.26K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
280+ 50.09% |
$124K - $150K
|
839
$407K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
279+ 12.08% |
$124K - $149K
|
2.59K
$1.26M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
278+ 9.79% |
$123K - $149K
|
3.12K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
277+ 3.66% |
$123K - $148K
|
7.85K
$3.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
275+ 15.53% |
$122K - $147K
|
2.05K
$992K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
275+ 5.39% |
$122K - $147K
|
5.38K
$2.61M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
271+ 1.19% |
$120K - $145K
|
23.1K
$11.2M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
271+ 57.91% |
$120K - $145K
|
739
$358K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
270+ 69.23% |
$120K - $144K
|
660
$320K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
269+ 8.13% |
$119K - $144K
|
3.58K
$1.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
267+ 2.39% |
$118K - $143K
|
11.5K
$5.56M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
267+ 4.63% |
$118K - $143K
|
6.04K
$2.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
266+ 1.89% |
$118K - $142K
|
14.4K
$6.96M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
266+ 0.96% |
$118K - $142K
|
27.9K
$13.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
263+ 5.61% |
$116K - $141K
|
4.95K
$2.4M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
263+ 9.19% |
$116K - $141K
|
3.13K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
262+ 21.21% |
$116K - $140K
|
1.5K
$726K
|
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
262+ 2.46% |
$116K - $140K
|
10.9K
$5.3M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
261+ 4.51% |
$116K - $140K
|
6.05K
$2.93M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
260+ 45.94% |
$115K - $139K
|
826
$401K
|
|
|
Apr 28, 2025
Q1 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
260+ 56.16% |
$115K - $139K
|
723
$351K
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
260New |
$115K - $139K
|
260
$126K
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
259+ 29.07% |
$115K - $138K
|
1.15K
$558K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
259+ 4.41% |
$115K - $138K
|
6.14K
$2.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
258+ 2.94% |
$114K - $138K
|
9.02K
$4.38M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
258+ 12.29% |
$114K - $138K
|
2.36K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
257+ 1.25% |
$114K - $137K
|
20.8K
$10.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
255+ 9.22% |
$113K - $136K
|
3.02K
$1.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
255+ 2.82% |
$113K - $136K
|
9.3K
$4.51M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
253+ 3.0% |
$112K - $135K
|
8.69K
$4.21M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
252+ 8.32% |
$112K - $135K
|
3.28K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
252+ 4.68% |
$112K - $135K
|
5.63K
$2.73M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
251+ 1.14% |
$111K - $134K
|
22.2K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
250+ 13.48% |
$111K - $134K
|
2.11K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
250New |
$111K - $134K
|
250
$121K
|