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 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
249+ 3.08% |
$110K - $133K
|
8.34K
$4.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
249+ 1.38% |
$110K - $133K
|
18.3K
$8.87M
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
249+ 21.07% |
$110K - $133K
|
1.43K
$694K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
248+ 1.57% |
$110K - $133K
|
16.1K
$7.8M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
248+ 3.8% |
$110K - $133K
|
6.78K
$3.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
247+ 0.25% |
$109K - $132K
|
98.2K
$47.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
245+ 2.4% |
$108K - $131K
|
10.4K
$5.07M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
244+ 2.15% |
$108K - $130K
|
11.6K
$5.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
244+ 3.08% |
$108K - $130K
|
8.16K
$3.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
244+ 24.09% |
$108K - $130K
|
1.26K
$610K
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
244+ 10.05% |
$108K - $130K
|
2.67K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
244+ 5.33% |
$108K - $130K
|
4.83K
$2.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
243+ 6.18% |
$108K - $130K
|
4.18K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
243+ 3.39% |
$108K - $130K
|
7.4K
$3.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
241+ 19.22% |
$107K - $129K
|
1.5K
$725K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
240+ 15.27% |
$106K - $128K
|
1.81K
$879K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
239+ 8.63% |
$106K - $128K
|
3.01K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
238+ 2.22% |
$105K - $127K
|
10.9K
$5.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
237+ 6.94% |
$105K - $127K
|
3.65K
$1.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
236+ 35.6% |
$104K - $126K
|
899
$436K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
236+ 2.72% |
$104K - $126K
|
8.91K
$4.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
235+ 204.35% |
$104K - $126K
|
350
$170K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
235+ 9.21% |
$104K - $126K
|
2.79K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
235+ 3.2% |
$104K - $126K
|
7.59K
$3.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
235+ 1.19% |
$104K - $126K
|
20K
$9.71M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
235+ 6.9% |
$104K - $126K
|
3.64K
$1.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
234+ 1.49% |
$104K - $125K
|
16K
$7.74M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
234+ 2.44% |
$104K - $125K
|
9.81K
$4.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
233+ 4.31% |
$103K - $125K
|
5.65K
$2.74M
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
233+ 10.17% |
$103K - $125K
|
2.52K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
233+ 2.81% |
$103K - $125K
|
8.52K
$4.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
232+ 6.29% |
$103K - $124K
|
3.92K
$1.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
232+ 1.15% |
$103K - $124K
|
20.5K
$9.94M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
230+ 2.98% |
$102K - $123K
|
7.94K
$3.85M
|
|
|
May 13, 2025
Q1 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
230+ 3.39% |
$102K - $123K
|
7.01K
$3.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
229+ 19.57% |
$101K - $122K
|
1.4K
$679K
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
229+ 4.45% |
$101K - $122K
|
5.37K
$2.61M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
229+ 2.06% |
$101K - $122K
|
11.3K
$5.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
227+ 71.61% |
$100K - $121K
|
544
$264K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
227+ 2.28% |
$100K - $121K
|
10.2K
$4.94M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
227+ 1.09% |
$100K - $121K
|
21.1K
$10.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
225+ 0.93% |
$99.6K - $120K
|
24.3K
$11.8M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
225+ 27.27% |
$99.6K - $120K
|
1.05K
$509K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
224+ 3.16% |
$99.2K - $120K
|
7.32K
$3.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
224+ 8.54% |
$99.2K - $120K
|
2.85K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
224+ 3.16% |
$99.2K - $120K
|
7.3K
$3.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
222+ 1.77% |
$98.3K - $119K
|
12.7K
$6.18M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
221+ 31.3% |
$97.8K - $118K
|
927
$450K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
220+ 4.18% |
$97.4K - $118K
|
5.49K
$2.66M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
220+ 15.45% |
$97.4K - $118K
|
1.64K
$797K
|