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 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
219+ 1.6% |
$96.9K - $117K
|
13.9K
$6.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
218+ 9.97% |
$96.5K - $117K
|
2.4K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
218+ 29.66% |
$96.5K - $117K
|
953
$462K
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
216+ 6.78% |
$95.6K - $115K
|
3.4K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
216+ 0.95% |
$95.6K - $115K
|
23.1K
$11.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
215+ 7.71% |
$95.2K - $115K
|
3K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
215+ 11.21% |
$95.2K - $115K
|
2.13K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
215+ 2.81% |
$95.2K - $115K
|
7.86K
$3.81M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
214+ 6.66% |
$94.7K - $114K
|
3.43K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
214+ 0.89% |
$94.7K - $114K
|
24.4K
$11.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
213+ 3.61% |
$94.3K - $114K
|
6.11K
$2.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
213+ 0.33% |
$94.3K - $114K
|
65.3K
$31.7M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
213+ 5.05% |
$94.3K - $114K
|
4.43K
$2.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
212+ 4.66% |
$93.8K - $113K
|
4.76K
$2.31M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
212+ 0.26% |
$93.8K - $113K
|
81.8K
$39.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
210+ 1.96% |
$93K - $112K
|
10.9K
$5.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
210+ 6.73% |
$93K - $112K
|
3.33K
$1.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
208+ 46.64% |
$92.1K - $111K
|
654
$317K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
208+ 25.15% |
$92.1K - $111K
|
1.04K
$502K
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
206+ 0.17% |
$91.2K - $110K
|
121K
$58.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
205+ 2.33% |
$90.7K - $110K
|
8.99K
$4.36M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
205+ 12.52% |
$90.7K - $110K
|
1.84K
$894K
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
204+ 22.03% |
$90.3K - $109K
|
1.13K
$548K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
203+ 1.96% |
$89.9K - $109K
|
10.6K
$5.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
202+ 0.97% |
$89.4K - $108K
|
21K
$10.2M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
202New |
$89.4K - $108K
|
202
$98K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
202+ 2.96% |
$89.4K - $108K
|
7.03K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
201+ 4.1% |
$89K - $107K
|
5.11K
$2.48M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
201+ 25.06% |
$89K - $107K
|
1K
$486K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
200+ 0.28% |
$88.5K - $107K
|
71.4K
$34.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 5.33% |
$88.5K - $107K
|
3.96K
$1.92M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
200+ 6.42% |
$88.5K - $107K
|
3.31K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
200+ 0.21% |
$88.5K - $107K
|
93.8K
$45.5M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
200+ 26.32% |
$88.5K - $107K
|
960
$466K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
200+ 1.73% |
$88.5K - $107K
|
11.8K
$5.72M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
200+ 4.05% |
$88.5K - $107K
|
5.14K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
200+ 10.64% |
$88.5K - $107K
|
2.08K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
199+ 3.45% |
$88.1K - $106K
|
5.96K
$2.89M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
198+ 22.07% |
$87.6K - $106K
|
1.1K
$531K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
197+ 15.54% |
$87.2K - $105K
|
1.47K
$711K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
197+ 30.93% |
$87.2K - $105K
|
834
$404K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
197+ 1.84% |
$87.2K - $105K
|
10.9K
$5.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
196+ 0.89% |
$86.8K - $105K
|
22.2K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
195+ 4.9% |
$86.3K - $104K
|
4.17K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
195+ 0.68% |
$86.3K - $104K
|
28.8K
$13.9M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
194+ 2.05% |
$85.9K - $104K
|
9.64K
$4.67M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
194+ 17.03% |
$85.9K - $104K
|
1.33K
$647K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
193+ 4.11% |
$85.4K - $103K
|
4.89K
$2.37M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
193+ 7.91% |
$85.4K - $103K
|
2.63K
$1.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
192+ 1.89% |
$85K - $103K
|
10.3K
$5.01M
|