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
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
192+ 9.81% |
$85K - $103K
|
2.15K
$1.04M
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
192+ 16.44% |
$85K - $103K
|
1.36K
$660K
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
190+ 7.97% |
$84.1K - $102K
|
2.57K
$1.25M
|
|
Apr 16, 2025
Q1 2025
|
Canerector Inc
Toronto, A6 |
BUY
|
- |
190+ 0.75% |
$84.1K - $102K
|
25.7K
$12.5M
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
190+ 13.81% |
$84.1K - $102K
|
1.57K
$760K
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
189+ 1.72% |
$83.7K - $101K
|
11.2K
$5.43M
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
189+ 1.12% |
$83.7K - $101K
|
17.1K
$8.28M
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
188+ 22.27% |
$83.2K - $100K
|
1.03K
$501K
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
188+ 15.49% |
$83.2K - $100K
|
1.4K
$680K
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
188+ 0.07% |
$83.2K - $100K
|
266K
$129M
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
187+ 5.79% |
$82.8K - $100K
|
3.42K
$1.66M
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
187+ 2.24% |
$82.8K - $100K
|
8.52K
$4.13M
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
186+ 2.07% |
$82.3K - $99.4K
|
9.16K
$4.44M
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
186+ 0.8% |
$82.3K - $99.4K
|
23.3K
$11.3M
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
185+ 4.23% |
$81.9K - $98.9K
|
4.56K
$2.21M
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
185+ 3.74% |
$81.9K - $98.9K
|
5.13K
$2.49M
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
184+ 45.43% |
$81.4K - $98.4K
|
589
$286K
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
184+ 1.21% |
$81.4K - $98.4K
|
15.4K
$7.46M
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
184+ 6.45% |
$81.4K - $98.4K
|
3.04K
$1.47M
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
183+ 2.05% |
$81K - $97.8K
|
9.13K
$4.43M
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
182+ 3.57% |
$80.6K - $97.3K
|
5.27K
$2.56M
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
182+ 2.65% |
$80.6K - $97.3K
|
7.05K
$3.42M
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
181+ 2.65% |
$80.1K - $96.7K
|
7.01K
$3.4M
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
179+ 14.94% |
$79.2K - $95.7K
|
1.38K
$668K
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
179+ 2.06% |
$79.2K - $95.7K
|
8.87K
$4.3M
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
179+ 5.47% |
$79.2K - $95.7K
|
3.45K
$1.67M
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
178+ 2.23% |
$78.8K - $95.1K
|
8.18K
$3.97M
|
|
Apr 28, 2025
Q1 2025
|
Tlw Wealth Management, LLC
|
BUY
|
- |
178+ 0.42% |
$78.8K - $95.1K
|
42.7K
$20.7M
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
178+ 3.88% |
$78.8K - $95.1K
|
4.76K
$2.31M
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
178+ 1.56% |
$78.8K - $95.1K
|
11.6K
$5.63M
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
178+ 2.64% |
$78.8K - $95.1K
|
6.92K
$3.36M
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
177+ 5.81% |
$78.4K - $94.6K
|
3.23K
$1.56M
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
176+ 0.32% |
$77.9K - $94.1K
|
55.7K
$27M
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
BUY
|
- |
176+ 1.45% |
$77.9K - $94.1K
|
12.3K
$5.95M
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
176+ 1.64% |
$77.9K - $94.1K
|
10.9K
$5.29M
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
175+ 8.55% |
$77.5K - $93.5K
|
2.22K
$1.08M
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
175+ 33.02% |
$77.5K - $93.5K
|
705
$342K
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
174+ 16.08% |
$77K - $93K
|
1.26K
$609K
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
173+ 2.18% |
$76.6K - $92.5K
|
8.1K
$3.93M
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
172+ 0.23% |
$76.1K - $91.9K
|
74.8K
$36.3M
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
172+ 6.19% |
$76.1K - $91.9K
|
2.95K
$1.43M
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
172+ 4.7% |
$76.1K - $91.9K
|
3.83K
$1.86M
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
171+ 17.67% |
$75.7K - $91.4K
|
1.14K
$552K
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
170+ 1.4% |
$75.3K - $90.9K
|
12.3K
$5.96M
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
170+ 31.89% |
$75.3K - $90.9K
|
703
$341K
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
170+ 9.55% |
$75.3K - $90.9K
|
1.95K
$946K
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
169+ 8.29% |
$74.8K - $90.3K
|
2.21K
$1.07M
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
169+ 11.3% |
$74.8K - $90.3K
|
1.66K
$807K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
168+ 6.81% |
$74.4K - $89.8K
|
2.64K
$1.28M
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
166+ 4.2% |
$73.5K - $88.7K
|
4.12K
$2M
|