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
|
Mcdonald Partners LLC
|
BUY
|
- |
166+ 0.86% |
$73.5K - $88.7K
|
19.5K
$9.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
165+ 10.24% |
$73K - $88.2K
|
1.78K
$862K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
164+ 11.09% |
$72.6K - $87.7K
|
1.64K
$797K
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
163+ 7.48% |
$72.2K - $87.1K
|
2.34K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
162+ 27.5% |
$71.7K - $86.6K
|
751
$364K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
162+ 1.58% |
$71.7K - $86.6K
|
10.4K
$5.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
161+ 2.23% |
$71.3K - $86.1K
|
7.37K
$3.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
160+ 4.17% |
$70.8K - $85.5K
|
4K
$1.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
160+ 1.76% |
$70.8K - $85.5K
|
9.24K
$4.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
160+ 2.07% |
$70.8K - $85.5K
|
7.91K
$3.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
159+ 2.0% |
$70.4K - $85K
|
8.09K
$3.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
159+ 4.8% |
$70.4K - $85K
|
3.47K
$1.68M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
159+ 8.17% |
$70.4K - $85K
|
2.11K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
159+ 9.2% |
$70.4K - $85K
|
1.89K
$915K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
159+ 8.96% |
$70.4K - $85K
|
1.93K
$938K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
158+ 6.6% |
$69.9K - $84.5K
|
2.55K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
157+ 5.38% |
$69.5K - $83.9K
|
3.08K
$1.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
157+ 0.21% |
$69.5K - $83.9K
|
74.6K
$36.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
156+ 0.71% |
$69.1K - $83.4K
|
22K
$10.7M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
156+ 2.04% |
$69.1K - $83.4K
|
7.81K
$3.79M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
156+ 9.71% |
$69.1K - $83.4K
|
1.76K
$855K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
155+ 40.58% |
$68.6K - $82.9K
|
537
$260K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
155+ 8.15% |
$68.6K - $82.9K
|
2.06K
$998K
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
154New |
$68.2K - $82.3K
|
154
$74.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
153+ 7.17% |
$67.7K - $81.8K
|
2.29K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
153+ 0.88% |
$67.7K - $81.8K
|
17.5K
$8.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
153+ 1.53% |
$67.7K - $81.8K
|
10.2K
$4.93M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
153+ 3.37% |
$67.7K - $81.8K
|
4.7K
$2.28M
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
153+ 2.08% |
$67.7K - $81.8K
|
7.51K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
153+ 0.56% |
$67.7K - $81.8K
|
27.7K
$13.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
152+ 3.87% |
$67.3K - $81.2K
|
4.08K
$1.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
152+ 3.2% |
$67.3K - $81.2K
|
4.91K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
152+ 18.16% |
$67.3K - $81.2K
|
989
$480K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
151+ 2.45% |
$66.8K - $80.7K
|
6.31K
$3.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
151+ 17.32% |
$66.8K - $80.7K
|
1.02K
$496K
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
151+ 3.95% |
$66.8K - $80.7K
|
3.97K
$1.93M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
150+ 6.87% |
$66.4K - $80.2K
|
2.33K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
150+ 26.93% |
$66.4K - $80.2K
|
707
$343K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
150+ 0.93% |
$66.4K - $80.2K
|
16.2K
$7.86M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
150New |
$66.4K - $80.2K
|
150
$72.8K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
150+ 3.27% |
$66.4K - $80.2K
|
4.74K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
150+ 4.03% |
$66.4K - $80.2K
|
3.88K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
150+ 26.74% |
$66.4K - $80.2K
|
711
$345K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
149+ 7.76% |
$66K - $79.6K
|
2.07K
$1M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
149+ 2.36% |
$66K - $79.6K
|
6.45K
$3.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
149+ 0.79% |
$66K - $79.6K
|
18.9K
$9.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
149+ 1.94% |
$66K - $79.6K
|
7.85K
$3.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
149+ 3.72% |
$66K - $79.6K
|
4.15K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
149+ 24.83% |
$66K - $79.6K
|
749
$363K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
149+ 59.6% |
$66K - $79.6K
|
399
$194K
|