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 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
128+ 1.39% |
$56.7K - $68.4K
|
9.32K
$4.52M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
128+ 0.63% |
$56.7K - $68.4K
|
20.6K
$9.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
126+ 9.96% |
$55.8K - $67.3K
|
1.39K
$675K
|
|
|
May 15, 2025
Q1 2025
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
126+ 0.25% |
$55.8K - $67.3K
|
50.9K
$24.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
125+ 2.55% |
$55.3K - $66.8K
|
5.02K
$2.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
125+ 4.06% |
$55.3K - $66.8K
|
3.21K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
124+ 0.49% |
$54.9K - $66.3K
|
25.4K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
123+ 0.51% |
$54.4K - $65.7K
|
24.2K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
123New |
$54.4K - $65.7K
|
123
$59.7K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
122+ 7.21% |
$54K - $65.2K
|
1.81K
$880K
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
121+ 0.29% |
$53.6K - $64.7K
|
41.3K
$20M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
121+ 11.21% |
$53.6K - $64.7K
|
1.2K
$582K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
121+ 3.29% |
$53.6K - $64.7K
|
3.8K
$1.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
120+ 2.35% |
$53.1K - $64.1K
|
5.24K
$2.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
120+ 3.12% |
$53.1K - $64.1K
|
3.96K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
120+ 4.74% |
$53.1K - $64.1K
|
2.65K
$1.29M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
119+ 8.93% |
$52.7K - $63.6K
|
1.45K
$704K
|
|
|
May 08, 2025
Q1 2025
|
Seizert Capital Partners, LLC
|
BUY
|
- |
119+ 0.08% |
$52.7K - $63.6K
|
144K
$70.1M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
119+ 6.29% |
$52.7K - $63.6K
|
2.01K
$976K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
119+ 6.16% |
$52.7K - $63.6K
|
2.05K
$994K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
119+ 216.36% |
$52.7K - $63.6K
|
174
$84.4K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
118+ 11.97% |
$52.2K - $63.1K
|
1.1K
$535K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
118+ 15.11% |
$52.2K - $63.1K
|
899
$436K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
118+ 18.1% |
$52.2K - $63.1K
|
770
$373K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
118+ 3.17% |
$52.2K - $63.1K
|
3.85K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
118+ 21.15% |
$52.2K - $63.1K
|
676
$328K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
117+ 9.46% |
$51.8K - $62.5K
|
1.35K
$657K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
116+ 18.35% |
$51.3K - $62K
|
748
$363K
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
116+ 21.72% |
$51.3K - $62K
|
650
$315K
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
115+ 5.5% |
$50.9K - $61.5K
|
2.21K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
115+ 0.87% |
$50.9K - $61.5K
|
13.3K
$6.47M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
115New |
$50.9K - $61.5K
|
115
$55.8K
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
114+ 8.36% |
$50.5K - $60.9K
|
1.48K
$716K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
113+ 4.49% |
$50K - $60.4K
|
2.63K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
113+ 3.19% |
$50K - $60.4K
|
3.66K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
113+ 1.34% |
$50K - $60.4K
|
8.54K
$4.14M
|
|
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
113+ 4.22% |
$50K - $60.4K
|
2.79K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
112+ 0.81% |
$49.6K - $59.9K
|
14K
$6.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
112+ 5.19% |
$49.6K - $59.9K
|
2.27K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
112+ 3.43% |
$49.6K - $59.9K
|
3.38K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
111+ 8.89% |
$49.1K - $59.3K
|
1.36K
$660K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
111+ 1.97% |
$49.1K - $59.3K
|
5.75K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Capital Management LLC
Alexandria, VA |
BUY
|
- |
111+ 0.43% |
$49.1K - $59.3K
|
26K
$12.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
110+ 5.49% |
$48.7K - $58.8K
|
2.11K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
110+ 2.9% |
$48.7K - $58.8K
|
3.91K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Steinberg Asset Management LLC
New York, NY |
BUY
|
- |
110+ 2.17% |
$48.7K - $58.8K
|
5.17K
$2.51M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
109+ 3.25% |
$48.2K - $58.3K
|
3.46K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
109+ 11.5% |
$48.2K - $58.3K
|
1.06K
$513K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
108+ 1.5% |
$47.8K - $57.7K
|
7.29K
$3.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
108+ 4.15% |
$47.8K - $57.7K
|
2.71K
$1.31M
|