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 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
107+ 13.19% |
$47.4K - $57.2K
|
918
$445K
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
107+ 2.94% |
$47.4K - $57.2K
|
3.75K
$1.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
105+ 0.46% |
$46.5K - $56.1K
|
22.8K
$11.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
105+ 0.83% |
$46.5K - $56.1K
|
12.7K
$6.17M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
105+ 2.42% |
$46.5K - $56.1K
|
4.44K
$2.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
104+ 9.21% |
$46K - $55.6K
|
1.23K
$598K
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
104+ 23.11% |
$46K - $55.6K
|
554
$269K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
103+ 4.46% |
$45.6K - $55.1K
|
2.41K
$1.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
102+ 0.94% |
$45.2K - $54.5K
|
10.9K
$5.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
102+ 3.01% |
$45.2K - $54.5K
|
3.5K
$1.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
101+ 0.87% |
$44.7K - $54K
|
11.8K
$5.71M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
101+ 0.63% |
$44.7K - $54K
|
16.2K
$7.86M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
100+ 9.95% |
$44.3K - $53.5K
|
1.11K
$536K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
100+ 3.76% |
$44.3K - $53.5K
|
2.76K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
100+ 4.12% |
$44.3K - $53.5K
|
2.53K
$1.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
100+ 18.38% |
$44.3K - $53.5K
|
644
$312K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
100+ 10.44% |
$44.3K - $53.5K
|
1.06K
$513K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
100+ 7.11% |
$44.3K - $53.5K
|
1.51K
$730K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
100+ 6.83% |
$44.3K - $53.5K
|
1.57K
$759K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.03% |
$44.3K - $53.5K
|
345K
$167M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
100+ 2.36% |
$44.3K - $53.5K
|
4.33K
$2.1M
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
100+ 0.13% |
$44.3K - $53.5K
|
74.9K
$36.3M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
100+ 1.39% |
$44.3K - $53.5K
|
7.27K
$3.53M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
100+ 8.03% |
$44.3K - $53.5K
|
1.35K
$653K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
100+ 2.38% |
$44.3K - $53.5K
|
4.31K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
100+ 0.47% |
$44.3K - $53.5K
|
21.4K
$10.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
99+ 4.38% |
$43.8K - $52.9K
|
2.36K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
99+ 29.91% |
$43.8K - $52.9K
|
430
$209K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
99+ 5.45% |
$43.8K - $52.9K
|
1.91K
$928K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
99+ 1.55% |
$43.8K - $52.9K
|
6.49K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
99+ 0.97% |
$43.8K - $52.9K
|
10.3K
$5M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
98+ 9.61% |
$43.4K - $52.4K
|
1.12K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
98+ 0.17% |
$43.4K - $52.4K
|
58.3K
$28.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
97+ 0.79% |
$42.9K - $51.8K
|
12.3K
$5.98M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
97+ 0.24% |
$42.9K - $51.8K
|
40.2K
$19.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
96+ 2.37% |
$42.5K - $51.3K
|
4.15K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
BUY
|
- |
96+ 0.25% |
$42.5K - $51.3K
|
38.7K
$18.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
95+ 1.09% |
$42.1K - $50.8K
|
8.84K
$4.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
95+ 1.82% |
$42.1K - $50.8K
|
5.33K
$2.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
95+ 2.91% |
$42.1K - $50.8K
|
3.37K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
95+ 2.41% |
$42.1K - $50.8K
|
4.03K
$1.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
94+ 7.69% |
$41.6K - $50.2K
|
1.32K
$638K
|
|
|
May 13, 2025
Q1 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
93+ 1.35% |
$41.2K - $49.7K
|
6.99K
$3.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
92+ 0.28% |
$40.7K - $49.2K
|
32.6K
$15.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
91+ 2.2% |
$40.3K - $48.6K
|
4.23K
$2.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
91+ 16.79% |
$40.3K - $48.6K
|
633
$307K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
91+ 36.4% |
$40.3K - $48.6K
|
341
$165K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
90+ 2.32% |
$39.8K - $48.1K
|
3.98K
$1.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
90+ 2.56% |
$39.8K - $48.1K
|
3.61K
$1.75M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
90+ 5.3% |
$39.8K - $48.1K
|
1.79K
$868K
|