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 13, 2025
Q1 2025
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
90+ 2.17% |
$39.8K - $48.1K
|
4.24K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
90+ 17.65% |
$39.8K - $48.1K
|
600
$291K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
89+ 3.31% |
$39.4K - $47.6K
|
2.78K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
89+ 5.93% |
$39.4K - $47.6K
|
1.59K
$772K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
89+ 0.53% |
$39.4K - $47.6K
|
16.8K
$8.15M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
89+ 0.31% |
$39.4K - $47.6K
|
28.9K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
89+ 11.22% |
$39.4K - $47.6K
|
882
$428K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
89+ 5.66% |
$39.4K - $47.6K
|
1.66K
$806K
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
88+ 0.36% |
$39K - $47K
|
24.3K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Unconventional Investor, LLC
|
BUY
|
- |
88+ 0.16% |
$39K - $47K
|
56.1K
$27.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
87+ 1.11% |
$38.5K - $46.5K
|
7.95K
$3.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
87+ 3.67% |
$38.5K - $46.5K
|
2.46K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
87+ 2.02% |
$38.5K - $46.5K
|
4.4K
$2.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
87+ 17.68% |
$38.5K - $46.5K
|
579
$281K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
87+ 0.17% |
$38.5K - $46.5K
|
50.6K
$24.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
86+ 5.17% |
$38.1K - $46K
|
1.75K
$849K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
85+ 1.88% |
$37.6K - $45.4K
|
4.6K
$2.23M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
85+ 0.88% |
$37.6K - $45.4K
|
9.73K
$4.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
84+ 0.6% |
$37.2K - $44.9K
|
14.1K
$6.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
84+ 1.19% |
$37.2K - $44.9K
|
7.13K
$3.46M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
84+ 3.25% |
$37.2K - $44.9K
|
2.67K
$1.29M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
83+ 5.52% |
$36.7K - $44.4K
|
1.59K
$770K
|
|
|
May 06, 2025
Q1 2025
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
83+ 8.74% |
$36.7K - $44.4K
|
1.03K
$501K
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
83+ 3.45% |
$36.7K - $44.4K
|
2.49K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
83+ 0.18% |
$36.7K - $44.4K
|
45.2K
$21.9M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
83+ 8.82% |
$36.7K - $44.4K
|
1.02K
$497K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
82+ 16.53% |
$36.3K - $43.8K
|
578
$280K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
82+ 6.8% |
$36.3K - $43.8K
|
1.29K
$625K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
81+ 9.83% |
$35.9K - $43.3K
|
905
$439K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
81+ 72.97% |
$35.9K - $43.3K
|
192
$93.1K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
81+ 2.35% |
$35.9K - $43.3K
|
3.53K
$1.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
80+ 5.67% |
$35.4K - $42.8K
|
1.49K
$723K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
80+ 0.88% |
$35.4K - $42.8K
|
9.2K
$4.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
80+ 13.47% |
$35.4K - $42.8K
|
674
$327K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
80+ 0.84% |
$35.4K - $42.8K
|
9.65K
$4.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
80+ 12.66% |
$35.4K - $42.8K
|
712
$345K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
80+ 2.73% |
$35.4K - $42.8K
|
3.01K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
80+ 0.27% |
$35.4K - $42.8K
|
30.2K
$14.6M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
80+ 1.17% |
$35.4K - $42.8K
|
6.9K
$3.35M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
80+ 11.58% |
$35.4K - $42.8K
|
771
$374K
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
79+ 10.66% |
$35K - $42.2K
|
820
$398K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
79+ 8.18% |
$35K - $42.2K
|
1.05K
$507K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
79+ 395.0% |
$35K - $42.2K
|
99
$48K
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
79+ 3.58% |
$35K - $42.2K
|
2.28K
$1.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
78+ 1.57% |
$34.5K - $41.7K
|
5.03K
$2.44M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
78+ 0.47% |
$34.5K - $41.7K
|
16.8K
$8.13M
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
78+ 1.44% |
$34.5K - $41.7K
|
5.48K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
78+ 16.22% |
$34.5K - $41.7K
|
559
$271K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
77+ 0.69% |
$34.1K - $41.2K
|
11.3K
$5.49M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
77+ 0.48% |
$34.1K - $41.2K
|
16.1K
$7.82M
|