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 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
76+ 16.74% |
$33.6K - $40.6K
|
530
$257K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
76+ 5.04% |
$33.6K - $40.6K
|
1.58K
$768K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
76+ 0.71% |
$33.6K - $40.6K
|
10.8K
$5.24M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
76+ 5.09% |
$33.6K - $40.6K
|
1.57K
$761K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
75+ 1.21% |
$33.2K - $40.1K
|
6.27K
$3.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
75+ 2.14% |
$33.2K - $40.1K
|
3.58K
$1.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
75+ 9.92% |
$33.2K - $40.1K
|
831
$403K
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
75+ 3.38% |
$33.2K - $40.1K
|
2.3K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
74+ 0.66% |
$32.8K - $39.6K
|
11.3K
$5.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
74+ 3.04% |
$32.8K - $39.6K
|
2.51K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
74+ 0.31% |
$32.8K - $39.6K
|
24.1K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
74+ 1.14% |
$32.8K - $39.6K
|
6.55K
$3.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
73+ 3.78% |
$32.3K - $39K
|
2K
$972K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
73+ 3.31% |
$32.3K - $39K
|
2.28K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
73+ 2.51% |
$32.3K - $39K
|
2.98K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
73+ 2.96% |
$32.3K - $39K
|
2.54K
$1.23M
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
BUY
|
- |
73+ 3.88% |
$32.3K - $39K
|
1.96K
$949K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
72+ 2.81% |
$31.9K - $38.5K
|
2.63K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
72+ 6.67% |
$31.9K - $38.5K
|
1.15K
$558K
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
72+ 1.52% |
$31.9K - $38.5K
|
4.82K
$2.34M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
71+ 3.64% |
$31.4K - $38K
|
2.02K
$979K
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
71+ 6.04% |
$31.4K - $38K
|
1.25K
$604K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
70+ 3.01% |
$31K - $37.4K
|
2.4K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
70+ 3.06% |
$31K - $37.4K
|
2.36K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
70+ 0.71% |
$31K - $37.4K
|
9.99K
$4.85M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
70New |
$31K - $37.4K
|
70
$34K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
69+ 1.48% |
$30.5K - $36.9K
|
4.72K
$2.29M
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
69+ 79.31% |
$30.5K - $36.9K
|
156
$75.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
68+ 1.18% |
$30.1K - $36.3K
|
5.82K
$2.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
68+ 5.19% |
$30.1K - $36.3K
|
1.38K
$669K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
68+ 3.62% |
$30.1K - $36.3K
|
1.95K
$944K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
67+ 2.15% |
$29.7K - $35.8K
|
3.19K
$1.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
66+ 4.16% |
$29.2K - $35.3K
|
1.65K
$801K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
66+ 1.52% |
$29.2K - $35.3K
|
4.41K
$2.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
65+ 2.81% |
$28.8K - $34.7K
|
2.38K
$1.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
65+ 1.21% |
$28.8K - $34.7K
|
5.46K
$2.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
65+ 2.47% |
$28.8K - $34.7K
|
2.7K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Flower City Capital
|
BUY
|
- |
65+ 10.28% |
$28.8K - $34.7K
|
697
$338K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
65+ 1.83% |
$28.8K - $34.7K
|
3.62K
$1.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
64+ 3.0% |
$28.3K - $34.2K
|
2.2K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
64+ 2.95% |
$28.3K - $34.2K
|
2.23K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
64+ 0.49% |
$28.3K - $34.2K
|
13K
$6.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
64+ 0.48% |
$28.3K - $34.2K
|
13.5K
$6.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
64+ 8.08% |
$28.3K - $34.2K
|
856
$415K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
64+ 7.66% |
$28.3K - $34.2K
|
899
$436K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
64+ 3.41% |
$28.3K - $34.2K
|
1.94K
$941K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
64+ 9.52% |
$28.3K - $34.2K
|
736
$357K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
64+ 5.12% |
$28.3K - $34.2K
|
1.31K
$637K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
63+ 5.21% |
$27.9K - $33.7K
|
1.27K
$617K
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
63+ 1.11% |
$27.9K - $33.7K
|
5.72K
$2.77M
|