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 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
63+ 0.55% |
$27.9K - $33.7K
|
11.6K
$5.62M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
63New |
$27.9K - $33.7K
|
63
$30.6K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
63+ 0.88% |
$27.9K - $33.7K
|
7.2K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
63+ 3.61% |
$27.9K - $33.7K
|
1.81K
$877K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
63+ 6.52% |
$27.9K - $33.7K
|
1.03K
$499K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
62+ 2.11% |
$27.4K - $33.1K
|
2.99K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
62+ 1.15% |
$27.4K - $33.1K
|
5.46K
$2.65M
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
61New |
$27K - $32.6K
|
61
$29.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
61+ 2.62% |
$27K - $32.6K
|
2.39K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
61+ 13.26% |
$27K - $32.6K
|
521
$253K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
61+ 0.31% |
$27K - $32.6K
|
19.5K
$9.44M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
61+ 53.51% |
$27K - $32.6K
|
175
$84.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
60+ 1.45% |
$26.6K - $32.1K
|
4.18K
$2.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
60+ 1.18% |
$26.6K - $32.1K
|
5.13K
$2.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
60+ 0.77% |
$26.6K - $32.1K
|
7.83K
$3.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
60+ 4.47% |
$26.6K - $32.1K
|
1.4K
$680K
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
60+ 0.85% |
$26.6K - $32.1K
|
7.12K
$3.46M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
60+ 4.67% |
$26.6K - $32.1K
|
1.35K
$653K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
60+ 0.35% |
$26.6K - $32.1K
|
17.2K
$8.34M
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
60+ 2.06% |
$26.6K - $32.1K
|
2.97K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
60+ 0.6% |
$26.6K - $32.1K
|
10.1K
$4.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
59+ 1.77% |
$26.1K - $31.5K
|
3.39K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
59+ 1.25% |
$26.1K - $31.5K
|
4.78K
$2.32M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
59+ 4.49% |
$26.1K - $31.5K
|
1.37K
$666K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
58+ 3.06% |
$25.7K - $31K
|
1.95K
$947K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
58+ 0.93% |
$25.7K - $31K
|
6.29K
$3.05M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
58+ 0.69% |
$25.7K - $31K
|
8.43K
$4.09M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
58+ 3.2% |
$25.7K - $31K
|
1.87K
$906K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
58New |
$25.7K - $31K
|
58
$28.1K
|
|
|
May 14, 2025
Q1 2025
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
58+ 0.34% |
$25.7K - $31K
|
17.1K
$8.29M
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
58+ 0.33% |
$25.7K - $31K
|
17.6K
$8.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
57+ 1.21% |
$25.2K - $30.5K
|
4.77K
$2.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
57+ 0.46% |
$25.2K - $30.5K
|
12.4K
$6M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
57+ 0.97% |
$25.2K - $30.5K
|
5.96K
$2.89M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
57+ 2.75% |
$25.2K - $30.5K
|
2.13K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
57+ 0.31% |
$25.2K - $30.5K
|
18.5K
$8.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
56+ 0.36% |
$24.8K - $29.9K
|
15.6K
$7.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
56+ 6.75% |
$24.8K - $29.9K
|
886
$430K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
56New |
$24.8K - $29.9K
|
56
$27.2K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
56+ 0.98% |
$24.8K - $29.9K
|
5.76K
$2.8M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
56+ 1.34% |
$24.8K - $29.9K
|
4.22K
$2.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
55+ 0.24% |
$24.3K - $29.4K
|
23.3K
$11.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
55+ 2.07% |
$24.3K - $29.4K
|
2.71K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
55+ 17.08% |
$24.3K - $29.4K
|
377
$183K
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
55+ 4.31% |
$24.3K - $29.4K
|
1.33K
$646K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
54+ 7.79% |
$23.9K - $28.9K
|
747
$362K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
54+ 1.5% |
$23.9K - $28.9K
|
3.66K
$1.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
54+ 7.21% |
$23.9K - $28.9K
|
803
$389K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
54+ 8.93% |
$23.9K - $28.9K
|
659
$320K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
54+ 0.59% |
$23.9K - $28.9K
|
9.18K
$4.45M
|