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 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
54+ 0.3% |
$23.9K - $28.9K
|
18.3K
$8.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
53+ 7.22% |
$23.5K - $28.3K
|
787
$382K
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
53+ 2.39% |
$23.5K - $28.3K
|
2.27K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
53+ 6.78% |
$23.5K - $28.3K
|
835
$405K
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
53+ 5.81% |
$23.5K - $28.3K
|
965
$468K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
53+ 0.97% |
$23.5K - $28.3K
|
5.52K
$2.68M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
52+ 11.71% |
$23K - $27.8K
|
496
$241K
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
52+ 1.13% |
$23K - $27.8K
|
4.66K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
52+ 4.46% |
$23K - $27.8K
|
1.22K
$591K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
51+ 5.8% |
$22.6K - $27.3K
|
931
$452K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
51+ 4.56% |
$22.6K - $27.3K
|
1.17K
$567K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
51New |
$22.6K - $27.3K
|
51
$24.7K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
51+ 0.55% |
$22.6K - $27.3K
|
9.31K
$4.51M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
51+ 8.66% |
$22.6K - $27.3K
|
640
$310K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
51+ 28.33% |
$22.6K - $27.3K
|
231
$112K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
51+ 33.12% |
$22.6K - $27.3K
|
205
$99.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
50+ 0.71% |
$22.1K - $26.7K
|
7.14K
$3.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
50+ 5.68% |
$22.1K - $26.7K
|
930
$451K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
50+ 8.29% |
$22.1K - $26.7K
|
653
$317K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
50+ 1.29% |
$22.1K - $26.7K
|
3.92K
$1.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
50New |
$22.1K - $26.7K
|
50
$24.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
50+ 2.19% |
$22.1K - $26.7K
|
2.34K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Cairn Investment Group, Inc.
|
BUY
|
- |
50+ 1.77% |
$22.1K - $26.7K
|
2.88K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
50New |
$22.1K - $26.7K
|
50
$24.3K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
50+ 1.08% |
$22.1K - $26.7K
|
4.7K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
50+ 0.48% |
$22.1K - $26.7K
|
10.5K
$5.11M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 1.57% |
$22.1K - $26.7K
|
3.23K
$1.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
49+ 0.27% |
$21.7K - $26.2K
|
17.9K
$8.67M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
49+ 2.05% |
$21.7K - $26.2K
|
2.43K
$1.18M
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
49+ 6.98% |
$21.7K - $26.2K
|
751
$364K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
48+ 0.53% |
$21.2K - $25.7K
|
9.1K
$4.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
48+ 1.52% |
$21.2K - $25.7K
|
3.21K
$1.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
48+ 0.56% |
$21.2K - $25.7K
|
8.59K
$4.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
48+ 6.99% |
$21.2K - $25.7K
|
735
$356K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
47+ 2.75% |
$20.8K - $25.1K
|
1.76K
$853K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
47+ 1.38% |
$20.8K - $25.1K
|
3.46K
$1.68M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
46+ 3.21% |
$20.4K - $24.6K
|
1.48K
$718K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
46+ 12.2% |
$20.4K - $24.6K
|
423
$205K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
46+ 9.37% |
$20.4K - $24.6K
|
537
$260K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
46+ 7.46% |
$20.4K - $24.6K
|
663
$322K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
46+ 1.75% |
$20.4K - $24.6K
|
2.68K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
46+ 1.67% |
$20.4K - $24.6K
|
2.8K
$1.36M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
45+ 1.7% |
$19.9K - $24.1K
|
2.69K
$1.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
45+ 0.51% |
$19.9K - $24.1K
|
8.81K
$4.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
45+ 2.35% |
$19.9K - $24.1K
|
1.96K
$951K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
45+ 1.2% |
$19.9K - $24.1K
|
3.79K
$1.84M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
45+ 0.55% |
$19.9K - $24.1K
|
8.26K
$4.01M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
45+ 2.84% |
$19.9K - $24.1K
|
1.63K
$791K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
45+ 5.64% |
$19.9K - $24.1K
|
843
$409K
|
|
|
May 13, 2025
Q1 2025
|
Silicon Valley Community Foundation
Mountain View, CA |
BUY
|
- |
45+ 23.32% |
$19.9K - $24.1K
|
238
$115K
|