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 14, 2025
Q1 2025
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
45+ 0.2% |
$19.9K - $24.1K
|
22.7K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
45+ 3.32% |
$19.9K - $24.1K
|
1.4K
$679K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
45+ 0.51% |
$19.9K - $24.1K
|
8.81K
$4.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
44+ 7.17% |
$19.5K - $23.5K
|
658
$319K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
44+ 2.25% |
$19.5K - $23.5K
|
2K
$968K
|
|
|
Apr 30, 2025
Q1 2025
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
44+ 0.51% |
$19.5K - $23.5K
|
8.65K
$4.19M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
44+ 5.12% |
$19.5K - $23.5K
|
904
$438K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
44+ 7.06% |
$19.5K - $23.5K
|
667
$323K
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
43+ 1.54% |
$19K - $23K
|
2.84K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
43+ 2.52% |
$19K - $23K
|
1.75K
$849K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
43+ 7.23% |
$19K - $23K
|
638
$309K
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
43+ 2.0% |
$19K - $23K
|
2.19K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
43+ 6.28% |
$19K - $23K
|
728
$353K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
43+ 0.57% |
$19K - $23K
|
7.59K
$3.68M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
42+ 0.62% |
$18.6K - $22.4K
|
6.83K
$3.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
42New |
$18.6K - $22.4K
|
42
$20.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
42+ 0.22% |
$18.6K - $22.4K
|
19.2K
$9.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
42+ 0.75% |
$18.6K - $22.4K
|
5.61K
$2.72M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
42+ 7.81% |
$18.6K - $22.4K
|
580
$281K
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
42+ 3.79% |
$18.6K - $22.4K
|
1.15K
$558K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
41+ 2.3% |
$18.1K - $21.9K
|
1.82K
$884K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
41+ 10.96% |
$18.1K - $21.9K
|
415
$201K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
41+ 0.38% |
$18.1K - $21.9K
|
10.8K
$5.22M
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
41+ 0.79% |
$18.1K - $21.9K
|
5.22K
$2.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
40+ 1.0% |
$17.7K - $21.4K
|
4.05K
$1.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
40+ 1.61% |
$17.7K - $21.4K
|
2.53K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
40+ 2.26% |
$17.7K - $21.4K
|
1.81K
$877K
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
40+ 2.26% |
$17.7K - $21.4K
|
1.81K
$878K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
40+ 0.11% |
$17.7K - $21.4K
|
35.5K
$17.2M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
40+ 0.19% |
$17.7K - $21.4K
|
20.6K
$9.99M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
40+ 1.18% |
$17.7K - $21.4K
|
3.42K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
40+ 6.24% |
$17.7K - $21.4K
|
681
$330K
|
|
|
Apr 28, 2025
Q1 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
39+ 8.39% |
$17.3K - $20.8K
|
504
$244K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
39+ 3.5% |
$17.3K - $20.8K
|
1.15K
$559K
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
38+ 0.03% |
$16.8K - $20.3K
|
110K
$53.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
38+ 16.1% |
$16.8K - $20.3K
|
274
$133K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
38+ 1.27% |
$16.8K - $20.3K
|
3.03K
$1.47M
|
|
|
May 02, 2025
Q1 2025
|
Provident Trust CO
|
BUY
|
- |
38+ 0.63% |
$16.8K - $20.3K
|
6.05K
$2.94M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
38+ 1.6% |
$16.8K - $20.3K
|
2.41K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
38+ 14.34% |
$16.8K - $20.3K
|
303
$147K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
37+ 7.24% |
$16.4K - $19.8K
|
548
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
37+ 1.64% |
$16.4K - $19.8K
|
2.29K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
37+ 2.18% |
$16.4K - $19.8K
|
1.74K
$842K
|
|
|
May 14, 2025
Q1 2025
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
37+ 0.29% |
$16.4K - $19.8K
|
12.7K
$6.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
36+ 1.65% |
$15.9K - $19.2K
|
2.22K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
36+ 0.8% |
$15.9K - $19.2K
|
4.54K
$2.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
36+ 2.31% |
$15.9K - $19.2K
|
1.59K
$772K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
36+ 211.76% |
$15.9K - $19.2K
|
53
$25.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
36+ 3.03% |
$15.9K - $19.2K
|
1.22K
$594K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
36+ 5.29% |
$15.9K - $19.2K
|
716
$347K
|