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 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
26+ 0.21% |
$11.5K - $13.9K
|
12.2K
$5.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
25+ 2.54% |
$11.1K - $13.4K
|
1.01K
$490K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
25+ 2.78% |
$11.1K - $13.4K
|
923
$448K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
25+ 8.68% |
$11.1K - $13.4K
|
313
$152K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
25+ 1.04% |
$11.1K - $13.4K
|
2.44K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
25+ 1.41% |
$11.1K - $13.4K
|
1.8K
$873K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
25+ 1.86% |
$11.1K - $13.4K
|
1.37K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
25+ 0.23% |
$11.1K - $13.4K
|
10.7K
$5.19M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
25New |
$11.1K - $13.4K
|
25
$12.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
24+ 1.88% |
$10.6K - $12.8K
|
1.3K
$631K
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
24+ 3.32% |
$10.6K - $12.8K
|
747
$362K
|
|
|
Apr 24, 2025
Q1 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
24+ 3.73% |
$10.6K - $12.8K
|
667
$323K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
24+ 2.0% |
$10.6K - $12.8K
|
1.22K
$593K
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
24+ 2.55% |
$10.6K - $12.8K
|
965
$468K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
24+ 4.4% |
$10.6K - $12.8K
|
569
$276K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
24+ 0.46% |
$10.6K - $12.8K
|
5.22K
$2.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
23+ 0.87% |
$10.2K - $12.3K
|
2.66K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
23+ 0.6% |
$10.2K - $12.3K
|
3.86K
$1.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
23+ 24.21% |
$10.2K - $12.3K
|
118
$57.2K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
23+ 2.19% |
$10.2K - $12.3K
|
1.07K
$521K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
23+ 0.05% |
$10.2K - $12.3K
|
47.2K
$22.9M
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
23+ 0.8% |
$10.2K - $12.3K
|
2.9K
$1.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
22+ 0.81% |
$9.74K - $11.8K
|
2.72K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
22+ 1.45% |
$9.74K - $11.8K
|
1.54K
$748K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
22+ 1.77% |
$9.74K - $11.8K
|
1.26K
$613K
|
|
|
May 12, 2025
Q1 2025
|
Bruni J V & CO
|
BUY
|
- |
22+ 1.18% |
$9.74K - $11.8K
|
1.89K
$916K
|
|
|
May 15, 2025
Q1 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
22+ 0.5% |
$9.74K - $11.8K
|
4.45K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
22+ 1.64% |
$9.74K - $11.8K
|
1.37K
$663K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
21+ 0.57% |
$9.3K - $11.2K
|
3.69K
$1.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
21+ 1.65% |
$9.3K - $11.2K
|
1.29K
$628K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
21+ 0.84% |
$9.3K - $11.2K
|
2.52K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
21+ 1.05% |
$9.3K - $11.2K
|
2.02K
$981K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
21+ 1.91% |
$9.3K - $11.2K
|
1.12K
$543K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
21+ 1.19% |
$9.3K - $11.2K
|
1.78K
$863K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
21+ 0.96% |
$9.3K - $11.2K
|
2.21K
$1.07M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
20+ 0.38% |
$8.85K - $10.7K
|
5.27K
$2.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
20+ 1.84% |
$8.85K - $10.7K
|
1.11K
$537K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
20+ 0.36% |
$8.85K - $10.7K
|
5.64K
$2.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
20+ 0.81% |
$8.85K - $10.7K
|
2.5K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
20+ 0.21% |
$8.85K - $10.7K
|
9.65K
$4.68M
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
20+ 0.6% |
$8.85K - $10.7K
|
3.37K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
20+ 1.2% |
$8.85K - $10.7K
|
1.69K
$819K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
19+ 8.68% |
$8.41K - $10.2K
|
238
$115K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
19+ 0.84% |
$8.41K - $10.2K
|
2.28K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
BUY
|
- |
19+ 0.21% |
$8.41K - $10.2K
|
9.05K
$4.39M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
19+ 2.94% |
$8.41K - $10.2K
|
665
$323K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
19+ 0.54% |
$8.41K - $10.2K
|
3.51K
$1.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
19+ 0.85% |
$8.41K - $10.2K
|
2.26K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
19+ 1.61% |
$8.41K - $10.2K
|
1.2K
$582K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
19+ 0.22% |
$8.41K - $10.2K
|
8.77K
$4.25M
|